Q: I've recently got a large bonus from work which will represent about 15% of my total portfolio. I am building up my U.S. exposure to get to my target level so all funds will be invested in a S&P 500 index fund. Since we are looking at all time highs how would you suggest to deploy the cash. Normally I would not try to time the market but with such a large part of my portfolio I'm wondering if I should hold off for a while or deploy it in three trades over the course of the next 6 months or so.
What is a covered call and what is the risk level in a covered call ETF in both a rising market and a falling market. Looking at ZWH and ZWU as my utilities segment is low as is my USA segment of my portfolio. Yield on both is good and I am looking more for income with a little growth.
Q: Would you consider the following a good starting list for a friend's TFSA, 10 years holding. Other sectors + US + international would be in RSP. What would you change if not. 'Congrat Ryan + Lisa!'
GUD Knight Health Care
CRH CRH Medical Health Care
KXS KINAXIS Tech
AIF Altus Group Financial / real estate
ECN ECN Capital Financial
MX Methanex Material
NFI New Flyer Industries Industrial
PBH Premium Brand Holdings Consumer staples
SIS Savaria Industrial / Health
TOY Spin Master Consumer discretionary
SYZ Sylogist Tech
RRX Raging River Energy
Q: Over the years, my general observation has been that officers other than CFOs, CEOs and board directors who are buying and selling company stock has been a more accurate indicator of company direction.
Do you agree with this observation and, if so, how explain this phenomena.
Q: 5i Team I would value your opinion of Himax. I have been watching for sometime and it appears to be on a move and would like your insight on this company.
Q: Looking for a recommendation on your best growth company for short term gains(3-6 months). Could you provide 1 or two names you feel are of excellent value right now...thanks all!
Q: I have about 6000 shares of PMI and had pretty much given up on them. Recently trading was halted as they prepare to do some kind of reverse takeover with Penta Nova Energy. Could you please comment on what this might mean for my shares? Thanks
Q: Hello,
I have a tax question.I have capital gains after selling several stocks on Mar20/17 in my trading account.Since I have capital losses carried forward from other years,there should be no tax owing on my 2017 return.My question is,can I repurchase thse stocks in my TFSA,without waiting 30 days?
Most of your recommendations have worked well for me.Thanks to you,I spend less time doing my own research and more time outside.
Q: Hi 5iTeam - SEV popped a bit today can you please comment and are you still looking favourably at SEV and VR/AR going forward and are you still positive on google. Thanks!
Q: I was listening to someone talking about the dire propane situation going forward in the U.S.
I didn't really get much of the picture, I tuned in precisely because I hold Superior Propane and wondered if I should look into the issue, but better still ask your opinion of that statement. Is there a reason for concern? Thank you.
Q: I was thinking of taking a position in HLF. They seem to produce steady returns and have a super low dividend payout ratio, esp. given they yield 3%. However, they seem to be debt heavy. What are your thoughts on this one?
Q: Can you give me a an over view of Progress software and comment on its current valuation? I'm looking for small cap US tech exposure and I've honed in on this name and Global Scape (GSB:US). Which of the two would you recommend if any or should I just buy both? Thanks