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Q: Are this stocks buyable?
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Stewart Information Services Corporation (STC)
- Topicus.com Inc. (TOI)
Q: I bought NVIDIA years ago and have been considering trimming as I’m overweight, and now want to take advantage of stocks that have recently dropped. I am a long term investor focused on growth with medium-high risk, what 3-4 stocks Canadian and U.S. do you recommend to help compliment my holdings? My US holdings are GOOG, COST, ISRG, V and my CAD tech holdings are CSU, TOI, KXS, and STC.
- First American Corporation (New) (FAF)
- FNF Group of Fidelity National Financial Inc. (FNF)
- Stewart Information Services Corporation (STC)
Q: Hi 5i. I'm not sure if anyone has ever posed you a question about any of these companies, all of which have substantial operations in Canada.
Obviously, the expectation of continued interest rate hikes will have a strong negative effect on these companies' business this year. Taking a step back, though, do you see much to separate them as investments? For instance, is any of them materially more indebted than the others? Any thoughts you might have would be welcome.
Obviously, the expectation of continued interest rate hikes will have a strong negative effect on these companies' business this year. Taking a step back, though, do you see much to separate them as investments? For instance, is any of them materially more indebted than the others? Any thoughts you might have would be welcome.
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