- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I am planning to deploy the $7000 in the TFSA sometime next week. The TFSA is growth focused and for a long term hold (5-10+ years).
These are the 3 names I am thinking of adding to:
CSU - today's price is $4400 ish
BN - today's price is $82 - $83 ish.
NVDA - today's price is $144 USD ish.
Due to CSU's high price tag, I can only add to 2 of the 3 names. Which 2 names would you add to, at today's prices?
These are the 3 names I am thinking of adding to:
CSU - today's price is $4400 ish
BN - today's price is $82 - $83 ish.
NVDA - today's price is $144 USD ish.
Due to CSU's high price tag, I can only add to 2 of the 3 names. Which 2 names would you add to, at today's prices?
5i Research Answer:
With the pullback in CSU, we think adding to the name makes sense. We would then side with NVDA as the AI theme still looks to have some room to run over the next year.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in NVDA.