Investment Q&A

Q: I am considering selling my nvda and using funds to add to my google . Would you consider this to be a good move in light of the recent court ruling re Chrome.?

Cheers Doug

Q: What are your thoughts/comments about market concentration in the Mag 7 stocks?

Seems to be around 32% of the total market cap of the S&P500 are in just those 7 stocks, which is around levels last seen in the .com bubble. While these companies have real revenues and profits, valuations are high (relative to historical averages), and it certainly seems somewhat concerning. I would appreciate your thoughts. Thanks.

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: Trump tariffs... impact on e commerce with non US countries. I see US analysts starting to reduce profit targets. I do hold the stock and I see 5i staff also hold the stock. What is your recommended course of action at this point... should I reduce my exposure? What would you do if you owned the stock? I do own GOOG and MSFT considering reducing my AMZN position and allocating it to MFST. Your thoughts would be appreciated. Thank you.

Q: Hi there!

What would be, in your opinion, your top 5 high-conviction growth stocks in the Canadian market — and in the U.S. market — for the next 10 years, ranked in order?

Thank you very much in advance!

Best regards,
Jacques IDS

Q: Based on your last comments on SNOW, you said "...expensive and volatile, and expectations are very high. Thus, they perhaps need 'perfect' numbers to see substantial gains."

SNOW nWhat is your take on the earnings I'm assuming you're fine with it from what I'm reading all over the internet.

Can you explain more about the data modernization theme in software and the long term growth (Compound Annual Growth Rate) for Snowflake and has the hype from it's IPO days remained the same, ramp upped or been less muted ..... is this a future 10 bagger, will it be as successful as a Nvidia or Microsoft?

Who are its competitors? and should SNOW be worried about them longer term?

What has to keep working for this stock for it to keep growing in the next decade and what might stop it from rising?

oh and ps....what is the insider ownership looking like and is that a metric I should be looking at for this particular stock?

Thanks again, please take as many credits off as needed to answer.

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, could you please report and comment on CRWD earnings, forcasts and post market reaction ? thank you.

Q: Inspired by your best stock ideas service, what would be your top 3 suggestions for “growthy” ETFs (any market) for my TFSA that I could research?

Q: Trimming down some NVDA to reduce weightings after big returns. What would be your top 2 stocks picks to add with the profits. Large - mid cap US stocks, any sector.

Q: for a 5 year hold what are your favorite 5 stocks to purchase at the current price level

Q: Would you agree that an investor has to buy things that are speculative in order to find multi baggers early on? People who were early to the AI market likely had several go to zero and don't care if they hit on Nvidia as an example. I'm asking because I know that Google is in the Quantum field but should an investor consider a basket of stocks like IONQ, D-Wave, Quantum Emotion and BTQ knowing that some will be worthless and some may sky rocket? If an investor was willing to effectively gamble on $10,000 would you concentrate your bet or spread it around? Lastly, which are your three best bets among those I listed?

Thanks

Q: Hi there, your updated thoughts on SNAP?

Thanks!

Q: These are my current holdings. Can you suggest 2 usa names to add to this list which might be complementary? I was thinking about NXT but it's jumped today. I would like to add two names that are not at 52 week highs but yet, are also "growthy." Maybe something that has pulled back irrationally like a NXT or UNH (prior to the big gains today). Thank you,

Jason

Q: I hold these 3 stocks for income and have seen capital erosion in recent years with weakness in the telecom sector. In terms of industry concentration, how much overlap is there between the three (Telus has held up best), would you recommend letting one or two of them go, which one(s), and what would you recommend in the general sector as a replacement (US or Cdn)?

In particular, I am curious about BCE's prospects following the US acquisition after selling MLSE stake, dividend cut, debt, and scaling back of capex.

Q: WULF Please comment on the company and your thoughts on GOOGL stake/partnership with them.

Q: Please name your top 4 companies that are into ART. Intelligence A/I. Brief reason for each pick. Take as many credits as necessary. Thanks. Helen

Q: Folks...great service....can you suggest 3-4 beaten down Canadian and US stocks that you think are great opportunities for rebounds in the next 6 months?
Thank you.

Q: With most companies now reporting results in the last 3 weeks or so, what would be your top 5 buys in both CAD and US markets? Thanks for your great service.

Q: Dear Peter et al:

What do you make of Perplexity's offer of "buying" Chrome for 34.5 B ! Perplexity itself is worth only 18 B according to one report that I read! Some bloggers say that this is to rattle Alphabet and give the antitrust government lawyers ammunition to break it up. Without Alphabet, Chrome becomes very weak which is good for Perplexity. If Alphabet sells Chrome to Perplexity then it it becomes huge in Search domain! A win-win for Perplexity and a lose-lose for Alphabet. So, the reasoning goes!

I couldn't help thinking that a contrarian view might emerge. Alphabet might spin off Gemini and Chrome together!! Or make an offer for Perplexity!


Anyway, does this affect your strong endorsement of GOOG? I know you are a fan. Me too!