Q: Hello Team,

Looking at adding some funds to US stocks I already own, are you able to rank these in order from 1 to 10 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!

Q: I had CELH on my watchlist 'forever' but its share price kept bolting away from me and I thought of giving up the chase. But I see the company has a consensus ‘strong buy’ . CFRA now rates it a hold , up from sell. Bespoke Investments added it today to its model “Growth Basket” . I add this information knowing you would not allow it to prejudice your thinking.

CELH looks overpriced to me. At best, risk-reward looks balanced. I am hesitant to buy (I am VERY shy , you know). Nevertheless, I am back to reviewing the business again. I would value your insight and your opinion, with substance please. What do you think of the prospects for appreciation in value of the shares.

Q: I recently sold Nvidia in my tfsa. I sold a call option on it and it was pretty close to the strike price, I let it get called away, since I am overweight Nvidia. Now that it is down I am tempted to buy it again. I can’t let myself forget the overweight aspect, though. Do you have another suggestion that I could replace it with? I want something nearly as good that I can sell options on, thus no or a small dividend. Sector doesn’t matter. I am also full weight on Shopify and Google. I am also open to smaller stocks that could show growth and are relatively safe—celestica and Nebius?
Thanks