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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: I have owned the various covered call BMO eft's since 2017. I understand how they work and I am not surprised that with some of them my capital investment is lower now than the purchase date (Even though the markets are setting new record highs). I feel that I may be leaving money on the table if I compare these ETF's to the Hamilton covered call units. I could basically double my Dividends by making a switch to the various offerings of Hamilton (SMAX or HMAX for example). My question is regarding
how the covered calls are processed. Hamilton is At the Money. Does this mean that in a market downturn, they will take even longer than the BMO covered call products to bounce back? I think some of the BMO covered calls are still lower than 2017 due to the nasty downturns we have had-particularly the covid period. Just trying to get a handle on the implications of a switch.
Read Answer Asked by Bradley on March 25, 2024
Q: Please give me some guidelines about the type of companies preferred in TFSA, RIF and non registered accounts. I am particularly iinterested in guidelines related to tax efficiency and it's overall effect on results.
Read Answer Asked by Ron on March 25, 2024
Q: You often refer to the Return on Equity (ROE) to evaluate companies. Can we find this metric in the Company Profile section or elsewhere? Is ROE similar to the inverse of the P/E ratio, i.e., E/P? Thank you
Read Answer Asked by Gervais on March 25, 2024
Q: Several of these stalwarts have taken significant falls as of late. Are any of these compelling buys? Are any generational opportunities ? Can you rank which order you would be and add a level of conviction to each once (10 being a table poounding but)?

Thank you
Read Answer Asked by Karim on March 25, 2024
Q: 1) If you could only hold 10 names from 5i’s Balanced portfolio with the aim of maximizing total returns over 10 years, what would you choose?

2) Same as previous question, but the 10 names can be any security, Canadian or U.S.

Thank you!

(Public question)

Read Answer Asked by Trevor on March 25, 2024
Q: I have automatic dividend reinvestments (DRIP) in my TFSA and RRSP but not in my nonregistered account. If I sell a fund in my nonregistered account for a tax loss but I also hold it in my TFSA, will the capital loss be disallowed because of the drip in my TFSA?
thanks
Read Answer Asked by Mary on March 25, 2024
Q: Hi Team,
I was debating taking a position in VRT. However, I am way overweight in NVDA at the moment in my portfolio. I was wondering if VRT is a stock that will be highly correlated to AI, and might track the sector same as NVDA? Perhaps they are too closely related to hold both? Or do you feel they are different enough that I should be holding both? I have been hesitant to trim NVDA for other AI plays simply due to the fact that NVDA seems to be the clear leader in the space and why sell the "Best"? Your thoughts please. Thanks

Shane.
Read Answer Asked by Shane on March 25, 2024
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