Investment Q&A

Q: Is there a Link for Peter's BNN Interview yesterday? Thanks! Austin

Q: Hello 5i Team
I had the pleasure watching Peter Hodson on BNN today and his top picks. What would be his three top picks on the Canadian Stocks ?
Regards

Q: FYI. I was listening to the chief economist at RBC the other day and she said the CUSMA renegotiations are to determine what the trade agreement will be starting in 2036 , 10 years from now. This means the current agreement terms would remain for a significant period of time ( unless Trump totally throws the whole thing out ). Can you confirm this ?

This important point doesn’t seem to get recognized by the media. Thanks. Derek.

Q: Hello folks,
Hope you had a great Money Show!

What did you learn from the questions and feedback of the attendees this year? Your measurement of "Financial pulse" of the public so to speak! TIFF prevented me from attending!

Q: Hello, do you have any plans to add a comparison option within that chart display when viewing a companies profile? This would be very useful when comparing different companies within the same industry and aid in researching companies on my buy list. Also, would be extremely helpful when comparing a CDR performance with its US listed twin to determine the impact of currency hedging on overall return over a period of time. Thanks for the great service that you provide.

Q: The last investment and economic report cards were aug 14 and july 31. When can we expect the next one?

Q: Please advise which covered call QDAY, SDAY or CDAY ETF you would recommend and why since I can have money to buy one ETF only or you prefer another cover call ETF.

Thanks for the great advice

Q: Dear Peter et al:

Everyone including yourselves talk about 7+ T USD on the sidelines when a question about market correction is asked. This money will step in and protect the markets from a crash. That seems to be the
thesis here.

But the huge cash reserves of big companies, (BRK for example) pension funds and various PE firms
(listed and unlisted) have ALWAYS
been a feature in the market, no?.Even during the bull or bear
market this Cash on the sidelines has been a constant, right?
So, the question is what is the range of cash on the sidelines? Can this cash on the sidelines act as a " metric" to signal Bull or Bear market?
(Just like your thesis on VIX. 40+ means buying time).

In simple terms what should be the "Normal" cash on the sidelines?!

Q: Just reading the question from Lisa. That is a very interesting point that 95% of all bought call options expire worthless. Can you recommend a one (couple) good books that focus on selling call options and strategies?

Q: How can you find your previous market updates?

Q: Will AI make software applications obsolete in the near future?

Q: In a recent market update you stated that the markets were approaching or beginning to appear a little frothy!!

Given that the markets have continued to reach all time highs (albeit earnings have been very good) do you continue to view the market as somewhat frothy or full on frothy??

How would you position your holdings going into a potentially frothy market?

Thank you
Tim

Q: Just want to confirm my understanding of attribution rules on these points below:
1. If a grandparent gifts $5,000 to an adult grandchild (over age 18) to be used for investing purposes, there is no attribution rules applicable.

2. But no such luck, if gifting funds to a spouse or to a minor child under 18, where the funds are being used for investing. Attribution rules will apply.

3. If a spouse puts the gifted funds in a TFSA, how will CRA be able to track attribution back to the gifter?

Thanks.

Q: Rather than selling a position and buying it back 30 days later, can you double down on a losing position and then sell half 30 days later to capture the loss? I considered options...but sounds like one cannot use options to maintain exposure and still log a capital loss.

Q: Palantir CEO Alex Karp on Monday characterized his company’s performance using a simple rule that has historically boded well for tech stock returns.

Karp said in a release that the company’s score with the “Rule of 40” was a 94%


Rule of 40 says that the sum of the revenue growth rate and the profit margin should be 40% or higher.

Do you use this?

How can an average investor measure & use it?

Can it be used on all stocks [company's]?

Thank you.

Q: Like most people, I am worried about Trump tampering with the fed. That being said, I noticed in a recent article, that the people Trump has in mind for Powell's post tend to look more at forecasting rather than recent data. How much of this is spin and how much is forecasting a legitimate approach for the fed?

Q: Hi, To my understanding regarding tax harvesting, if i sell X stock for a loss , sell Y Stock or ETF for profit to negate the loss and then buy back Y stock or ETF within 30 days period still i will be able to claim loss in my cash account. Please confirm. Thanks

Q: Hubby and I are getting close to retirement. Would you be comfortable with your entire portfolio at Questrade? Or WeathSimple? The free trading is really attractive. Or would you suggest having some at a brokerage at one of the big banks, for more security? Thanks.

Q: Hi, I have a general question about portfolio management and overall positioning. I have a pretty good overall diversified portfolio with quality names that are often discussed here, though I don't really hold any names in utilities or materials. I'm early 40's and generally on the growth side of investing. My highest sectors are tech (27%), Financials (19%), Industrials (14%), Cyclicals (9%) and Energy (8%). My lowest sectors are Staples (5%), Health care (5%), and Communications (4%). Crypto is at 4%. REITS zero as my house is paid off.

How often should we re-position sector allocation in a year for our portfolio? Is it once or twice a year? Quarterly? I'm not talking about big sector changes but small adjustments such as trimming tech and adding to other sectors. Some of these market rotations happen quickly in the market. Its not a question of IF a correction will happen, but more WHEN and how to be prepared for it. What is the best way to capture upside vs downside protection? What are some key metrics to look at in our individual names? Gains have been good the last few years and I've been around to experience many crashes over the last 25 years since University and have learned a lot about holding quality long term compounders. Thank you!

Q: With all the tariffs bouncing around, I decided to work another year after starting my CPP and OAS. Although I took 30% tax off both, I still got nailed for taxes because I made too much.
I plan to purchase RRSPs to counter this for next year but I just want to make sure I can still buy RRSPs after 65 years of age. Is that correct?
I realize I'll eventually have to move it all into a RIF by 71.

thanks,

Paul