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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’m in my mid 30’s and typically have just about all my net worth in equities. I’ve recently moved to nearly a 40% weight in high interest etfs (PSA etc) paying over 4% to park cash in what I think is a pretty crummy outlook for the economy mid term. Do you think I’m being overly pessimistic
Read Answer Asked by Scott on May 11, 2023
Q: I have an offer to purchase Meridian credit union Class A Shares. I realize that this is a little off base but any of your impute would be appreciated. Thanks, James
Read Answer Asked by JAMES on May 11, 2023
Q: how do you view the latest earnings? on the surface they seem poor given the lumpiness of their Wi-Lan division. With a search for a new CEO on, and dividend cut, things don't look so good but I do see a healthy $500 million backlog in their electronic road tolling division. I would consider this a hold esp given their $57 million cash on hand. What is your opinion?
Read Answer Asked by Neelesh on May 11, 2023
Q: Did you happen to read the article in today's Globe & Mail "Don’t be seduced by the juicy yields of covered calls " by Dan Hallett?

I have recently invested in HDIV and HYLD just for those juicy yields produced by the covered call stratagey. Now I am second guessing this idea tempting as the yields are.

What are your thoughts?

Thank you as always for your input.

David
Read Answer Asked by David on May 11, 2023