Q: Greetings 5i,
I am looking to make some room in my portfolio and have also recently done well on the REIT rally. Of the three companies listed, would you SELL one of them or trim from all three?
Thank you very much
Steve P
Q: Going green may be the way to go with future investing within one’s portfolio. Might you rank these Green stocks for potential growth over the next 2-3 years. Thanks. Dennis
Q: Peter and His Wonder Team
This is about Capital Gains Tax and Tax Loss Credits. I have 6 accounts: Canadian Cash, USA Cash; Canadian Tax Free, USA Tax Free; Canadian RIF and USA RIF. In terms of taxation is this just 3 accounts to 2 different currencies? Can I write off a loss from my Canadian Cash with a gain on my USA Cash? With the Tax Free Account is it true that you pay no tax on gains but also get no credit for losses?
Thirdly...With the RIF Account is it true that gains and losses are not matched...you only pay tax on the annual amount that must be withdrawn over the years? Thank you for answering my rookie questions!
Shopify has performed remarkably well since IPO and I noticed you've moved it from your growth portfolio and into the balanced equity portfolio. In terms of total stock price appreciation from here, which of the 2 do you think will outperform over the next 5 years? In your personal opinion, which would you buy today?
Q: I am an experienced investor and for years have been selling short strangles, in the money puts and out of the money calls around some of my core position stocks, such MSFT, UNH, SRPT etc with good success.
Last week, I sold naked positions around NFLX, picking Jan 15/2021 expiration, which is before they report earnings and expecting NFLX to be substantially range bound until then.
Sold NFLX 01/15/21 455 PUT at 15.10
Sold NFLX 01/15/21 515 CALL at 16.10
The trade is profitable between $424 and $546 and in an unlimited loss position outside the range (a risk I am prepared to accept).
My question is, do you have any stock recommendations, for stocks whose prices are not likely to fluctuate a great deal over a a defined period of time, or any screening methods to identify such stocks, so as to trade puts and calls as I described?
Q: Pinterest has been advised of a class action suit due to some activities several years ago! Have been watching for some kind of sell-off as a result.
Does not seem to curtail stock activity or growth.
What are your thoughts on this suit? Is it "pie-in-the-sky" or is there merit.
Q: Hi Peter,
What do you think regards the price movement between now and year end after the Citron short report? Would you recommend booking profits now and step in somewhere around Citron's targeted price of $20, perhaps year end or in Jan?
As always, appreciate your opinion.
Regards
Q: Hello 5i,
Kirkland recently sold most of its Novo shares .
Interested to know what motivated Kirkland to do so?
Has this sell off or any other events changed your opinion and or outlook with Novo.
You answered another poster recently that you would post what information you were able to uncover.
Q: Hello -
I'd like to buy ATD.B. It appears to be at a reasonable valuation relative to it's past if I'm interpreting my info from Morningstar correctly. I'm just wondering how much of this comes at the expense of their exposure to transportation fuel. I already own SU, TRP and ENB to know enough of how the association with "dirty" energy knocks down a stock's price.
I know that you like their management. Do you have concerns about ATD.B going forward with all the talk of EV's these days ?
Q: A friend of mine mentioned this company to me today. And it looks like they got their license for people to gamble n sports. When will this take effect or is it already started. WOULD YOU HAVE ANY THOUGHTS ON THIS COMPANY. THANKS AGAION GUYS
Q: Greetings 5i Team,
Is there any ETF that you could suggest,for crypto currency both in Canada and US. Or what is the best way to get some exposure in to this crypto market.
Q: I have been reading that given the current situation one should have about 5% or so in gold. I would be interested in your recommendation on:
1. This recommendation
2. Which of the above(s) would you buy or other?
Thanks again.
Q: LIF-T issued a press release announcing a dividend payable Dec 17, 2020. The release did not state the 'ex-date' or the 'amount per share', Can you provide this detail? Thanks