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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 would like to start a position in the crypto/blockchain space of approximately 5% in my portfolio. How do you best envision me achieving this goal?
Read Answer Asked by philip on July 10, 2025
Q: I saw a press release how Amazon is making its own cooling for its large data centres. Can you comment on how this might affect VRT? Percent of current business? Still lots of opportunities? How does VRTs produce line compare? How do you rate VRT as a current Buy?
Read Answer Asked by Bruce on July 10, 2025
Q: ETF's|: India, Lat. America, Health Reit's
tks H.
Read Answer Asked by Adelheid on July 10, 2025
Q: Hello, I've been holding UHN in my RRSP for a while, but the stock has taken a significant hit with a 33% loss. Given its current stagnation, I'm thinking of selling it and reallocating the funds. I have a few options in mind: I could buy a call option with a strike price of $79 expiring on Dec 27, which might give me a chance to recover some losses if the stock rebounds. Alternatively, I could sell UHN and use the proceeds to increase my stake in other healthcare stocks, such as LLY or ISRG, which I believe have more potential. Or, I could cut my losses entirely and exit the healthcare insurance sector. Which direction makes the most sense? Thanks
Read Answer Asked by Esther on July 10, 2025
Q: Thank you for the upgrades. They are very helpful and user friendly.

Could I have your opinion of Newmarket NEU?
More upside or downside from here?
Any insight that you can provide on its fundamentals please.
Which type of investor would this stock be best suited for?

Thank you once again
Jeremy
Read Answer Asked by Jeremy on July 10, 2025
Q: SMCI Good morning,
Looking into buying smci. Are they done with their accounting problems?
Would you buy at today’s price?
Thanks. Alnoor
Read Answer Asked by Alnoor on July 10, 2025
Q: I am very concerned with the performance of Berkshire Hathaway since the announcement of Buffett's retirement—it is down 11% in the past two months, while the S&P 500 is up 12% during these two months. Thanks to BRK-B’s performance in the past few years, it is the biggest single holding in my taxable portfolio. I am considering biting the bullet, paying capital gains taxes, and replacing it with the FT Vest Laddered Buffer ETF (BUFR). Can you share your thoughts on this?
Read Answer Asked by Paul on July 10, 2025
Q: Hi 5i, Would you buy (today) these stocks for a 3-5 years hold ? & in which order would you buy them, which ones would drop off this list.

thanks
Read Answer Asked by Fernando on July 09, 2025
Q: Hi Team,

Now that DOGE may have had its day of influencing spending in the U.S., do you have any updated thoughts on Booz Allen? I am looking for a dividend grower with a reasonable valuation in the defence/security space. Any other suggestions for companies that haven’t ’taken off’ (pardon the pun) in the last six months in this space?

Thanks!
Read Answer Asked by Derek on July 09, 2025
Q: There was an article in the Globe and Mail today by David Rosenberg about the aging population and he suggested health care related investments such as health care REITS, pharma, devices, and services. What do you think of this idea and can you give me a few recommendations in canada and the US for each of the 4 categories (health reits, pharma, devices, sefrvices)? A mix of ETFS and individual stocks would be great.
Read Answer Asked by Carla on July 08, 2025
Q: I am looking to increase dividend income, while preserving capital. In a US Rif, of the two mentioned, which to own? Jepi seems more stable with a lower Mer but lower yield. Spyi higher Mer but outsized yield.
Both seem to employ complicated strategies to obtain yield; what are the downsides here.
Read Answer Asked by Harry on July 08, 2025
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