Q: i own vermilion, cnq, erf, and gear . gear has an 11% yield, no debt, i cant resist.
i want to add one more small to mid cap energy name canadian. i know you like tamarack but it is a weak performer. can you recommend another for growth. dave
Q: The company’s share price has been languishing behind the sector for the last few months. Any particular reasons why? Expectations for 2023? Best of the New Year to all a 5i.
Q: My portfolio tracking analysis suggested I purchase fixed income assets - as much as 30 percent. Do you have any suggestions where to start - as I’ve always traded in equities. Are there corporate bonds I should purchase if so what timeline? Or simply ETFs which would be preferred and which ones?
Question for you: should we be adding to ILF for emerging market exposure? It's dropped the past year with most everything else but is paying a monster dividend now (like 12.7 % going off of trailing year's payments). Am I missing something?
Should we be looking at something like ZEM instead?
Looking for strong growth names in my tfsa, I have been considering cheap stocks with potential. An alternative approach would be to look at names which have been doing very well this year and which still have momentum and potential. Grateful for your comments and some names which have wind in their sails.
Q: What does most companies do with the excessive cash they have on hand. I know dividends and share buybacks are common. I'm wondering if they are allowed to invest it in other stocks or assets. Right now, could be a huge opportunity just like after the 2008 financial crisis.
Q: Have been hearing some noise lately regarding real return bonds. Would they be a good choice for long term hold [2-4 yrs] or would XHY be a better choice? In registered or no-registered funds?
Q: What are your thoughts on Sienna Senior Living Inc. as an investment? Do you see this as a good opportunity at the present time and with good long-term prospects? Seems to have a good dividend yield etc. and wondering if you have any thoughts?
Q: I am picking up oil and gas stocks (with yield). These two stand out. Could tell me how they stand as regards to their book? Which you might prefer? I was thinking of a mix between the two.
Q: Wesdome has been trading more or less sideways since early September and does not seem to be participating much in the current uptrend for gold equities that started early November.
I'd appreciate hearing your thoughts about its recent performance and whether your views of it for 2023 have changed any since the last time you were asked to comment.
Thank you, and my best wishes to you and the team for the holiday season!
Q: do these companies offer a decent upside in a moderate economy were inflation is dropping along interest rates. is the selling down based on perception or reality on earnings ,.short selling in control or is their a couple of stocks were their is a lot of insider buying and reducing share count and debt thanks
Q: QYLD writes calls options ATM on "100% of assets" wich means on all NASDAQ index or all assets ? I seems to me impossible and much to risky to sell call options on 100% of the NAV of the fund( since they could have to sell all of the fund eventually ..) but it would be logical for me to sell call options on a certain % of all the NASDAQ index (a % on 100% of NASDAQ 100 stocks)! I read that this % was 2%,but I found nothing about this point on global X website except this "calls on 100% of assets"...Did I misunderstand the whole principle of this fund ? thanks for explanations
Q: Happy owner of Eric's NNRG....got a $4.18 dividend notice...roughly a 9% yield. Why such a large dividend? I'm not complaining, I own it in my TFSA and plan to buy more shares. Just wondering why...any ideas?
Q: Can I please get your opinion on the consumer cyclical company Traeger Inc. (COOK). Since its IPO in 2021 it has declined close to 90%. Normally this trend would not appeal to me but I do find it interesting the Ontario Teachers Pension Plan is the largest shareholder. What do you think of this company after a year of being public and do you think it has any prospects? If you are not in favor of this company, can you suggest some other consumer cyclical names in the US that would think highly of? Portfolio analytics suggests I should increase my consumer cyclical weighting.
Q: Sold ZNQ for tax loss. Would it be ok to replace it with a S&P 500 ETF? If so which would be your pick for a Cash account?
Thank you and Happy Holiday season.