Investment Q&A

Q: I hope all is well. My portfolio is reasonably well diversified (in my opinion) and I have some extra cash to invest in an unregistered account. Would you have any reservations about investing in theses three stocks equally i.e., NVDA, QCOM, MU (it would be a relatively small position in each). I know you like the first two but I don't understand what the issues would be with MU. Thanks again.

Q: Is tomorrow's NVDA 4 way split a good buying opportunity?

Q: Just an update to ensure the long term thesis is still valid. Are they down due to a growth to value move? Does it look like crypto currency’s weakness is dragging the share price down? Buy, sell or hold?

Q: Good afternoon,

What companies (maybe 3) does your firm believe are at the leading edge of artificial intelligence? Please, if possible, explain what their foci may be and perhaps suggest what they may have a comparative advantage to their nearest competitors,

Q: For growth, would you buy 1, 2 or all 3...and which?

Q: I do not have technology shares in my RRSP. I'm well covered in energy, financials, utilities, transportation, tel coms and an ETF US equities. There are quite a few techno companies out there. For a long term investment, any suggestions and why.

Q: Peter; The CCP seems intent on cracking down on their own tech companies. Will this be beneficial to other tech companies in Canada and the U.S .- and ,if so, which ones would benefit? Thanks. Rod

Q: Good afternoon,

Could you please pass along on how best to take advantage of rising copper prices both using an equity( s) and etf.
Same question as it applies to the semi conductor space.
Please feel free to deduct 2 credits as I have posed 2 questions.

Thank you,
Brad

thank you.

Q: Hi 5i, These are my RRSP stocks, etf:
LSPD, WELL, GOOGL, NVDA, SHOP, AAPL, CSU
VOX, BAM.A, QQQ, XIC, VMO, BEP.UN. In around 18 months I will be retired, and would appreciate your comments on my holdings. I'm happy with all of them now, Can you provide any suggestion (goal) to capital preservation, dividends, would you get rid of any?
Thanks

Q: Hi group see you are still recommending Shop as a buy - why seems to be way too expensive?. Question #2 What's you top 3 us /Cad stocks regardless of sectors Question #3 what's your thoughts on GM (I already own Magna)

Thanks for your guidance

Q: Which Semi's (if any) have all manufacturing independant of China and Taiwan ? Thanks.

Q: What are some of your favourite founder led growth companies that you would be comfortable investing in today (US and CAN)? I just finished the Motley Fool Investment Guide by David and Tom Gardner, and they are big on that component. Would you generally agree with them?
Thanks
Marc

Q: I don't have any semiconductors in my portfolio which I think would be a good addition to diversify my portfolio. What would you recommend at this point in time? Thanks for your ideas.

Q: What are your thoughts on MU results? Buy, Hold or Sell at this point? Is there another company you would recommend as a better pick?

Thanks

Q: I'm really overweight in IT. Close to 35% but I need to get down to 20% or less. IT holdings are: KXS (3.1%); SHOP (16.9%); CSU (5.2%); TOI (0.4%); DND (0.2%); LSPD (2.0%); SYZ (1.4%); PHO (1.0%); CRWD (2%); NVDA (0.7%); DOCU (1.5%).

Not sure if it makes a difference but all are in TFSA except KXS, CRWD and DOCU (cash/margin account). Due to the fact that I'm working I don't want to trigger any taxable gains if possible. Obviously I need to trim SHOP by at least 1/2.

SYZ seems to be a laggard since it has only appreciated 45% in almost 7 years so I think I should sell that. Do you agree? (assuming a balanced portfolio).

Aren't DND and PHO going to be purchased?

I'm emotionally attached to the high gains otherwise... What's your suggestion on how to bring down my IT holdings in a tax efficient way?

Q: Is there a particular reason you think that other chipmakers are supportive of NVDA’s purchase of ARM? Seems counter intuitive to me

Q: Hi,
If you had to pick, regardless of sector, the next top 5 Canadian and 5 U.S growth stocks with the highest potential return for the next decade, what would they be? I’m lucky to have return 4500% on SHOP and hunting for the next SHOP now. Thanks!

Q: HI

Thinking of selling my LSPD in my RRSP (358 Shares) and buying NVDA.

I also own XIT (1,000) shares in my RRSP.

This way I get more US stocks.

Your comments please.

Thank you

Mike

Q: What are your current thoughts about which United States companies you would recommend in a growth oriented portfolio. Some risk OK. Could you list and rank five of your favourites (apart from the FAANGs) and give an indication of risk.

Q: As a 20 year-old, can you suggest 6 high risk/high reward Canadian or US stocks for part of my investments (I would look to buy on dips)? Would you recommend a portion invested in cryptocurrencies or is this just really gambling with the high volatility? I have a 5-year time line.
Thank you!!