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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: Hi Team,

I am looking to do a covered call strategy on growth stocks you like that have reasonably liquid options markets and high implied vol. What are your five favourite "long-term hold" CAD and USD stocks where such a strategy could be implemented?

Was looking at AYX as an example where you can create some interesting downside protection scenarios selling 1yr calls at strikes approximately 10% higher than current price that still give you a 20-35% total return if the stock rips higher through your strike.

Thanks
Read Answer Asked by Angus on October 24, 2019
Q: Three months ago a .20 EPS quarter sent GSB to the $14's. Today, a .19 EPS quarter sent GSB to the $9's. Sales are up from last year, Gross Margin is up from last year, Costs are coming down, EPS is up over last year. They have zero debt, $13M in the bank, excellent FCF and high insider ownership. I can't see a problem with this company at all. Is the drop a "sell on news" story. The stock can be volatile and is a small cap security. Is it buyable in your opinion at these levels?







Read Answer Asked by WAYNE on October 24, 2019
Q: What are the advantages and disadvantages for ETF versus Index Funds.
Is it better to owned Index Funds in registered accounts?
Read Answer Asked by Paul on October 23, 2019
Q: Would you please suggest 2 or 3 US balanced funds, available in Cdn$ and hedged. Thanks
Read Answer Asked by gary on October 23, 2019
Q: Hi, Can I get your perspective on U.S. Real estate. I am looking at investing in the US REITS and was wondering if now is a good time. I am looking at the following companies as well as the VNQ . Do you think the US reits is a good area to look into seeing as the US economy seems to be doing well and interest rates are low. Thanks
Read Answer Asked by pietro on October 23, 2019
Q: Two preferred issues trading at 6.42% yield versus 5.74% yield. Reset in June 2023 and Dec 2022 respectively. Can you answer why two preferred issues would trade a such a yield spread?
Read Answer Asked by Greg on October 23, 2019
Q: 'Buffered ETF'
What do you think of these products? I just listen to the last Bloomberg 'Trillions' podcast on ETF and I found them compelling (very good podcast BTW). I hold about 10 % cash and 15% in PSA and PSU in my mothers account (she's 63). I felt I needed to reduce the risk in her portfolio from a sudden downside but would like to capture some of the potential upside. I would considered to use the 10% cash and buy buffered SP500 ETF in October and November lets say.

Would be great also to have a more detailed analysis in about these products in your ETF and mutual fund update.
PSEP:
I understand that the MER is 0,79% and I will not get the dividends. On the other hand, this protect the investment for the first 15 % (or what ever is remaining of the buffer) until next September and a chance to get a few % upside. Am I getting this right?

Read Answer Asked by Olivier on October 23, 2019
Q: Hi 5i Team - Could you provide me with an update on Trilogy Metals. In particular any information you can provide on their cash situation, debt, insider ownership/recent buying or selling, opinion of management, noteworthy recent activity and general views on the potential of this company. Thank you.
Read Answer Asked by Rob on October 23, 2019
Q: Very disappointing ! You should stay out of politics !
Shame on you for publishing a question, from Paul, full of hate for Québec. Your way to help national unity ?

Jacques, Montréal
Read Answer Asked by Jacques on October 23, 2019
Q: With the Bloc doing so well in the election and the PM sure to lavish our taxes their way, what companies generate a lot of income from Quebec, and/or are candidates for charity ? Thanks.
Read Answer Asked by Paul on October 23, 2019
Q: My Reit and Utilities have become underweight in my portfolio (not because they haven't done well - other stocks have just done better). What would be your top three value investments in these sectors today (they all seem a bit expensive right now) in both the US and Canada. i am looking for both income and a bit of growth.
Read Answer Asked by kelly on October 23, 2019
Q: Hello,
I would like to know if there is an easy way to find ETF's which provide dividends on a monthly basis. Is there a list out there I can use or would you have a short list of such dividend payers? I do own XDV which is a monthly payer. I believe that using a DRIP in my account with monthly dividends should grow my portfolio faster over the long term.

Thanks for all your help.

PS: I love the portfolio analytics feature you have added.
Read Answer Asked by Mauro on October 23, 2019
Q: Hello 5i, the S&P/TSX30 is based on growth over past three years . Looking forward what would be your top 8 for growth over the next three years?
I realize this is a bit of crystal ball work but I would like to hear your thoughts!!
Regards Dave
Read Answer Asked by Dave on October 23, 2019
Q: Are there any ETF that cover Germany, India, China
Thanks for the help
Read Answer Asked by James on October 23, 2019
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