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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 own VHT (etf) in my $US account. Performance over the last 5 years has been approx. 6% compounded annually. Poor compared to tech or the S&P500 index or the DJIA. Given little opportunity to invest in health care sector in Canada, what investment alternatives would you suggest for health care? Or would I be better off exiting VHT and putting the money into other low-cost ETFs in the US like SPY, VOO, VUG ?

Thank you. IslandJohn
Read Answer Asked by John on June 11, 2025
Q: Hi there,

I’ve noticed that some of the Renewable stocks have been firming up and/or improving lately.

Do you see any hope for growth in the near term horizon or should one invest in these mostly for income?

Thank you!
Read Answer Asked by Robert on June 11, 2025
Q: Hi,

I bought these two stocks at the same time, last March.
The Cdn WPM gained 17% since, while the U.S. WPM gained more than 22%. Could you explain why ?

Thus, in considering buying SKE, is it better to use the U.S. market ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on June 11, 2025
Q: I have a couple holdings that are giving me question for keeping.

I have a cost base of 20 on Sentinel and altho there was some positive stock movement a few months back the stock is currently showing little sign of moving higher. I know they are in Cyber Security. Is it worth holding and where would you suggest the funds could be better deployed if its a Sell?

In the case of SNN my cost is 24 but based on the longer term chart i'm not certain there is alot of confidence in the management when comparing to better performing Medical Device companies like Stryker. Would this be a Sell and redeployment of Cash into Intuitive Surgical?
Read Answer Asked by Craig on June 11, 2025
Q: Are there any investment options that are independent of capital gains tax policy? For instance an investor may decide not to sell an equity to avoid triggering a capital gain and reducing capital (or may decide to sell for tax loss reasons). To avoid this bias are there etf/ funds that can swap investments without triggering capital gains?
Read Answer Asked by Steven on June 11, 2025
Q: Last November, CASY was listed as a favourite Consumer Defensive along with COST and WMT. In May of this year, CASY was on the 'quite comfortable to own list'. Considering it did very well yesterday, would a purchase now be considered buying a quality name and buying into positive momentum? How does 5i's feel about the company now and why? As a COST owner, I am quite interested in your thoughts on this name. With thanks.
Read Answer Asked by David C. on June 11, 2025
Q: I hold both GSY and BAM, and I'm considering increasing my stake. Historically, BAM has outperformed GSY over the past few years. Both stocks have similar dividend yields. Which one would you recommend I prioritize, or should I consider adding to both? I'd appreciate your insights. Thanks
Read Answer Asked by Esther on June 11, 2025
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