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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: This company is looking IPO. Your thoughts on whether it would be a buy?
Read Answer Asked by Shelley on November 30, 2020
Q: This is a question regarding your answer to my previous question regarding taxes for options. Thank you very much for your perspective, by the way.

But, my question was not on taxes on premiums. I know they are taxed. It was about when one buys back a stock which one has previously sold a a covered call option on. Is the underlying stock considered to have been sold?
thanks
Read Answer Asked by joseph on November 30, 2020
Q: Here is what Taxtips.ca gives as a reason for not selling options:
We traded options for about a decade, and in the end finally decided to quit, because

bullet there was too much record keeping to be done
bullet we always had to keep on top of whether the stocks were close to exercise price
bullet when we used a full-service broker, it seemed we would be warned before anything was exercised and that we could have some input, but once we used a discount brokerage options would be exercised without warning, and we would find out after the fact.
bullet it was impossible to quantify true gains and losses, and it certainly didn't seem worth all the effort we put into it
They undoubtedly know more than I do but I find their analysis a little extreme. Wondering what you think of it.

I was looking at their site in order to get an idea about paying taxes on options. wasn't really clear to me. My question is whether you pay capital gains on the stock, not the option premium, but the stock capital gain, when you buy back a call option?
thanks
Read Answer Asked by joseph on November 30, 2020
Q: GOOG is now about 10% of my holdings excluding the fixed portion of my total portfolio. At what % would you let this one run before scaling back? In previous response to members you indicated an 8% start make you nervous but, this is GOOG a member of the trillion company.
Thanks.
Read Answer Asked by Charles on November 30, 2020
Q: Hi,
Which do you prefer, for a holding company that is diversified and kind of gives you a mini-mutual fund effect, without the ongoing cost of an MER. ( I already own BAM.A).
FFH provides a dividend. Do you think BRK.B will ever initiate a dividend? Thx.
Read Answer Asked by Robert on November 30, 2020
Q: Canadian banks have had a strong run in the past month. Do you expect them to give some of this back in the near term?
Read Answer Asked by Jeffrey on November 30, 2020
Q: Once the Covid phase 2 starts flatenning the CURB In a few months and Vaxine starts rolling which stocks like CGX can have possibly high growth?
Read Answer Asked by Nizar on November 30, 2020
Q: Hi guys,

Two questions so please deduct the appropriate credits:

1 - Is the energy sector now purely a trade going forward? Are the days or steady production growth gone given how volatile the price of energy can be? It seems like there are ample opportunities for trades, but buy and hold, unless its a pipelines seems to be finished for now at least. Agree or Disagree?

2 - Looking to add some consumer discretionary to my portfolio for a recovery. Deciding between QSR and ATZ. I like the size of QSR and the dividend, but ATZ has lots of growth potential in the U.S. and Internationally and my wife likes their clothes!! ;) If you had to choose one, which would it be?

Thank you,
Jason
Read Answer Asked by Jason on November 30, 2020
Q: Last week KL announced that they had entered into an agreement to sell almost all the shares that they held in NVO at $2.45 with warrants at $2.80.

My questions are:

1. Has the brokerage assumed control of the shares, or can they back out of the deal, seeing as how NVO shares are now only $2.14?

2. Based on the cash that KL currently has, can you give me tow good reasons why they bailed on NVO at a steep loss?

3. Has E. Sprott bailed as well?
Read Answer Asked by Kelly on November 30, 2020
Q: Given my two portfolios (TFSA, Unregistered), I just added in some inheritance - 491 shares of CAE, I'm looking to trim back a good portion and reinvest in some other ideas to accompany my total list of holdings, or add to some current positions you feel are showing promise at todays price action and growth strategy would keep accelerating post covid.

I know you guys like CAE right now, Id like to know how much you feel would be a good trim to keep diversification and what would you recommend to reinvest in? I was thinking of trimming back to $4000 - would you agree?

Read Answer Asked by Daniel on November 30, 2020
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