Investment Q&A

Q: Hi 5i Team,

I'm wondering if you have any suggestions for using options to generate routine income. So far, I mainly write puts on companies that are temporarily out of favour but that I wouldn't mind holding for a while and also collect a dividend if I end up having to hold for a bit (e.g, ENB, TD, BN, CVS). I do this randomly (e.g., once or twice a year on a couple of companies) but would like to increase the frequency. I don't have a good sense for what expiry date I should choose (I typically go out six months or more) or the best strike price (I usually pick around the current price). Do you have any good ideas for the current market that you could suggest and could you recommend a resource to do more research. I'm currently thinking of writing puts on TD, CVS, and BTI and wondering if I should scatter their expiry dates.

Thanks as always,
Lisa

Q: Any reason for the large increase today? I cannot find any news on the stock.

Q: Good morning, over about a three to five year period which of these two investments do you think would be worth more, including dividends, but disregarding anything else, thanks?

Q: Good morning. Can you please suggest your top choices for US companies with strong dividends and some growth potential.

thanks

al

Q: Hi 5i,
Someone recently recommended Ewing Morris Flexible Income Fund as a solid and safe investment in the current environment. Would you concur? Any thoughts or alternate recommendations appreciated.
Many thanks.

Q: Dividends of these companies are interesting for a retiree. I have money to put in two of them. Favoring Enbridge. In between the two other two, PPL with is involvement with the LNG in Kitimat I would be inclined. TRP I'm certain would be fine except for their problem with Line 5. What's your take on this.

Q: Hi Team,

Can you please provide your thoughts on NTLA? I've held it for a few years through the ups and downs, and am thinking of now replacing it with something with more potential upside. I was thinking about TOI, but would like to hear if you have any other suggestions as well. My timeframe is 2-3 years.

Thanks

Q: hello 5i:
I am interested in the above companies, but feel both are overvalued at present. Technically, HPS appears to have a "blowoff" topping pattern while ATS is consolodating. Fundamentally, both look a little stretched as far as PE, P/CF go. The subject of growth, of course, will define future gains. From past answers, you like ATS "better" than HPS.
First, can you confirm the above deductions and do a head to head comparison of the two. Second, where do you see future growth for both, and why. HPS actually looks to have the upper hand due to the "relectrification" theme as their products might attract a larger global audience. Third, can you provide what you feel are good entry points. Thanks for this comparison as there are only funds to buy one.
Paul L

Q: Are the shares or the price changing for the shareholders of TRI. I'm unable to access any information from my online broker. It looks like they have acquired another company. Thanks.

Q: WHAT are you evaluating this company

Q: hello, I try to understand what will happen when lumine will convert the prefered and special shares next year to voting shares. Will it affect the stock price and the market cap of the company or it will have no impact ? Can you explain why they do the spinoff in that manner. Thank you !

Q: I would like to give money to charities from my RRSP is there a beneficial way, what are the tax consequences?

Q: For a long term investor, say 10 + yrs, are the issues you identified in your dropping coverage notice for Fiera, fatal? In the long term the ups and downs of any company are to be expected, however, there are some risk conditions from which a company may not be able to survive. Do you see Fiera as a going concern 10 yrs from now albeit at a lower price and lower dividend. Or perhaps a lower price and zero dividend?

Q: Hi, I understand that lnth was participating in a conference this past weekend. Are you aware of whether the drop yesterday has anything to do with discussions/revalations at the conference?

The stock seems to move in 6% increments up or down and I find it hard to stomach, not knowing much about how competitors and the extent to which lnth may or may not enjoy a moat. Thanks,

Jason

Q: What are your thoughts on the following 2 Companies?

Q: If you had to choose between Topicus and Lumine for a 5 year investment which one would you pick and why? Also, what are good entry prices for both?
Thanks

Q: Hi guys,

I am looking for your top 3 picks on Canadian markets for dividend income and growth with the emphasis being on dividend income.

Which 3 would they be and why?

Thanks

Sheldon

Q: Hi 5i,
May I please have your thoughts on Zoetis.
Do you feel that it is a good 3 to 5 year investment at this time? The reasons for your answer?

Thanks!

Q: I have $70,000 to invest for a 5-8 year hold. Looking for dividends and growth. What are your best suggestions? Going in a non registered account.

Q: I have money invested in the CASH and PSAV ETFs in registered accounts through my bank HSBC Canada. As I understand it, HSBC Canada is about to be bought by RBC. I also understand that RBC, for some reason, does not allow trading in the CASH and PSAV ETFs. If this is correct, am I at any risk or concern on this? Should I sell my CASH and PSAV ETFs before RBC takes over or just carry on as normal?