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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: Hello. I am looking to add a name or two that has been weaker over the last month or so that offers some good value and above average prospects. Could you please suggest a couple names in both US & Canada that look interesting here? PS I have enuff financial exposure currently too. Thank you
Read Answer Asked by Martin on July 21, 2021
Q: This question is about first things first. I would like to add to ATZ which I'm underweight but am already overweight Consumer Discretionary. At the same time, I am underweight Health Care and could add to this sector. Now for the lead up to the question - If the first principle is tp focus on the portfolio, then I should go with the health care stock rather than ATZ. Is that right?!.....What a quandary, eh?!......Tom
Read Answer Asked by Tom on July 19, 2021
Q: Hi team
do you have a website or link to list
the monthly (listed from the 1st to the last of month in chronological order) dividends of Canadian stocks from Jan to end of December every month of the year?

thanks

Michael
Read Answer Asked by Michael on July 15, 2021
Q: My question has to do with technical indicators that may signal bearishness. In particular, I'm looking at the "unusual short interest" in the mentioned ETFs. Some popular "influencers" indicate they hedge when a market turns downwards by shorting these ETFs. This, the logic goes, is a way to protect the downside without liquidating high growth holdings.

Right now, my intution is that there is a "de-risking" going on in the markets (away from high growth and speculative cyclicals to blue chips and large cap tech).

My questions: Do you see unusual short activity going on in these ETFs, is it a fair indicator of broader bearishness, and do you think the strategy of hedging by temporarily shorting these ETFs is sound?
Read Answer Asked by Thomas on July 14, 2021
Q: I have warrants to buy shares in a publicly listed company. If this company is spinning off assets as a different company, with existing shareholders getting shares of the spun-off company, would I be entitled to shares of the spin-off if I exercise my warrants in the future?
secondary question: how do you view warrant investing as an alternative to options investing?
Read Answer Asked by Neelesh on July 13, 2021
Q: Is it a red flag when a company has a consistently much higher depreciation and amortization costs on the cash flow statement than it has CapEx spending? I have been researching a small UK company involved in online fraud detection. It is in a good space but this is one thing which worries me, together with rather low cash return on invested capital. Any comments appreciated.
Read Answer Asked by Andrew on July 12, 2021
Q: In my self directed margin account I have two calls:
1)50 calls of CPG C 21 JAN22, $3.00 that I paid .61c.
2)75 calls of CPG C 21 JAN 22, $4.00 that I paid .81c.
These calls don't expire till January and I have lots of room in my account to either cover them with margin, or sell another stock to cover, or sell the Calls outright. Of the choices listed, or something I am missing, is there any strategy to maximize my capital gains and/or minimize my taxes owing?
Thank you, Gord
Read Answer Asked by gord on July 12, 2021
Q: Hi I have this etf in my account . Should i sell some and buy stocks or add some i am looking for dividend income.

Thank you
Read Answer Asked by Francis on July 12, 2021
Q: Hey guys - I thought your answer posted on 7/9/21 on your investing philosophy was fantastic and very informative for a new investor. The one piece that I struggle with is not averaging down. If you like ABC at X the price and buy it, and 2 months later it is down 30% without any specific negative business developments, why would you not want to add (aside from a portfolio weighting perspective). MRS is an example of this and to me the price is dropping because people are impatient and want to see a large contract now, however the business risk appears the same today as when I bought it.
Thanks
Marc
Read Answer Asked by Marc on July 09, 2021
Q: Follow up to my question about CAE having 121% institutional ownership. You answered.
: "Generally this refers to the percentage of the float, and the results can be skewed with a large short interest. But, the short interest on CAE is minimal, and Bloomberg shows 86%. This is likely a data error from our third party provider and we will contact them."
Firstly am I assuming correctly that Bloomberg is showing 86% institutional ownership, not short interest.
Secondly where would you suggest I look to double check the info in the profile page? Is there a web site you would recommend that would confirm the data? I have checked several and no two give me the same information.
Read Answer Asked by Rob on July 09, 2021
Q: When researching investing strategies there is a lot of talk about investment discipline. Would you mind sharing yours? Specifically on your expensive and successful pics (ex: lsp,shop,etc) And if, as a group you each have different ones, maybe you could give a couple. For instance, do you use or like the idea of trailing stops or is it simply adhering to 20 stock 5% weightings and letting some run hot occasionally before paring them back.
Thx
Read Answer Asked by Todd on July 09, 2021
Q: Can you recommend a resource/book for my young teenager to begin learning about investing. The TV ads seem to focus only on the get-rich-quick trading aspects of making money without mentioning the get-poor-quick consequences of bad trading discipline.

I wanted something they could learn at their level to help evaluate the strength of a company as well as overall macroeconomy and technical analysis.

They may well decide to be traders as they turn into young men but at least having the knowledge of fundamentals, how to understand financial statements and technical would give them a foundation to build upon.
Thanks
Read Answer Asked by Neelesh on July 08, 2021
Q: I'm thinking of trying writing a call on positions I own (covered calls). I know I would be putting a limit on my upside in exchange for some income. I'm thinking of trying it on one or two large caps thinking that they have a low chance of a big swing or takeover bid, which means low income of course. Any suggestions or things for to watch for on doing this?
Also I'm wondering the best way to handle the situation if on expiry day that it was in the money. Do I let it expire (and then my shares will be auto sold?) or would it be best to buy the same call options to offset the write?
Read Answer Asked by Mike on July 07, 2021
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