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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: Hi, if I want to buy two out of these four stocks, which two would you recommend?
Read Answer Asked by Abolfazl on October 27, 2025
Q: My goal is to have $1,000,000 TFSA, currently at $320,000 (CAD) but have $40,000 USD cash in there from trims to CRWD (ty from 2018 <3) and PLTR. For US stocks I own SOFI, CELH, AMD, GOOG, META, AMZN. My plan for my TFSA is put new contributions in CAD and put in your CAD recommendations. But for the USD I have, can you recommend some US stocks WITH buy prices (willing to wait for drops to pick up stocks at a lower price)
Read Answer Asked by Danielle on October 27, 2025
Q: Would you buy into the momentum, as you indicated that it would extend into the next Q at least. I have a large gain on NBIS and although it is still just a 6% weighting, I am thinking of selling 1/2 and putting it into FIX. Would you wait for a better entry or do it at current price? Or would you just hold the course with NBIS?
Read Answer Asked by John on October 27, 2025
Q: Huge thank you for directing me to NBIS, VRT, CLS, and NVDA. With all of their success, I find that I have been slowly trimming these companies quite regularly. Currently I want to let them run for a bit longer than I normally would. So with that said, what is the maximum percentage of your portfolio you would feel comfortable holding the above companies before trimming?

Much appreciated!

Stefan
Read Answer Asked by Stefan on October 27, 2025
Q: Can you please rank these companies in order of conviction and future growth potential? Long term hold. Do you see any concern holding all 3?

Are all 3 in your view, considered compounders?

Any news on their respective declines lately?

Thank you
Read Answer Asked by Nick on October 22, 2025
Q: Two questions. You mentioned earlier today selling VRT and adding to NBIS to consolidate positions. Do you feel the growth is better in NBIS and outweighs the benefit of diversification? Overall direct AI exposure. I have VRT (3%) NBiS (2%) CLS (2.5%) NVDA (4%). Would you personally feel ok with this much direct exposure for the next 12-16 months? Increase or decrease? I didn’t included my 6% position in Google but maybe should have?
Read Answer Asked by Don on October 21, 2025
Q: I have a partial position in both VRT and NBIS. I am wondering which I should add to first for long term capital gains? Or should I just own one? I feel I have too much diversification with over 35 positions and would be happy with just one of these.
Thanks
Read Answer Asked by Gordon on October 21, 2025
Q: Looking at the market draw down on Friday, please suggest your 3 current highest conviction US listed and Canadian opportunities for a total of 6. Please state if you would be each one where they closed or suggest a price target if you would wait. Growth focus not safety or income.
Read Answer Asked by Tim on October 21, 2025
Q: Dear Peter et al:

Both NBIS and SMCI report earnings in early November. (7th&10th)

What are your predictions?
I own positions in both, more so in NBIS than in SMCI. BUT not full positions.
I am particularly worried about SMCI as they are notoriously known to report spurious numbers and get "whacked"! But the price seems to hold steady. If anything it seems to be going up slightly.

NBIS has been drifting lower. Is it because Smart money is expecting bad news? Or people locking in their profits?
Tempted to write cash secured puts for NBIS. An easy way to add IMHO. What Strike Price would you suggest for Nov 7th expiry?
(I know I will get assigned if the earnings report goes ugly!)

Many thanks for your words of wisdom.
Read Answer Asked by Savalai on October 21, 2025
Q: Hello Peter & Team, I would like invest some fresh money in the market. I am nor sure this is the correct time to invest? market looks like near by correction. Can you please suggest some growth stock? if you have choice to invest only one or two stock what do you prefer on this market? Or better to hold for now? AQN, TOU, LMN, MOS In my watch list but open for any stock
Read Answer Asked by Maulik on October 21, 2025
Q: Most successful investors I have read about become rich investing in 3 to 4 consolidated holdings. What do you think of that approach? If you had to sell everything today to invest in 4 stocks which could double in 1-3 years time frame, which will those 4 stocks be. How do you protect yourself from huge drawdowns along the way. On the other hand what do you think about over diversification where you do not invest more than like $2500 per investment and sell half when the stock doubles and leave the rest and continue doing that.
Read Answer Asked by Imtiaz on October 15, 2025
Q: Simple question. What are the 5 best Canadian stocks to hold for 10 years that have no or minimal dividends and are not small caps. What are the 5 best US stocks that are found on the list of CDR’s for a 10 year hold.
Read Answer Asked by Todd on October 15, 2025
Q: Could you tell me which 5 of these TFSA companies you would add money to first in a correction. Could you also give me two, not in this list that you consider better or just as good than these names, for a tfsa.
Thanks for all you do. Gilles
Read Answer Asked by Gilles on October 14, 2025
Q: Hi Team,
I was looking for quality growth names that were attractive today for purchase. Geni was on the list due to the recent weakness in the sports betting sector. Do you see it as a opportunity to buy at these levels? Could you also provide a couple names on your radar either cnd or US that you see as particular good buys today for a 10yr hold? Thanks

Shane.
Read Answer Asked by Shane on October 10, 2025