Q: What's going on with nvda is it time to sell.
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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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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Super Micro Computer Inc. (SMCI)
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Vertiv Holdings LLC Class A (VRT)
Q: I am interested in getting into the AI sector. What are your suggestions for something reliable and affordable?
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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The Trade Desk Inc. (TTD)
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illumin Holdings Inc. (ILLM)
Q: Hi 5i
Can you give your present assessment of ILLM.CA? Would you continue to hold or sell or what replacement would you recommend?
kc
Can you give your present assessment of ILLM.CA? Would you continue to hold or sell or what replacement would you recommend?
kc
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Netflix Inc. (NFLX)
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NVIDIA Corporation (NVDA)
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Ford Motor Company (F)
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Oracle Corporation (ORCL)
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Tesla Inc. (TSLA)
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Advanced Micro Devices Inc. (AMD)
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NIO Inc. American depositary shares each representing one Class A (NIO)
Q: I am heavy into Tech with most weight in NVDA @ Avg. of $222. All good stocks/COs...Should I be worried? About which ones?
Many Thanks!
Many Thanks!
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Home Depot Inc. (The) (HD)
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Lowe's Companies Inc. (LOW)
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Philip Morris International Inc (PM)
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Verizon Communications Inc. (VZ)
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North West Company Inc. (The) (NWC)
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A&W Revenue Royalties Income Fund (AW.UN)
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T-Mobile US Inc. (TMUS)
Q: Hi 5i,
My current communications holding (VZ:US/Verizon) only amount to 3.5% of portfolio and should be at about 8% according to Portfolio Analysis.
1. Would you continue to hold VZ?
2. Either way, could you recommend some additional/better opportunities?
Many thanks
My current communications holding (VZ:US/Verizon) only amount to 3.5% of portfolio and should be at about 8% according to Portfolio Analysis.
1. Would you continue to hold VZ?
2. Either way, could you recommend some additional/better opportunities?
Many thanks
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOGL)
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Microsoft Corporation (MSFT)
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Tesla Inc. (TSLA)
Q: Hello Peter,
In order of preference for long term, can you please rank the names? Much appreciated.
In order of preference for long term, can you please rank the names? Much appreciated.
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Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Elastic N.V. (ESTC)
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Snowflake Inc. Class A (SNOW)
Q: For AI, which companies are in the best position to benefit from having the largest and highest quality data sets, in addition to GOOGL ADBE and META. Please explain how they can benefit and whether they are buyable today for long-term holds.
Q: Looking to top up underweight positions in ADBE, INMD, META, SMCI held as part of a US$ account geared to growth. Could you please rank your preference for adding to the above at this time (10 being a very strong add at current prices) In other comments are welcome. Many thanks
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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The Trade Desk Inc. (TTD)
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illumin Holdings Inc. (ILLM)
Q: I have this in my TSFA account. Should I sell it? If so what stock should I replace it with?
Thanks
Thanks
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Netflix Inc. (NFLX)
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NVIDIA Corporation (NVDA)
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Tesla Inc. (TSLA)
Q: Hi 5i
Can you comment on what’s expected from the “Mag 7” stock price action from Tsla, Amzn, Goog, Msft, Nvda, Meta and Nflx this coming week as the Nasdaq 100 is being re- balanced over the weekend and some of these names could be affected price wise?
Thnx much
Dave
Can you comment on what’s expected from the “Mag 7” stock price action from Tsla, Amzn, Goog, Msft, Nvda, Meta and Nflx this coming week as the Nasdaq 100 is being re- balanced over the weekend and some of these names could be affected price wise?
Thnx much
Dave
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Adobe Inc. (ADBE)
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Meta Platforms Inc. (META)
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Booking Holdings Inc. (BKNG)
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Super Micro Computer Inc. (SMCI)
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Crocs Inc. (CROX)
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CrowdStrike Holdings Inc. (CRWD)
Q: In a US $ registered acct with a growth tilt, equities that we hold in a 'smaller' % (1%-2.5% range) of total portfolio are as follows: ADBE, BKNG, CROX CRWD, META, SMCI . Would you put new money into any of these ? At what price ? And what approximate % of a total portfolio would you go up to for any of them ?
Thank you
Thank you
Q: Hi 5i,
Looking to add one of the three, and would like your highest conviction pick.
Thx
Looking to add one of the three, and would like your highest conviction pick.
Thx
Q: Hi Peter, what do you see happening on July 24th when the Nasdaq re- balances? Do you think that some of the top stocks would see a bit of a sell-off as ETFs and institution investors rebalance as well? Which companies would you put new money in? Thanks in advance.
Q: Can I please get your thoughts on the new Meta Platforms app Threads? Do you think the success of Threads will push Meta shares to new all time highs over the next ~6 months? Would you buy Meta today?
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Netflix Inc. (NFLX)
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BCE Inc. (BCE)
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TELUS Corporation (T)
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Vanguard Communication Services ETF (VOX)
Q: Hi
Sold both BCE and T prior to them dropping.
I am now under weight in communications by 3.79%.
Do I buy them back or would I be better off with VOX as my US holdings are doing better than my Canadian holdings over all.
Thank you
Mike
Sold both BCE and T prior to them dropping.
I am now under weight in communications by 3.79%.
Do I buy them back or would I be better off with VOX as my US holdings are doing better than my Canadian holdings over all.
Thank you
Mike
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Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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Booking Holdings Inc. (BKNG)
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PayPal Holdings Inc. (PYPL)
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Edwards Lifesciences Corporation (EW)
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Celsius Holdings Inc. (CELH)
Q: Could you give me your recommendations for the 10 best US medium or large cap companies that pay small or no dividends?
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOGL)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Tesla Inc. (TSLA)
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Berkshire Hathaway Inc. (BRK.B)
Q: Hi Peter and company,
What would be the percent weight range holding the “magnificent 7” in a portfolio for a growth investor? Are there any names you would substitute? Expand to 10?
Thanks for the great service,
Angelo
What would be the percent weight range holding the “magnificent 7” in a portfolio for a growth investor? Are there any names you would substitute? Expand to 10?
Thanks for the great service,
Angelo
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Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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QUALCOMM Incorporated (QCOM)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: What stocks would you suggest for a TFSA of about $70k for a 30 y.o. with a 10-15 year time frame?
Thank you.
Thank you.
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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CVS Health Corporation (CVS)
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The Walt Disney Company (DIS)
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
Q: Hello, is it possible that the "Communication Services" sector no longer exist and has been replaced by "Media"? Companies such as Bell, Telus, Meta and Google are all in the "Media" sector, is that really the case? Thank you