Investment Q&A

Q: I have gone from Fear to FOMO with these market gyrations, and am sitting on a ~15% cash position that I am anxious to deploy given the opportunity cost I have already incurred. I am targeting the above companies with most if not all of this cash. Three questions:

1. Could you rank these holdings in terms of long term capital appreciation potential?

2. How would you recommend I deploy this cash in this market towards these holdings? Over time or just proceed at this point?

3. Which 3-5 companies would you feel the most 'urgency' with?

Q: I’m planning to reduce my Five Below exposure from 11% to 8% to manage position sizing. I am evaluating ADP as a replacement, given its historically low P/E and Dividend King status. Is this a logical entry point for ADP, or are there other U.S. equities I should consider instead for growth. Thanks

Q: GOOGLE, VRT and CLS need to be trimmed as they now between 15-18% each of my portfolio.

I want to trim them to 10% and reinvest.

I want to invest into other high growth stocks. In what order would you buy BE, GEV, MU and KGS if they are worth buying today for a 2-3 year hold? Do you have other recommendations? I am looking at both Canadian and US stocks.

Thanks

Q: Which of these 2 would you side with today for long term growth?

Q: I know similar questions have been asked, however, when benchmarking 3-5yr potential of these how would you rank?

Q: For a minimum 3 year hold what would your choice be between Teradyne and Micron. I only have room for one.
Thank you

Q: Hi,
In reading a recent article on AMD's move into the NVDA market I read at: https://finance.yahoo.com/markets/stocks/articles/3x-amd-cracked-nvidia-code-133943897.html
I had to wonder about whether it would be prudent to sell some NVDA shares currently held in my TFSA to diversify into AMD, INTC and possibly MRVL. I've done extremely well on NVDA over the years and am starting to think about how much farther NVDA can run, vs some of the smaller semis at this point. I am also concerned with NVDA's price movements lately, as it finally broke out of consolidation, only to drop back today when others are climbing. Are there other names I should be considering as well? I use this account for shorter term momentum stocks, and keep a close eye on it. I would greatly appreciate your thoughts regarding NVDA and other semis - I also really enjoyed your Jan 5 Opinion piece on all things AI related and have been able to do well from a number of the stocks you highlighted - many thanks!
D

Q: Purchase ranking today, 3-5 year hold.

Q: Hi Peter,
Please comment on TER's quarterly result reported on Apr 28. If you have to choose only one to buy, either TER or MU, at todays' valuations, for maximum capital gain for a 2 years hold, which one would you choose and why. Thanks.

Q: How would you rank the above companies from 1 to 10 from an buyer's point of view?

Q: Would you hang on to TER with the downbeat guidance? Other thoughts on earnings?

Q: NVDA position has reached 12% of my portfolio thanks to it being at all time high.
Google position has become 17% also to it being at ATH.
Together they compose of 29% of my portfolio!!.

I think I have to sell a bit to manage risk. Of course the playbook is to sell a portion of these guys to buy something under valued that has more upside. But what looks better than NVDA and GOOGLE at the moment?

Q: I have full positions in NVDA, NBIS and GOOG and do not need to add. For additional money directed at the AI theme, please suggest 4 US companies and 4 CDN companies to buy today and hold for 3-5 years. A one sentence explanation for each choice would be appreciated. Thanks

Q: I have had a good run with NVDA, TER and NBIS. I would like to rebalance with some of those gains to bring my percentage position more in line. What other non tech US names would you recommend for a TFSA?
Thank you

Q: Do you see FLY as more opportunistic at these price points than the following AI exposed companies? NBIS, TER, CLS, MU

For the sake of diversifying, which of the 4 companies would you sell for FLY? If any..

Conviction rating for each please ? 3-5 year hold.

Thanks

Q: What’s your top 10 Canadian and US stocks that has a current decent valuation to purchase for long term? Thanks.

Q: I have a small amount of money to invest in a speculative stock. I have half positions in MU and NBIS. Should I top one or both of these up, or would you start a quarter position in FLY or TER? Thanks

Q: Hi Peter,
I have KRMN in my TFSA and with its negative momentum, I want to sell it, even though at a loss (no tax loss harvesting available) and reinvest the proceeds in another name. TER is an option though it has moved up quite a lot lately. How do you feel about TER at this price and its near term growth? Is there another growth name that you like better with higher upside potential? Thanks.

Q: What are your top 5 US and CDN large cap names today?

Thanks
Tim

Q: Can you please suggest 5 names (Canada or US) that, regardless of size or sector, you have a high conviction that an investor will really, really wish they had bought or added to at today’s price looking back 5 years from now?