Investment Q&A

Q: Could you outline the best strategy when the underlying stock for a covered call goes significantly higher or lower prior to the expiration of the call? Thanks!

Q: I have a question about these medical devices/technology companies.Given an aging demographic,including Mr.Trump,that requires their devices,can you explain the drop in their share prices since the election?

Q: I have Ryan's read excellent article dealing with the impact of the US election on Canada.

However, I am somewhat bewildered by recent market activity - especially on the downside here in Canada.

The opinion has been expressed that interest rate incrases are/were already baked into the market. Can you quantify that in any way? e.g. 3-5%; 1-2% .... to what degree they are "baked in".

The reason I ask is that, it seems like all the media had to this week was mention the likelihood of inflation driven interest rate increases in the USA and sectors here like utilities and REITS took it on the chin.

How much more downside can we expect given the impact of just a few words about possible Trump moves to drive the USA economy when the decision(s) are made to actually increase rates in the USA?

Could this downward pressure be magnified if, in addition, we see US corporate taxes reduced and see some companies start to shift production to the US.

How likely is it that we are facing the prospects of a signicant bear market lasting a few years here?

Or is this a knee jerk reaction right now like Brexit that will likely reverse itself over the next few weeks?

Any light you can shed on this will be greatly appreciated.

Q: Do you have an opinion as to when these tech stocks will stop going down, I own them all and want to purchase more to average down (buy the dip) Just looking for your opinion, thank you!

Q: What's the matter with these very good companies?
Thank you Peter.

Q: portfolio- with recent scenario (new us president) looks like people moving to more growth oriented names. as such what would be recommended sector allocation. thanks

Q: I hold XQQ and have a small gain. In light of the US election result would you recommend holding on to this etf? Or, would you switch to a Dow based etf? Thanks, Bill

Q: Can you please provide your opinion of Seagate Technology (STX). Buy, sell or hold?

Thanks

Dave

Q: Given the "new" political landscape in the US, which sectors should do well ?

Q: Due to Trump's election and his political/economic agenda, would you recommend taking up a position in an American Equity fund at this time? Or, would it be wiser to "Wait and See" because of the market's current unpredictability/volatility? Thank you.

Q: Hi team,

Based on the U.S. election result and the change in tone in Washington towards a more pro growth and pro inflation scenario, can you recommend some CDN and U.S. cyclical stocks that could do well in this environment? I'm looking to trim defensive and interest rate sensitive stocks and establish positions in more cyclical industries.

Thank you,
Jason

Q: Hello,

I am looking at CBI, Chicago Bridge and Iron. Do you know the company and how would you rate them? Thank-you.

Q: Please provide two ETFs on US banks / llifeco that you think would do well in the next 2 years! Thanks!

Q: Given the pullback in tech stocks, does Alphabet represent a good at this level ?

Thanks

Dave

Q: This used to pay high dividends but was recently reduced to 3 cents / quarter and most recently, nil. Business is bad (depending on international trade). However it has been rising strongly in recent days. What do I make of it?

Q: please advise your feelings about this etf

Q: I would appreciate your current views on this stock as a longer term position. I have a 2/3 of a position at the moment and am considering deploying some cash to bring it up to a full position.

Thanks,
Jeff

Q: Pepsi and Proctor and Gamble have both thaken about a four percent loss today. Pepsi took a loss yesterday, too, I believe because of sugar tax being imposed in certain cities. I am thinking about adding to my positions in these two on this drop. But, it seems to be a fairly large drop and I don't see any reason for it. I would, as usually, greatly appreciate your thoughts on this.
thanks

Q: Half-joking (?) musings re the decline in US tech and possible factors related to the election

- immigration issues to exacerbate shortage of qualified tech workers?

- tech CEOs, other than Peter Thiel, on the hit list being compiled?

Q: I have held Disney for nearly two years and am down slightly. I am wondering if it is time to move on. Do you see it getting back to its highs of $120 any time soon?
I am looking at the sector rotations and thinking this could be a source of cash especially if you come out with your list of stocks to watch out. The market has been hardly cautious.