Q: What is driving these stocks down today?
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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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Intel Corporation (INTC $25.31)
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NVIDIA Corporation (NVDA $175.64)
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Advanced Micro Devices Inc. (AMD $166.55)
Q: Hi, Is too early to bet on INTC after their new AI chip announcement? What would be a good wait-and-see period?
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NVIDIA Corporation (NVDA $175.64)
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Advanced Micro Devices Inc. (AMD $166.55)
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Vertiv Holdings LLC Class A (VRT $129.05)
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Palantir Technologies Inc. (PLTR $157.75)
Q: What emerging AI companies do you recommend getting into and do you think Nvidia is still one to invest in at this time? First time investor.
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Amgen Inc. (AMGN $295.55)
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NVIDIA Corporation (NVDA $175.64)
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Salesforce Inc. (CRM $246.00)
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Eli Lilly and Company (LLY $703.21)
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Descartes Systems Group Inc. (The) (DSG $136.96)
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Thomson Reuters Corporation (TRI $242.62)
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Advanced Micro Devices Inc. (AMD $166.55)
Q: I have some nice gains on above listed companies. I am thinking of selling a few shares and use the proceeds to invest into related companies for diversification purposes.
What do you think of this strategy and what would be one or two suggestions for companies related to my list.
Thank you!
Albert
What do you think of this strategy and what would be one or two suggestions for companies related to my list.
Thank you!
Albert
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Amazon.com Inc. (AMZN $228.01)
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Meta Platforms Inc. (META $751.48)
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Alphabet Inc. (GOOG $202.49)
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Microsoft Corporation (MSFT $509.77)
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NVIDIA Corporation (NVDA $175.64)
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Tesla Inc. (TSLA $329.31)
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Advanced Micro Devices Inc. (AMD $166.55)
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Vertiv Holdings LLC Class A (VRT $129.05)
Q: Is AI becoming big enough to warrant its own category? I'm trying to find out what your recommendations are on AI companies going forward.
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Intel Corporation (INTC $25.31)
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Microsoft Corporation (MSFT $509.77)
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NVIDIA Corporation (NVDA $175.64)
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Advanced Micro Devices Inc. (AMD $166.55)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $232.70)
Q: I own this stock, have bought it at a low price so I'm still even on it. Don't need the cash but don't want a dog either. Do you think this has long term upside ? Buy, sell or hold ?
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Alphabet Inc. (GOOG $202.49)
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Microsoft Corporation (MSFT $509.77)
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NVIDIA Corporation (NVDA $175.64)
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Advanced Micro Devices Inc. (AMD $166.55)
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Super Micro Computer Inc. (SMCI $43.24)
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Dell Technologies Inc. Class C (DELL $135.20)
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Vertiv Holdings LLC Class A (VRT $129.05)
Q: I used to own NVDA at <$100/share and foolishly sold it around $300 USD before it started to climb vertically. I am now too chicken to buy back in. What would be some names to own in the AI and Semi conductor theme that are still reasonably priced? Or would you suggest sitting out of this theme for now?
I already own MSFT and GOOG.
I already own MSFT and GOOG.
Q: I thought yesterday was my last question on AMD. I can't reconcile your 40x and 26x numbers using the concensus eps on your web pages nor on G&M's numbers, so where are you getting your forward eps? Thx
Q: Thx for your answer earlier on results but I forgot to ask about your forward valuation and opinion on holding, and or buying more at a certain price level.
Q: Please opine on yesterday's results. It looks like a meet expectations release and sell-off for no reason. Thx.
Q: In a TFSA, 3/5 years minimum, I can only choose one, which one do you think could give you decent growth considering today’s valuation? Thank you!
Q: Why these two keep falling. Is it time to sell them?
Thanks,
Milan
Thanks,
Milan
Q: AMD is a stock that you like but it seems to be underperforming (down 20% in the last month) a lot of the stocks in the same business.
I cannot remember the last time that ATS had a green day. It is down 28% in the last three months. It seems to me no one wants it, but I have been holding it on your advice because the majority of the time your advice is successful. I m keeping my fingers crossed. Thank you.
I cannot remember the last time that ATS had a green day. It is down 28% in the last three months. It seems to me no one wants it, but I have been holding it on your advice because the majority of the time your advice is successful. I m keeping my fingers crossed. Thank you.
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Descartes Systems Group Inc. (The) (DSG $136.96)
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Advanced Micro Devices Inc. (AMD $166.55)
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Canadian General Investments Limited (CGI $39.80)
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ADF Group Inc. Subordinate Voting Shares (DRX $8.55)
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Propel Holdings Inc. (PRL $32.14)
Q: Good morning,
For a moderately aggressive investor with a two-year time horizon, how might you rank the listed stocks in terms of a new purchase today?
Thanks,
Brad
For a moderately aggressive investor with a two-year time horizon, how might you rank the listed stocks in terms of a new purchase today?
Thanks,
Brad
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Broadcom Inc. (AVGO $294.91)
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Microsoft Corporation (MSFT $509.77)
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NVIDIA Corporation (NVDA $175.64)
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Advanced Micro Devices Inc. (AMD $166.55)
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Vertiv Holdings LLC Class A (VRT $129.05)
Q: I already own MSFT, AMZN, VRT, and NVDA. I'm considering either adding to these positions OR buying AVGO or AMD? What do you suggest?
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Meta Platforms Inc. (META $751.48)
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Alphabet Inc. (GOOG $202.49)
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Intel Corporation (INTC $25.31)
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Microsoft Corporation (MSFT $509.77)
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NVIDIA Corporation (NVDA $175.64)
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Advanced Micro Devices Inc. (AMD $166.55)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $232.70)
Q: I currently hold a half postion in Google, Mircrosoft and Meta. Im looking starting a half position in Intel. What is your thought on Intel for a least a 5 year hold.
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Adobe Inc. (ADBE $361.03)
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NVIDIA Corporation (NVDA $175.64)
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Salesforce Inc. (CRM $246.00)
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Eli Lilly and Company (LLY $703.21)
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Visa Inc. (V $342.45)
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Advanced Micro Devices Inc. (AMD $166.55)
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Palo Alto Networks Inc. (PANW $181.56)
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Berkshire Hathaway Inc. (BRK.B $485.31)
Q: What is your opinion on the use of CDR's (Canadian Deposit Receipts) for the purchase of US Stocks? Also, what type of accounts would be the most beneficial and be the most risk in the use of them, RRSP, TSFA, RESP, or non-registered accounts?
I've recently purchased Palo Alta, Visa and Adobe using CDR's and it seems to be a way of getting US exposure while avoiding the immediate approximate 30% currency exchange, while using a CAD hedging process.
If you are somewhat positive on CDR's, what other US stocks would be good considerations.
thanks,
I've recently purchased Palo Alta, Visa and Adobe using CDR's and it seems to be a way of getting US exposure while avoiding the immediate approximate 30% currency exchange, while using a CAD hedging process.
If you are somewhat positive on CDR's, what other US stocks would be good considerations.
thanks,
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Amazon.com Inc. (AMZN $228.01)
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Alphabet Inc. (GOOG $202.49)
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Intuitive Surgical Inc. (ISRG $479.20)
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Microsoft Corporation (MSFT $509.77)
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NVIDIA Corporation (NVDA $175.64)
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Eli Lilly and Company (LLY $703.21)
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Advanced Micro Devices Inc. (AMD $166.55)
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Nutanix Inc. (NTNX $67.91)
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Super Micro Computer Inc. (SMCI $43.24)
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Axon Enterprise Inc. (AXON $758.29)
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Encore Wire Corporation (WIRE)
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Vertiv Holdings LLC Class A (VRT $129.05)
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Celsius Holdings Inc. (CELH $60.47)
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Palantir Technologies Inc. (PLTR $157.75)
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TransMedics Group Inc. (TMDX $122.68)
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Nextracker Inc. (NXT $66.56)
Q: I need to trim SMCI, NVDA and VRT. I have partial positions in AMZN, MSFT, AMD, LLY,GOOG, AXON, NXT, CELH, PLTR and NTNX. Could you please order the partial positions from high to low, for a potential add? What are your recommendations for 4 or 5 other growth stocks, any size/sector that I could investigate for a new position? Would any of the these growth stocks fit into the ranking of the partial positions? If so, could you place them into the ranking? Thanks very much for this service and the patience you show, in answering the many questions!
Q: I know you rate AMD highly for growth potential. There is some speculation that it could double from here in the next two years. Is this at all reasonable and what do you see as downside risks? Thanks Jim
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Autodesk Inc. (ADSK $289.24)
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Broadcom Inc. (AVGO $294.91)
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Alphabet Inc. (GOOG $202.49)
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ISHARES TRUST (XT $66.79)
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Novo Nordisk A/S (NVO $54.78)
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Advanced Micro Devices Inc. (AMD $166.55)
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Arista Networks Inc. (ANET $132.78)
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Cadence Design Systems Inc. (CDNS $346.88)
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CrowdStrike Holdings Inc. (CRWD $418.60)
Q: In a high growth portfolio I hold the following US stocks: CRWD, GOOGL, NVO, Uber and the ETF XT. I think I would like to replace the ETF XT with a single growth stock. XT has done okay for me in that it has doubled but that took nearly 10 years. Can you recommend a faster growing US stock that would be a good fit?
Thank you.
David
Thank you.
David