Q: Can you identify a couple Canadian and U.S. opportunities created by today's selloff? Growth focused 1-3 year timeframe, favourites that have crossed into comfortable "buy" territory?
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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.
Q: I currently have full positions in Nvidia and Guardant. Would you make any changes based on their latest quarter and forecasts?
Thank you
Thank you
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NVIDIA Corporation (NVDA)
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Redfin Corporation (RDFN)
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CrowdStrike Holdings Inc. (CRWD)
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Unity Software Inc. (U)
Q: Unity software was recommended earlier this year as one of your top US growth stocks. It is now down over 40% from it’s high. I’ve been watching but never bought. Would you still rate this as one of your top US growth stocks. And with the recent pull back what would be your top US growth stocks currently.
I’m a long term member and thank you for getting me into numerous growth stocks since 2014 which I would never have bought and which provided handsome returns. So many thanks for being there for us little guys.
Steve
I’m a long term member and thank you for getting me into numerous growth stocks since 2014 which I would never have bought and which provided handsome returns. So many thanks for being there for us little guys.
Steve
Q: There are no previous questions on CNHI. Can you provide your opinion on CNHI and their potential over the next five (5) years? The stock has been rising, they recently posted solid quarterly results, and look to be involved in many new technologies for electric heavy equipment and long haul trucks. Overall, the equipment EV space looks to have a lot less hype than consumer vehicles but may still have a lot of potential for growth. Would you agree with that statement and who do you think is leading in the EV equipment arena?
Thanks
Thanks
Q: Could you please give me your opinion on what the best plays are in regards to virtual reality. I have a long term high risk tolerance. I don't have a preference if it's Canadian or US companies.
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NVIDIA Corporation (NVDA)
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Magna International Inc. (MG)
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Tesla Inc. (TSLA)
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Workhorse Group Inc. (WKHS)
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Nikola Corporation (NKLA)
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Li Auto Inc. (LI)
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Lordstown Motors Corp Cl A (DPHC)
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Blink Charging Co. (BLNK)
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Electrameccanica Vehicles Corp. Ltd. (SOLO)
Q: Besides the above company is there any other plays for EV or autonomous driving?
Perhaps charging components, chips, cameras or something else?
I'm open to US or Canadian company's. I have a long term out look and high risk tolerance.
Thank you.
Perhaps charging components, chips, cameras or something else?
I'm open to US or Canadian company's. I have a long term out look and high risk tolerance.
Thank you.
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NVIDIA Corporation (NVDA)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Unity Software Inc. (U)
Q: Good Afternoon,
I am overweight in tech. Which of these would you reduce/sell first?
Thanks.
I am overweight in tech. Which of these would you reduce/sell first?
Thanks.
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Starbucks Corporation (SBUX)
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Salesforce Inc. (CRM)
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Atlassian Corporation (TEAM)
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Ulta Beauty Inc. (ULTA)
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The Trade Desk Inc. (TTD)
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Roku Inc. (ROKU)
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MEDIFAST INC (MED)
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Bright Horizons Family Solutions Inc. (BFAM)
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Pinterest Inc. Class A (PINS)
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CrowdStrike Holdings Inc. (CRWD)
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Trane Technologies plc (TT)
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Celsius Holdings Inc. (CELH)
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Unity Software Inc. (U)
Q: Hi there,
What are your current favourite 15 US growth stocks, regardless of section concentration risks?
Thanks!
What are your current favourite 15 US growth stocks, regardless of section concentration risks?
Thanks!
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NVIDIA Corporation (NVDA)
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Intertape Polymer Group Inc. (ITP)
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goeasy Ltd. (GSY)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Trane Technologies plc (TT)
Q: Hi group ITP now 20 % off the highs generated by their last quarterly report. Any idea what is going on with this stock is it a buy sell or hold
Second question if you were to buy 3 stocks in the US and 3 Canada with moderate risk/reward what would your picks be and why ?Thanks for all your help its much appreciated
Second question if you were to buy 3 stocks in the US and 3 Canada with moderate risk/reward what would your picks be and why ?Thanks for all your help its much appreciated
Q: Hi, can you recommend your top companies that deal in AI ( artificial Intelligence )
Thanks.
Thanks.
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NVIDIA Corporation (NVDA)
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goeasy Ltd. (GSY)
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CrowdStrike Holdings Inc. (CRWD)
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Boyd Group Services Inc. (BYD)
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Topicus.com Inc. (TOI)
Q: Top 10 stocks to add today to my TSFA (US or Can). I have Well and XBC today. Looking for growth with a 7-10 year investment horizon.
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First Solar Inc. (FSLR)
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Illumina Inc. (ILMN)
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NVIDIA Corporation (NVDA)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Plug Power Inc. (PLUG)
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Invitae Corporation (NVTA)
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Xebec Adsorption Inc. (XBC)
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SolarEdge Technologies Inc. (SEDG)
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CRISPR Therapeutics AG (CRSP)
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NIO Inc. American depositary shares each representing one Class A (NIO)
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Twist Bioscience Corporation (TWST)
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iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
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ARK Genomic Revolution ETF (ARKG)
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Electrameccanica Vehicles Corp. Ltd. (SOLO)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Hi Team,
I'd like to start positions in an aggressive growth portfolio in the artificial intelligence, genomics, renewable energy (and EV) sectors (2-3 positions per sector). Holding time 2-5 years.
Also considering Bionano Genomics (BNGO).
1. Please rank the sectors for expected growth. Are there any others I should consider? Are they already overbought/overpriced?
2. Please rank the stocks in each sector for expected growth. Are there any others I should consider?
Thanks!
I'd like to start positions in an aggressive growth portfolio in the artificial intelligence, genomics, renewable energy (and EV) sectors (2-3 positions per sector). Holding time 2-5 years.
Also considering Bionano Genomics (BNGO).
1. Please rank the sectors for expected growth. Are there any others I should consider? Are they already overbought/overpriced?
2. Please rank the stocks in each sector for expected growth. Are there any others I should consider?
Thanks!
Q: With both having a bit of a drop today which one would you choose of the two, thanks.
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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JPMorgan Chase & Co. (JPM)
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Lockheed Martin Corporation (LMT)
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Visa Inc. (V)
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Xylem Inc. New (XYL)
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Enbridge Inc. (ENB)
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WSP Global Inc. (WSP)
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Northland Power Inc. (NPI)
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Premium Brands Holdings Corporation (PBH)
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iShares Core Canadian Universe Bond Index ETF (XBB)
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Omega Healthcare Investors Inc. (OHI)
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Trane Technologies plc (TT)
Q: My top holdings are:
GOOG 6.61%
AAPL 5.21%
AMZN 5.12%
NVDA 4.61%
V 4.23%
NPI 3.75%
WSP 3.58%
PBH 3.37%
XBB 3.21%
COST 3.1%
OHI 3.48 %
ENB 2.8%
JPM 2.72%
They make up 50% of my portfolio. I have 12% in cash. Would you add or reduce any of these positions? Long investment horizon(17 years). I’m over weight consumer cyclicals and FS (3% BMO and 3% BNS). Light industrials @7%.
GOOG 6.61%
AAPL 5.21%
AMZN 5.12%
NVDA 4.61%
V 4.23%
NPI 3.75%
WSP 3.58%
PBH 3.37%
XBB 3.21%
COST 3.1%
OHI 3.48 %
ENB 2.8%
JPM 2.72%
They make up 50% of my portfolio. I have 12% in cash. Would you add or reduce any of these positions? Long investment horizon(17 years). I’m over weight consumer cyclicals and FS (3% BMO and 3% BNS). Light industrials @7%.
Q: The U.S. Federal Trade Commission has opened an in-depth probe into Nvidia Corp's agreement to acquire Arm Ltd. Alphabet Inc, Qualcomm Inc and Microsoft Corp have complained to U.S. antitrust regulators about the deal. Arm Holdings supplies intellectual property to Apple, Qualcomm and a host of others for chips that power nearly all of the world's smartphones.
Should I be concerned? I was of the opinion that this deal is key to NVDA's growth not to mention the global shortage of chips.
Carl
Should I be concerned? I was of the opinion that this deal is key to NVDA's growth not to mention the global shortage of chips.
Carl
Q: You no doubt recognize parts of this list from a recent write up u did.
I have owned Kirkland gold for quite some time
If I wanted to add to my above gold position with the ones I have listed above , would u rank your favorites please.
I quite like photon, is there another in the space u would look at to purchase at this time.
I am quite enthusiastic about XBC which has fallen from its high, should I perhaps add more
At this time . Do u continue to like it and is there a competitor to it Cdn or US you would recommend to buy. Thank u always for being there with good info and clarity
I have owned Kirkland gold for quite some time
If I wanted to add to my above gold position with the ones I have listed above , would u rank your favorites please.
I quite like photon, is there another in the space u would look at to purchase at this time.
I am quite enthusiastic about XBC which has fallen from its high, should I perhaps add more
At this time . Do u continue to like it and is there a competitor to it Cdn or US you would recommend to buy. Thank u always for being there with good info and clarity
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NVIDIA Corporation (NVDA)
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Affirm Holdings Inc. (AFRM)
Q: May I have your thoughts on taking new positions at this time in any of the above three names? My time frame is long term. Thanks in advance,
Jason
Jason
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Analog Devices Inc. (ADI)
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Applied Materials Inc. (AMAT)
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Broadcom Inc. (AVGO)
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NVIDIA Corporation (NVDA)
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Xilinx Inc. (XLNX)
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Advanced Micro Devices Inc. (AMD)
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ASML Holding N.V. (ASML)
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United Microelectronics Corporation (NEW) (UMC)
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Vishay Intertechnology Inc. (VSH)
Q: Liking the semi conductor and related space, which of the companies listed would you suggest to hold for greatest growth over the next 3-6 months. Provide other companies names if you feel are better
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Cisco Systems Inc. (CSCO)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
Q: I have held Cisco for 5 years -up about 50% plus dividends. I am thinking about exiting it for a more interesting stable growth story in the hardware/software business. Qcom is one idea but would appreciate any other ideas or should i just hold on to Cisco for any future growth and the dividend?
thanks
Kevin
thanks
Kevin
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Adobe Inc. (ADBE)
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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Vanguard Information Technology ETF (VGT)
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VanEck Vectors Semiconductor ETF (SMH)
Q: Seems bewildering to choose among so many types of Tech stocks. Looking for 3 names...would CRM, ADBE or any others you would suggest be worthy at today’s values or should I just run to the SMH ETF? Help and thanks!