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Photon Control Inc. (PHO)
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NVIDIA Corporation (NVDA)
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Delta Air Lines Inc. (DAL)
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Bank of Montreal (BMO)
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Constellation Software Inc. (CSU)
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Brookfield Renewable Partners L.P. non-voting limited partnership units (BEP.UN)
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Air Canada Voting and Variable Voting Shares (AC)
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Algonquin Power & Utilities Corp. (AQN)
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CAE Inc. Unlimited (CAE)
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Descartes Systems Group Inc. (The) (DSG)
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BRP Inc. Subordinate Voting Shares (DOO)
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Kinaxis Inc. (KXS)
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Alimentation Couche-Tard Inc. Class B Subordinate Voting Shares (ATD.B)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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A&W Revenue Royalties Income Fund Trust Units (AW.UN)
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goeasy Ltd. (GSY)
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Advanced Micro Devices Inc. (AMD)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Veeva Systems Inc. Class A (VEEV)
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Real Matters Inc. (REAL)
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Take-Two Interactive Software Inc. (TTWO)
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The Trade Desk Inc. (TTD)
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Roku Inc. (ROKU)
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Xebec Adsorption Inc. (XBC)
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WELL Health Technologies Corp. (WELL)
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Berkshire Hathaway Inc. (BRK.B)
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Lightspeed POS Inc. Subordinate Voting Shares (LSPD)
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Pinterest Inc. Class A (PINS)
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CrowdStrike Holdings Inc. (CRWD)
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Boyd Group Services Inc. (BYD)
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Unity Software Inc. (U)
Q: First of all, thank you for your amazing work. Cannot express how helpful my 5i subscription has been. Life-changing in all honesty.
My positions in LSPD (17.3%) and GSY (12.7%) have gotten a little out of hand. I was fortunate to pick them up near their lows in April. I've already trimmed both a couple of times, but I am really struggling to sell more given the positive outlook 5i has of both for the future. I've seen similar questions asked about trimming and selling positions with phenomenal growth and seen your responses suggesting to trim positions to reasonable weightings. I thought I might have an easier time doing so if you suggested some positions to add to or some new ones viewed as favourably as LSPD and GSY.
I have the following companies in a TFSA and have included the weightings only of positions I think might warrant a second look. While I anticipate a comment about weightings needing to be personal what would YOU suggest as the highest weighting for LSPD and GSY? And, again, please suggest some positions to add to or new ones.
Feel free to take question credits as you see fit.
DOO (2.1%), ATZ (2%), AW.UN, BYD
ATD.B
BMO, BRK-B:US, GSY (12.7%)
WELL (4%), VEEV:US (1.3%)
CAE, DAL:US, AC (1%), XBC (3%)
LSPD (17.3%), KXS (7.6%), DSG (3%), CSU, PHO (1.1%), AMD:US, CRWD:US (2.4%), U:US (2.1%), NVDA:US (0.83%), TTD:US(1.2%)
ROKU:US (1.9%), TTWO:US (1.2%), PINS:US (1.5%)
AQN, BEP.UN
REAL
Thank you again
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NVIDIA Corporation (NVDA)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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Roku Inc. (ROKU)
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MEDIFAST INC (MED)
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CrowdStrike Holdings Inc. (CRWD)
Q: In terms of largest growth potential for 2021, what u.s. stocks would you recommend as a buy today?
Read Answer Asked by Allan M on January 21, 2021-
NVIDIA Corporation (NVDA)
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The Trade Desk Inc. (TTD)
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Pinterest Inc. Class A (PINS)
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CrowdStrike Holdings Inc. (CRWD)
Q: I am a fairly new investor and was wondering your thoughts on when to begin diversifying? I own approximately 15 companies, mostly being TECH and Financial. Recently bought NVDA shares and am looking at U, CRWD and LSPD but not too sure when I should approach other sectors and look at companies like COST or TT for example. I would be targeting my RSP in this approach. (Not sure if that matters)
Also, your must own top 3 US/CND stocks for the next 25+ years for a TFSA?
Thanks for all that you do
Nick