Q: My daughter is just beginning to develop a portfolio of ETF's as a substitute for a company pension which she doesn't have. She has 20 years of work ahead of her before needing to withdraw funds from her RRSP. Please suggest a diversified portfolio of ETFs that hopefully will increase in value by the time she needs the retirement income.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: What are your thoughts on Topaz?
Ken
Ken
Q: Dear Peter:
In November/December 2015 issue of CMS, you wrote an excellent article on "Setting up a US Income Portfolio with call options". Even though I was/am not "into" options trading this has stayed with me as an idea for a "later time".
Now that I have retired and looking at enhancing my income, I decided to revisit this topic. Hence reviewed 5i Q&A section plus CMS archives.
It doesn't seem that you have written any follow up articles in CMS or for that matter in 5i. At least my search didn't yield any "hits".
My questions:
1. Do you think your article from 2015 is still valid? If you have written any follow through articles in FP or other magazines, will you be kind enough to share the links.
2. This strategy is good only to generate USD income? Any thoughts on Canadian stocks?
3. What are the optionable ETFs that I can write calls like you have mentioned in your article? My "boring" holds incl. VGRO/VEQT. I hope NOT to sell them for a very long time!
4. Any videos that you can suggest to a beginner who wants only a safe way entering this rather risky area of options? You had suggested two books to a subscriber's question in January 2021. I am looking for something that is visual.
5. Finally, internet groups seem to suggest that with impending correction it is better to employ "Puts" as opposed to "calls". What is your opinion?
Feel free to take as many credits as you see fit.
Many thanks.
Mano
In November/December 2015 issue of CMS, you wrote an excellent article on "Setting up a US Income Portfolio with call options". Even though I was/am not "into" options trading this has stayed with me as an idea for a "later time".
Now that I have retired and looking at enhancing my income, I decided to revisit this topic. Hence reviewed 5i Q&A section plus CMS archives.
It doesn't seem that you have written any follow up articles in CMS or for that matter in 5i. At least my search didn't yield any "hits".
My questions:
1. Do you think your article from 2015 is still valid? If you have written any follow through articles in FP or other magazines, will you be kind enough to share the links.
2. This strategy is good only to generate USD income? Any thoughts on Canadian stocks?
3. What are the optionable ETFs that I can write calls like you have mentioned in your article? My "boring" holds incl. VGRO/VEQT. I hope NOT to sell them for a very long time!
4. Any videos that you can suggest to a beginner who wants only a safe way entering this rather risky area of options? You had suggested two books to a subscriber's question in January 2021. I am looking for something that is visual.
5. Finally, internet groups seem to suggest that with impending correction it is better to employ "Puts" as opposed to "calls". What is your opinion?
Feel free to take as many credits as you see fit.
Many thanks.
Mano
Q: Comparing and contrasting these two stocks which would be your choice?
Q: Hi,
DCBO has nicely recovered from the March/April lows. What are your thoughts on this stock today? Do you see more growth potential and would you continue to hold? Thanks!
DCBO has nicely recovered from the March/April lows. What are your thoughts on this stock today? Do you see more growth potential and would you continue to hold? Thanks!
Q: Hello Peter & Team,
After a nice run since the IPO there has been a bit of a drop off since mid June. Is there anything we should be aware of that might explain the 18% slide?
Would you consider OTLY a Sell, Hold or Buy?
Thanks for all you do
gm
After a nice run since the IPO there has been a bit of a drop off since mid June. Is there anything we should be aware of that might explain the 18% slide?
Would you consider OTLY a Sell, Hold or Buy?
Thanks for all you do
gm
Q: Hi
For Basis Materials what would be the best bang for my buck over the next few years
NTR or AEM?
Presently have XMA and NFG.
Comments or other suggestions are more than welcome.
Thank you
Mike
For Basis Materials what would be the best bang for my buck over the next few years
NTR or AEM?
Presently have XMA and NFG.
Comments or other suggestions are more than welcome.
Thank you
Mike
Q: Hi, which cannabis companies would you recommend as having good potential for high growth?
Q: Gritstone Bio (GRTS) is a small, early-stage biotech company to which Gilead Sciences has provided some funding under an agreement announced on Feb 1, 2021:
"Under the terms of the agreement, Gilead will make a $60 million payment at closing, consisting of a $30 million upfront cash payment and a $30 million equity investment at a premium. Gilead will be responsible for conducting a Phase 1 study for the HIV-specific therapeutic vaccine and holds an exclusive option under the collaboration to obtain an exclusive license to develop and commercialize the HIV-specific therapeutic vaccine beyond Phase 1. Gritstone is also eligible to receive up to an additional $725 million if the option is exercised and if certain clinical, regulatory and commercial milestones are achieved, as well as mid single-digit to low double-digit tiered royalties on net sales upon commercialization."
GRTS share price has established a baseline after falling steadily since the funding announcement. Presumably Gilead did some due diligence before investing its own money, but the stock price could go to zero if Gilead walks away. However, it could also soar if the trials are successful. Would you consider GRTS to be a worthwhile speculative buy? What has been your experience of investing in early-stage biotech companies that have drawn the attention of Big Pharma?
"Under the terms of the agreement, Gilead will make a $60 million payment at closing, consisting of a $30 million upfront cash payment and a $30 million equity investment at a premium. Gilead will be responsible for conducting a Phase 1 study for the HIV-specific therapeutic vaccine and holds an exclusive option under the collaboration to obtain an exclusive license to develop and commercialize the HIV-specific therapeutic vaccine beyond Phase 1. Gritstone is also eligible to receive up to an additional $725 million if the option is exercised and if certain clinical, regulatory and commercial milestones are achieved, as well as mid single-digit to low double-digit tiered royalties on net sales upon commercialization."
GRTS share price has established a baseline after falling steadily since the funding announcement. Presumably Gilead did some due diligence before investing its own money, but the stock price could go to zero if Gilead walks away. However, it could also soar if the trials are successful. Would you consider GRTS to be a worthwhile speculative buy? What has been your experience of investing in early-stage biotech companies that have drawn the attention of Big Pharma?
Q: Why it go up so much today ? Thanks a million .
Q: What s your take on Xebec latest announcement?
Q: I bought VET awhile ago and am still underwater on it but am optimistic about the future. What is your view?
Q: Hi 5i,
I have been watching Alaris and waiting to buy it. Today it broke through to a new 52 week high on above average volumes (247K vs Avg of 162K). Do you think the recent investment in Vehicle Leasing Holdings is the reason for this move up or some other reason? Do you consider the time is right to pick it up now? Thanks
I have been watching Alaris and waiting to buy it. Today it broke through to a new 52 week high on above average volumes (247K vs Avg of 162K). Do you think the recent investment in Vehicle Leasing Holdings is the reason for this move up or some other reason? Do you consider the time is right to pick it up now? Thanks
Q: Peter; Can you comment on this company re expected earnings plus your overall thoughts on its future? Thanks. Rod
Q: What do you think of the mid to long term growth of POOL and SPWH?
Q: Few of my international holdings pay dividends and in trying to correct that, I thought of adding SDIV as a new holding. I have the following questions or concern:
1. Many companies held in the ETF are on not that large (for the type of internatinal business a Canadian might want to risk); and
2. SDIV also underweights quality and momentum.
Notwithstanding the above concerns, would you say the ETF is worth adding as part of one's holdings outside North America? Please comment on SDIV, but if you have other ETFs you prefer, kindly advise). Thanks
1. Many companies held in the ETF are on not that large (for the type of internatinal business a Canadian might want to risk); and
2. SDIV also underweights quality and momentum.
Notwithstanding the above concerns, would you say the ETF is worth adding as part of one's holdings outside North America? Please comment on SDIV, but if you have other ETFs you prefer, kindly advise). Thanks
Q: My KXS shares have recently doubled and haVE exceeded my arbitrary 5% holdings threshold . I have a long term view of my tech holdings but wondered if you think selling off some KXS for Topicus or LSPD (or both) is worthwhile for some added growth for the next 5 years?
I am not adverse to holding onto to KXS if you think it could revisit its historical high in the next 12 months.
Some shares are in a TFSA and some in a registered account.
Thank you for your continued support.
Kevin
I am not adverse to holding onto to KXS if you think it could revisit its historical high in the next 12 months.
Some shares are in a TFSA and some in a registered account.
Thank you for your continued support.
Kevin
Q: I've been a holder of Calibre Mining for a while, and I'm getting a little worried about its slide downhill regarding its share price. I think the company should be making good money. Is there anything of major concern here (debt, balance sheet)? Would you consider it a HOLD? I'm bullish on precious metals.
Q: Ah! The widow and orphan stock.
What do you think? After all these years of never being able to gain traction, is now their time?
Just like nvdia when it did nothing for years and then became the darling of the street. Been burnt twice with Sierra but I sense a huge turnaround with 5G or a buyout!
Peter: your opinion! Thanks.
What do you think? After all these years of never being able to gain traction, is now their time?
Just like nvdia when it did nothing for years and then became the darling of the street. Been burnt twice with Sierra but I sense a huge turnaround with 5G or a buyout!
Peter: your opinion! Thanks.
-
Barclays Bank PLC ZC SP ETN REDEEM 08/09/2049 USD 50 (GRN)
-
KraneShares Global Carbon Strategy ETF (KRBN)
Q: Hi,
I am interested in investing in carbon credits. Do you have an opinion on the KRBN ETF and are you aware of any other investment vehicles in this space available to retail investors?
Thank you, Michael
I am interested in investing in carbon credits. Do you have an opinion on the KRBN ETF and are you aware of any other investment vehicles in this space available to retail investors?
Thank you, Michael