Q: With the run of NVDA over the last few year I now have a HUGE position in the stock and need to trim it.
Can you suggest 5 Canadian or US companies that could be the next NVDA in the next 5+ years and their growth and risk as well as any other details you may have on the companies.

Thanks
Joe

Q: In a recent question you listed your top 5 North American stocks. What would be your next 5 best picks?

Q: Hi Team,
Over the past several years, as a general rule, one of the best buying opportunities seems to be buying quality, best in breed companies while they are down. Stocks such as NVDA, META, SHOP, BN, CRWD come to mind here where in the past we have seen significant sell offs but the quality names always seem to recover. My question is, are we witnessing this type of opportunity right now with UNH? In reality the name has been a steady eddy, reliable grower in the sector for years. Now...it loses over half it's market cap in a month? In my un-professional opinion this seems much too extreme to me for a company of this magnitude, with a long track record of success, and seemingly huge moat in the US. Is it time to start picking away at buying this name, collecting the now near 3% dividend, and sitting on it for the longer term? Collecting the div and having the name recover in say 3 years would calculate to a quite lucrative return. Thoughts?

Thanks,
Shane.