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Asked by David Michael on February 15, 2022
Q: I have holdings in some of the Canadian Bitcoin and Ethereum ETFs. I am wondering if covered calls can be written against these positions, as I would like to generate some income from them. I have not as yet written any covered calls, so I still have some learning to do. Thanks.
Q: For a long-term hold, would you advise selling SIS, taking a tax hit, and buying PBH? Looking for total return, dividend + long term capital gains. Would this swap high grade the portfolio?
I presently own ATA and it’s done very well. I am looking at ROK. Share price has dropped significantly in the past 3 months. All things considered would it be prudent to add ROK to my portfolio or would that be too much duplication to ATA business? Why has ROK dropped so much and what is your forecast for the company in coming 1-3 years?
Q: I bought enb about 3 months ago, I am up a little on it, I keep hearing that other pipelines have a better growth profile on dividend payouts, I was thinking of selling it and buying another pipleline, ala, ppl,ket etc. I also own a little ppl, both in a non tax account. What would do you think?
Thanks
Q: Hi. 25 years to retirement and looking to start investing in TFSA. What are your top 5 stocks for a long term strategy. Buy and hold and OK with volatility.
Q: What is your opinion on ZPAY- cash account. Retired investor looking for income.
Any concerns or alternative recommendations in current environment?
Thank you!
Q: I would like a little help with my stock portfolio construction. I'm looking for guidelines for how much I should be putting into each of the 11 sectors such as banking, telecom, utilities, industrial, technology etc. including REITs. Can you give me approximations for the percentages that go into each sector for a moderate equity portfolio. Please include approximations for the aggressive and conservative portfolio too.
Q: Hi. What are your recommendations for two stocks each from Canada and US that have been beaten down lately and which you think it's time to get into? Thanks
Q: I find myself In a losing position in Paypal for the second time this year, currently down 35%. I had previously taken a loss in it a few months prior.
I was considering writing it off as a loss, once more. I would use the proceeds to add to losing positions in the following: CSV/RCII/CCS.
Is this a sound idea? If you deem it to be, which of the aforementioned holding would you add to currently? Please rank if possible.
Thank you.
Q: I need to sell one stock from my income portfolio which is overweight financials. I am looking for steady reliable income. Growth is a bonus. Risk should be low. Between EIF, AD.UN and DIV, which one would you sell and why? Thanks.
Q: Some recovery in share price. The Price of Zinc is good. Di you see recovery to highs. Military takeover of Government is not good. Their mine is 200 miles from the Country Capital. What is political situation like in the country Thanks RAK