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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, A follow up to my question earlier. Do you think, the sharp drop in oil price on Friday and recent weakness in Oil and Gas equities could have been triggered by recession fears ? If this is one of the reasons, with more rate hikes in the cards and probability of a recession going up, in your view, how is the Energy sector likely to hold ? How does a retail investor position for next 6-12 months ? Thanks again
Read Answer Asked by rajeev on June 20, 2022
Q: I hoped I could shed some light for Paul regarding his question on tax loss selling.

Most people on this site are buy-and hold investors rather than traders. Their thinking is that they can sell, harvest a tax break from the loss, and then buy it back to hold for a long period.

In short, they are aiming to continue holding it for the long term, but getting a tax benefit in the short term by quickly selling and buying it back.

5i - please publish or not as you see fit.
Read Answer Asked by Kevin on June 20, 2022
Q: Is there a reason that the vix has currently not spiked more? Does not the current market warrant a good panic? Thanks.
Read Answer Asked by William on June 20, 2022
Q: Hi guys, I know I missed the boat on the latest downturn but is it better to short the CDN index or buy an inverse fund when the markets take a nosedive. Thank you
Read Answer Asked by Anthony on June 20, 2022
Q: We plan to begin annually to withdraw funds from our RSP investment accounts and transfer the amount minus the withheld taxes in a cash investment account. The funds are not needed at this time but the purpose is to reduce future taxes,although we are aware that we will be paying taxes on 50% of the Capital Gains in the cash investment account as well as taxes on dividends. With the stock market being at a low at this time is it a good strategy to do the withdrawing and reinvesting at this time ?
Read Answer Asked by Elizabeth on June 20, 2022
Q: Seeking alpha published an article today highlighting the HIT TO BOOK VALUE that will come when Q2 results are published in a month. They also advise not to panic and why.

As someone who saw a double drop to a 50% gain… I welcome the opportunity to buy Brk.b on sale.

My question is : Buy now? Or wait til Q2 results are published? Or maybe it doesn’t matter?

Many thanks as always.
Read Answer Asked by Donald on June 20, 2022
Q: For a 10 year hold, if you were to buy 8 stocks from the BE portfolio today, what would they be?
Read Answer Asked by Darrin on June 20, 2022
Q: In your latest report (6-17) you state
"the main three forces that we have seen across rising commodities prices are adverse weather conditions (drought), the Russia-Ukraine conflict, and concentrated country risk"
However you failed to address perhaps the most significant cause of inflation which is the Fed money printing.
Why is that?
Read Answer Asked by Tim on June 20, 2022
Q: Hi,
I’m thinking of doing some tax loss selling. Can you suggest proxies for the following companies: Roku, Trade Desk, Twilio, Unity Software and Zoom Video.

Would you also be able to suggest an ETF that would serve as a proxie for all of them? I’m thinking of a high-growth-stock ETF like the SPYG.

Thanks
Read Answer Asked by Camille on June 20, 2022
Q: Greetings 5i,

Can you rank in a list the top5 Canadian Banks, top 3 Life Companies, and 2 Telcos in order of preferance for purchasing today for longer term hold.

Can you briefly outline your reasons as to why you ranked the Lifecos as you did in comparison to the others on the list.

Cheers!
Read Answer Asked by Duane on June 20, 2022
Q: Good day,

I am looking for a good (over-priced) US stock to for a Put spread - one where the premium (implied volatility) is reasonable. I had a Put spread on TSLA, but got out of it when they announced the spilt (as those options, post-split, go to the liquidity wasteland). Thanks

ps. I would prefer a US stock, but if that is not doable, then CDN will do. Thx
Read Answer Asked by Michael on June 17, 2022
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