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Armor Minerals Inc. (A $0.45)
- $0.45 Cap: $34M
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Armor Minerals Inc. (A $0.45)
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Armor Minerals Inc. (A $0.45)
- $0.45 Cap: $34M
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Q: Have some cash in US $ registered account dedicated to Tech. In TOTAL Portfolio (CDN & US), we currently own NVDA (8.4%) CSU (7.3%) SHOP (4.7%) GOOG (4.5%), QCOM (4%) MSFT (3.7%), CRWD (2.5%) META (2%) TOI (1.6%)
Have some US $ available, considering : PERI, PSTG, ADOBE, AMZN, SMCI, AI, AMD. Of these, which 2 or 3 would you add to the Tech portfolio (if any) and what would you see as a reasonable purchase price.
Also, given the current/foreseeable environment, at what point would you consider trimming NVDA & CSU ? Please use as many question credits as needed. Many thanks.
Have some US $ available, considering : PERI, PSTG, ADOBE, AMZN, SMCI, AI, AMD. Of these, which 2 or 3 would you add to the Tech portfolio (if any) and what would you see as a reasonable purchase price.
Also, given the current/foreseeable environment, at what point would you consider trimming NVDA & CSU ? Please use as many question credits as needed. Many thanks.
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Armor Minerals Inc. (A $0.45)
- $0.45 Cap: $34M
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Q: You suggest we sell 1% of ATZ. 1% of what, our current holding or 1% of the total portfolio?
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