Investment Q&A

Q: Can both of these be held in a long term balanced portfolio? Is there overlap between them?

Q: Which would you recommend, investment account or TFSA.

Q: Canada has accelerated both inflow and outflow of Foreign investments in Canada since Liberals took office. The Liberal government is abandoning ship, Canadian dollar is nosediving, and our deficit continues to spiral out of control!
Canadian stock investors like us here on 5i are taking big risks in buying Canadian stocks only to see our dollar erode, our stocks erode, and our investments erode.
I feel the only way to combat these issues outside of our control is to buy American stocks and investments as the more I invest in Canada the more Trudeau and his Liberals will find ways to screw my hard earned dollars, that are getting smaller by the day!
Your thoughts, thank you!

Q: Thank you for your continued sharing of insight on the underpinnings of our CAD investment economy.

I think you may have missed a part of Keith's question today. The picture certainly looks bleak for the CAD$ - I suppose the news is as bad as it can get?

This said, there should be solid assets/sectors that can thrive in a 50 cent CAD dollar situation.

If so, please elaborate - when this day arrives there will be US investors looking north at our 2 for 1 sale.

Thank you

Q: Both of these have been in a downtrend lately. Any particular reason? Should I let go of these two (both in a registered account) before I lose my gains? Thanks and best of the season to all.

Q: At 71, I'm getting a little scared of the Market (Wednesday), and I'm 100% in equities mostly Tech. I'll keep the Mag 7 but want to sell the rest and move to safety in these Large Mgt. Firms. Please LMK if you agree with my strategy and can you kindly Rank them? Thanks!

Q: Which one do you prefer for a 5 year hold? Thanks

Q: Good morning,

I try to keep my fixed income weighting in the 35-40% range of total investable assets. Of this, I have maintained my HY exposure - via the PH&N HY Fund - in the ~ 10% range of my fixed income exposure. The rest of spread out in ETFs like XBB, XLB, XCB, TLT.

I would like to increase my HY exposure as a % in my fixed income exposure to ~ 20-25%. I know you don't love to comment on weightings, but do you think this is a reasonable move? I love the fund, and have a lot of time for the PM there.

Thanks as always.

Q: Can you recommend a couple quantum computing companies that are worth investing in?

Thanks

Q: I am planning to write covered calls on some of my RRIF holdings in order to generate more cash to meet minimum withdrawal requirements. If this a good strategy? Can you offer me any guidance as to what percentage above the current market price that the strike price should be for a six month call option? If not six months, what option term would you recommend? It seems to me there must have been some studies done to determine the "sweet spot" for covered call option writing, but I would nevertheless welcome your advice.

Q: What's your opinion on buying GraniteShares 2x Long NVDA Daily ETF , NVDL.

Or other Long ???? Daily ETF's.

Thank you.

Q: Hi Peter and all at 5i. Wishing you the best of the season!

Peter, first of all, I really enjoyed your last article in the National Post. Your financial stories were highly entertaining.

I manage a RRSP for my daughter-in-law. She has approximately 24K in cash due to a GIC that recently matured. (She got 5.16% interest).

She has these commission-free ETFs: CEW, QQC.F, XHC, XIT, and XST. She would have to pay a $10 commission on the following stocks and ETFs: BCE, BNS, FTS, PBH, SLF, WSP, ZIN, and ZRE.

Question 1. In what order would you suggest she uses the cash to purchase more of the commission-free ETFs?

Question 2. If there are compelling reasons to do so, in what order would you suggest she uses the cash to purchase more of the stocks and ETFs where there is a $10 commission?

I’m hoping that this question can be answered before Christmas if possible. Please use as many question credits as you see fit to provide a comprehensive reply.

Thanks as always for your valuable insight.

Q: what is the NVO revenue breakdown for its weight loss/diabetes drugs versus the various other revenue streams thanks Richard

Q: Please share your thoughts at this price level for BMEA.

Thanks!

Q: Do we know what Lumine paid for Casa earlier this year from Lumine's financials? I know there was no number in the news release previously.

Q: Everyone, if you could only have one stock in Canada for a long term hold what would it be? Same question for the US? Clayton

Q: Would you be comfortable selling ATD for a small profit and buying a full position in URI now, URI is down 14 % percent over the past month. I would then buy back ATD over time.

Or would you average into URI over time? I think the bottom may be in, as the stock has started going up again.

Q: Happy holidays…. Tax loss selling….. proxy for TLT, VDE, EMXC, OXY, PICK, LLY, NXT, ZBH, AMD, -Thanks

Q: for tax purposes in Canada, is a Canadian money market fund ETF profit taxable as income or capital gain. Thanks. Merry Christmas to all there.

Q: With recent pullback what are your top 5 Cdn and US names that have pulled back to attractive entry points?

Thank you
Tim