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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,
Q: Hi
I hold both MasterCard and Visa and was thinking of selling one in a registered account to pick up some BRK.B.
Which one would you sell?
Thanks,
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Adobe Inc. (ADBE)
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Applied Materials Inc. (AMAT)
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Meta Platforms Inc. (META)
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D.R. Horton Inc. (DHI)
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Mastercard Incorporated (MA)
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Morgan Stanley (MS)
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Fortinet Inc. (FTNT)
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Crocs Inc. (CROX)
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Ultra Clean Holdings Inc. (UCTT)
Q: I own the above US Stocks in my RRSP. Please rate each one as a BUY, HOLD or SELL and the reasons for your Rating.
Read Answer Asked by ALNOOR on January 19, 2023