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Sangoma Technologies Corporation (STC)
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Alimentation Couche-Tard Inc. (ATD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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WELL Health Technologies Corp. (WELL)
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Armor Minerals Inc. (A)
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BlackBerry Limited 3.75% Convertible Unsecured Debentures (Quoted in US Funds) (BB.DB.V)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Dye & Durham Limited (DND)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: These all in my RESP, most of them under water except ATD and BAM. Please advise what should I buy to add 10k to it for 2 years hold. Also any thing need to be cleaned up in this list.
Thank you
Thank you
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Amazon.com Inc. (AMZN)
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NVIDIA Corporation (NVDA)
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Advanced Micro Devices Inc. (AMD)
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Pure Storage Inc. Class A (PSTG)
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Super Micro Computer Inc. (SMCI)
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Armor Minerals Inc. (A)
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Perion Network Ltd (PERI)
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C3.ai Inc. Class A (AI)
Q: Have some cash in US $ registered account dedicated to Tech. In TOTAL Portfolio (CDN & US), we currently own NVDA (8.4%) CSU (7.3%) SHOP (4.7%) GOOG (4.5%), QCOM (4%) MSFT (3.7%), CRWD (2.5%) META (2%) TOI (1.6%)
Have some US $ available, considering : PERI, PSTG, ADOBE, AMZN, SMCI, AI, AMD. Of these, which 2 or 3 would you add to the Tech portfolio (if any) and what would you see as a reasonable purchase price.
Also, given the current/foreseeable environment, at what point would you consider trimming NVDA & CSU ? Please use as many question credits as needed. Many thanks.
Have some US $ available, considering : PERI, PSTG, ADOBE, AMZN, SMCI, AI, AMD. Of these, which 2 or 3 would you add to the Tech portfolio (if any) and what would you see as a reasonable purchase price.
Also, given the current/foreseeable environment, at what point would you consider trimming NVDA & CSU ? Please use as many question credits as needed. Many thanks.
Q: You suggest we sell 1% of ATZ. 1% of what, our current holding or 1% of the total portfolio?
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