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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: Good morning 5i
Just a clarification on your covered call strategy that you mentioned today. You said that if called away, say, at $45 you would immediately sell a put for $45 for about a month out. One of the reasons for this i imagine is that you think the stock has the wind in its sails. Right? Also, how would this strategy affect the superficial loss rule. I don’t imagine you would be seen as buying the stock within 30 days?
Thanks
Read Answer Asked by joseph on June 21, 2023
Q: Retired, dividend-income investor. I am looking at topping up existing positions in BCE, BNS, TRP over the next 1-3 months, as funds become available.

Please rank them in order of :
a) Value (based on where their P/E (or whatever the appropriate metric) is currently vs over time),
b) Potential capital upside.
Any thoughts on technicals and seasonality would be appreciated.
My own thoughts are to add to TRP first, then BNS, then lastly BCE.

Thanks for your help....Steve
Read Answer Asked by Stephen on June 21, 2023
Q: Hi 5i,
I plan on purchasing these 4 companies to cover off my exposure to the US markets.

What is your opinion of this portfolio? Any other addition?

Weighting in the Portfolio is a consideration, so I only have 4 positions.

Is now a good time to start accumulating, and it what order?

Thanks for the opinion.
John
Read Answer Asked by John on June 21, 2023
Q: Hello. I am looking for some advice on preferred shares. Given the current situation of rising interest rates, which type of preferred shares (reset, perpetual, or floating) should I buy to maximize my dividend income and capital appreciation in the future? Thank you.
Read Answer Asked by Esther on June 21, 2023
Q: If the appeal process results in the current judge's order being upheld and Enbridge being forced to "move Line 5" (which sounds to the uninformed to be potentially rather costly) what is the possible effect on the equity - in other words, what are shareholders looking at as a possible downside, what is the risk of this worst case scenario, and what does the 5i crystal ball say will likely happen. Does this alter your positive outlook on this stock as a solid income hold with some likely capital improvement over time - is it still a buy. Thanks for your opinion on this news.
Read Answer Asked by Ken on June 21, 2023
Q: Can you suggest a few US and Canadian stocks with good momentum and fundamentals that are well positioned to trade, but at the same time can be kept long term if the trade goes sour?
Read Answer Asked by Andrew on June 21, 2023
Q: when is it advantageous to use currency neutral funds
Read Answer Asked by michael on June 21, 2023
Q: I have Magna, Spin Master, Well Health Technologies in a TFSA, and AltaGas in a RRIF.
All are down slightly.

Could you please rate these in terms of potential and how much patience might be required.
Read Answer Asked by Valerie on June 21, 2023
Q: CIA,CJR-B,NPI,PRMV,TWM,TIXT. CVS-N,MP-N, Witch one to sell and which stocks are underpriced today to replace.
Appreciate your opinion and expertise.
Read Answer Asked by Nizar on June 21, 2023
Q: What stocks would you suggest for a TFSA of about $70k for a 30 y.o. with a 10-15 year time frame?
Thank you.
Read Answer Asked by A on June 21, 2023
Q: Hello Peter & Team: I am trying to trim down my financial holdings as I am spreading too thin, I'm currently retired and would like income with growth potential with 3 -5 years holdings time frame . Which of the above is most prefer to least prefer, and why.
Thank you for your great service , as always.
Read Answer Asked by DAVID on June 21, 2023
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