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Investment Q&A

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Walmart Inc. (WMT $119.20)
- $119.20 Cap: $956.73B
- View WMT Profile
- View Questions on WMT
Constellation Software Inc. (CSU $2,922.01)
- $2,922.01 P/E (TTM): 73.44X Cap: $64.06B
- View CSU Profile
- View Questions on CSU
- View Reports on CSU
ARC Resources Ltd. (ARX $23.25)
- $23.25 P/E (TTM): 5.84X Cap: $13.42B
- View ARX Profile
- View Questions on ARX
Celestica Inc. (CLS $435.29)
- $435.29 P/E (TTM): 54.3X Cap: $50.07B
- View CLS Profile
- View Questions on CLS
Ninepoint Energy Income FUnd (NRGI)
- View NRGI Profile
- View Questions on NRGI
Nvidia CDR (CAD Hedged) (NVDA $42.34)
- $42.34 P/E (TTM): 63.2X Cap: $6.18T
- View NVDA Profile
- View Questions on NVDA
Microsoft CDR (CAD Hedged) (MSFT $32.49)
- $32.49 P/E (TTM): 34.51X Cap: $4.74T
- View MSFT Profile
- View Questions on MSFT
Amazon.com CDR (CAD Hedged) (AMZN $27.65)
- $27.65 P/E (TTM): 43.87X Cap: $3.51T
- View AMZN Profile
- View Questions on AMZN
Alphabet CDR (CAD Hedged) (GOOG $53.90)
- $53.90 P/E (TTM): 41.84X Cap: $5.62T
- View GOOG Profile
- View Questions on GOOG
GE Aerospace CDR (CAD Hedged) (GE $41.93)
- $41.93 P/E (TTM): 54.63X Cap: $469.96B
- View GE Profile
- View Questions on GE

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

Read Answer Asked by Terence on January 14, 2026

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