Q: I have had a nice run over the last 5 owning 5 of the mag 7 stocks. I have a small % of the portfolio dedicate to canadian teck. I am looking at Appel's potential headwinds with the current US administration position on trade and thinking of selling 1/2 my position and adding DSG as a replacement for a long term hold. does this make any sense to you guys?

Q: Good morning!

Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.

What are “your” top 3 US additions to this list? Thank you for all the incredible things here.

Q: Do you recommended QCOM as a good stock to own for long term dividend growth? Are you concerned about Apple and other cellphone manufacturers moving away from QCOM technology? I already own TXN and AVGO - is QCOM sufficiently different to hold as well?