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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.

Q: I am holding $60,000 cash -($500,000 total portfolio)What would be best choice to collect interest that can be accessed on short notice also is there any negative aspects from these types of interest bearing accounts.

Presently I own BYD, CSU, FFH COST, LMN TOP MSFT NVDA, BN , BAM, ARC, AMZN, QQQ, SHOP, GOOGL, GSY, NRGI, ZTS, CVE, Can you give me your picks in order from above holdings c/w target price for adding to them.

Appreciate our help with my portfolio
Read Answer Asked by Terence on April 19, 2024
Q: Hi,
I have been currently holding these for awhile and have done well on them, other than maybe WELL, which has been lagging a bit lately. Here are my allocations: WELL (1.7%), SLF (2%), GSY (3.5%) and NVDA (3.8%).

Recently in the last few months, I trimmed some NVDA and bought some VRT (1%) and SMCI (1%). For a growth investor, how would you rank these 3 stocks going forward? Would you continue to trim and buy these smaller cap higher growth names. With the run that they've had, I've been a little more cautious of a slowdown.

Also with these other names I'm holding, I'm contemplating trimming or completely switching to higher growth and better quality names with better runway for growth. What are your thoughts? Trim, add or switch? For example, does it make sense to trim a 3.0% position into two names that are only 1.5%? I'm against diworsification. Thank you!

1. WELL to VHI
2. SLF to IFC
3. GSY to PRL
Read Answer Asked by Keith on April 18, 2024
Q: Good morning
these three ETFs have stellar one year performance to January 6th according to your March issue of Money Saver magazine. Do you see them topped out for the present or would you still see a buying opportunity here
GUY
Read Answer Asked by Guy R. on April 15, 2024
Q: I already own MSFT, AMZN, VRT, and NVDA. I'm considering either adding to these positions OR buying AVGO or AMD? What do you suggest?
Read Answer Asked by Graeme on April 12, 2024
Q: I currently hold a half postion in Google, Mircrosoft and Meta. Im looking starting a half position in Intel. What is your thought on Intel for a least a 5 year hold.
Read Answer Asked by Greg on April 11, 2024
Q: What is your opinion on the use of CDR's (Canadian Deposit Receipts) for the purchase of US Stocks? Also, what type of accounts would be the most beneficial and be the most risk in the use of them, RRSP, TSFA, RESP, or non-registered accounts?
I've recently purchased Palo Alta, Visa and Adobe using CDR's and it seems to be a way of getting US exposure while avoiding the immediate approximate 30% currency exchange, while using a CAD hedging process.
If you are somewhat positive on CDR's, what other US stocks would be good considerations.

thanks,
Read Answer Asked by g on April 11, 2024
Q: At current valuations what would be your top 3 picks, regardless of sector, amongst the available CDR's for a long term hold within the TFSA of a 26 year-old (top 4 picks if NVDA happens to be one of your top 3 choices). If you then also throw LMN, CSU, BA and ATD into the mix what would your ranking be (best to worst) along with your conviction/confidence level (10 = most confident, 0 = least confident) for each choice and a brief statement as to why. Many thanks.
Read Answer Asked by Bruce on April 08, 2024
Q: What are you 5 favorite US and Canadian companies to invest in for 3 years RAK
Read Answer Asked by bob on April 08, 2024
Q: I need to trim SMCI, NVDA and VRT. I have partial positions in AMZN, MSFT, AMD, LLY,GOOG, AXON, NXT, CELH, PLTR and NTNX. Could you please order the partial positions from high to low, for a potential add? What are your recommendations for 4 or 5 other growth stocks, any size/sector that I could investigate for a new position? Would any of the these growth stocks fit into the ranking of the partial positions? If so, could you place them into the ranking? Thanks very much for this service and the patience you show, in answering the many questions!
Read Answer Asked by Greg on April 08, 2024
Q: Hi team,

Grateful if you could provide a list of what you see as the best canadian and the best U.S. blue chips at this time for building a solid portfolio with a growing future. It would help to know what guided your choices.

Deduct as many credits as you see fit.

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on April 02, 2024
Q: Could you please provide 3-4 names of US companies that you buy now in each of the following sectors: Technology, communications, industrial, discretionary, and Materials.
Read Answer Asked by Ahmed on April 01, 2024
Q: Can you please prioritize the top 10 up and coming AI stocks for future growth?
Read Answer Asked by John on March 26, 2024
Q: As Cerberas is not publicly traded, you may not have much to say but I thought I would ask. I read an article from Forbes, “Cerebras Update: The Wafer Scale Engine 3 Is A Door Opener” detailing their technology. With all of the fever surrounding AI, I found the discussion interesting, albeit over my head.
Any thoughts on their technology and its prospects to be adopted more widely? Any thoughts on weather they might eventually go public? Their web site has a link to a private equity investment for as little as $5000. Is this an option for a regular Joe like me?
Thanks In advance for any insights you very wise folks may have.
Read Answer Asked by John on March 26, 2024