Q: Hi Peter
Do you make anything of Toby's apparent sale of $200M of SHOP stock? Thanks
Do you make anything of Toby's apparent sale of $200M of SHOP stock? Thanks
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Apple Inc. (AAPL)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lumine Group Inc. (LMN)
Q: I am a long term owner of AAPL and have done well by it. I am wondering if a switch into GOOG for its projected growth is a better long term holding in your opinion. How would you compare the two? Perhaps the obvious solution is to sell half of AAPL for a GOOG purchase. My other tech names include MSFT, CSU, SHOP, LMN, NVDA and VRT with tech making up 25% of my overall portfolio. Many thanks.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Newmont Corporation (NGT)
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Lumine Group Inc. (LMN)
Q: I have a 4% exposure to the materials sector, and roughly 23% exposure to technology. I have been considering initiating a position in Newmont Corporation, as I feel the precious metals sector will continue to show strength over the next few years, and my portfolio would likely benefit from the standpoint of improved diversification. I currently have a position of 2% in each of Lumine Group and Shopify. I like both of these companies, but my circumstances require me to part with one position in order to start another.
Would you consider a position in NGT to have better prospects than either LMN or SHOP, or would I be better off staying with what I have, and attempting to raise cash over the next several months to initiate a position in NGT?
Would you consider a position in NGT to have better prospects than either LMN or SHOP, or would I be better off staying with what I have, and attempting to raise cash over the next several months to initiate a position in NGT?