Q: I recently sold Nvidia in my tfsa. I sold a call option on it and it was pretty close to the strike price, I let it get called away, since I am overweight Nvidia. Now that it is down I am tempted to buy it again. I can’t let myself forget the overweight aspect, though. Do you have another suggestion that I could replace it with? I want something nearly as good that I can sell options on, thus no or a small dividend. Sector doesn’t matter. I am also full weight on Shopify and Google. I am also open to smaller stocks that could show growth and are relatively safe—celestica and Nebius?
Thanks
Q: I’ve been holding BYD for a long long time and just again moved into the black and am positive on it by a few percent. I was stopped out of CLS at 150 and have not owned it since. My thought was sell Boyd and by Celestica what do you think of that trade?
In 5 years will I be happy I did it?
Please consider the trade on its own. Portfolio mix is fine
Q: Hi team,
In your opinion is it a good day to add to CLS being its down 8% at the moment? Or is it looking like some pain ahead after the nvda earnings sell off and sept coming?
Q: For a 5-10 year hold within a TFSA could you please provide your top 10 Canadian stocks or CDR’s ranked by total return/compounding potential? For a non-registered account with a 3-5 year timeframe could you also do a top 10 list including both Canadian or US equities (no CDR’s), again ranked by total return/compounding potential? Thanks.
Q: Hi there, what would be the best risk to reward AI play on the TSX? Would it be CLS? If not CLS, what name would it be? And could you maybe provide a few names that you have conviction in, in order? Thank you!
Q: On August 12th you gave $270 as a reasonable entry point for CLS. Now that it is around $250 and appears to be still dropping and potential for volatility in September would you add now or wait until it appears to settle?
Q: Hi team,
With no consideration for anything other than total share price return, which of these 2 names ( Well, CLS) do you see performing better from today’s levels? Well has been lagging for some time now . Wondering whether my investment is better spent buying into CLS now that it’s pulled back a little bit in the last couple days.
Q: My tech holdings have once again climbed to a big part of my portfolio (37%). So it is time to trim/sell some holdings. Can you please rank the above holdings, favorite to least favorite right now. Portfolio allocation recommends 16 %, but i will probably aim for 25-30%. Does that sound reasonable? Tech companies seem to be the ones that are growing the fastest.
Q: In the past few weeks you have answered questions and reviewed results on a number of stocks that generate a considerable amount of attention and endorsement by 5i
such as - HOOD,VRT,COIN,PLTR,KSI,APP,IONQ,PRL,GSY,KTOS,SOUN,RKLB,VHI,NBIS and CLS - having digested those recent results and conference calls are there any that have impressed beyond your expectations or, conversely, raised any red flag?
Q: Hi, all of these stocks look quite over-valued. Please rank them in order of which ones you might start nibbling on, along with general entry prices. I know you don't like to time the market, but there may very well be dips coming up! Thank you.