Investment Q&A

Q: what is the annualized return of SPY, QQQ and XIC over the last 20 years. I thought I read an answer where you said the S&P only was 2% including dividends which seems too low.

Q: What is vertically managed software VMS and what would be admission criteria and what would not.

Q: Hi I've been screening for Donnville like small cap stocks in the USA. Revenue Growth and ROE above 20% and having good gross margin while being rationally priced. I found CWAN and NATL.

Can you please give an opinion on the potential for these stocks? CWAN recently did an acquisition which will change the numbers.

Q: Snap shoot of the two ETF
SHLD Can 52 wks range $21 to $24 and volume of 20,000 to 60,000
SHLD US 52 wks range $33 to $61 and volume of 1 M +
Why so much discrepancy ? Should I buy Can or US
PS I have 1/2 position in EUAD and would like to be expose outside EU market
Your comment plus.
Ray

Q: what is your take on this company?

Q: Seems to be on a steady downward= could you comment on same ?

Q: For a 32 year old just starting to save via a TFSA with monthly contributions of $300 - can you please suggest how to invest this money.
If ETF’s- which one(s) specifically

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?

Q: What are your thoughts on the prospects of this ETF?
Is it worth holding? What other suggestions might you have?

Q: I'm trying to understand HPYT and what factors will influence the market price . In Dec. 23 market price was $12.83 and yield was 14% . Today it is $8.91 and yield is 20% . Am I correct in assuming as the price drops the yield will rise ? I did notice that since inception HPYT has paid .15 cents a month . Up until the recent June payment which was .13 cents. Why the decrease ?

What factors influence the market price ? Interest rates I assume . What effect will rising interest rates have on the price ? And what effect will dropping interest rates have ?

What effect will a Taco tariff policy have on the price ?

Will the " Great Big Beautiful Bill " have an effect on the price ? Going to be a substantial increase in U.S. debt .....

Will the price be influenced by Trump's rhetoric of replacing Powell ? And what effect will that be ? .....I can't imagine Mr Market will react positively to a politically motivated Fed Chair .....

Can I slot this into the fixed income portion of my portfolio or is it too volatile ?
Basically I would like to know the various factors 5i feels will influence the price/yield of this security .....

Thanks for your terrific service .....

Q: This is a tax related question. If i have a loss on a company and sell a cover call on it and gets taken away, can i still claim the tax loss on the stock?

Thanks

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?

Q: How does the BBB affect Canada?

Sheldon

Q: I'm looking at ALAR. ADR, from Israel. Could you provide an opinion on it? It looks to be growing well and is profitable.

Q: What are some companies that would meet the criteria of accelerating earnings earnings surprises broker upgrades increase trade volume that 5i discussed on July 7 I am thinking CLS Any others that come to mind? Thx

Q: ETF's|: India, Lat. America, Health Reit's
tks H.

Q: What are your thoughts on a buy now since you reviewed it over a year ago?
Thanks Again

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

Q: I'd be interested to hear your take these days on Cargojet and CTC. Both seems to be on a roll, and I wonder if this is "good" momentum?

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