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Q: Hi 5i team
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles
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Intuitive Surgical Inc. (ISRG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Axon Enterprise Inc. (AXON)
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CrowdStrike Holdings Inc. (CRWD)
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Celsius Holdings Inc. (CELH)
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Genius Sports Limited (GENI)
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Sportradar Group AG (SRAD)
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TransMedics Group Inc. (TMDX)
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Nebius Group N.V. (NBIS)
Q: Do any of these companies fwd P/E's or P/S's concern you at all vs their expected growth rates?
They range from 50x to 127x. I'm looking to increase positions in NBIS/SRAD/GENI so I'm thinking of trimming some of these higher valuation names to add to these lower position names. However, I don't want to trim these long term compounders if they still have legs, but at such high valuations, when does it make sense to trim a name like CRWD to add to NBIS currently? I understand that great companies generally have higher valuations for a reason and investors have to pay up for great long term compounders. Thank you!
They range from 50x to 127x. I'm looking to increase positions in NBIS/SRAD/GENI so I'm thinking of trimming some of these higher valuation names to add to these lower position names. However, I don't want to trim these long term compounders if they still have legs, but at such high valuations, when does it make sense to trim a name like CRWD to add to NBIS currently? I understand that great companies generally have higher valuations for a reason and investors have to pay up for great long term compounders. Thank you!
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Salesforce Inc. (CRM)
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Axon Enterprise Inc. (AXON)
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RTX Corporation (RTX)
Q: Role play. You're you giving yourself advice:
Assuming the market is going to puke all over itself today, what are you buying and how long are you waiting to pull the trigger on it?
Everything is long term hold.
Thanks
H
Assuming the market is going to puke all over itself today, what are you buying and how long are you waiting to pull the trigger on it?
Everything is long term hold.
Thanks
H
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