Investment Q&A

Q: Hello,
For a 25 year old passive investor with 20K US available , which of the above would you suggest for a long term hold? or would you suggest alternative(s)
Thanks
Carlo

Q: What would be in your opinion 2 or 3 names that could be giving NVDA some serious competition now and or in the near future?
Thank you!

Q: Having very little in technology in a pf and limited new funds are mag7 cdr’s a reasonable means of entering the sector?

If so what would be a reasonable buy point for each

Q: Buffet likes to invest in companies with a moat and hold long term. He has a position in SNOW. Some analysts are calling into question the moat of SNOW. Do you know if SNOW has a decent moat or are they in what is essentially a commodity type business, in which case their margins will be eroded over time?

Thanks.

Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?

Q: Do you know what % of Open AI they own? What would you suggest as a good entry point for MSFT? Would you consider it a good proxy for Open AI potentially going public?

Q: I have these companies on my cash account , they all are doing good, but now I'm looking to sell 3 of them, so I can buy some BRK.B.
Which 3 would you let go. thank you.

Q: Its likely this has been asked before but I couldn't find it... Besides the big guns NVDA, MSFT etc what smaller AI players providing the picks & shovels look good forward ? Which ones would make good targets for the big guys ? Thank you.

Q: Hi team,

Which of Netflix and all in the Magnificent Seven do you forecast to have the best growth this year and in which order ?
Would you at the same time risk to forecast the % of growth ?

Gratefully,

Jacques IDS

Q: Hello, I recently sold my rental property in 2022, and I now have funds sitting in the bank, earning interest. My ultimate goal is to invest this money wisely and create a portfolio that can serve as an inheritance for my loved ones. I am currently in the process of assembling a collection of high-quality stocks.

For me, the presence or absence of dividends is not a decisive factor when selecting stocks. Could you kindly recommend two top-performing stocks in each sector of the global market? These core holdings will play a crucial role in achieving my long-term financial objectives.

As of now, I have already purchased shares in NVIDIA (NVDA), Meta, Intuitive Surgical (ISRG), Alphabet (GOOGL), Canada: Goeasy (GSY), Nuvei (NVEI), Definity Finacial (DFY), Boyd Group(BYD), Thomson Reuters (TRI), Aritzia (ATZ), and Nutrien (NTR).

Thank you in advance for your valuable insights.

Q: Good Morning
These stocks are in my wife's US Riff account
What US stock or stocks would you recommend as an addition to this list?
She is overweight in both finance and tech in her Canadian Riff so looking for alternative suggestions with some growth and a modest dividend?
Thks
Marcel

Q: How would you rank these four in terms of 1) current valuation 2) safety of invested funds (kind of related to current valuation I guess) 3) anticipated investment return over the next couple of years and overall quality of investment - ie. if you were to select only 1 or 2, in what order would you invest considering the overall quality/valuation of these companies? Thanks.

Q: I own 3 of the big 7, Apple, Amazon and Nvda and manage the positions for weighting. I would like to own Microsoft and/or Google. Please suggest if you think it's necessary to expand to one or both of these, and if better to have a half position in both, or full position in one or both considering the other holdings. Thanks!

Q: Dear Peter,

This is a very light hearted "question"!

Enjoyed watching your Stock market stories!

SMCI hit 1000 $ yesterday! I was at home watching Chris interviewing Peter!

Where was Peter when AAPL/MSFT/TSLA and others hit (split adjusted) 1000 $
More importantly where are you planning to be when NVDA hits 1000 $

There is an article begging to be written about 1000$ stocks and their history!!

Happy Family Day!

Q: Hi 5i,

There's been a lot of buzz lately about OpenAI/ChatGPT developing a new search engine that will compete with Googles. Also this will be partly functional inside Bing. Given the Google relies on highly Ad revenue, expecting users to scroll through searches, while this new engine would potentially by-pass this Ad revenue clicking, do you see this a game changing to Google?

Thx

Q: META or MSFT, which will provide the most stock price appreciation for a 3 year hold?? Please provide a brief explanation. Thanks

Q: Hi

Using round numbers NVDA share price is currently about 100 times revenue. For comparison purposes MSFT is 15 times revenue and AAPL is 7.5 times revenue. I understand NVDA has more growth than MSFT and AAPL but what am I missing here?

Q: Hi, your opinion for RBF- 620 series F of RBC
thanks.

Jean Guy

Q: I have a RESP for 3 grandchildren under the age of 11.
Would you please suggest 3 or 4 stocks to add or swap with any in the above group. Would prefer a bit more growth. Thank you

Q: Hi All,

I have 1/2 positions in the following and would like to add to the stronger companies going out 1-3 years.

Thank you