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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: I wish to do some tax loss selling and re-invest in the same of similar equities in a month or so. Which of the above 4 companies do you believe will stay low or go lower?
Read Answer Asked by Claus on August 05, 2022
Q: Hi 5i; Thanks for your wonderful advice. You have helped my portfolio to grow for many, many years.

What would be your top picks at this time, in each of the following sectors: consumer discretionary, real estate and industrials. I am underweight in these and am looking for growth.

Thanks, your fan
Cathy
Read Answer Asked by Michael on August 05, 2022
Q: Could you kindly give your outlook for this fund. From my understanding it holds short terms corporate bonds which would be positive in the current rising interest rate environment yet it has been loosing value. Also, would you consider it defensive irrespective if interest rates continue to rise, stabilize or do a reversal.
Thank you
Read Answer Asked by Francisco on August 05, 2022
Q: Can you please comment on quarterly earnings report. Was there anything of particular interest on the conference call (either positive or negative)? Currently down 64% and has dropped to .7% of total holdings. If this was in one of your model portfolios: which portfolio would you have it in, what size of allocation would you be targeting, and would you consider adding to its position in the next monthly member udpate?
Read Answer Asked by Justin on August 05, 2022
Q: This is not a question, but an experience I'd like to share.

I have subscribed to Peter's covered call selling for many years. For instance I had a September expiry $30 CC on CCXI that gave me a $1.50 credit. So, the stock was selling at 24 and the CC strike was 30 and the credit for selling the call was 1.5. So potentially I could make a max profit of 7.50. Not bad I thought.

Then I woke up this am and was confronted with this:

https://www.tipranks.com/news/press-releases/amgen-to-acquire-chemocentryx-for-4-billion-in-cash

Be prepared for that eventuality if you use the CC strategy. Even though it happens much less frequently then desired it does hurt the greed part of our ego. No doubt about that.

Sheldon
Read Answer Asked by Sheldon on August 05, 2022
Q: Hi Peter
I have in my portfolio Spark and Immunoprecise which are both down are they worth holding
Kolibri Global and Southern energy are winners Do you think there is more upside to these stocks .
Thank you
Howard
Read Answer Asked by Howard on August 05, 2022
Q: In our concentrated portfolio of 20 stocks we hold the above industrials (total weighting 22%) and have been happy. GIC “missed” earnings today and is down today. Could you review its earnings and let us know if there are any red flags? Also would you see a better US industrial stock to fit into our portfolio? We are up 50% from where we bought GIC so there would be some tax considerations in selling…

THANKS for all your work.
Read Answer Asked by Paul on August 05, 2022
Q: Any idea why Telus shares can’t be owned by non-residents of Canada? My broker informed me that my T.TO shares will be converted to “Non-Canadian” shares which don’t trade. I can switch back to regular shares only when I want to sell them. I’ve never run into this before and have been non-resident >10 years.
I prefer Telus over BCE but should I just switch over to BCE?
Read Answer Asked by Eric on August 04, 2022
Q: Hi I am still looking for Growth opportunity PLUS INCOME ( main criteria).

Also looking to diversify. Currently I own no European stocks.

Can I have your thoughts on BEUR : mer 0.9% and yield @ 6.4%

Or is there a better opportunity out there.

Thanks.
Read Answer Asked by Donald on August 04, 2022
Q: On Aug 2/22 there was an answer regarding RRIF mandatory withdrawals rather than sell a stock. It mentioned Withdrawal in kind & transfer stock to cash account., Are there any tax implications. Could you provide example of a stock trade. What if your are losing money on stock can this still be done ????
Read Answer Asked by Guy on August 04, 2022
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