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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: 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
Read Answer Asked by Marios 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: I'm looking at ALAR. ADR, from Israel. Could you provide an opinion on it? It looks to be growing well and is profitable.
Read Answer Asked by Kel on July 10, 2025
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
Read Answer Asked by blake 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: Please comment on this closed end fund. Is it worth holding for the interest? What are the disadvantages?is there something similar in this category that you’d prefer?
Thanks.
Read Answer Asked by Catherine on July 10, 2025
Q: What are the strengths and weaknesses of Minto ? In your last comments on the reit you did not have a good opinion on it. Do you still feel the same? Would you considers buying MU.UN now?
Read Answer Asked by David on July 09, 2025
Q: Hi Team,

I went looking through the questions and couldn’t find one like this. I am not looking for personal advice but the context is that I am closer to winding down the working years and am trying to build some income into the portfolio through dividend growers.

What would be your top seven dividend growers in both the US and Canada where the starting dividend is at least 1.5% indicating that management sees the dividend as a meaningful part of its capital allocation strategy? Obviously, I would prefer some sector diversification as well.

Please feel free to deduct as many questions as you deem appropriate.

Thanks for the great help!
Read Answer Asked by Derek on July 09, 2025
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