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Alphabet Inc. (GOOGL)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Topicus.com Inc. (TOI)
Q: My Tech holdings are getting too high, thanks to your good advice. Would you please provide your current ranking of the stocks listed? I've included GOOGL, even though I believe you place it in the comm/serv sector.
Read Answer Asked by Jim on March 16, 2023-
Alphabet Inc. (GOOGL)
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NVIDIA Corporation (NVDA)
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3M Company (MMM)
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Pfizer Inc. (PFE)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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CrowdStrike Holdings Inc. (CRWD)
Q: hi, I hold the above in my USD account. I was thinking of trimming NVDA now and see if there is a pullback to repurchase, over the next few weeks/months. MMM not doing much, and you mention not much growth. dividend is nice, but I don't need it. do you think trimming or selling MMM and adding to any of above (?BABA, down again). or do you have any other ideas for the USD account ( growthy, but low-low mid risk). thx, chris
Read Answer Asked by chris on March 09, 2023-
Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOGL)
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Intuit Inc. (INTU)
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Microsoft Corporation (MSFT)
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Mastercard Incorporated (MA)
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Moody's Corporation (MCO)
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Visa Inc. (V)
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S&P Global Inc. (SPGI)
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Airbnb Inc. (ABNB)
Q: I have asked questions about core portfolio and compounders. I would like to refine my query to building a concentrated core portfolio [say, 20 CAD-USD total]. I start with the allocations greater than 5% in the 3 portfolios. BN is less than 5% on its own, yet, I wonder whether it would not be the core Canadian financial stock. As for US, there are many Fav lists, but could you boil it down to 10. For each stock, please provide key rationale for choosing it and a target buy price.
Much appreciated,