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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: Hi Team,

This new offering from Strategy came on my radar and I'm wondering if it's on any of yours at all? If we take the company at it's word that it will pay the 9%-10% dividend and keep the share price consistent, it seems like a good option for short term cash or just a place for a probable good rate of return (though they have stated the dividend can be adjusted higher or lower based on demand for the product --> very high demand=lower dividend rate and vice versa). I'm wondering what your thoughts are on this product and also more broadly the tax implications for US dividends for a Canadian investor in this situation.

Thanks very much
Read Answer Asked by Dustin on August 07, 2025
Q: My son currently has Meta (META), Nebius (NBIS), Amazon (AMZN), and EIF Corp (EIF) in his TFSA, plus an ETF (ZSP) for some diversity. It’s a small portfolio but he really wanted to hold some individual stocks and not just ETFs. Would you be comfortable adding Nvidia (NVDA) and Axon (AXON) at current prices? They are two of my favorite stocks in my non-registered account but I know the prices have really run up. Would you have any better suggestions? Thanks.
Read Answer Asked by Kim on August 07, 2025
Q: Please comment on the earnings for the two that have reported and whether they are a buy, sell or hold. SRAD at $27 seems like a good deal with what they reported. Investors seem to disagree this morning. Would appreciate your thoughts on that and the market reaction to GENI as well. I know you always look for a change in fundamentals to guide your advice so I am curious if the thesis is improved or reduced.

Please answer this one after GENI has reported if possible.
Read Answer Asked by Tim on August 06, 2025
Q: Best ETF for growth oriented investors IWY or IWF?

Any ETF tracking the same indexes in Canadian dollars?
Read Answer Asked by Marcela on August 06, 2025
Q: I’m interested in adding to REITs while they are out of favour, is the future and balance sheets decent with these companies? It looks like a good time to buy for conservative income and some growth would you agree?
Read Answer Asked by Mark on August 06, 2025
Q: good afternoon - I have positions in both AMZN and GOOG, with modest gains in GOOG and good gains in AMZN. I'm looking at the respective P/E's and wondering if this is a good time to sell AMZN and increase GOOG. Taxes not an issue for two thirds of my AMZN. Do you think that GOOG will increase in value at a greater rate than AMZN in the coming years? I like both companies but this looks like an opportunity to high grade a portion of my portfolio. Thanks. Al

Many thanks
Read Answer Asked by alex on August 05, 2025
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