Investment Q&A

Q: Help with Business 101 please. It seems counter intuitive that Nvidia is altering their chips so they’re less desirable for mining crypto currency? I understand crypto is a volatile market and Nvidia previously got caught with too much supply. But overall if 2 customers are willing to pay the same for a product, why would the company show a preference towards one buyer over another?
Also, regarding the chip shortage, I thought Nvidia produced chips but it sounds like they’ll be caught up in the shortage. What type of companies will benefit from the chip shortage if any? Thank you for providing this valuable service!

Q: Could you please rank these US stocks in terms of expected growth and safety for both the short term (1-2 years) and the long term (5-10 years)

Q: On May 10 in response to a question about ranking semis you said that QCOM is mostly a “royalty play” so may be “safer” than the others. I don’t know what you mean by this.
I have been rather frustrated by this stock, watching it go sideways or down in recent months whilst NVDA has performed much better. Would you encourage me to hang in there for a while vs sell for a loss and up my NVDA?

Q: Hi! Can you please share your thoughts on the Nvidia earnings report, and the 4 for 1 stock split they are proposing? Thx.

Q: Hello. What are your top 5 picks in Canada + top 5 picks in the US for capital appreciation over the next 12 months? Any sector etc. Thanks!

Q: When does the deal close? By when do you think better bids could appear?
(to replace PHO - what do you suggest?)
Also what semi play do you like? Do you like the manufacturers? Do you have a prefered play there?

Thanks
Mark

Q: Friday messy fun question, please take it lightly. I would like to start reducing the oil companies I bought in April last year. They've done incredibly well, but now I would like to increase my tech growth stocks by opening 1 or 2 new positions. I currently own GOOG, DND, U, CRWD, RDFN, ROKU, VEEV, PINS, and SQ. They have done well under your recommendations even with the recent pullbacks. As no one can time the markets, I am not willing to wait for a surprise interest hike as it is part of a locked-in RSP. It would be a 10+ hold. 1) Without considering size, could you please rank your favourite top 5 companies addressed in this question as of today in terms of strong balance sheet & steady growth potential over time (even in an interest hike environment). 2) Could you please give a brief explanation for the #1 pick only. Thank you very much as always!

Q: I am currently helping my wife to add new money to her TFSA account. She is currently holding DND, AC, EGLX and PLTR. Please suggest your favorite growth stocks (Canadian and US) taking into account the latest volatility and recent sector rotation from growth/tech and rising interest concerns. She is looking for 5-7 years time frame.

Q: What stocks would you look at that could be expected to benefit from the apparent shortage in chips? I have a 3-5 year horizon.

Q: I have a 2%-or-so cash position that I had earmarked to buy AAPL, but I was wondering if it might make more sense to double my existing 2% position in CRWD. Alternatively, I could initiate a position in NVDA. Any thoughts?

Q: Good day, I’m thinking with the better exchange rate of late, it would be a good time to buy more US shares inside a tfsa. We are very diversified across all accounts. Looking for some ideas. What are some growth names you would buy today? Already own most big tech, but would have no problem adding to them. Thanks so much as always

Q: Please comment on Ruku's earnings. If to buy only one for a long-term holding from the above names, which one would you buy now? Thank you.

Q: What three US and three Canadian Public companies would you recommend for growth and management abilities/performance when looking at a 10 to 15 year horizon. (In order of your preference)

Thank you for the incredible value your investing insight has given me over the years!

Q: Taiwan is in worst drought in decades. TSM is in Taiwan and much water is needed to make Chips. Should I sell TSM and purchase another Chip Company. What company should I purchase NVDA, AMD, MRVL, QCOM, INTC ?
China is also a threat to Taiwan and is currently sending War Planes over Taiwan. This is another problem facing Pres. Biden.

RAK

Q: I am looking for growth. I own these US stock. Are there any you would sell in order to buy others in the group or other US stock?

Q: I received a voting notice today from NVIDIA.One of the proposals is to approve an amendment to increase the number of authorized shares from two billion to four billion.Is this a 2 for 1 stock split?

Q: Currently I own all of these semi conductor related companies in my taxable account. QCOM, AMD and MRVL are still at a loss since the March downturn. All others are in positive territory, especially SMH. Should I continue to hold them all as core holdings for the long term or would you trim or delete any? Is it still a good idea to hold SMH because the ETF owns a number of companies like ASML, AMAT, an MU that I do not hold?

Q: Hi team,
I'm looking to reduce my number of positions and also add weighting to existing positions. Based on a review of my holdings below, which positions would you eliminate/ consolidate, and why, and which ones would you add to (based on strongest conviction) and why. Time horizon is +10 years.

Basic Materials
Communications AT GOOG FB PINS VZ
Consumer Cyclical BYD DOO GOOS MG SBUX
Consumer Defensive ATD ATZ COST
Energy ENB PXT
Financial Services BMO ZEB GSY SLF
Healthcare ILMN IHI TDOC WELL
Industrials AC ATA RTX TT XBC
Real Estate ZRE
Technology AYX AAPL CSU FSLY CQQQ KXS LSPD NVDA PLTR REAL SHOP UBER WDAY
Utilities AQN FTS
ETFS XEF XEC MCHI EWU VEE VIU

Q: How seriously do you take the possibility of a significant near term market downturn in your current market buying / selling decisions?

Q: We keep hearing chip shortages lately, and will imagine that "AMD', TSM', NVDA'....chip names will do well as a result of strong demand and price power etc. But most of these chip names are all well below their February highs. Could you help us understanding the share price and demand divergence observed? If we buy any of these names, will we be rewarded? If yes, which one or ones you like? Thanks