Q: I would like to harvest a tax loss on Intel and am thinking of using Nvidia as a proxy while I wait for a possible repurchase of Intel. Wondering if you think Nvda is the best option proxy wise or would you recommend something else? Many thanks.
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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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Meta Platforms Inc. (META $657.15)
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Microsoft Corporation (MSFT $476.39)
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NVIDIA Corporation (NVDA $177.72)
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Booking Holdings Inc. (BKNG $5,436.93)
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QUALCOMM Incorporated (QCOM $176.12)
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Atlassian Corporation (TEAM $159.56)
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Crocs Inc. (CROX $91.65)
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CrowdStrike Holdings Inc. (CRWD $488.53)
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Digital Turbine Inc. (APPS $4.92)
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Unity Software Inc. (U $44.57)
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Matterport Inc. (MTTR)
Q: We hold the following in a registered/US$ account . The list shows % each represents of our total portfolio and current Gain/Loss position. Considering selling U and redeploying into one or more of the names already held in US$ account.
1. Are there others that you would consider selling ?
2. Your thoughts please on which, if any, of the existing positions to re-deploy into, OR should the cash be held for later use ?
APPS 1.6% -61%
BKNG 1.1% -2%
CROX 0.3% -26%
CRWD 2.5% -25%
FB 0.55% -6%
MSFT 2.8% +72%
MTTR 0.25% -77%
NVDA 3.65% +38%
QCOM 4.4% +81%
TEAM 2.1% +11%
U 1.3% -67%
Many thanks, as always.
1. Are there others that you would consider selling ?
2. Your thoughts please on which, if any, of the existing positions to re-deploy into, OR should the cash be held for later use ?
APPS 1.6% -61%
BKNG 1.1% -2%
CROX 0.3% -26%
CRWD 2.5% -25%
FB 0.55% -6%
MSFT 2.8% +72%
MTTR 0.25% -77%
NVDA 3.65% +38%
QCOM 4.4% +81%
TEAM 2.1% +11%
U 1.3% -67%
Many thanks, as always.
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Amazon.com Inc. (AMZN $222.56)
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Alphabet Inc. (GOOG $307.73)
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NVIDIA Corporation (NVDA $177.72)
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QUALCOMM Incorporated (QCOM $176.12)
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Roku Inc. (ROKU $111.09)
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Guardant Health Inc. (GH $100.00)
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Shopify Inc. (SHOP $163.14)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.40)
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Upstart Holdings Inc. (UPST $46.91)
Q: Could I please have your views on the best mid to large cap buys out there tor a long term hold, with a focus on USA. What do you think has the most potential upside with the least downside? Though call I know. I was looking at Amazon, Shopify, lspd, upst, Etsy, salesforce and square as candidates. Thank you.
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Alphabet Inc. (GOOG $307.73)
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NVIDIA Corporation (NVDA $177.72)
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Eli Lilly and Company (LLY $1,054.29)
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Kinaxis Inc. (KXS $176.38)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $224.35)
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Atlassian Corporation (TEAM $159.56)
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Advanced Micro Devices Inc. (AMD $209.17)
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The Trade Desk Inc. (TTD $36.64)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.40)
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CrowdStrike Holdings Inc. (CRWD $488.53)
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Digital Turbine Inc. (APPS $4.92)
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Unity Software Inc. (U $44.57)
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Topicus.com Inc. (TOI $123.70)
Q: Further to Neil's question on May 9, can you list some tech/growth stocks that are looking good at current prices? I would like to start nibbling away with the understanding prices could go lower but with the 30% decline in Nasdaq from high, we must be getting close to the bottom here. Thanks
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Apple Inc. (AAPL $274.61)
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NVIDIA Corporation (NVDA $177.72)
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Labrador Iron Ore Royalty Corporation (LIF $30.33)
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Digital Turbine Inc. (APPS $4.92)
Q: Sadly, APPS is down 65% since I purchased it and now is a mere pittance of my TFSA (.65% of my entire portfolio). Should I hang on and hope for better things? Or sell and use the proceeds to top up an existing holding? If the latter, would you top up NVDA or APPL?
I am also down 25% on LIF, which I purchased primarily for its generous dividend. Can you please explain why the dividend fell so steeply last quarter? And looking into that crystal ball you keep on your desk, what would anticipate will happen to both the stock price and the dividend going forward? Thank you.
I am also down 25% on LIF, which I purchased primarily for its generous dividend. Can you please explain why the dividend fell so steeply last quarter? And looking into that crystal ball you keep on your desk, what would anticipate will happen to both the stock price and the dividend going forward? Thank you.
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Apple Inc. (AAPL $274.61)
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Alphabet Inc. (GOOG $307.73)
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NVIDIA Corporation (NVDA $177.72)
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QUALCOMM Incorporated (QCOM $176.12)
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The Walt Disney Company (DIS $111.62)
Q: Hello,
If you had to name 5 Canadian and 5 US names that have been sold off aggressively and are buys? Thank you
If you had to name 5 Canadian and 5 US names that have been sold off aggressively and are buys? Thank you
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Intel Corporation (INTC $37.31)
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NVIDIA Corporation (NVDA $177.72)
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QUALCOMM Incorporated (QCOM $176.12)
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AbbVie Inc. (ABBV $223.67)
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Pfizer Inc. (PFE $25.53)
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BCE Inc. (BCE $32.09)
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ATS Corporation (ATS $38.30)
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Magna International Inc. (MG $72.66)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $224.35)
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Advanced Micro Devices Inc. (AMD $209.17)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.40)
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Topicus.com Inc. (TOI $123.70)
Q: Good day team,
I know that you always suggest trading/buying into positive momentum but if you were to choose some stocks (regardless of sectors), on both the CDN and US sides, what would they be? As we are all aware, there is a lot of red out there in certain sectors.
I know that you always suggest trading/buying into positive momentum but if you were to choose some stocks (regardless of sectors), on both the CDN and US sides, what would they be? As we are all aware, there is a lot of red out there in certain sectors.
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NVIDIA Corporation (NVDA $177.72)
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QUALCOMM Incorporated (QCOM $176.12)
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Honeywell International Inc. (HON $198.26)
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Guardant Health Inc. (GH $100.00)
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Unity Software Inc. (U $44.57)
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Upstart Holdings Inc. (UPST $46.91)
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Enthusiast Gaming Holdings Inc. (EGLX)
Q: Good morning Ryan, Peter, and Team,
These are some of the stocks in my "growth" basket that have been most decimated in recent weeks. In which order might you sell, or would you suggest staying the course at this stage, given the dramatic share price drops? If selling, where might you move some of the cash for a (hopeful) rebound potential over the next six months? Thanks. Brad
These are some of the stocks in my "growth" basket that have been most decimated in recent weeks. In which order might you sell, or would you suggest staying the course at this stage, given the dramatic share price drops? If selling, where might you move some of the cash for a (hopeful) rebound potential over the next six months? Thanks. Brad
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NVIDIA Corporation (NVDA $177.72)
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CrowdStrike Holdings Inc. (CRWD $488.53)
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Unity Software Inc. (U $44.57)
Q: Hi! After this quarter would you sell Unity for a tax loss? Two other growth stocks I own are Crowdstrike and Nvidia. Which stock would you buy with Unity proceeds? Crowdstrike or Nvidia?
My thinking is getting back in at Unity at a later time.
Thanks
Kevin
My thinking is getting back in at Unity at a later time.
Thanks
Kevin
Q: If you had a bit of money today to buy a small basket of 5 stocks you consider to have the most potential for growth in the next four to five years, what would you buy?
Q: Hello,
If you were to start a portfolio today, what would be your top picks across all sectors? Could include ETFs too. CDN and/or US. Thx!
If you were to start a portfolio today, what would be your top picks across all sectors? Could include ETFs too. CDN and/or US. Thx!
Q: Hello 5I,
I was wondering if I sell the US stock AMD and then buy the Canadian CDR version of AMD stock will I get to claim the loss? They are technically different stocks ?
Thanks
I was wondering if I sell the US stock AMD and then buy the Canadian CDR version of AMD stock will I get to claim the loss? They are technically different stocks ?
Thanks
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Apple Inc. (AAPL $274.61)
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Meta Platforms Inc. (META $657.15)
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NVIDIA Corporation (NVDA $177.72)
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Salesforce Inc. (CRM $254.91)
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Honeywell International Inc. (HON $198.26)
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Aritzia Inc. Subordinate Voting Shares (ATZ $113.36)
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The Trade Desk Inc. (TTD $36.64)
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CrowdStrike Holdings Inc. (CRWD $488.53)
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Upstart Holdings Inc. (UPST $46.91)
Q: Hi Team,
Atz beat earnings and things appear to be going strong on all fronts for the business…yet the stock tanks some more today. Is this one of those disconnects where an investor should be buying more shares ?
Also …with the brutal tech selloff what are some of todays choices to buy for potential multi bagger over the next few years once the carnage stops? Thanks!
Shane
Atz beat earnings and things appear to be going strong on all fronts for the business…yet the stock tanks some more today. Is this one of those disconnects where an investor should be buying more shares ?
Also …with the brutal tech selloff what are some of todays choices to buy for potential multi bagger over the next few years once the carnage stops? Thanks!
Shane
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NVIDIA Corporation (NVDA $177.72)
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Honeywell International Inc. (HON $198.26)
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Eli Lilly and Company (LLY $1,054.29)
Q: Hi 5i!
Thanks for your educational and always rational guidance in these rough market waters.
Given that things change drastically week to week lately, what are you top 3 undervalued stocks you would buy today?
Looking for 3 Canadian AND 3 US.
Thanks a bunch!
Thanks for your educational and always rational guidance in these rough market waters.
Given that things change drastically week to week lately, what are you top 3 undervalued stocks you would buy today?
Looking for 3 Canadian AND 3 US.
Thanks a bunch!
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Intuitive Surgical Inc. (ISRG $554.58)
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Netflix Inc. (NFLX $94.57)
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NVIDIA Corporation (NVDA $177.72)
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PayPal Holdings Inc. (PYPL $61.33)
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Constellation Software Inc. (CSU $3,260.00)
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FirstService Corporation (FSV $212.92)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $224.35)
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goeasy Ltd. (GSY $127.07)
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Roku Inc. (ROKU $111.09)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.40)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
Q: What do feel are the best bargains currently in this market ? Top 10 please, and a management ranking, 10 being the best. Long time time horizon. Thanks
Also, please provide your favourite Cnd stock/ETF for an RESP. Long time horizon
Thanks
Nick
Also, please provide your favourite Cnd stock/ETF for an RESP. Long time horizon
Thanks
Nick
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Intuitive Surgical Inc. (ISRG $554.58)
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Netflix Inc. (NFLX $94.57)
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NVIDIA Corporation (NVDA $177.72)
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FirstService Corporation (FSV $212.92)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $224.35)
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goeasy Ltd. (GSY $127.07)
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Roku Inc. (ROKU $111.09)
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Affirm Holdings Inc. (AFRM $73.39)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
Q: With the stock market being just terrible these days, what at the companies trading at or near 52 week lows that you would strongly buy if you could (US or CDN)?
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Intel Corporation (INTC $37.31)
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NVIDIA Corporation (NVDA $177.72)
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QUALCOMM Incorporated (QCOM $176.12)
Q: At current prices would you recommend NVIDIA, Intel or Qualcomm
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Apple Inc. (AAPL $274.61)
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Alphabet Inc. (GOOG $307.73)
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Intuitive Surgical Inc. (ISRG $554.58)
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NVIDIA Corporation (NVDA $177.72)
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Booking Holdings Inc. (BKNG $5,436.93)
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Eli Lilly and Company (LLY $1,054.29)
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The Trade Desk Inc. (TTD $36.64)
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CrowdStrike Holdings Inc. (CRWD $488.53)
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Digital Turbine Inc. (APPS $4.92)
Q: Hi, if you have > 10 year horizon and are not concerned about short term volatility. Which companies (Canada and US) would you pick up now given the recent drawdown?
Thanks,
Thanks,
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Meta Platforms Inc. (META $657.15)
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NVIDIA Corporation (NVDA $177.72)
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Veeva Systems Inc. Class A (VEEV $219.30)
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The Trade Desk Inc. (TTD $36.64)
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CrowdStrike Holdings Inc. (CRWD $488.53)
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Digital Turbine Inc. (APPS $4.92)
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Jacobs Solutions Inc. (J $133.95)
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Unity Software Inc. (U $44.57)
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KraneShares Global Carbon Strategy ETF (KRBN $35.50)
Q: 5% of my RSP is allocated to a risky/riskier /max growth theme with FB, J, KRBN and NVDA right now. I am looking for 1 or 2 more additions. APPS, U, and CRWD are on my list of considerations. In theory, I could wait 5-10+ yrs for max growth, but knowing my personality, 3-4 yrs is more in line with my expectations. Pls suggest some recommendations (does not have to be from my list) - Thank you.
Q: Hi 5i - do you like the new CDN $ hedged CDR investments for US companies such as NVDA and Netflix?
Thanks, Neil
Thanks, Neil