Q: In reviewing my various investment portfolios (RRSP, TFSA, Non-Reg), I realized that have no exposure to the Real Estate (R/E) sector in any of them (residential or commercial). My impression is that R/E hasn't been a particularly strong performer over the last 4 or 5 years (really since COVID), so perhaps the gap in my portfolios hasn't really been much of a hindrance. Would you be buying into the sector right now & why? And if so, what 3 to 5 investments (i.e. companies / funds / REITs) would you recommend for long term growth (& perhaps some income) and why? Thank you.
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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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NVIDIA Corporation (NVDA $183.02)
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Visa Inc. (V $335.60)
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Robinhood Markets Inc. (HOOD $114.74)
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Brookfield Corporation Class A Limited (BN $65.44)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $86.17)
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Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $14.69)
Q: NVDA has now grown to 8% of my portfolio and I am considering paring it back down (again) to 5%. I don't have any crypto exposure, so am looking at investing the freed-up funds in HOOD. This would bring my investment in financials to just over 30%. I know you can't comment on individual allocations, but if this were your portfolio and you already held BN, BAM, X, V and HMAX...would you be concerned about putting too many eggs in the same basket? Or would you feel there is sufficient diversity within the already-held funds to add HOOD? Thank you.
Q: hi guys could i please get your opinion on this company . iI currently hold RTX just wondering if there is too much of an overlap thx as always
Q: Is GROK the Tesla Ai a part of TSLA or is it a separate entity? It does look promising..
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Goosehead Insurance Inc. (GSHD $87.56)
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Shift4 Payments Inc. Class A (FOUR $86.65)
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Applovin Corporation (APP $466.22)
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Coinbase Global Inc (COIN $319.33)
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Cantaloupe Inc. (CTLP $10.97)
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Robinhood Markets Inc. (HOOD $114.74)
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Nebius Group N.V. (NBIS $74.28)
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Circle Internet Group Inc. Class A (CRCL $165.73)
Q: How would you rank the listed companies for new money today in a growth oriented portfolio?
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Costco Wholesale Corporation (COST $988.85)
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PepsiCo Inc. (PEP $146.12)
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Procter & Gamble Company (The) (PG $154.73)
Q: why are consumer staple stock like these ones not doing well.are these cheap to buy at current levels.... can you pls rank these in your preference order many thanks
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TC Energy Corporation (TRP $69.21)
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ARC Resources Ltd. (ARX $27.40)
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Vermilion Energy Inc. (VET $10.06)
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Paramount Resources Ltd. Class A Common Shares (POU $20.58)
Q: need to buy in the energy sector...any of these would you prefer or may stay away from? thank you
Q: Peter; On a stop loss order , if you have a stop at ,say X, and it opens below X, is your order still activated? Thanks.
Rod
Rod
Q: what is your opinion on mereen energy inc [mer]
Q: With the take over of MAG by PAAS do I have to do anything in order to end up with PAAS shares.
Thank you for your good service a waiting your reply
Earl
Thank you for your good service a waiting your reply
Earl
Q: This very small company involved with drones looks interesting. Please share your thoughts re its investment potential.
Thanks!
Thanks!
Q: The 40 day window to shop for a better price must be just about up and no news
Do you know when this closes and with it trading roughly .20 cents below offer,if you do nothing do you get the premium on that day or the closing price,it seems like a very average at best price…your thoughts on how a share holder could play this as it comes to a close ..much thanks
Do you know when this closes and with it trading roughly .20 cents below offer,if you do nothing do you get the premium on that day or the closing price,it seems like a very average at best price…your thoughts on how a share holder could play this as it comes to a close ..much thanks
Q: Any reason why this company dropped almost 5% on Friday
Q: What is making FLT come alive?
Q: Hi, could you comment on these two companies, would I be better off investing in both, or just keep phys for gold exposure. What does Sii do? Been watching them and impressed on their great performance. Thanks
Q: the impact of AI seems to be negatively affecting many SAAS companies - in particular CRM and NOW. Is this temporary in your opinion or could it be existential risk?
the market seems to be thinking the latter..
the market seems to be thinking the latter..
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Apple Inc. (AAPL $229.13)
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Regeneron Pharmaceuticals Inc. (REGN $555.25)
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UnitedHealth Group Incorporated (DE) (UNH $261.14)
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Canadian Natural Resources Limited (CNQ $41.35)
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Sun Life Financial Inc. (SLF $79.44)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $129.58)
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TFI International Inc. (TFII $122.45)
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Alimentation Couche-Tard Inc. (ATD $69.71)
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AAON Inc. (AAON $81.89)
Q: Sir: What 2 US and Canadian stocks or ETFs do you see most unfairly punished now, and most likely to reward , down the road. Also could you suggest one non US value ETF or stock that cheers you a lot? Thanks-JP
Q: Regardless of sector or size, in which order would you add the following?
Q: I read your notes on ERO June 10 which were positive so wondered why this issue has been hit so much harder than others in their sector. It seems a candidate for recovery - is this likely or are there other factors to account for? Appreciate your response.
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NVIDIA Corporation (NVDA $183.02)
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Seagate Technology Holdings PLC (STX $155.34)
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NextEra Energy Inc. (NEE $71.83)
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Oracle Corporation (ORCL $254.76)
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Advanced Micro Devices Inc. (AMD $173.94)
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Pure Storage Inc. Class A (PSTG $58.82)
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Super Micro Computer Inc. (SMCI $46.44)
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Veritiv Corporation (VRTV)
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Vistra Corp. (VST $209.01)
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Datadog Inc. (DDOG $129.26)
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Palantir Technologies Inc. (PLTR $187.29)
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Snowflake Inc. (SNOW $193.03)
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Constellation Energy Corporation (CEG $336.42)
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Nebius Group N.V. (NBIS $74.28)
Q: I'm thinking that we are still in early innings of the AI / Data Centre / Power Consumption game. Assuming that to be true, I'm trying to figure out the best strategy to capitalize on this opportunity. So, what are the top 3 to 5 sectors & their companies you would curate in a portfolio to "win" this series over the long term and why? I would appreciate your valuable insight once again. Thank you.