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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, Sorry if asking again (asked on Friday) In the Consumer Staples, I hold PBH and will be adding some more and ATD.B. Would like to add a U.S. name, WMT or EL. Which would offer some growth in a volatile market? Total exposure to space would be about 12%Thank-you in advance. Sam
Read Answer Asked by sam on November 20, 2018
Q: As a retired person I am always looking for high yield investments.
So I look at something like HHL from Harvest. It holds 20 equal weighted mainly US healthcare stocks. A solid sector with good long term demographics. I see their current yield on what they are paying out is 8.67% - all capital gains - great! But I see the average dividend yield on the stocks held is only 1.96%. How can that be? Seems it’s done using covered calls Not sure how that works but sounds like it creates added risk. What if the covered call $ generated isn’t enough to meet their intended distribution? Where does the extra $ go if covered call exceeds the distribution.

So I investigate the industry a little more and I see words like- total return swap based, inverse, currency hedged, low/ high volatility, fund of funds, proprietary methodology, 2x returns etc., and I start to wonder what’s going on?

Then I remember the term “ flow through shares” of some time ago and say to myself “ it’s déjà vu all over again.

Derek
Read Answer Asked by Derek on November 20, 2018
Q: Is tax loss selling strictly a Canadian phenomenon due to tax laws or is it a strategy available in the US as well?
Read Answer Asked by Joel on November 20, 2018
Q: I can see that I was one of many concerned about Nvidia's reporting later that day. Peter wrote in on Nov. 15 in the morning asking about analyst's expectations on Nvidia's numbers. You told him it was 1.92 EPS and 3.2B for revenue. These numbers didn't mean anything to me. I hope the next time you can elaborate such as these numbers don't look good or they do look good, etc.. Or when companies that 5i clients own and they have a possible bad number reporting, you could make note of that ahead of time. Thank you Dennis
Read Answer Asked by Dennis on November 19, 2018
Q: I have some cash to deploy. Can you state your order of preference please.
Thanks a lot.
Read Answer Asked by Lai Kuen on November 16, 2018
Q: In a previous question you suggested that WBA could possibly be a good short. That sort of threw me because I thought of it a safe defensive stock not unlike a loblaw, shoppers kind of stock. I have held it about 7years now at probably a triple. Would you think it is fairly valued. (not likely due to the short recommendation) Would you sell all or a portion. And if yes could you recommend a US replacement. Thank you as always
Read Answer Asked by chris on November 16, 2018
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