Q: Any news to account for current 12%price drop so far 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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Constellation Software Inc. (CSU $3,333.75)
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ARC Resources Ltd. (ARX $24.63)
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Tourmaline Oil Corp. (TOU $61.21)
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Celestica Inc. (CLS $433.69)
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Ninepoint Energy Income FUnd (NRGI)
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Lumine Group Inc. (LMN $24.51)
Q: Hi not impressed with NRGI am down 20% and have been invested since inception.
Also up 20% on ARX and even on TOU+ down 35% on LMN thinking of selling ARX and NRGI + LMN and buying more TOU and CSU/CLS What's your thoughts on this change going FWD
Also up 20% on ARX and even on TOU+ down 35% on LMN thinking of selling ARX and NRGI + LMN and buying more TOU and CSU/CLS What's your thoughts on this change going FWD
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Apple Inc. (AAPL $274.23)
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Amazon.com Inc. (AMZN $236.45)
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Alphabet Inc. (GOOG $278.30)
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Intuitive Surgical Inc. (ISRG $557.24)
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NVIDIA Corporation (NVDA $189.92)
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Booking Holdings Inc. (BKNG $5,065.10)
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Salesforce Inc. (CRM $243.77)
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JPMorgan Chase & Co. (JPM $305.31)
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Eli Lilly and Company (LLY $1,030.20)
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United Rentals Inc. (URI $833.10)
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Visa Inc. (V $330.30)
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Toronto-Dominion Bank (The) (TD $113.82)
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Enbridge Inc. (ENB $66.94)
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Constellation Software Inc. (CSU $3,333.75)
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Dollarama Inc. (DOL $194.34)
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WSP Global Inc. (WSP $253.79)
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Celestica Inc. (CLS $433.69)
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Thomson Reuters Corporation (TRI $198.32)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $207.92)
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Monolithic Power Systems Inc. (MPWR $927.14)
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Axon Enterprise Inc. (AXON $557.67)
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CECO Environmental Corp. (CECO $49.35)
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EnerSys (ENS $138.62)
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Galaxy Digital Inc. Class A common stock (GLXY $37.68)
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CrowdStrike Holdings Inc. (CRWD $541.58)
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Vertiv Holdings LLC Class A (VRT $171.97)
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RTX Corporation (RTX $175.18)
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Robinhood Markets Inc. (HOOD $124.69)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.55)
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Nebius Group N.V. (NBIS $84.61)
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Costco CDR (CAD Hedged) (COST $41.94)
Q: The above stocks make up 80.4% of my holdings. Goog and BN @7% each. The next 5 @ 4% each and the rest at or close to 3% each. For a 10 year horizon, with risk/reward in mind, where would you invest if you had 10% of the portfolio in dry powder- new cash. Any you would sell? Note, I have been trimming CLS, VRT and NBIS to control AI exposure.
Thanks again for all the insights - love the service you provide.
Thanks again for all the insights - love the service you provide.
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Canadian National Railway Company (CNR $134.55)
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Constellation Software Inc. (CSU $3,333.75)
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Celestica Inc. (CLS $433.69)
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Thomson Reuters Corporation (TRI $198.32)
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goeasy Ltd. (GSY $122.62)
Q: We just opened a TFSA account for my daughter, she is 18.
Money is not needed for a long time. Our aim is to maximize the growth, risk tolerant, tax efficiency and easy to manage.
Would you recommend ETF's or Individual stocks? How many positions? What companies/ETF?
Also, is there a place for bitcoin? If yes what %.
Thanks in advance
Money is not needed for a long time. Our aim is to maximize the growth, risk tolerant, tax efficiency and easy to manage.
Would you recommend ETF's or Individual stocks? How many positions? What companies/ETF?
Also, is there a place for bitcoin? If yes what %.
Thanks in advance
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Alphabet Inc. (GOOG $278.30)
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NVIDIA Corporation (NVDA $189.92)
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Celestica Inc. (CLS $433.69)
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CECO Environmental Corp. (CECO $49.35)
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EnerSys (ENS $138.62)
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Galaxy Digital Inc. Class A common stock (GLXY $37.68)
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Nebius Group N.V. (NBIS $84.61)
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Karman Holdings Inc. (KRMN $61.17)
Q: Buying opportunities?
Please give us your best buying CA & US stocks that have been unduly beaten up by this mini correction and hints on your reasonning.
Thanks to you for your great expertise
Please give us your best buying CA & US stocks that have been unduly beaten up by this mini correction and hints on your reasonning.
Thanks to you for your great expertise
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Alphabet Inc. (GOOG $278.30)
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Microsoft Corporation (MSFT $510.72)
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Celestica Inc. (CLS $433.69)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $207.92)
Q: The only tech stock I own is MSFT. Can you tell me which 2 tech stocks you like from Canada and 1 from the US. This will be for a TSFA account
Thanks
Thanks
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Celestica Inc. (CLS $433.69)
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Vertiv Holdings LLC Class A (VRT $171.97)
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Nebius Group N.V. (NBIS $84.61)
Q: NBIS, VRT, MDA, CLS, GLXY, HPS.A, VNP, PNG. There are so many promising small & mid-cap companies involved in AI, defense, infrastructure. From this group of 8 can you tell me if there is over-lap that I should consider reducing? Thank you. Take as many credits as you need.
Mike
Mike
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Celestica Inc. (CLS $433.69)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $207.92)
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5N Plus Inc. (VNP $20.48)
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TerraVest Industries Inc. (TVK $121.78)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $164.85)
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Kraken Robotics Inc. (PNG $5.27)
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Zedcor Inc. (ZDC $6.23)
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Galaxy Digital Inc. Class A common stock (GLXY $37.68)
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Tantalus Systems Holding Inc. (GRID $3.81)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $63.25)
Q: As a follow up to Martin's question, so what WOULD your top 10 Canadian growth stocks be.....get I could guess but interested in your current favourites!
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Constellation Software Inc. (CSU $3,333.75)
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Celestica Inc. (CLS $433.69)
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Thomson Reuters Corporation (TRI $198.32)
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5N Plus Inc. (VNP $20.48)
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TerraVest Industries Inc. (TVK $121.78)
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EQB Inc. (EQB $84.88)
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Kraken Robotics Inc. (PNG $5.27)
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Zedcor Inc. (ZDC $6.23)
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kneat.com inc. (KSI $4.10)
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Galaxy Digital Inc. Class A common stock (GLXY $37.68)
Q: hi, can I get your current top 5 Canadian growth stocks for a TFSA today. And could I get your top 5 "beaten down of late" Canadian stocks that you feel have the best potential for a recovery in the next 1-6 months. cheers and thanks and take as many points as you need...
Chris
Chris
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Celestica Inc. (CLS $433.69)
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goeasy Ltd. (GSY $122.62)
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Kraken Robotics Inc. (PNG $5.27)
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Zedcor Inc. (ZDC $6.23)
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Galaxy Digital Inc. Class A common stock (GLXY $37.68)
Q: what are the top 5 companies to watch as mentioned in the "weekly brief" dated November 6th thanks Richard
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Celestica Inc. (CLS $433.69)
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5N Plus Inc. (VNP $20.48)
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Kraken Robotics Inc. (PNG $5.27)
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Zedcor Inc. (ZDC $6.23)
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Galaxy Digital Inc. Class A common stock (GLXY $37.68)
Q: What are your top 5 growth companies in order and can you provide a brief statement for each why they make the grade? Also, when a market pullback hits, are any of them particularly susceptible to a larger pullback and why?
Q: This stock - CLS has gone crazy in the last year: FPE = 47, MS = FBV $322.70, TRI has a buy at this lofty FPE, and 15 analysts according to CIBC have price target for 2026 of $617.00. Who is right? At current price a full position for me would be 187 shs ( $90K). I see 5i still recommends a buy.
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Celestica Inc. (CLS $433.69)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $164.85)
Q: Would you buy the pullback in these stocks for a 1-2 year hold?
Q: Hello,
I currently hold VRT and no CLS. Are they different enough to hold both or is one OK? Thanks for your great service!
I currently hold VRT and no CLS. Are they different enough to hold both or is one OK? Thanks for your great service!
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Celestica Inc. (CLS $433.69)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $164.85)
Q: Recognizing size differences, which of these two companies are better value and which do you prefer for growth going forward. Thanks
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Dollarama Inc. (DOL $194.34)
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Celestica Inc. (CLS $433.69)
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Thomson Reuters Corporation (TRI $198.32)
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TerraVest Industries Inc. (TVK $121.78)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $164.85)
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Aritzia Inc. Subordinate Voting Shares (ATZ $97.77)
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Propel Holdings Inc. (PRL $21.66)
Q: I have the following small/mid caps in my portfolio. Can you rate them in term of potential growth in the next 3 years, starting with most preferred to least preferred?
High volatility is acceptable and I am not concerned about sector exposure.
Thank you very much.
ATZ
CLS
DOL
HPS.A
PRL
TRI
TVK
High volatility is acceptable and I am not concerned about sector exposure.
Thank you very much.
ATZ
CLS
DOL
HPS.A
PRL
TRI
TVK
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Celestica Inc. (CLS $433.69)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $207.92)
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Galaxy Digital Inc. Class A common stock (GLXY $37.68)
Q: A bit of a timely post here. But with stocks pulling back quite a bit the last 2 days, and tech stocks mostly leading that pullback. Some names have pulled back more than others. Of some of your favorite picks, LMN, GLXY, NBIS are down more than most. If you were adding funds today, what would be your top 3 picks to add to on this pullback (in the order you'd add)? Thx
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Celestica Inc. (CLS $433.69)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $207.92)
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Electrovaya Inc. (ELVA $6.74)
Q: What are 3 Canadian stocks tied to the hidden force behind the AI boom?
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Meta Platforms Inc. (META $612.46)
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Alphabet Inc. (GOOG $278.30)
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Microsoft Corporation (MSFT $510.72)
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Celestica Inc. (CLS $433.69)
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Vertiv Holdings LLC Class A (VRT $171.97)
Q: What would be a good way to invest in AI? Reasonable risk level with 5 yr hold.
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Alphabet Inc. (GOOG $278.30)
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NVIDIA Corporation (NVDA $189.92)
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Celestica Inc. (CLS $433.69)
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Nebius Group N.V. (NBIS $84.61)
Q: How would you recommend I invest a 2% position in the AI sector for a 5 - 10 year hold? Willing to take some risk.