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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: QYLD writes calls options ATM on "100% of assets" wich means on all NASDAQ index or all assets ? I seems to me impossible and much to risky to sell call options on 100% of the NAV of the fund( since they could have to sell all of the fund eventually ..) but it would be logical for me to sell call options on a certain % of all the NASDAQ index (a % on 100% of NASDAQ 100 stocks)! I read that this % was 2%,but I found nothing about this point on global X website except this "calls on 100% of assets"...Did I misunderstand the whole principle of this fund ? thanks for explanations
Read Answer Asked by Jean-Yves on December 31, 2022
Q: Can I please get your opinion on the consumer cyclical company Traeger Inc. (COOK). Since its IPO in 2021 it has declined close to 90%. Normally this trend would not appeal to me but I do find it interesting the Ontario Teachers Pension Plan is the largest shareholder. What do you think of this company after a year of being public and do you think it has any prospects? If you are not in favor of this company, can you suggest some other consumer cyclical names in the US that would think highly of? Portfolio analytics suggests I should increase my consumer cyclical weighting.
Read Answer Asked by Justin on December 31, 2022
Q: Could you please share 5 to 7 US growth names you would be comfortable with buying today? Are there any names that you were comfortable with early in the year that you would be less comfortable with moving forward? (For ex: ROKU, or APPS).

Read Answer Asked by TRINA on December 31, 2022
Q: These 3 stocks have fallen dramatically. NVDA and CRWD have had recent insiders sales. If you were to invest in these which order may you acquire them?

Also what is the difeerence between buying them on NASD or on the Canadian exchange.? Would you prefer one to the other?

Thank you

Steve
Read Answer Asked by Steve on December 30, 2022
Q: I want to do an option strategy on this company. I really like the premiums on these.

However when I go to trade the options, I see, for instance on the Jan 20, 23 strikes 3X 10 strikes, 3X 125 strikes 3X 120 strikes etc etc.

What are the various strikes for. I just want to trade the option for the stock not any bundled equity package.

Can you shed light on this ?

Sheldon
Read Answer Asked by Sheldon on December 28, 2022
Q: We just received notice from our broker Questrade. Some securities, notably LPs will be affected by an extra tax on dividends, and a 10% witholding tax on sales of said securities. The list, https://email.questrade.com/NDE1LVRSVS0xMzEAAAGI2aUK0lRlxgseeoLC1Eghn1II_fBto39UgUhfF225XXBg6TyuY3qXPyY6am5dK1dIACvlnN0=
is quite large and include even names like Lazard,LAZ which i believed was a regular trading stock.
Will that affect holdings in RSP accounts? Is there to be a rush to the exits from a number of these? If it affects holdings only in regular investment accounts, would it be a good opportunity to to catch a few discounted names in a registered account?
Sorry for a lengthy and intricate question.
Thank you and Merry Christmas.
Read Answer Asked by francois on December 23, 2022
Q: SDIV has gone through some type of split in the last couple of days, as well as lowering its dividend to .08.
No dividend at all was paid into my LIF account.
PDBC seems to be under the radar as far as the dividend payment is concerned. I cannot locate the amount.
Kindly advise what is going on with these and please offer your position on them.
Thank you!
Read Answer Asked by Catherine Ann on December 23, 2022
Q: Tough question for sure, but disregarding other personal factors (eg, diversification etc), if you could buy 3 Cdn stocks and 3 US stocks given YOUR assessment of the investment/economic landscape, what would they be? Let's say the only parameter is performance over the next 12 months.
Read Answer Asked by Doug on December 22, 2022
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