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Amazon.com Inc. (AMZN $207.82)
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Alphabet Inc. (GOOG $302.38)
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Microsoft Corporation (MSFT $391.94)
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NVIDIA Corporation (NVDA $176.42)
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Boyd Group Services Inc. (BYD $190.50)
- $190.50 P/E (TTM): 220.64X Cap: $5.36B
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Ninepoint Energy Income FUnd (NRGI)
Q: hi group thinking of selling BYD.CA presently trading at break even /held it for many years but been dead money time to sell? (ITs in my TSFA also own FTS ATZ,TOU BAM ENB FFH in what order should i add if decide to sell BYD:CA or hold the cash for now as there may be better opportunity in the near future sure looks like a market correction to me
Also same with NRGI the only money made here is on the dividend (owned since inception) what should i replace it with ? again maybe just keep the cash until things recover a bit? its in a cash account
Not happy with my tech holdings either own GOOG AMAZ NVDA MSFT CLS SHOP (12 % of my portfolio ) is that too much or not enough exposure for this marketthanks for your help with this
Also same with NRGI the only money made here is on the dividend (owned since inception) what should i replace it with ? again maybe just keep the cash until things recover a bit? its in a cash account
Not happy with my tech holdings either own GOOG AMAZ NVDA MSFT CLS SHOP (12 % of my portfolio ) is that too much or not enough exposure for this marketthanks for your help with this
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Foran Mining Corporation (FOM $4.86)
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Costco Wholesale Corporation (COST $985.40)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,409.17)
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Constellation Software Inc. (CSU $2,588.30)
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ARC Resources Ltd. (ARX $28.65)
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WSP Global Inc. (WSP $218.52)
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Celestica Inc. (CLS $369.17)
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TFI International Inc. (TFII $136.21)
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goeasy Ltd. (GSY $35.70)
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Shopify Inc. (SHOP $124.28)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $54.41)
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Ninepoint Energy Income FUnd (NRGI)
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Brookfield Corporation Class A Preference Shares Series 32 (BN.PF.A $25.67)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $59.81)
- $59.81 P/E (TTM): 29.85X Cap: $98.78B
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Nvidia CDR (CAD Hedged) (NVDA $39.80)
- $39.80 P/E (TTM): 61.88X Cap: $6T
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Microsoft CDR (CAD Hedged) (MSFT $27.63)
- $27.63 P/E (TTM): 29.28X Cap: $4.06T
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Amazon.com CDR (CAD Hedged) (AMZN $23.93)
- $23.93 P/E (TTM): 30.01X Cap: $3.08T
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Alphabet CDR (CAD Hedged) (GOOG $48.68)
- $48.68 P/E (TTM): 38.48X Cap: $5.09T
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NINEPOINT ENERGY INCOME FUND (NRGI)
- P/E (TTM): 14.53X
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Eli Lilly CDR (CAD Hedged) (LLY)
- P/E (TTM): 42.92X
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Walmart CDR (CAD Hedged) (WMT)
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GE Vernova CDR (CAD Hedged) (GEV $56.55)
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Q: i own above shares can you rate the top 6 regardless of sector in order of preference so i can add to them based on you top picks from the group also list your top 6 picks in order of preference as well please
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Walmart Inc. (WMT $120.77)
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Constellation Software Inc. (CSU $2,588.30)
- $2,588.30 P/E (TTM): 78.8X Cap: $54.41B
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ARC Resources Ltd. (ARX $28.65)
- $28.65 P/E (TTM): 6.9X Cap: $15.95B
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Celestica Inc. (CLS $369.17)
- $369.17 P/E (TTM): 39.65X Cap: $43.24B
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Ninepoint Energy Income FUnd (NRGI)
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Nvidia CDR (CAD Hedged) (NVDA $39.80)
- $39.80 P/E (TTM): 61.88X Cap: $6T
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Microsoft CDR (CAD Hedged) (MSFT $27.63)
- $27.63 P/E (TTM): 29.28X Cap: $4.06T
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Amazon.com CDR (CAD Hedged) (AMZN $23.93)
- $23.93 P/E (TTM): 30.01X Cap: $3.08T
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Alphabet CDR (CAD Hedged) (GOOG $48.68)
- $48.68 P/E (TTM): 38.48X Cap: $5.09T
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GE Aerospace CDR (CAD Hedged) (GE $38.00)
- $38.00 P/E (TTM): 37.11X Cap: $428.47B
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Q: Thinking of trimming GOOG (10% weighting) and adding to MSFT (3% weighting) or trimming MSFT and start a position in AMZN. Lastly trim GOOG and but more CSU started position last week ($3250) and now taking a bath
What's you thoughts on selling some winners or losers and buy into MSFT or CSU ,NVDA, CSU (see list of holdings below and pick highest / conviction
Presently own MSFT SHOP TFII FFH WSP TOU ARX WMT COST NRGI NVDA GSY GE CLS BN BAM
AM
What's you thoughts on selling some winners or losers and buy into MSFT or CSU ,NVDA, CSU (see list of holdings below and pick highest / conviction
Presently own MSFT SHOP TFII FFH WSP TOU ARX WMT COST NRGI NVDA GSY GE CLS BN BAM
AM
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