Investment Q&A

Q: what would be a good entry price? what 3 current metrics do you use to value ISRG? and how do they compare to the last 3 years? thanks Richard

Q: Hello Team,

Are you able to rank (1 to 13) the above companies on which ones you would purchase today based on pullbacks and who you think has the most upside over the next 2-3 years. Thanks.

Q: Hi Folks,
I am looking to add some more US names in my RRSP account. I currently have AMZN, PG, V, MSFT, AAPL, GOOGL, ABBV and PFE( along with CDN names 50/50 split). Can you recommend 3 US names regardless of sector?
Thanks

Q: From a long term investment perspective, what would you give this stock out of 10 currently? Are there 1-2 other stocks regardless of sector you would give the same score?

Q: Have some cash to deploy and redeploy. What would be your 10 absolute top conviction picks for long term capital appreciation? Thanks!

Q: Besides BRK & CSU, what other companies pay no dividend or only a tiny dividend since presumably they feel they can give sharholders a return higher by investing the funds. Cdn, US, or Global names appreciated. What would be your favorite to put away for 5 years with little need to check on them. Thank you for all your great work !

Q: I initiated a starter position in ISRG & IJR several months ago in the U.S. growth portion of my RIF. Currently down approximately 5% for each. Considering selling IJR (1% of total diverse portfolio) and putting funds into ISRG (2% of total portfolio) . Or trimming a bit of my NVDA (8% of total portfolio with great gains) and adding to ISRG and CRWD (1.5% of total portfolio and still with a small gain) . Have been hit with decision paralysis!
Your comments would be appreciated.

Q: If you were holding VRT at 30% loss, would you switch to one of your favourite growth ISRG?

Q: Could you expand on your thesis for this company please as I am interested in starting a position especially with the March 10 pull back but it’s still trading high on a PE basis and wondering if all their expected growth is already priced in. Thank you.

Q: Hi Team,
These Tariff moves have gone from "not a big concern" to a major concern with anyone holding a growth portfolio. Currently I am down 23% from peak in short order since January, due to a higher concentration in Tech names and other growth names. An amazing fall considering I thought I was holding all solid names (such as NVDA. PRL, SHOP, TTD as examples) Do you view this as 2022 all over again? Or do you think the market will bottom sooner than it did in that year? Hard to say I know based on Trump saying that he no longer cares much about the market this go around. A much different tune that last term. However I suppose that could change overnight. I don't imagine Musk in enjoying Tsla's fall; perhaps that will end up in a clash with Trump on trade policies or hopefully talk some sense into him at the very least. Looking for your take on the current situation. Lastly, I assume that since major damage is already done would I be best to just hold the line at this point? Or sell out some growth names even at current levels? If buying new purchases what would be your top 3 names to add to at current levels?

Thanks,
Shane.

Q: Regardless of sector and size, would you initiate positions in these stocks? In which order?

Q: Good Day,
With the recent pull back, I am considering trimming my position in BRK.B (currently 7.7% of my overall portfolio) and starting a new position in ISRG. Would you view this as a prudent move at this point in time?
Thank you,

Q: All things being equal would you initiate a position in these companies at todays prices.If not at what price would you purchase each.

Thank you very much.

Q: I am getting ready to DCA into these stocks in an unregistered account with higher than average risk profile. According to me, these stocks had a bit of a pullback with possibly more on the way.

In what order would you DCA into the stocks mentioned above? Is there any stock that you think should be excluded from this list?

Thanks

Q: Are there any US stocks that are getting hit right now that would be good buys for long term growth holds?

Q: These 2 stocks are health care and considered defensive. At what price for these two stocks would you consider a good price to buy?......Tom

Q: Hi Peter,

Please advice 3-5 stocks to invest in now… which should be safe in the long term (10+ years) and have the max potential for growth.
Stocks can be Canadian or US.

Thanks
Harry

Q: Give me 5 stocks in Canada and 5 in the US that will not be affected that much even if Trump raises the tariffs 25% or more.
Thanks Again

Q: In January you suggested a portfolio for 2025 could look like the one noted below. I’m 90% invested. position size is a high of 5% (full position) and 2.5% (half position) depending on my perception of size/risk. Based on the current climate, I lowered Nvidia is down to 3.5% - anything you would modify today? 5i - a mix of quality Cdn. and US stocks, with a lean to growth: GOOG, NVDA, VRT, CLBT, AXON, JPM, RTX, CRM, NBIS, ISRG, BKNG. CSU, TRI, BN, WSP, WELL, GLXY, CLS, ENB, TD, SLF, V, BAM, COST and CRWD. Calling out I also have a 4% position in Amazon and 2% Shopify.

Q: What are your top 6-7 growth stocks for Canadian and US markets and what makes each one worthy of making the list (moat, momentum, management etc)?