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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: Would you consider these as early winners as AI "picks and shovels", quite apart from SMCI which has had a huge run-up?
What are your views on other hardware for cloud benefitting from AI - such as, IBM DELL HPE NET and CSCO. Bottom line - which are buyable today or could you suggest buy prices?
Read Answer Asked by sam on June 16, 2023
Q: I have held disney now for 2 and half years and i have been in the red since can you please advice me if i sell it what would be a good replacement for it in my rrsp. And the same goes for cvs it has put me in the red as well is there a better replacement for this that pay a good yield as well. Thank you for all the support
Read Answer Asked by wilson on June 15, 2023
Q: Have some cash in US $ registered account dedicated to Tech. In TOTAL Portfolio (CDN & US), we currently own NVDA (8.4%) CSU (7.3%) SHOP (4.7%) GOOG (4.5%), QCOM (4%) MSFT (3.7%), CRWD (2.5%) META (2%) TOI (1.6%)
Have some US $ available, considering : PERI, PSTG, ADOBE, AMZN, SMCI, AI, AMD. Of these, which 2 or 3 would you add to the Tech portfolio (if any) and what would you see as a reasonable purchase price.
Also, given the current/foreseeable environment, at what point would you consider trimming NVDA & CSU ? Please use as many question credits as needed. Many thanks.
Read Answer Asked by Alexandra on June 13, 2023
Q: I own Disney which has shown not to be a good investment. My plan is to sell it at a loss. Would you please recommend a few companies in USA which would give me upside.
Read Answer Asked by Donna on June 13, 2023
Q: I would like to invest in some AI stocks. Could you give me a list of a few AI stocks that you would recommend at this time.
Thanks for your usual help. Shirley
Read Answer Asked by Shirley on June 12, 2023
Q: Is there an ETF that has all these 7 companies pls?
Read Answer Asked by Ron on June 08, 2023
Q: I currently have a portfolio with these six holdings. What would be your current top 5-10 Cdn and/or US buys to diversify the portfolio and put a large cash balance to work for a 5-10 year time horizon with total return as the primary objective
Read Answer Asked by Chris on June 07, 2023
Q: AAPL caused some stress for payment companies with their announcement re: getting more serious about the payments business some weeks ago. Do you think Amazon’s announcement re: “free wireless to Prime members” has a greater or lesser potential impact on VZ and AT&T?
Read Answer Asked by David on June 06, 2023
Q: Which company to buy at this time for near term price appreciation. Any other suggestions in consumer staples. Your PA suggests I should increase consumer staples (no staples in my portfolio at this time).
Thanks
Read Answer Asked by satish on June 02, 2023
Q: I have a small position in MDB and I'm uncertain to add to or just hold. After reviewing past answers I wonder if your views have changed. Are you more positive? Analyst reviews from Scotia McCloud are so so. To my eyes, the technicals look good - actually better than its peers. Does MDB have an advantage in the market? Would you prefer another company competitor with more torque? Thanks..........Lionel
Read Answer Asked by Lionel on May 29, 2023
Q: I compared the 6 month stock price performance of the following as Nasdaq stocks and as CDR's:: AAPL, AMZN, GOOG, META, & NVDA
All stocks showed better returns on the Nasdaq.
than as CDR's probably due to currency fluctuation but I am puzzled by the huge discrepancy in the gains between the 2 exchanges. eg. AAPL & NVDA show a 25% higher gain - AMZN 12.4% - GOOG 16% - META 1.7%
Can you explain?
Thanks, Hugh
You can treat as a private question at your discretion.
Read Answer Asked by Hugh on May 29, 2023
Q: Took advantage of the 27% increase in NVDA today to reduce my holding to 5% and free up some cash. Looking for advice on how best to redeploy these funds. I already hold MSFT, GOOG and AMZN. I've been looking at AAPL, but am concerned about the geopolitics surrounding the company's manufacturing operations in China. Does this add a significant layer of uncertainty to investing in this company? Including AAPL, please provide a total of three names - in ranked order (best first) - where I could invest funds today. (Not sure if META would be one of them, but please exclude. Can't support the corporate ethos.) Thank you.
Read Answer Asked by Maureen on May 26, 2023
Q: Hi team,

This is more of a second order question - so nvda is clearly doing very well, where could we look for benefit on the supplier side, ie. the inputs for what they need for the AI?

Read Answer Asked by David on May 26, 2023
Q: What would be your top 5 or 6 large cap growth opportunities at this time? U.S. or Canada

Thx
Read Answer Asked by blake on May 26, 2023
Q: Hi group what your out look on last Oct lows. Will we see those lows tested on this pullback? so should i wait to start adding to my portfolio or start nibbling I am sitting on 30% cash on 500K total value portfolio

2nd question -I presently own the following and want to add to them in what order and time frame? would you start to nibble CSU, BYD.CA, COST, CSU, KXS, ATZ, L, GSY, NVDA, GOOG, AMZN, NVEI,BN, BAM, SBUX, MSFT,AAPL, TECK, FTS, TFII, ENB, QQQ, GDXJ, GDX

Thanks for your valued opinion
Read Answer Asked by Terence on May 25, 2023
Q: Everyone, I will be selling LSPD and need to buy another tech stock as a replacement. My present technology stocks are: AAPL, AMZN, CSU, MSFT, NVDA and SHOP. I have held those names for between 5 and 10 years. Do I add to the existing group above? Another name? I am NOT in favour of FB (can’t stand the CEO or the business). My preference is to add to SHOP because I am underweight that stock. Clayton
Read Answer Asked by Clayton on May 23, 2023
Q: Can I have your comments on IBM as both a source of dependable income and moderate growth.
Read Answer Asked by Larry on May 09, 2023
Q: I need to raise some $US cash soon. Could you please rank these stocks for how they would perform during a recession? Thank you.
Read Answer Asked by A on May 05, 2023
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