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Apple Inc. (AAPL $277.89)
- $277.89 P/E (TTM): 37.27X Cap: $4.11T
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Apple Inc. (AAPL $277.89)
- $277.89 P/E (TTM): 37.27X Cap: $4.11T
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Visa Inc. (V $326.84)
- $326.84 P/E (TTM): 32.47X Cap: $637.87B
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Q: I must shortly divest part of my RRIF to meet legal requirements.
I would like to retain those stocks with the best longer term appreciation expectations.
My candidates for sale are:
AAPL currently overweighted
CNQ
SU
Visa currently underweighted
What would be your suggestion(s)?
Many thanks for your ongoing great work!
I would like to retain those stocks with the best longer term appreciation expectations.
My candidates for sale are:
AAPL currently overweighted
CNQ
SU
Visa currently underweighted
What would be your suggestion(s)?
Many thanks for your ongoing great work!
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Apple Inc. (AAPL $277.89)
- $277.89 P/E (TTM): 37.27X Cap: $4.11T
- View AAPL Profile
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NVIDIA Corporation (NVDA $185.55)
- $185.55 P/E (TTM): 51.97X Cap: $4.50T
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Axon Enterprise Inc. (AXON $553.12)
- $553.12 P/E (TTM): 174.68X Cap: $43.47B
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CrowdStrike Holdings Inc. (CRWD $515.19)
- $515.19 Cap: $129.87B
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Q: Hi everyone at 5i thank you all for the great information love this service. So from an analytics point of view I am overweight tech and under weight industrials. Given the recent pull back is this a “good“ switch? This is in a registered account so no tax implications. I’m not that good at charts but it looks like there is some support at $500 for AXON? The other tech stocks I have are NVDA, SHOP, AAPL, CSU, LMN, TOI, of these CRWD is the worst performer only because of the date of acquiring it. I would love to hear your opinion. Thanks again for all your help.
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Apple Inc. (AAPL $277.89)
- $277.89 P/E (TTM): 37.27X Cap: $4.11T
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Amazon.com Inc. (AMZN $226.89)
- $226.89 P/E (TTM): 32.42X Cap: $2.42T
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Alphabet Inc. (GOOG $314.45)
- $314.45 P/E (TTM): 31.8X Cap: $3.87T
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Intuitive Surgical Inc. (ISRG $566.89)
- $566.89 P/E (TTM): 76.0X Cap: $203.95B
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NVIDIA Corporation (NVDA $185.55)
- $185.55 P/E (TTM): 51.97X Cap: $4.50T
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Booking Holdings Inc. (BKNG $5,177.39)
- $5,177.39 P/E (TTM): 33.85X Cap: $166.88B
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Salesforce Inc. (CRM $259.53)
- $259.53 P/E (TTM): 37.87X Cap: $243.17B
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JPMorgan Chase & Co. (JPM $315.21)
- $315.21 P/E (TTM): 15.6X Cap: $858.08B
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Eli Lilly and Company (LLY $997.59)
- $997.59 P/E (TTM): 49.43X Cap: $943.10B
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United Rentals Inc. (URI $785.04)
- $785.04 P/E (TTM): 20.53X Cap: $49.95B
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Visa Inc. (V $326.84)
- $326.84 P/E (TTM): 32.47X Cap: $637.87B
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Toronto-Dominion Bank (The) (TD $122.15)
- $122.15 P/E (TTM): 10.31X Cap: $208.53B
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Enbridge Inc. (ENB $66.81)
- $66.81 P/E (TTM): 25.46X Cap: $145.73B
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Constellation Software Inc. (CSU $3,336.47)
- $3,336.47 P/E (TTM): 75.52X Cap: $70.47B
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Dollarama Inc. (DOL $201.94)
- $201.94 P/E (TTM): 44.49X Cap: $55.81B
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WSP Global Inc. (WSP $241.45)
- $241.45 P/E (TTM): 36.15X Cap: $31.53B
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Celestica Inc. (CLS $472.52)
- $472.52 P/E (TTM): 53.19X Cap: $54.35B
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Thomson Reuters Corporation (TRI $179.74)
- $179.74 P/E (TTM): 33.87X Cap: $79.95B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.68)
- $219.68 P/E (TTM): 89.3X Cap: $285.86B
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Monolithic Power Systems Inc. (MPWR $983.58)
- $983.58 P/E (TTM): 24.71X Cap: $47.12B
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Axon Enterprise Inc. (AXON $553.12)
- $553.12 P/E (TTM): 174.68X Cap: $43.47B
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CECO Environmental Corp. (CECO $55.99)
- $55.99 P/E (TTM): 38.68X Cap: $1.99B
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EnerSys (ENS $147.10)
- $147.10 P/E (TTM): 17.27X Cap: $5.42B
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Galaxy Digital Inc. Class A common stock (GLXY $36.15)
- $36.15 Cap: $13.77B
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CrowdStrike Holdings Inc. (CRWD $515.19)
- $515.19 Cap: $129.87B
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Vertiv Holdings LLC Class A (VRT $185.61)
- $185.61 P/E (TTM): 71.33X Cap: $70.96B
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RTX Corporation (RTX $171.52)
- $171.52 P/E (TTM): 35.13X Cap: $229.96B
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Robinhood Markets Inc. (HOOD $136.43)
- $136.43 P/E (TTM): 54.98X Cap: $122.67B
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Brookfield Corporation Class A Limited Voting Shares (BN $64.32)
- $64.32 P/E (TTM): 92.1X Cap: $144.41B
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Nebius Group N.V. (NBIS $100.33)
- $100.33 Cap: $23.88B
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Costco CDR (CAD Hedged) (COST $40.15)
- $40.15 P/E (TTM): 49.13X Cap: $548.54B
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Q: The above stocks make up 80.4% of my holdings. Goog and BN @7% each. The next 5 @ 4% each and the rest at or close to 3% each. For a 10 year horizon, with risk/reward in mind, where would you invest if you had 10% of the portfolio in dry powder- new cash. Any you would sell? Note, I have been trimming CLS, VRT and NBIS to control AI exposure.
Thanks again for all the insights - love the service you provide.
Thanks again for all the insights - love the service you provide.
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