Investment Q&A

Q: This question will likely apply to any of the covered call funds. In your answer to Greg on Oct. 21, you stated that the yield on this fund was 14.02% but the one-year return was only 4.15%. The fund cost approx $13.06 a year ago and now sells for approx $13.70, which means that your capital has grown by 4.15%. But over that year, dividends totalling $1.92 per unit were received (for a yield of 14%). Doesn't that make the total return on this fund closer to 18%? I assumed that if the unit was worth the same or more than I paid for it in a year, the monthly dividend would not result in any decay and that this amount should be added to the increased value of my purchase. If this were a single stock paying 5% and the stock increased 5% isn't my total return 10%? Is a covered call fund calculated differently?

Appreciate your insight.

Paul F..

Q: Hi Team,
Any news on PNG today? Seems to be on a tear but I can't find anything on it. Seems like every time I feel like adding to the name it takes another big leap up. A good problem to have I suppose. Would you recommend waiting for a cool down before adding more to this name? Or maybe just let the position grow on it's own merit? Right now its a 2.6% weighting in my stock portfolio.

Thanks,
Shane.

Q: Did BAM split? Thanks!

Q: This marvelous stock has had a fantastic run during the year. How do you evaluate its sensibility 1) to a significant market correction and 2)in case of bursting of the AI phenomenon?
Thank you very much in advance?

Q: Can I get your opinion on this company.

Q: Bitdeer Technologies Group NASDAQ: BTDR

Buy or?

Thank you.

Q: Please comment on latest Q reported friday a.m. and outlook. Buy,Hold or Sell. Txs for u usual great services & views

Q: Thanks for your reply on my " honking big dividend " question .... Bought one ETF already and GIAX is the next one I am considering ..... I like the idea of a global ETF ..... { Getting away from the U.S. } .....However looking at their website I'm having a little difficulty deciphering just what they consist of and just how " Global " they are ...... Could you break down just exactly what I am considering buying into it's components { It looks like there is some U.S. in there as well } ..... Specifically what percentage of their portfolio is foreign securities and where they are { Europe , Asia, etc. } ? And what percentage of the fund is credit call spreads ? ..... And if you could explain the meaning of the following statement in simple terms ...... " The Fund will sell credit call spreads on one or more Indices to generate income from the options premiums. The Fund will typically sell Index Call Spreads on U.S. Indices. " .... Thanks for your terrific service ......

{ Also GIAX is not in your data base }

Q: Can I have your thoughts on WSBC? Thank-you.

Q: This small copper mine in the BC interior has seen some heavy volume and a nice rise recently based on Captain Canada's David Eby's talk of expediated permitting for the mine expansion!
Would love your analysis on this one on the viability of this taking place and is it worth a small bet?

Q: I have been asked by a 23 year old to provide suggestions for when she initiates her FHSA.

I immediately thought of the banks , which I believe is the premium Canadian sector for long term growth, growing dividends , and safety. I would also recommend a more Canadian diversified security (UMAX ) for her next purchase. Of the above banking securities ( all owned between my cash, tax free, and registered accounts ), which would you start with ? Would you be comfortable with UMAX as second pick ( admittedly hasn’t done much but provides diversification into large cap companies and a good distribution yield). I am only interested in Canadian securities at this point. Should I be comfortable with this approach? Any thoughts would be appreciated.
Thanks. Derek .
Any

Q: Given AutoNation’s current valuation, competitive position, and industry outlook, do you think the company is well positioned to deliver strong shareholder returns over the next five years?
AutoNation has been aggressively buying back its own shares — do you think this capital allocation strategy will continue to create value for shareholders over the next five years?

Q: If one wants to invest in the nuclear energy, which seems to have a bright future for the long term, which component stocks will see the most growth in terms of price appreciation. Would it be the builders who build the infrastructure (i.e nuclear plants) or the mineral (Uranium) or the mining companies. Is there any ETF which would encompass all these?

Q: Please comment on Q to be released a.m. Oct21,and outlook.Txs for U usual great services & views

Q: Your thoughts please, thanks.

Q: Creating TFSA for 25 year old daughter. Started off really timid with VBAL then slowly started to add individual names. Small quantity in US names. If 10,000 left to add, what would you suggest to balance it out and be diversified, based on current prices, value, potential upside, while managing huge swings in price with things like metals/oil/gas? I want her to see the benefits of investing and feel the pressure so don't want to make any huge mistakes. Thanks for your great advice!!

Q: Hi fellows,

Looking for a utilities ETF for a growth portfolio.

What do you think of HUTS-T, HUTL-T, UTES-n (Virtus Reaves Utilities ETF)?

Any other coming to mind?

Many thanks,

Jacques IDS

Q: Hello Peter and team,
What do you think of Sagicor Financial and Aritzia? Also, the banks PE seem to be high in comparison to the past. Do you feel it is time to trim the positions in the index? Appreciated.

Q: I have a partial position in both VRT and NBIS. I am wondering which I should add to first for long term capital gains? Or should I just own one? I feel I have too much diversification with over 35 positions and would be happy with just one of these.
Thanks

Q: Can you please remind me how to access the portfolio updates via the website? I inadvertently discarded the last email containing the update regarding the new silver stock. Thank you.