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Q: Thanks to your sage advice, I am up significantly (again) on NVDA. Last year, I let it run up to 10% of my holdings, sold half and purchased VRT (now up 30%). NVDA has now increased to 8% of my portfolio. I understand there are multiple drivers currently at work turbo-charging the price of this stock (earnings, stock split, upcoming DOW listing, forced acquisition by ETFs, etc.). All this prompts three questions. How large would YOU let your NVDA grow as a percentage of your portfolio before trimming? Assuming you wanted to trim, when do you think the stock price will start leveling off (assuming the absence of black swan events)? If you wanted to take some profit and invest it outside tech, what would be your three highest conviction US stocks today? AMZN, MSFT, VRT, GOOG, V, and J already held. Thank you.
Read Answer Asked by Maureen on June 20, 2024
Q: I currently hold COST, WMT, and ADT in consumer staples and am wondering if switching WMT and or ADT for either PRMW, L, or DOL would give me better growth going forward? Or do you have a better option?

Thanks,
Read Answer Asked by Lyle on June 18, 2024
Q: I read with interest your (excellent) advice about ‘when to sell a stock for fundamental reasons’ as I believe I often sold for wrong reasons, and I want to ‘learn’ to do it for better reasons. You mention the following:
‘In the case of volatility, if a name is jumping by 5% or more any given day, it is tough to call it an ‘investment’ anymore as it becomes more of a bet on a given day’s move. Again, some investors will make money here, but we would far prefer to look elsewhere at this stage.’
Vertiv (VRT) is one of the stocks you often mention as one that is taking full advantage of AI because of its ‘privileged’ involvement in data centre cooling technology and is in a ‘growth spurt’ that affects the stock price and is worth considering at this stage of AI growth investing. ( you do add it won't last forever, though…) Nonetheless, it is trading lately with large daily swings (of 5% and, even, sometimes 10%). In which way would it be different then and tough to call it an investment vs a speculation? I feel the same goes for Propel Holdings (PRL) which is another small but rapidly growing company because of an interesting business model. (it too, lately, also appears to be on an up and down elevator ride.) Would you care to explain the difference in reasoning please?
Thanks, Adel
Read Answer Asked by Adel on June 18, 2024
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