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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi, I am considering buying the dip into some covered-call tech funds. I was looking at a roughly equal investment in ZWT and QQCL. I'm aware of the limited upside potential of these funds but am buying for income with some capital gain (ZWT). I'd appreciate your thoughts on the possible pitfalls inherent in these CC funds. Thanks.
Read Answer Asked by Collin on July 30, 2024
Q: Terravest stock seems to be getting its traction back, with a new 52 weeks high today, after a sustained period of drawdown, following the equity raise. Could you please help understand some reasons for investors' renewed interest, Also, do you expect this momentum to continue into earnings and thereafter?

Thank You
Read Answer Asked by rajeev on July 30, 2024
Q: What is your opinion of this ETF for a current buy? It would seem that defence spending is not going down for the forseeable future. Thank you. Cheers
Read Answer Asked by Hans on July 30, 2024
Q: I am holding a lot of cash in anticipation of buying a condo in the next 6 months. My main concern is capital preservation. What is safer: short term bonds or HISAs? Assuming a significant decrease in interest rates during the next 6-8 months, would short term bonds offer a greater total return than HISAs?
Thanks!
Read Answer Asked by Grant on July 30, 2024
Q: I have these bond funds: PGF510, CVC, ZAG, XLB, along with mostly GIC's in my fixed income side of portfolio. Do these Bond funds pay interest the same as the GIC's or do they pay Dividends so I would get the Dividend Tax credit? All are in my margin account. Would any of these be worth adding to now that they have gone up somewhat? Thanks so much!
Read Answer Asked by Pat on July 30, 2024
Q: Although I realize you are not tax experts, I have a general question about holding ETF’s in an an open account. My understanding is that Canadian-listed ETF’s are exempt from the T1135 filing. So I believe HXDM, even though an International ETF, could be held in a non-registered account without any filing requirement. Is my assumption correct?

On the other hand, any ETF could be held within an RRSP without filing (eg. VWO).
Read Answer Asked by James on July 30, 2024
Q: What is your current opinion of RDVT (i.e. Red Violet)?
Read Answer Asked by David on July 30, 2024
Q: How do you feel about this energy storage etf that is quite new and looking into the future?
Thanks Again
Read Answer Asked by eugene on July 30, 2024
Q: "We could see the mega-cap names move sideways relative to small and mid-caps in the near-term and intermediate-term, but we would not be willing to try to time this, as the probabilities from history and current valuations are on our side."

If someone were trimming mega-cap names to raise cash and capitalize on the potential for small and mid-cap names to outperform please name your top 5 Canadian and US companies that would be the first you put this cash into.
Read Answer Asked by Tim on July 30, 2024
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