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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have these companies on my cash account , they all are doing good, but now I'm looking to sell 3 of them, so I can buy some BRK.B.
Which 3 would you let go. thank you.
Read Answer Asked by Fernando on February 28, 2024
Q: Are there a few Canadian and/or US companies that are “hiding in plain sight” that have the potential to be long term compounders similar to a CSU, MKL, ROP etc?
Read Answer Asked by Peter on February 28, 2024
Q: Hi,

One of the larger holdings in my portfolio is NVDA ~5%. I trimmed some NVDA last week and bought some VRT ~1%. Thinking of buying some SMCI as well. Do you think owning all three would be too correlated or would it be okay? Thinking of adding ~1% position to SMCI (seems to have settled down a bit here). If it were you, in what % would you allocate to each of the three names?

Also long AXON (nice results yesterday). Would like to add more but looks pricey at 68x p/e and 11x p/s. Thoughts?

Thanks!
Read Answer Asked by Keith on February 28, 2024
Q: For a TFSA, what are the 10 U.S. stocks that you would recommend ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on February 28, 2024
Q: With the down day and negative news on Friday for BKNG, I’ve been thinking of selling and buying into SYK. Bookings has had a good run but if travel is measurably slowing it may make sense to migrate into a company that has a more positive outlook. Thoughts??
Read Answer Asked by Dennis on February 28, 2024
Q: Opinions on these two companies. Looks like Intel created a foundry division in which Cadence will be assisting Intel with designing and producing new chips. From my reading Microsoft is also involved and wondering if this may be a strategy to decrease reliance on Taiwan semiconductor and increase "home grown" chip manufacturing.
Do you think Intel can find some momentum from the AI surge and this strategy?
Is Cadence a viable way to get involved in the "back door" of the AI surge? Do you have other preferences that provide the same services?
Thank you.
Read Answer Asked by Colleen on February 28, 2024
Q: I do wonder if you could comment on the recent news releases in regard to Cadance and Intel foundry systems. I just started researching this and am going to admit a lot of this is over my head and comprehension. From my initial readings it looks like Microsoft has joined in on this as well, so looks like Intel, Cadence and Microsoft are in an initiative in the AI space. Is there a possibility that Intel may get some legs in this AI surge as well? The share price of this stock has certainly not soared like others in this sector. Wondering if the Microsoft relationship will have some impact on the future performance of Intel?
Could this be a way for Microsoft to lessen it's dependence on NVDA?
Read Answer Asked by Colleen on February 28, 2024
Q: Thank you for the great webinar on Tuesday. I found it very interesting with some interesting picks.
One of those ideas as NXT. The main question I had was why is NXT has been increasing in share price despite just about every other solar company I can think of (CSIQ, ENPH, FSLR, SEDG) in the toilet. What makes it different? Why is NXT moving in the opposite direction in comparison to the rest of the sector?
Read Answer Asked by Mike on February 28, 2024
Q: "History doesn’t repeat itself but it often rhymes". Does the AI/tech surge remind Peter of anything in the markets before in history? If so, how does it all end?
Read Answer Asked by Mike on February 28, 2024
Q: Your thoughts please about the merger with Discover and their competitiveness versus the dominance of Mastercard and Visa
Read Answer Asked by MG on February 28, 2024
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