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.
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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: Everybody knows about tax loss selling late in the calendar year, but I am wondering about the significance of tax GAIN selling in early January. People waiting to sell a stock until the next year in order to delay paying taxes. How much of an impact does this have on stock prices early in the year? What type of stock is more vulnerable to tax gain selling? Obviously, stocks that have large gains, but there are lots of those, and many continue to do well early in January. Do you have any thoughts on which stocks on the TSX might be likely to see share price weakness in early January due to tax gain selling? Does this type of share price weakness typically reverse itself fairly quickly?
Q: Would like to increase my Google holdings, I have the problem in buying goog outright in a tfsa or buying cdr . I have never bought a cdr and ask would this be good idea or should I just buy the US Google . What are the pros and cons of cdr and what are the best way to buy cdr? I have goog in a cash account but my tfsa would require selling existing securities .
Doug
Doug
Q: How do you buy cdr for Google?
Q: Is the recent deal by BCE in the USA "written in stone" or can it be cancelled by either party at this time. Looks like the deal has almost destroyed the co. Thanks
Q: A significant portion of my portfolio is allocated to SPY and QQQ. When i feel a need to hedge what are the pro's and con's of Shorting (using inverse etfs) as opposed to just selling the SPY and QQQ positions.
I'm not trying to sidestep a routine pullback (< 10%) it is more the corrections (10 to 20%) or Crash scenario's that i'm wanting to protect against.
I'm not trying to sidestep a routine pullback (< 10%) it is more the corrections (10 to 20%) or Crash scenario's that i'm wanting to protect against.
Q: Apologies if I missed this elsewhere on the site, but I was wondering if you produce (or plan to produce) a report outlining tax loss buying opportunities, or alternatively if you'd be able to suggest a few names to look at/keep an eye on?
I'm currently sitting on ~25% cash and looking for growth or income names with a 3-5 year time horizon. I have a fairly balanced equity portfolio, so agnostic when it comes to sector or market cap. Thanks!
I'm currently sitting on ~25% cash and looking for growth or income names with a 3-5 year time horizon. I have a fairly balanced equity portfolio, so agnostic when it comes to sector or market cap. Thanks!
Q: What are the downsides of using a covered call strategy? Not the downsides of a covered call etf.
Thanks
Thanks
Q: I’m have some non registered stock investments that have capital gains. I was looking to make a donation to a charity using these to offset a tax on gains, as opposed to simply donating cash from cash flow. Is there anything to stop me from simply donating my stocks and then simply buying them back again, essentially to erase my tax burden?
Q: Dear 5i
If a stock is considered to be say 30% above what an analyst considers to be its fair market value but at the same time has an estimated earnings growth rate for the next year of 30-40%, would you consider this stock to be investible ? Assume good fundamentals . I would liken this scenario to a stock having a high P/E ratio ie expensive but has strong earnings growth forecast . Is that how you would see it as well ?
Also are there any Canadian crypto exchanges that you would recommend or would you suggest staying with an American exchange ?
Thanks
Bill C
If a stock is considered to be say 30% above what an analyst considers to be its fair market value but at the same time has an estimated earnings growth rate for the next year of 30-40%, would you consider this stock to be investible ? Assume good fundamentals . I would liken this scenario to a stock having a high P/E ratio ie expensive but has strong earnings growth forecast . Is that how you would see it as well ?
Also are there any Canadian crypto exchanges that you would recommend or would you suggest staying with an American exchange ?
Thanks
Bill C
Q: Where can I get value and risk metrics (like Sharpe ratios) at a reasonable price? I currently only have a free Koyfin account.
Q: With reference to my December 4 question, thanks you for your comment. Unfortunately, the second part of the question was unanswered. For ease of reference by you the part unanswered was: “ Would you also care to suggest the best stock charting tools available that include hard-to-find data such as PEG, forward P/E, EV/EBITDA &c.
One cannot readily see which charts include dividends and which are price only. I would appreciate your comments very much on which are the better *MORE COMPREHENSIVE* charting tools available. Many thanks. :ao:sab
One cannot readily see which charts include dividends and which are price only. I would appreciate your comments very much on which are the better *MORE COMPREHENSIVE* charting tools available. Many thanks. :ao:sab
Q: I want to convert USA to CDN. I usually convert USA / CDN dollars or vice versa using stocks trading on both platforms. Is this same as using Norbert Gambit method.
Which option would you recommend that is more benefits
What are your thoughts on USA dollars.
Thanks for the great service
Which option would you recommend that is more benefits
What are your thoughts on USA dollars.
Thanks for the great service
Q: Are there any regulations / rules as to how much notice a company must give to a general investor on when the company intends to report earnings every quarter? If so, what are they?
Is there a specific site they are to report said announcements?
Sometimes it seems it's a little loosey-goosey.
Is there a specific site they are to report said announcements?
Sometimes it seems it's a little loosey-goosey.
Q: Not a question. I saw Rajiv's question today inquiring about "any statistical data on the Santa Claus rally."
(Hopefully this is an appropriate thing to share on here.) There's an account on twitter by Wayne Whaley (@WayneWhaley1136) and he regularly posts statistical data studies on the US markets. I don't have a twitter account, so I just take a look via a google search occasionally for fun. I do recall seeing him tweet Santa Claus rally specific statistical studies in the past, including last Christmas.
(Hopefully this is an appropriate thing to share on here.) There's an account on twitter by Wayne Whaley (@WayneWhaley1136) and he regularly posts statistical data studies on the US markets. I don't have a twitter account, so I just take a look via a google search occasionally for fun. I do recall seeing him tweet Santa Claus rally specific statistical studies in the past, including last Christmas.
Q: Everyone, do you glean anything from premarket stock prices? Clayton
Q: Hi Peter and 5i Team,
Can you recommend a book to give as a gift for investing/financial literacy that would be suitable for a high schooler?
Thanks for all the great advice that you offer and wishing you all a Merry Christmas and a wonderful holiday season.
Can you recommend a book to give as a gift for investing/financial literacy that would be suitable for a high schooler?
Thanks for all the great advice that you offer and wishing you all a Merry Christmas and a wonderful holiday season.
Q: Everyone, what would ultra high net worth people be concerned about today? Clayton
Q: A while back you recommended the book
“ The Psychology of Money “ so I picked up a copy and am glad I did. I recommend it for all members ; easy to read , fun, informative. It has changed ( for the better ) on how I look at investing and my life choices. Thanks. Derek
“ The Psychology of Money “ so I picked up a copy and am glad I did. I recommend it for all members ; easy to read , fun, informative. It has changed ( for the better ) on how I look at investing and my life choices. Thanks. Derek
Q: Hello 5i team,
I was wondering if you have any statistical data on S&P, Nasdaq performance for a week or two after the Santa rally? To confirm the Santa rally should end two days of trading in the new year?
Regards
I was wondering if you have any statistical data on S&P, Nasdaq performance for a week or two after the Santa rally? To confirm the Santa rally should end two days of trading in the new year?
Regards