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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: Historically speaking, what is the average rate of return of ETF’s compared to individual stocks?
Read Answer Asked by Dennis on July 26, 2022
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
Q: Looking to put more reserves into bonds & more secure investments. Looking at your "Balanced Portfolio" I do not see your favourites in this area?
I am underwater with XEB which has little exposure to Russia and Ukraine (downloaded their portfolio), do you have alternatives with a good return and expected to perform well during an economic downturn?
Is there anything fundamentally wrong with XEB as an investment financially?
Read Answer Asked by Ted on July 26, 2022
Q: Rather than buy TIP directly, I am leaning towards buying XSTP and/or XSTH. Given that they are only 15% correlated (no doubt due to the CAD-hedged aspect of XSTH) I am leaning towards buying both. What is your perspective on this scenario for an income portfolio given the current state of U.S./CAD dollar exchange rates?
Read Answer Asked by David on July 26, 2022
Q: So many of your recent answers to member questions have statements like:

"will need a better market environment to perform better"

"it will need a 'good' market to perform"

"A better market will see this stock rise sharply"

"it is still an expensive stock and will only work well if the market co-operates"

It is almost like you are blaming the market for the poor performance of so many stocks. Like how companies blame the weather for their poor results -- but their competitors had the same weather.

So, what do you mean by a "better market"? What has to happen to be in a better market environment?

Paul
Read Answer Asked by Paul on July 26, 2022
Q: It’s been a while since there has been a question on WILD , the former DHX Media. In reading previous questions , debt has been a significant issue. How is their current financial situation and what are future expected earnings ?
Management seems very strong and experienced ; I know a sale was unsuccessfully attempted several years ago Was there different management at that time and what are your thoughts on a potential sale ? I am looking at a 3 year time frame for this in my TFSA realizing current market conditions are probably not conducive. Your thoughts?
Thanks , Derek.
Read Answer Asked by Derek on July 26, 2022
Q: Thanks to your wonderful Portfolio Tracking and Analysis, I know that Energy makes up 11.07 % of my portfolio. Your statistical recommendation is that energy should be 5 % of my personalized portfolio. In order of rate of return, I have Tourmaline Oil, Enbridge, Whitecap, Suncor, Athabasca and Tamarack Valley. I am more heavily weighted in Tourmaline and Enbridge but my question is twofold. Am I really overweight in energy at this time and if so other than trimming from my two big winners, which two or three companies would you eliminate to pare back closer to 5%? The proceeds would go to buying ATD.b and Loblaws. Thanks for this wonderful service.
Read Answer Asked by Dennis on July 26, 2022
Q: I am overweight in these 3 companies. I need to raise some capital by selling some of the shares from one of these 3 holdings. What would be your recommendation? It will not significantly affect my diversification.
Read Answer Asked by jacques on July 26, 2022
Q: Looking to reposition out of Oil&Gas. The noted companies have been beaten down. How would you rank for a 3 year horizon. Highest to lowest. Any other names you would add to this list?
Read Answer Asked by Chris on July 26, 2022
Q: Currently, the largest paper losses in my non-registered account are in ROKU, TTD and U. I am considering selling one or all of them for capital losses but do not want to miss out on any pending gains in the short term. How would you rank these for selling with a low chance of price turn around over the buy-back restriction period? Please suggest a few names for surrogates.

Also, which US stock(s) do you see as a stronger growth name for permanently replacing one or all three of the above? Sector allocation is not relevant in this case, and I do not currently own any FANG stocks.

Thanks.
Read Answer Asked by Alvin on July 26, 2022
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