Q: Hi group please indicate in what order and at what entry price would you add to the above stocks. Only comment on the top 10 out of above list (i have a 100k to spend would you go all in now or wait until markets settle Thanks for your help with this decision
Q: Good morning, I hope you and the office are enjoying the last full week of summer. I would like your 30+ years of insight on this "largest monopoly trial in modern era" with the DOJ and Google. Is this something to be concerned about? Haven't we been here before ?
Q: hi,
I own these 5 equities in my USD account, plus a reasonable amount of cash that could be deployed. im fairly comfortable with all of them, are you? if I was to shift to an all growth strategy within this account, what would you suggest selling ( if any ), and what would you suggest buying, either new names or current holdings ( with a reasonable target purchase price, if able )? I would be looking for growth companies with positive earnings/earnings growth ( ie nothing highly speculative right now ). cheers and enjoy the long weekend. chris
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?
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?
Q: Good morning 5i:
Next year I will be retiring, and currently I have the outlined stocks in my RRSP, I'm happy with all of them, I think I would like to sell some of them (or trim down, slowly -no rush) and buy stocks/etf that will provide resilience , some yield, and perhaps some growth , can you please provide me with some ideas, 3 or more , I was thinking BN, add more to VFV.
Please use as many credits as required.
Q: Hi, I was interested to read the question and answer you had yesterday on whether you would pick google over Microsoft (you sided with google). I hold google at a loss (down around 15%). I have been concerned by the argument that ai search will ultimately harm google’s main income source - it’s search engine. One analyst even said google is at risk of cannibalizing its own business with its ai search engine. The other argument against google was that it has only market share to lose against the bing/Microsoft challenge. Can you address these arguments? The fear seems to be that google is a potential candidate for being the next yahoo or Kodak which of course is a little premature to call but that seems to be the bear argument on google.
Q: In response to a recent question about TCS, you said “We would be comfortable adding to the position given the recent weakness in share price.”
Would you sell ILLM to buy more TCS, which I already own, or add to GOOGL, which I also own and which I know you like, or would you stick it out with ILLM?
I have held ILLM for a long time, and don’t want to sell if it has more potential than the other stocks mentioned. But I would hate to see a tech rally over the next few years while ILLM sits on the side lines. Do you think the recent ticker symbol change could be signalling a forthcoming change in strategy?
Q: Hi folks,
I am looking to add 3 of CSU, AAPL, MSFT, GOOGL or VISA for some growth to my otherwise conservative RRSP portfolio. May I have your 3 recommendations that could add some "zip" to my RRSP account. Looking at a 10 year time frame.
Thanks,
Q: My Tech holdings are getting too high, thanks to your good advice. Would you please provide your current ranking of the stocks listed? I've included GOOGL, even though I believe you place it in the comm/serv sector.
Q: hi, I hold the above in my USD account. I was thinking of trimming NVDA now and see if there is a pullback to repurchase, over the next few weeks/months. MMM not doing much, and you mention not much growth. dividend is nice, but I don't need it. do you think trimming or selling MMM and adding to any of above (?BABA, down again). or do you have any other ideas for the USD account ( growthy, but low-low mid risk). thx, chris
Q: I have asked questions about core portfolio and compounders. I would like to refine my query to building a concentrated core portfolio [say, 20 CAD-USD total]. I start with the allocations greater than 5% in the 3 portfolios. BN is less than 5% on its own, yet, I wonder whether it would not be the core Canadian financial stock. As for US, there are many Fav lists, but could you boil it down to 10. For each stock, please provide key rationale for choosing it and a target buy price.
Much appreciated,
Q: My question may be somewhat technical but is Alphabet being overly punished today? Stats I found showed Google had 84% of the search market, Bing at 8%.
Q: I have 100 shares of googl which presently is showing a loss of approx. $3400. Today I bought 200 shares of goog and would like to sell the googl for the tax loss, can I do this tomorrow and qualify for the tax loss? Because the buy today is goog and the sell of googl does this have any implication re the tax loss?
Q: hi,
are GOOGL's Q4 earnings always announced after market close on Friday? should we be worried they might be trying to bury bad results and/or bad future guidance over the weekend?