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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

According to Barron's : "Shares of Vertiv Holdings, a leader in data-center cooling solutions, were falling Thursday after Amazon.com's Amazon Web Services announced the development of a new cooling system of its own. Analysts, however, think the selloff is "overblown."

Probably a wait and see, I would think but have to check with the guru. Any opinion?

Carl
Read Answer Asked by Carl on July 10, 2025
Q: Axon, Crwd,Vrt dropped over 5% today, any reason or is it just A-I exhaustion?
Read Answer Asked by Terry on July 10, 2025
Q: David Rosenberg recently wrote an article relating to the outsized US debt situation.
One of his recommendations is high quality bonds. Would you agree with this assessment?
What high quality bonds would you purchase and what length of time - short or long term?
Thank you!
Read Answer Asked by Catherine on July 10, 2025
Q: I'd like some information on the ETF MSTE ....... Looking on the Harvest website they offer the following explanation of what the ETF is .......

" The Harvest MicroStrategy Enhanced High Income Shares ETF invests all its assets, directly or indirectly, in Class A shares of MicroStrategy. MicroStrategy provides business intelligence, mobile software, and cloud-based services. The company’s securities have developed into a Bitcoin treasury holding company, due to its substantial holdings in the world’s premier digital currency."

I take it from the last sentence that it has evolved into a " proxy for Bitcoin " . Is that correct ? And from it's historical high to it's current trading level it has fallen 9.9% . Is that correct ? And looking at it's history of dividend payments { it has paid four dividends . Two of .66 and two of .60 } I come up with a 40% dividend { based on the lessor of the two dividend rates } ..... Is that correct ?

Personally I am from the Jamie Dimon school of crypto-currency ..... The stuff has no value whatever. But I can't deny the steady growth since someone came up with the idea of " Let's make a currency for criminals the government hasn't regulated " ......

So what am I buying here ? A less volatile method of investing in Bitcoin with a honking big dividend ? Or if one is so interested, is Bitcoin itself the better choice ? .....

Thanks for your terrific service ......
Read Answer Asked by Garth on July 10, 2025
Q: 1) For these listed firms, which ones have the strongest link to the nuclear energy field?
2) I have a fair sized holding in WSP but am eager to branch out for diversification purposes to either STN or ATRL. I see from other questions, 5i's seems to favour STN as a compliment to WSP. How strong is STN in the nuclear field (their website suggests some capability)?
With thanks.
Read Answer Asked by David C. on July 10, 2025
Q: Lumine stock has been firm over past few days and seems to have broken out to new highs Today. ( Relative to TOI and CSU ). Is there any news, you are aware of, or, it's the stock technically coming out of consolidation ?

Thanks
Read Answer Asked by rajeev on July 10, 2025
Q: Hi folks...need your opinion on Cellebrite...no CEO in long time, now the CFO has left the company also??....Who is making the decisions on purchases/operations..ie: $200M acquisition...if you have no CEO??...stock is steadily drifting lower...1 of my larger holdings, & don't want to be holding onto a broken stock...similar to Aspen Aerogels....thanks for help...still rate Buy, Hold, or Sell, jb
Read Answer Asked by John on July 10, 2025
Q: The best Canadian public genomic stocks to buy now?

The best public genomic stocks in the world to buy now?

Thank you.
Read Answer Asked by Ross on July 10, 2025
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.
Read Answer Asked by Cheryl on July 10, 2025
Q: What is vertically managed software VMS and what would be admission criteria and what would not.
Read Answer Asked by ANDREW on July 10, 2025
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.
Read Answer Asked by Kel on July 10, 2025
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
Read Answer Asked by ray on July 10, 2025