Q: On the dip, where does Google look compelling. We listened to your advice a couple years ago and would like to add as we see this as a pillar in our holdings.
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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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Alphabet Inc. (GOOG $323.10)
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Alphabet Inc. (GOOGL $322.86)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,337.10)
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goeasy Ltd. (GSY $131.36)
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Boyd Group Services Inc. (BYD $242.94)
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VanEck Junior Gold Miners ETF (GDXJ $128.56)
Q: Hi Group looking at selling FFH+ GSY+BYD ( While I still have some profits in BYD and FFH...GSY seems like dead money down 20% and use funds to start positions in CLS And GDXJ Both would would be in my TSFA) what do you think? looking for Max growth in my TSFA...Also what would your top 3 picks be using this same criteria ....PS am 74 years old
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Alphabet Inc. (GOOGL $322.86)
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Microsoft Corporation (MSFT $401.14)
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NVIDIA Corporation (NVDA $185.41)
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Constellation Software Inc. (CSU $2,434.02)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
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Vanguard Information Technology ETF (VGT $739.54)
Q: For a portfolio overweight in Tech, which would you suggest trimming? The highest weights are VGT and NVDA, with less in GOOGL and MSFT, and a small portion in each of CSU and SHOP. Thanks for all you do!
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Alphabet Inc. (GOOGL $322.86)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $85.91)
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Alimentation Couche-Tard Inc. (ATD $78.74)
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TFI International Inc - Ordinary Shares (TFII $121.88)
Q: I am considering adding to each of the above companies. Can you discuss the EPS, and sales % growth prospects. If you had to provide these %'s for 5 years out, what would they be? Can you also discuss PE's, trailing and forward and their relation to both the projected EPS growth and historical valuations? Please deduct as many question credits as necessary. Thank you.
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Amazon.com Inc. (AMZN $210.32)
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Alphabet Inc. (GOOGL $322.86)
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NVIDIA Corporation (NVDA $185.41)
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Royal Bank of Canada (RY $232.72)
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Enbridge Inc. (ENB $68.74)
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Great-West Lifeco Inc. (GWO $61.53)
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Fortis Inc. (FTS $73.74)
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Agnico Eagle Mines Limited (AEM $268.94)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
Q: Good afternoon,
I feel that I have constructed a well balanced equity portfolio of between 20-25 stocks, thanks in large part to you and your team.
I have identified the following as core positions, where each one represents between a 3-5% weighting:
RY
GWL
ENB
FTS
AEM
BN
NVDA
GOOG
AMZN
I know that there could be many additions to this list. But assuming I hold my "top picks" to these names, do you have any immediate concerns?
Thanks as always.
I feel that I have constructed a well balanced equity portfolio of between 20-25 stocks, thanks in large part to you and your team.
I have identified the following as core positions, where each one represents between a 3-5% weighting:
RY
GWL
ENB
FTS
AEM
BN
NVDA
GOOG
AMZN
I know that there could be many additions to this list. But assuming I hold my "top picks" to these names, do you have any immediate concerns?
Thanks as always.
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Adobe Inc. (ADBE $268.38)
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Meta Platforms Inc. (META $661.46)
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Alphabet Inc. (GOOGL $322.86)
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Microsoft Corporation (MSFT $401.14)
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Mastercard Incorporated (MA $548.74)
Q: I own the above listed US Stocks. Please rate each one as a BUY, HOLD or SELL and the reasons for your rating.
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Alphabet Inc. (GOOGL $322.86)
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Microsoft Corporation (MSFT $401.14)
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United Rentals Inc. (URI $899.55)
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WSP Global Inc. (WSP $265.84)
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iShares 20+ Year Treasury Bond ETF (TLT $87.54)
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Axon Enterprise Inc. (AXON $414.20)
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Brookfield Asset Management Inc Class A Limited (BAM $49.61)
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Palantir Technologies Inc. (PLTR $135.90)
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Sportradar Group AG (SRAD $16.99)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
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Nebius Group N.V. (NBIS $86.10)
Q: hi, dear team:
just sell pltr and have some cash, thinking about buy MSFT ,BN BAM, TLT OR GOOGLE at today price, hope can hear yours idea. try to buy and hold for long time .appreicate!
just sell pltr and have some cash, thinking about buy MSFT ,BN BAM, TLT OR GOOGLE at today price, hope can hear yours idea. try to buy and hold for long time .appreicate!
Q: If Google was forced to break up the company,typically how is this done would you get some shares of You Tube and Waymo etc or what would that possibly look like if it occurs….Thanks
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Amazon.com Inc. (AMZN $210.32)
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Alphabet Inc. (GOOG $323.10)
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Alphabet Inc. (GOOGL $322.86)
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NVIDIA Corporation (NVDA $185.41)
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International Business Machines Corporation (IBM $298.93)
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Oracle Corporation (ORCL $142.82)
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Nebius Group N.V. (NBIS $86.10)
Q: I have an oversized position in Alphabet. Could you offer some alternatives, yet staying in the similar tech industry, and whose prices seem reasonably priced.
Thanks,
Thanks,
Q: Hi 5i
From what I understand google has changed its AI driven search algorithm which will impact reddits traffic and revenues.
How would you evaluate the risk to RDDTs business and what action has reddit taken to fight this.
Where do you see reddit and SP going from here and would 5i start a new position at this time?
How comfortable, (1-10 rating with 1 being highest) would 5i be holding this one heading into earnings?
thx
From what I understand google has changed its AI driven search algorithm which will impact reddits traffic and revenues.
How would you evaluate the risk to RDDTs business and what action has reddit taken to fight this.
Where do you see reddit and SP going from here and would 5i start a new position at this time?
How comfortable, (1-10 rating with 1 being highest) would 5i be holding this one heading into earnings?
thx
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Alphabet Inc. (GOOG $323.10)
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Alphabet Inc. (GOOGL $322.86)
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Microsoft Corporation (MSFT $401.14)
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Constellation Software Inc. (CSU $2,434.02)
Q: Hi Folks,
I would like to add to my position in either CSU, GOOGL or MSFT. May I have your opinion in what order you would add too and why. This would be in my TFSA account.
Thanks
I would like to add to my position in either CSU, GOOGL or MSFT. May I have your opinion in what order you would add too and why. This would be in my TFSA account.
Thanks
Q: Hello 5i,
GOOGL is often first on the list to buy long-term. With AI spreading out the base for every day questions that GOOGL once dominated, USA gov't witch hunt, and changes at Apple, does this change your view on retaining a full position of GOOGL?
Thank you
D&J
GOOGL is often first on the list to buy long-term. With AI spreading out the base for every day questions that GOOGL once dominated, USA gov't witch hunt, and changes at Apple, does this change your view on retaining a full position of GOOGL?
Thank you
D&J
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Apple Inc. (AAPL $278.12)
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Amazon.com Inc. (AMZN $210.32)
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Alphabet Inc. (GOOGL $322.86)
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Intuitive Surgical Inc. (ISRG $488.15)
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Microsoft Corporation (MSFT $401.14)
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Booking Holdings Inc. (BKNG $4,457.17)
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AbbVie Inc. (ABBV $223.43)
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JPMorgan Chase & Co. (JPM $322.40)
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Pfizer Inc. (PFE $27.22)
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Procter & Gamble Company (The) (PG $159.17)
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Visa Inc. (V $331.58)
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RTX Corporation (RTX $198.66)
Q: Hi Folks,
I am looking to add some more US names in my RRSP account. I currently have AMZN, PG, V, MSFT, AAPL, GOOGL, ABBV and PFE( along with CDN names 50/50 split). Can you recommend 3 US names regardless of sector?
Thanks
I am looking to add some more US names in my RRSP account. I currently have AMZN, PG, V, MSFT, AAPL, GOOGL, ABBV and PFE( along with CDN names 50/50 split). Can you recommend 3 US names regardless of sector?
Thanks
Q: From a long term investment perspective, what would you give this stock out of 10 currently? Are there 1-2 other stocks regardless of sector you would give the same score?
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Apple Inc. (AAPL $278.12)
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Amazon.com Inc. (AMZN $210.32)
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Alphabet Inc. (GOOGL $322.86)
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Microsoft Corporation (MSFT $401.14)
Q: Of these four companies, which one has the strongest overall position in the AI space? Why?
Please rank these four companies in general based based on a three year outlook. Why?
GOOGL: Why does GOOGL carry such low debt relative to its equity?
Please rank these four companies in general based based on a three year outlook. Why?
GOOGL: Why does GOOGL carry such low debt relative to its equity?
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Alphabet Inc. (GOOGL $322.86)
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Canadian National Railway Company (CNR $138.55)
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Cameco Corporation (CCO $155.18)
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TFI International Inc. (TFII $166.50)
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Hudbay Minerals Inc. (HBM $33.79)
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Alimentation Couche-Tard Inc. (ATD $78.74)
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Nutrien Ltd. (NTR $93.69)
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Berkshire Hathaway Inc. (BRK.B $508.09)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
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Microsoft CDR (CAD Hedged) (MSFT $28.52)
Q: I am looking to add to my TFSA for a long term hold.
Realising different sectors but considering their current valuations, please rank these companies for a buy.
Realising different sectors but considering their current valuations, please rank these companies for a buy.
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Alphabet Inc. (GOOGL $322.86)
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Oracle Corporation (ORCL $142.82)
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Sprott Physical Gold Trust (PHYS $50.96)
Q: Good day
At what price point would you say Alphabet, Oracle and PHYS.CA are screaming buys. If it is easier you can use the price of gold in US instead of PHYS. Your opinion would be greatly appreciated. Thanks
At what price point would you say Alphabet, Oracle and PHYS.CA are screaming buys. If it is easier you can use the price of gold in US instead of PHYS. Your opinion would be greatly appreciated. Thanks
Q: I apologize in advance for this question because I'm sure it has been asked before. I wish to purchase either GOOG or GOOGL in my USD, NonReg account. I plan to hold for a long time. Which one is likely to have the best total return or does it make any difference. Please help explain. Many thanks.
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Amazon.com Inc. (AMZN $210.32)
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Alphabet Inc. (GOOGL $322.86)
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Microsoft Corporation (MSFT $401.14)
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Chubb Limited (CB $330.97)
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Honeywell International Inc. (HON $238.38)
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Visa Inc. (V $331.58)
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Royal Bank of Canada (RY $232.72)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,337.10)
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WSP Global Inc. (WSP $265.84)
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FirstService Corporation (FSV $219.68)
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TFI International Inc. (TFII $166.50)
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Thomson Reuters Corporation (TRI $120.18)
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S&P Global Inc. (SPGI $439.28)
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RTX Corporation (RTX $198.66)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
Q: I have decided to orientate my portfolio more towards the US, while keeping approximately 30% Canadian. I am also looking at India for my first international investment. Most of these stocks are asset light and large cap.
In the US the sectors are non bank financials, tech, and industrials. In Canada I have chosen large caps with significant non Canada revenue.
My dividend income would decrease but I can handle that. This would be an equal weight portfolio.
What do you think of this approach and of the individual stocks?
Should I just buy an SPY 500 etf for the US ?
Is FFH appropriate for India or is there an ETF you would recommend ?
Thanks .Derek
In the US the sectors are non bank financials, tech, and industrials. In Canada I have chosen large caps with significant non Canada revenue.
My dividend income would decrease but I can handle that. This would be an equal weight portfolio.
What do you think of this approach and of the individual stocks?
Should I just buy an SPY 500 etf for the US ?
Is FFH appropriate for India or is there an ETF you would recommend ?
Thanks .Derek
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CME Group Inc. (CME $302.27)
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Alphabet Inc. (GOOGL $322.86)
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Johnson & Johnson (JNJ $239.99)
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Altria Group Inc. (MO $65.40)
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Procter & Gamble Company (The) (PG $159.17)
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Williams Companies Inc. (The) (WMB $66.92)
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A.O. Smith Corporation (AOS $78.98)
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Littelfuse Inc. (LFUS $349.68)
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VICI Properties Inc. (VICI $28.76)
Q: Hello,
I am looking to add to my US non-registered account. Retiring soon and looking for safety & sustainable growing dividends. Which of these do you prefer and why? Is there something else you would suggest? I am building up my portfolio and have small holidings in GOOGL/JNJ/VICI.
Thanks, Leah
I am looking to add to my US non-registered account. Retiring soon and looking for safety & sustainable growing dividends. Which of these do you prefer and why? Is there something else you would suggest? I am building up my portfolio and have small holidings in GOOGL/JNJ/VICI.
Thanks, Leah