no-cover
August 01, 2014
Other

Can the Canadian Bull Market Continue?

The S&P/TSX60 closed at 890.00 the other day. The market is now just 10 points away from the 900 level, which also corresponds with the 2008 all-time high prior to the great bear market that wiped out 50% of the value of the index. This leaves many investors asking the question: will the S&P/TSX60 be able to make...

529
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4 years ago
no-cover
June 30, 2014
Other

Why I am Dumping my Magna Shares

Ok, I have to admit I used the word “dumping” to get your attention. This is not a bear rant on a good company but rather a strategic maneuver to create a favorable risk/reward proposition. In fact, what I will demonstrate is my rationale for replacing the stock with call options. Here are some facts about the stock: Magna...

527
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5 years ago
no-cover
May 30, 2014
Other

Insurance for your Insurance Stocks

For any keen market observer, it is hard to have missed the relative under-performance of the Canadian insurance stocks vs. the Canadian bank stocks. This divergence comes to a surprise to many investors that felt the stocks would rise together in the pronounced bull market. So what could be some of the underlying precipitating...

485
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5 years ago
no-cover
April 30, 2014
Other

Defining Risk in the Energy Stocks

The Canadian energy sector began 2014 with a bullish advance that has seen many of the stocks rise 20+%. Clearly there is a bullish buzz unlocking the low valuations we have seen on these stocks over the last few years. The big question…is this sustainable? The Bull Argument: 1. Attractive valuations 2. Attractive dividends...

464
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5 years ago
no-cover
March 27, 2014
Other

Using Options as a Tax Deferral Strategy

Over the last 2 days I have had the opportunity to speak at the Options Conference in Toronto and Montreal. The conference brought together the top industry professionals from across North America with a focus on the use of options for Investment Advisors and Portfolio Managers. It was a phenomenal opportunity to hear some the...

465
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5 years ago
no-cover
February 28, 2014
Other

Fundamental and Technical Analysis for Options Trading

Fundamental analysis remains the most commonly utilized investment tool available. Through its use, investors seek to filter out the strongest, or best, valued companies in the market. There is no question about the value of utilizing fundamentals, but it does present the investor with an obstacle. There is a distinct...

588
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5 years ago
no-cover
January 31, 2014
Other

Seeking Asymmetrical Risk/Reward in Barrick Gold

It is hard to deny that Canadian investors feel trampled and broken by the precipitous decline in the gold mining sector. Is it all over? Will gold stocks never go up again? Are all gold stocks destined to be bankrupt as gold will never again be used as a store of value? While anything can happen, it is far more likely that...

480
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5 years ago
no-cover
December 02, 2013
Other

Investment Advisors using Options

Over the years, no topic has been more controversial then the use of options by investment advisors for unsophisticated clients. This has now reached levels where a number of Canadian wealth management firms have placed compliance restrictions on advisors, limiting them to using only the simplest strategies for their clients....

666
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5 years ago
no-cover
November 19, 2013
Other

Selling Puts as a Strategy

I wanted to use this article to review and discuss the end result of the blog I wrote last month on Talisman Energy (TSX:TLM). While there was substantial options activity last month on the stock, our focus was on one particularly large trade which consisted of the selling of 10,000 put contracts of the November $12.50 strike....

650
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5 years ago
no-cover
October 16, 2013
Other

Locking in Profits on the Canadian Banks

“October: This is one of the particularly dangerous months to invest in stocks. Other dangerous months are July, January, September, April, November, May, March, June, December, August and February – Mark Twain Here we are in the first week of October and my phone is ringing off the hook with concerned investors...

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5 years ago