Q: What is your view on these two following the divergent reaction to their earnings reports? Which would be your preference today?
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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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Apple Inc. (AAPL $255.92)
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Alphabet Inc. (GOOG $294.46)
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Booking Holdings Inc. (BKNG $4,194.31)
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Eli Lilly and Company (LLY $935.58)
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Descartes Systems Group Inc. (The) (DSG $99.49)
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Advanced Micro Devices Inc. (AMD $217.50)
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Vanguard Dividend Appreciation FTF (VIG $216.02)
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Viemed Healthcare Inc. (VMD $9.63)
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Berkshire Hathaway Inc. (BRK.B $477.35)
Q: Good Morning,
Our RESP for my 13-year-old daughter is currently valued at about $42k. It is comprised of 25% Google, 25% AMD, 25% DSG, 13% Apple, and 12% VMD. Wondering if you could please give me a few ideas for another stock or ETF (Canadian or American) that I might add to this mix, as I will be contributing another $6K soon. Thanks. Brad
Our RESP for my 13-year-old daughter is currently valued at about $42k. It is comprised of 25% Google, 25% AMD, 25% DSG, 13% Apple, and 12% VMD. Wondering if you could please give me a few ideas for another stock or ETF (Canadian or American) that I might add to this mix, as I will be contributing another $6K soon. Thanks. Brad
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Intuitive Surgical Inc. (ISRG $452.07)
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NVIDIA Corporation (NVDA $177.39)
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Booking Holdings Inc. (BKNG $4,194.31)
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AbbVie Inc. (ABBV $208.84)
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Eli Lilly and Company (LLY $935.58)
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United Rentals Inc. (URI $732.09)
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Ulta Beauty Inc. (ULTA $537.39)
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Vanguard FTSE All-World ex-US ETF (VEU $75.58)
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Crocs Inc. (CROX $83.66)
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Axon Enterprise Inc. (AXON $412.81)
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Reliance Inc. (RS $305.38)
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Vertiv Holdings LLC Class A (VRT $261.29)
Q: hi,
according to portfolio tracking and analysis, I am short on basic materials, consumer cyclical, health care, industrials. im also quite short US and international equities. I prefer equities with dividends that are growing, and has some capital appreciation/growth as well. with this in mind, can you provide your top few picks in each sector please. much appreciated. chris
according to portfolio tracking and analysis, I am short on basic materials, consumer cyclical, health care, industrials. im also quite short US and international equities. I prefer equities with dividends that are growing, and has some capital appreciation/growth as well. with this in mind, can you provide your top few picks in each sector please. much appreciated. chris
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Booking Holdings Inc. (BKNG $4,194.31)
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Super Micro Computer Inc. (SMCI $23.22)
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Shopify Inc. (SHOP $118.25)
Q: What would be your one pick of smci, shopify or bkng? I see these are all liked by you. I am looking to add one more growth name to my holdings and not not concerned about what sector. I am leaning towards smci which I have bought and sold in the past but have not held as it seems to have big ups and draw downs which makes me nervous. Thanks,
Jason
Jason
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Booking Holdings Inc. (BKNG $4,194.31)
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Constellation Software Inc. (CSU $2,441.27)
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Brookfield Renewable Partners L.P. (BEP.UN $46.60)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.58)
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Ulta Beauty Inc. (ULTA $537.39)
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Five Below Inc. (FIVE $235.39)
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Crocs Inc. (CROX $83.66)
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InMode Ltd. (INMD $13.79)
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Topicus.com Inc. (TOI $96.37)
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Brookfield Corporation Class A Limited Voting Shares (BN $56.93)
Q: Hi group...If we assume the conflict in middle east is going to escalate. What are you thoughts on a strategy to take advantage ...I am thinking we might test last Oct lows...What your thoughts on this?.
I have $100,000) cash waiting to invest at some point... do you suggest entry soon? and if so what is your top 10 picks regardless of sector or market. Thanks for your insight
I have $100,000) cash waiting to invest at some point... do you suggest entry soon? and if so what is your top 10 picks regardless of sector or market. Thanks for your insight
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Booking Holdings Inc. (BKNG $4,194.31)
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Constellation Software Inc. (CSU $2,441.27)
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Brookfield Renewable Partners L.P. (BEP.UN $46.60)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.58)
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Ulta Beauty Inc. (ULTA $537.39)
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Five Below Inc. (FIVE $235.39)
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Rollins Inc. (ROL $53.93)
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Crocs Inc. (CROX $83.66)
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Topicus.com Inc. (TOI $96.37)
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Brookfield Corporation Class A Limited Voting Shares (BN $56.93)
Q: I know you dislike the terms “screaming buys” and “backup the truck”..how about “almost irresistible “ buys to hold for the next 3 years? 5 Canadian, 5 US.
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Amazon.com Inc. (AMZN $209.77)
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Booking Holdings Inc. (BKNG $4,194.31)
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Constellation Software Inc. (CSU $2,441.27)
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Brookfield Corporation Class A Limited Voting Shares (BN $56.93)
Q: What are your 5 or 6 top picks in this current market weakness. Long term hold and forget. No specific sectors but preferably large caps. I like dividends but does not have to be a dividend payers. Thank you!
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Booking Holdings Inc. (BKNG $4,194.31)
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Kinaxis Inc. (KXS $143.27)
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Savaria Corporation (SIS $26.88)
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Crocs Inc. (CROX $83.66)
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Perion Network Ltd (PERI $9.87)
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InMode Ltd. (INMD $13.79)
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eXp World Holdings Inc. (EXPI $5.91)
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Nuvei Corporation (NVEI)
Q: These names have been underperforming in my portfolio for some time now. Do you believe they remain attractive from these levels or are there more compelling names out there?
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Intuit Inc. (INTU $422.48)
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NVIDIA Corporation (NVDA $177.39)
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Booking Holdings Inc. (BKNG $4,194.31)
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Salesforce Inc. (CRM $187.18)
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Constellation Software Inc. (CSU $2,441.27)
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WSP Global Inc. (WSP $219.79)
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Parkland Corporation (PKI $39.84)
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Alimentation Couche-Tard Inc. (ATD $78.30)
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EQB Inc. (EQB $112.70)
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Blackstone Inc. (BX $113.05)
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Arthur J. Gallagher & Co. (AJG $217.61)
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Berkshire Hathaway Inc. (BRK.B $477.35)
Q: Hi team,
Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?
Have a good day,
Jacques IDS
Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?
Have a good day,
Jacques IDS
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Alphabet Inc. (GOOG $294.46)
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Microsoft Corporation (MSFT $373.46)
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Booking Holdings Inc. (BKNG $4,194.31)
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Visa Inc. (V $300.80)
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Vanguard S&P 500 Index ETF (VFV $162.41)
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Vanguard Dividend Appreciation FTF (VIG $216.02)
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INVESCO QQQ Trust (QQQ $584.98)
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Old Dominion Freight Line Inc. (ODFL $198.00)
Q: My son is starting an FHSA account at Wealthsimple. With the goal of contributing monthly and maximizing the limit over 5 to 7 years before needing funds. What combination of ETF's and blue chip stocks would you recommend that combines steady/increasing dividends, capital appreciation and minimal downside risk. Looking for a manageable # and combination of stock/Etf
Thank you
Thank you
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Intuitive Surgical Inc. (ISRG $452.07)
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Booking Holdings Inc. (BKNG $4,194.31)
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Eli Lilly and Company (LLY $935.58)
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Ulta Beauty Inc. (ULTA $537.39)
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Super Micro Computer Inc. (SMCI $23.22)
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Perion Network Ltd (PERI $9.87)
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InMode Ltd. (INMD $13.79)
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Lantheus Holdings Inc. (LNTH $76.10)
Q: From this list what would be your top 3 picks for buys right now with consideration of long term growth in TFSA? If you feel any other picks would make it in to top 3 (besides NVDA/GOOG) please include those as well.
Q: I am interested in taking a position in BKNG, but according to everything I have seen, there DEBT load has grown quite substantially this past quarter. There long term debt is high, am I just misreading there financials ?
Q: Would rather hold BKNG or CROX right now?
Thanks
Thanks
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Marriott International (MAR $331.93)
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Booking Holdings Inc. (BKNG $4,194.31)
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Delta Air Lines Inc. (DAL $66.76)
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Southwest Airlines Company (LUV $37.60)
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Hilton Worldwide Holdings Inc. (HLT $304.95)
Q: Looking for an investment other than BKNG to take advantage of the resurgence in travel. I don’t like airline stocks. I know in the past you were favourable on WYNN. Would you recommend that or something else?
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Alphabet Inc. (GOOG $294.46)
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NVIDIA Corporation (NVDA $177.39)
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Booking Holdings Inc. (BKNG $4,194.31)
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Salesforce Inc. (CRM $187.18)
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Berkshire Hathaway Inc. (BRK.B $477.35)
Q: If you could buy only 5 stocks in Canada and 5 stocks in the US could I please have your ideas? No regard to sector diversification etc. simply looking for 5 best ideas in each country
Thaks
Thaks
Q: Hello, what would be a good entry point for BKNG ?
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Alphabet Inc. (GOOG $294.46)
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NVIDIA Corporation (NVDA $177.39)
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Booking Holdings Inc. (BKNG $4,194.31)
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Constellation Software Inc. (CSU $2,441.27)
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BRP Inc. Subordinate Voting Shares (DOO $101.35)
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Ulta Beauty Inc. (ULTA $537.39)
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Five Below Inc. (FIVE $235.39)
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Topicus.com Inc. (TOI $96.37)
Q: Do you see any pound the table buys out there? I am holding bn, ge and cpng as they appear to have a nice risk - reward ratio. What I am looking for are stocks that have potential and present attractive entry points. I was considering Nxst for example.
Thanks as always.
Jason
Thanks as always.
Jason
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Alphabet Inc. (GOOG $294.46)
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NVIDIA Corporation (NVDA $177.39)
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Booking Holdings Inc. (BKNG $4,194.31)
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Eli Lilly and Company (LLY $935.58)
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Berkshire Hathaway Inc. (BRK.B $477.35)
Q: Top 5 us stocks you would but? Thanks rose
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Alphabet Inc. (GOOGL $295.77)
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NVIDIA Corporation (NVDA $177.39)
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Booking Holdings Inc. (BKNG $4,194.31)
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Salesforce Inc. (CRM $187.18)
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3M Company (MMM $144.47)
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Pfizer Inc. (PFE $28.32)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $122.05)
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CrowdStrike Holdings Inc. (CRWD $399.12)
Q: hi,
I own these 5 equities in my USD account, plus a reasonable amount of cash that could be deployed. im fairly comfortable with all of them, are you? if I was to shift to an all growth strategy within this account, what would you suggest selling ( if any ), and what would you suggest buying, either new names or current holdings ( with a reasonable target purchase price, if able )? I would be looking for growth companies with positive earnings/earnings growth ( ie nothing highly speculative right now ). cheers and enjoy the long weekend. chris
I own these 5 equities in my USD account, plus a reasonable amount of cash that could be deployed. im fairly comfortable with all of them, are you? if I was to shift to an all growth strategy within this account, what would you suggest selling ( if any ), and what would you suggest buying, either new names or current holdings ( with a reasonable target purchase price, if able )? I would be looking for growth companies with positive earnings/earnings growth ( ie nothing highly speculative right now ). cheers and enjoy the long weekend. chris
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Alphabet Inc. (GOOG $294.46)
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Intuitive Surgical Inc. (ISRG $452.07)
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NVIDIA Corporation (NVDA $177.39)
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Booking Holdings Inc. (BKNG $4,194.31)
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INVESCO QQQ Trust (QQQ $584.98)
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Vertiv Holdings LLC Class A (VRT $261.29)
Q: So here's my predicament. Over the past many years my portfolio largely reflects NASDAQ returns but has much more volatility. I'm thinking of just buying a bunch of QQQ (or XQQ) so I worry less about the volatility while still getting similar returns. I still like picking stocks and was thinking of holding most of my tech in QQQ while trying to pick a few tech stocks to 'juice' returns. If you were to pick 5 NASDAQ stocks that might outperform the NASDAQ over a mid-long timeframe, what would they be? Note these can include large caps (MSFT, NVDA) or anything else.