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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: In your opinion, what do you believe would be the impact on BAM.A stock under the following circumstances:

1. Rising interest rates
2. Market correction
3. Unfavourable Free Trade conditions

Also, would you consider the company to be well diversified, and if so, would an overweight position be acceptable in your opinion?

Thanks,
Read Answer Asked by Craig on July 11, 2018
Q: Since writing covered calls and cash-secured uncovered puts has the same risk/reward profile why is only covered call writing permitted in registered accounts? Is that a government regulation or an individual bank decision?

Thank you.

Milan
Read Answer Asked by Milan on July 11, 2018
Q: Hi Peter,
I am thinking of switching from BMO TO BNS as BNS is the worst performing bank this year. BMO is in my TFSA so there are no tax implications. Also my fees are very low so this is not a factor. I feel that I will get more growth from this switch. What is your opinion?
Jane
Read Answer Asked by Jane on July 11, 2018
Q: I am developing an income portfolio which will fund our retirement as we have minimal pension income. We are looking for monthly income that is relatively stable. We have a number of the big Cdn banks and Utilities owned in this portfolio. Which of the 2 monthly income funds would you prefer?
Thanks
Read Answer Asked by Nancy on July 11, 2018
Q: I have done well with ADW.A and am considering reducing this stock to a full position and adding BAD. My TFSA holdings are ADW.A, DSG, ECN, ECI, EIF, IPL, GUD, LUN, OTEX, PHO, RRX and TOY. Could I have your thoughts on this move or any other suggestion?
Thanks
Roy
Read Answer Asked by Roy on July 11, 2018
Q: The Debt to Capital ratios on DOL and BRP are 108.94% and 152.63% respectively ( source TD Webroker). Are their ratios for real? If so, what would happen to the stock price when a recessive events (i.e. cash flow stalls, fast interest rate rise or other) occurs?
Read Answer Asked by LARRY on July 11, 2018
Q: Hi Ryan
I have been trying to formulate an investment thesis regarding the impending roll out of 5G and am wondering if 5i has developed any ideas as how to invest in this technology. Noticed a few commentators have indicated that the best way would not necessarily be with the telcos but rather with the "picks and shovels" providers like chip makers or contract manufacturers.

Also, read an interesting piece the other day on SA regarding CCI in the US positioning itself for 5G.

Thanks for your insight

Brad
Read Answer Asked by Brad on July 11, 2018
Q: I try to keep my portfolio close to your balanced portfolio. In this mix what would you replace SJ with?
ATD.B - BCE - BNS - BYD.UN - CCL.B - CNR - CSU - DOL - GC - GSY - KXS - MG - MX - NFI - PBH - PHO - PPL - SHOP - SIS - SJ - TD - TSGI - TOY - WSP


Read Answer Asked by Andrew on July 10, 2018
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