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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: Good morning, just wanted fire off a note to say how appreciative I am with your timely communications. With this Deepseek announcement, I knew there would likely be some carnage with the AI stocks. I recognize that this could still adversely affect stocks like NVDA long term, but it is most helpful to receive your comments so quickly,
Read Answer Asked by jeff on January 27, 2025
Q: TRAC has developed an AI model to predict startups most likely to become unicorns in 2025. The model identifies 30 new startups with a one-in-five probability of achieving unicorn status.

Notable startups on the list include Amplify, Anrok, Beacons, Beehiiv, and Canary Technologies.

Any one's you would be interested in to buy?

Thank you.
Read Answer Asked by Ross on January 27, 2025
Q: 5i,

My Taxable Account is CAN only 3 months old. I'm lucky enough to restructure my entire portfolio these past few months for some optimization.

The goal outperformance of XIC. Large and midcap growth primarily. Core moat players as well. I'm shifting back to a more concentrated stock portfolio.

I add underperformers and cyclicals for boosts outside of my core. ie: NTR, TD, LUG
thus far this year.
Core by weight;
CSU, TFII
DOL, DSG, SHOP, WSP
BN, CNQ, STN, CLS, TRI
TVK.

Outside of materials, gold; no retail; no reits. If this was you. Do you add a company that doesn't meet your growth expectation/debt/cash flow etc for balance ie ENB.
Or add to your current.

Looking for your sage advice as well as 2 potential core additions or adds and 2 other high conviction torque. No parameters.

Thank you!

Read Answer Asked by Adam on January 27, 2025
Q: My partner is opening a new TFSA account. What 5 stocks would you recommend for a 10+ year investment today, emphasis on growth?
Read Answer Asked by John on January 27, 2025
Q: I'm looking for an ETF in the US Markets for a US Dollar Money Market Fund or equivalent with low fees. Could you recommend one or two very reputable ones?

Broadly, I came into some US dollars, and before I invest them, I'd like to put them into treasury equivalents for security until I invest into the broader market.
Read Answer Asked by Ian on January 27, 2025
Q: I own small (2-3%) positions in Snowflake, MongoDB, and Datadog. Would you currently hold these stocks or sell them? If sold, what are some possible replacements in the tech sector?

If I were only to sell one, which holding would you let go of first and why?

Thanks.
Read Answer Asked by Nicola on January 27, 2025
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