Q: Can we get a quick take on financials before the call? Looks like pre-market isn't impressed.
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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.
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Celestica Inc. (CLS $481.94)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $234.24)
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Electrovaya Inc. (ELVA $8.77)
Q: What are 3 Canadian stocks tied to the hidden force behind the AI boom?
Q: Shopify reports on Tuesday. Would you recommend buying before or after they report? Do you think they will beat or miss.
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Descartes Systems Group Inc. (The) (DSG $119.73)
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Kinaxis Inc. (KXS $169.40)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $234.24)
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Topicus.com Inc. (TOI $135.22)
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Lumine Group Inc. (LMN $30.14)
Q: I am looking to rebalance, in what order would you sell or would you trim all: DSG, LMN, TOI, SHOP, KXS?
Thank you for your service!
Thank you for your service!
Q: What do you think of the G&M article titled - “Shopify is now bigger than Royal Bank and the precedents aren’t good, says Scotia strategist”
Thx
Thx
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,224.12)
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Constellation Software Inc. (CSU $3,523.68)
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Celestica Inc. (CLS $481.94)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $234.24)
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Topicus.com Inc. (TOI $135.22)
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Lumine Group Inc. (LMN $30.14)
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Nvidia CDR (CAD Hedged) (NVDA $46.01)
Q: Can you give me your latest thoughts on these 7 stocks along with good entry points c/w rating (out of 10) and also in what order to buy
Thanks for your great service
Thanks for your great service
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $234.24)
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Kraken Robotics Inc. (PNG $5.73)
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CECO Environmental Corp. (CECO $52.36)
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EnerSys (ENS $123.08)
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Galaxy Digital Inc. Class A common stock (GLXY $46.68)
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Nebius Group N.V. (NBIS $113.17)
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.
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Alphabet Inc. (GOOG $279.12)
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Mosaic Company (The) (MOS $26.58)
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Tourmaline Oil Corp. (TOU $60.72)
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Algonquin Power & Utilities Corp. (AQN $7.78)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $234.24)
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Axon Enterprise Inc. (AXON $714.18)
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Lumine Group Inc. (LMN $30.14)
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Nebius Group N.V. (NBIS $113.17)
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
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Constellation Software Inc. (CSU $3,523.68)
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TFI International Inc. (TFII $125.50)
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Thomson Reuters Corporation (TRI $207.69)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $234.24)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.02)
Q: Is recent question I asked was only partially answered. The question was asked by Tim on Oct 8. Here is your response:
Our top five for a growth investor with a long-term timeframe would be: SHOP ($220 if possible), BN ($91-$93), TRI ($190 to $200), CSU ($3800), TD ($105 to $110) /BNS ($85).
The part of the question not answered was whether these large cap stocks would be suitable for a tfsa. I have been using small caps mostly, but now am wanting to get more conservative. Thanks very much
Our top five for a growth investor with a long-term timeframe would be: SHOP ($220 if possible), BN ($91-$93), TRI ($190 to $200), CSU ($3800), TD ($105 to $110) /BNS ($85).
The part of the question not answered was whether these large cap stocks would be suitable for a tfsa. I have been using small caps mostly, but now am wanting to get more conservative. Thanks very much
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Toronto-Dominion Bank (The) (TD $114.90)
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Bank of Nova Scotia (The) (BNS $92.44)
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Constellation Software Inc. (CSU $3,523.68)
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Thomson Reuters Corporation (TRI $207.69)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $234.24)
Q: What would be your top 5 larger cap stocks in Canada today? What would consider to be good entry points?
Thank you
Tim
Thank you
Tim
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $234.24)
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Kraken Robotics Inc. (PNG $5.73)
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WELL Health Technologies Corp. (WELL $5.07)
Q: What is the projected release date of next earnings for these companies?
Q: SHOP is again the most valued company on the TSX. What portion of a portfolio should be allocated to SHOP in order to match the portion of SHOP to the total valuation of the TSX? I use the TSX as my benchmark and would rather remove the effect of SHOP when comparing my portfolio’s performance to the benchmark.
Q: I've reached a 100% return on SHOP and taken some profit. I'm happy with this result after a long time in the red through 2022 and 2023. Thanks for the service and this recommendation.
I've been managing a portion of my investments since 2010 and find one of the hardest decisions is when to sell an investment. One rule I follow is if I have a 100% gain, I sell a portion of if. This of course only covers one of many reasons to sell, and taking profits maybe the least stressful reason, but I find this reduces my overall mental load in managing my accounts.
I wanted to share and see what you thought of this idea and see if you, or any other members, have other rules of thumb for selling to help novice investors.
I've been managing a portion of my investments since 2010 and find one of the hardest decisions is when to sell an investment. One rule I follow is if I have a 100% gain, I sell a portion of if. This of course only covers one of many reasons to sell, and taking profits maybe the least stressful reason, but I find this reduces my overall mental load in managing my accounts.
I wanted to share and see what you thought of this idea and see if you, or any other members, have other rules of thumb for selling to help novice investors.
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Celestica Inc. (CLS $481.94)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $234.24)
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Robinhood Markets Inc. (HOOD $142.84)
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Nebius Group N.V. (NBIS $113.17)
Q: It's all your fault? For which I'm always grateful for your sound advice. This is a good problem to have. NBIS is now 13% , HOOD 10%, CLS 15% and SHOP 14%. Yes, Im going to trim but the growth prognosis is good for all 4 going forward. What would you advise as decent position size for all 4 going into the 4th quarter?
Thank you David
Thank you David
Q: You seeing any news?
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Lam Research Corporation (LRCX $160.12)
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Royal Bank of Canada (RY $206.58)
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Bank of Nova Scotia (The) (BNS $92.44)
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Suncor Energy Inc. (SU $55.34)
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Sun Life Financial Inc. (SLF $86.13)
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Dollarama Inc. (DOL $182.92)
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Restaurant Brands International Inc. (QSR $93.09)
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Stella-Jones Inc. (SJ $78.93)
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TMX Group Limited (X $51.95)
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Kinaxis Inc. (KXS $169.40)
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Agnico Eagle Mines Limited (AEM $225.11)
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Alimentation Couche-Tard Inc. (ATD $69.08)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $234.24)
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Savaria Corporation (SIS $21.54)
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BMO S&P 500 Index ETF (ZSP $104.88)
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Cogeco Inc. Subordinate Voting Shares (CGO $60.08)
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Fidelity Canadian Growth Company Fund Series F (FID665 $143.06)
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Topicus.com Inc. (TOI $135.22)
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Global X Data Center REITs & Digital Infrastructur (VPN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $76.45)
Q: I have some money to deploy in my partner's TFSA and RRSP, and they currently have the following holdings. As we move towards retirement, the objective is to hold more income and defensive stocks. What three might you add today, and what three would sell from this list? Thank you for your insights.
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Intuitive Surgical Inc. (ISRG $537.69)
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Procter & Gamble Company (The) (PG $147.36)
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Enbridge Inc. (ENB $65.43)
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Constellation Software Inc. (CSU $3,523.68)
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Intact Financial Corporation (IFC $263.84)
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WSP Global Inc. (WSP $265.29)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $234.24)
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Savaria Corporation (SIS $21.54)
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BMO S&P 500 Index ETF (ZSP $104.88)
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Kraken Robotics Inc. (PNG $5.73)
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Berkshire Hathaway Inc. (BRK.B $483.17)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.02)
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Lumine Group Inc. (LMN $30.14)
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Alphabet CDR (CAD Hedged) (GOOG $45.42)
Q: My daughter has the above investments in her regular account. She has now opened a TFSA and plans to contribute regularly. The horizon is long (money not needed for 10-20 years). Her portfolio is not very well balanced. Could you offer advice on 5-8 best stocks (Canadian or available on the NEO exchange) that would be promising investments whilst improving sectorial balance?
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Bank of Nova Scotia (The) (BNS $92.44)
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Sun Life Financial Inc. (SLF $86.13)
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Constellation Software Inc. (CSU $3,523.68)
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Intact Financial Corporation (IFC $263.84)
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Fortis Inc. (FTS $70.79)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $234.24)
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Kraken Robotics Inc. (PNG $5.73)
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kneat.com inc. (KSI $5.22)
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Tantalus Systems Holding Inc. (GRID $4.28)
Q: Hello,
I focus mainly on the balanced portfolio, but own stocks from each of the other 2 portfolios. Could you list and rank the top 3 or 4 from each on attractiveness to buy now.
Thank you
I focus mainly on the balanced portfolio, but own stocks from each of the other 2 portfolios. Could you list and rank the top 3 or 4 from each on attractiveness to buy now.
Thank you
Q: SHOP announced yesterday a collaboration with AI. Stock bounced up on the news. How big a deal is this? What impact on the price might it have? Is this something that analysts weren't considering and is new news? Now, for you crystal ball look, what might the stock price be in 6 and 12 months?
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Athabasca Oil Corporation (ATH $7.01)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $234.24)
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goeasy Ltd. (GSY $166.31)
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TerraVest Industries Inc. (TVK $127.67)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $206.11)
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Zedcor Inc. (ZDC $6.63)
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kneat.com inc. (KSI $5.22)
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Vitalhub Corp. (VHI $10.68)
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WELL Health Technologies Corp. (WELL $5.07)
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Zoomd Technologies Ltd. (ZOMD $2.31)
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Topicus.com Inc. (TOI $135.22)
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Tantalus Systems Holding Inc. (GRID $4.28)
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Propel Holdings Inc. (PRL $25.64)
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Lumine Group Inc. (LMN $30.14)
Q: Hello Team,
Looking at adding some funds to CAN stocks I already own, are you able to rank these in order from 1 to 14 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!
Looking at adding some funds to CAN stocks I already own, are you able to rank these in order from 1 to 14 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!