Investment Q&A

Q: Good morning 5i
I would like your advice on a covered call options strategy. To date I have been selling covered call options on stocks I already own, such as Nvidia, Meta, Google, Shopify, etc. I sell mostly three week to monthly expiry dates. I usual tend to buy back and roll out if the market price surpasses my strike price. ( which I have been doing more frequently, recently).

All of these stocks have very high embedded capital gains and i wouldn’t want to pay the tax if called away. So far buying back and rolling out has worked well, though.

But, I am looking at other strategies, such as buying two or three good stocks, such as amd , palientir, etc specifically to sell call options. Here being called away is not a problem, as one would have little capital gains tax and , say in the case of amd, wouldn’t miss losing it, since I hold Nvidia.

Another possibility is to sell call options on a relatively volatile etf, such as QQQ.

I highly appreciate your advice, as I do in all investing questions

Q: What is driving CJT recent jump in price? What is your opinion of the company at this time?

Q: Hi team. A few months ago I asked about the best stocks and/or ETFs for my 32 year old son to invest $12K of RRSP $. We didn't get to this yet.... In the past you recommended a few ETFs. What would you recommend today. I'll help him get this invested through a self directed plan next week. Thank you!

Q: What do you think of women's clothing maker Groupe Dynamite (GRGD)? The sales and profit growth looks pretty good. Stock isn't cheap, though, at about 25 times earnings. I figure you prefer Aritzia, but would GRGD be a decent addition to a small cap portfolio?

Q: Of these three small caps would you own all three at 3 percent? In what order would you start buying? Do you see potential multi baggers?

Q: hi 5i, Are these two OK to buy today? for 3 years hold
thanks

Q: Sounds like President Trump is going to get involved helping the AI sector, specifically the huge power requirements. Looking for some investing ideas that will benefit from the presumed increased spending?

Q: A promotion of Schaffer. Pls give an analyisis & opinion.Tks in advance

Q: What would be your American and Ca. company for growth?

Q: I had a good run for month with Rogers com. Rci.b. in registered account would you think switching to telus is a good opportunity?
Thank you.

Q: Good morning ... I have some cash in my TFSA account that I'd like to get working for me.
Between Kneat, Vitalhub and Zedcor which do you see as the best investment for a minimum 5 year hold in terms of providing a combination of capital safety and upside potential.
Thanks, Rick

Q: My NOVO holdings are down significantly and I’m considering moving on to either BKNG, RTX or EUAD. On a scale of 1- 10 (low to high) please rate all four (ie. including NOVO) for both growth and risk, for a five year hold. Thank you.

Q: Would you please suggest a couple of stocks for Financials, Industrials, and Energy for aa 2 years hold, Thank you!

Q: Parkit is on an uptrend over the last month. What is your outlook on this stock? Is it worth holding? Thanks

Q: Peter and His Wonder Team
AEG has done well lately. I bought it several years ago as a contrarian play when it was out of favour. So I am up and wondering if I should take my profit. I remember the saying that bulls make money, bears make money but pigs get slaughtered...if you know what I mean.Ha! Ha! So do you think there is any further upside or has it run the course? Thanks as always!

Q: Good morning 5i team!

Your thoughts on LULU, RH and CROX? I bought them recently in expectation of a China tariff deal ultimately getting done. (NKE's Q results released today probably doesn't hurt sentiment). Are there any other names you would be interested in for a significant bounce?

Thanks as always.

Dave

Q: I have read your previous responses to this company question and understand recommending for or against will not be answered. I am wanting to know more about the holdings and the make up of this company/fund. Is there an MER? Is the holdings just uranium or am I right that they are moving in rare earths? A general overview of what they do with not recommendation would be appreciated. Thanks

Q: Seeking 5i advice regarding investing approx. $600,000 into Canadian ETFS for income and balanced approach. Considering TD Canadian Equity Index, for perhaps $100,000..
Could I please have your recommendation for the remaining amount.
Thanks in advance for your help
Rick

Q: What is your view on this producer/explorer with a 12% dividend.
How does the balance sheet look.

Thank you

Q: Any thoughts on the topicus loan.Is it a sizable loan?

Thx