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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: The Morningstar report on NXF is really a downer citing weakness in management for lack of experience and the process of leaning toward larger and undervalued companies as well as overweighting in yield paying companies and those paying dividends and buying back shares. Hey, isn't that a GOOD thing? If I wanted caution I would be buying bonds. As I read this report the question is should I heed this comment or stay with NXF as it is? From 2020 it ranged from $6.80 in 2022 to $5.80 nowt to me it seems appropriate in my well diversified portfolio.
Read Answer Asked by STANLEY on September 10, 2024
Q: As a TRP dividend investor of 77 years old are the problems with the XL pipeline already baked? As I am a value investor for the most part would you suggest a switch to PPL or other suggestion? I have a 5 - 8 year time frame. I also hold ENB, SU, XOM and CVX as well as NXF as the energy part of my portfolio.
Stanley
Read Answer Asked by STANLEY on June 30, 2023
Q: Good morning 5i, I am looking to add some covered call ETF’s to my holdings. Which covered call ETF’s would you recommend in the sectors of industrials, tech, consumer discretionary and energy. Which would you recommend reflecting the S&P 500.
Thank you in advance
Dan
Read Answer Asked by Dan on April 06, 2023
Q: Looking at 3 very different asset classes that offer high yields and would appreciate your help in sorting which ones offer best risk/ reward.
1. Covered calls: NXF, ZWC, ZWU, LIFE, JEPI;
2. Credit - OCSL, ORCC, MAINMAIN
3. Yield - GCOW, EIT-UN.
Questions: 1. What is your comfort level on risk/reward for any or all;
2. Please choose which are investable with short commentary as to rationale and and target buy prices
Read Answer Asked by sam on March 09, 2023
Q: NXF is an ETF with oil producing companies with billions of profits. Is there significant increase in dividends for these ETFS?

Majority are making policy decisions to gradually move to non-fossil energy sources.

What is your opinion on this fund that provide healthy dividend at the same time cognizant of environmental progress they are making
Read Answer Asked by Ritwik on February 16, 2023
Q: I often hear money managers talk about buying a specific stock (e.g. Apple to choose a simple one) and then writing covered calls against it ….. and emphasizing the prospect of winning both ways.

I am not keen on taking a course in options trading at this point.

Does it make sense to attempt the same kind of thing using etfs?

For example, in technology using XIT or TEC and pairing it with ZWT;

or other sectors too, such as energy XLE … or XLF for financials? In this case can you suggest a couple of covered calls - one for energy and one for financials?


As usual, thanks…. much appreciated.
Read Answer Asked by Donald on July 26, 2022
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