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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 looking to set up an RESP for grandchildren aged 8 and 6 with about $40k that will be added to annually. I am thinking of purchasing 8 stocks in roughly equal amounts - ISRG, CROX, GOOG, NVDA, BN, LMN, SMCI, HPS.A

Is 8 stocks too limiting and should I look at ETFs for some sectors or should this give the plan a good start and greater diversification can occur as the plan grows?

Anything you see here that raises a red flag or are there other stocks I should consider?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on December 15, 2023
Q: The U.S. is growing much faster than Canada. Canada’s much slower economic growth relative to the U.S. seems to be related namely mortgage debt, Given this situation, can you suggest 1) Individual U.S. stocks for capital gain 2) Individual U.S. stocks that pay dividends, and 3) U.S. ETFs? Thank you
Read Answer Asked by Ronnie on December 14, 2023
Q: There has been lately a significant advertising pressure regarding alternative investments . What is your opinion on these? Which Canadian companies could be considered as being sort of companies with an alternative investments focus which would fulfill such type of investment for a small independent retail Canadian investors? Would you also recommend some US names with a similar focus. Thank you.
Read Answer Asked by Miroslaw on December 14, 2023
Q: what are 3 key current metrics that you use to evaluate SMCI? and how do they compare for the over the last 5 years thanks Richard
Read Answer Asked by richard on December 14, 2023
Q: This was on my radar a few years ago and just returned to look at it. What happened? Pretty fantastic revenue growth (especially this year) but EPS and free cash flow plummeted in to negative territory. Is this just bad management of personnel or inventory, or?

I see this could be a great opportunity, but the recent bumps concern me.

C.
Read Answer Asked by Cameron on December 13, 2023
Q: If you did a US version of the 5i Balanced/Income/Growth portfolio setup, to which of the three portfolios would you assign the above stocks ? At approximately what weighting ? Are there any that you wouldn't consider ? Please ignore sector diversification.
Many thanks, as always.
Read Answer Asked by Alexandra on December 13, 2023
Q: Thoughts on INDI as an emerging semiconductor stock
Read Answer Asked by John on December 12, 2023
Q: Has FVRR established itself as a company with potential exceptional growth in the unique niche of the Gig economy (showing up on lists of 2024 recommendations)? Who are the major competitors? Does CELH have strategies/potential to significantly expand its marketshare within and beyond North America? Do you consider FVRR and/or CELH to be above average growth stocks?
Read Answer Asked by John on December 12, 2023
Q: I’m selling Appian (APPN) and Fulgent Genetics (FLGT) for a tax loss and am wondering what suitable proxies would be. Or would you recommend just selling, and buying something more promising? (I’m not limited by sector here.) I have more confidence in Appian than in Fulgent. Is that appropriate in your opinion?
Read Answer Asked by Camille on December 12, 2023
Q: Interested i allocating some fuds to AI. What wou;d you recommend, stocks and or EFT
Guy R
Read Answer Asked by Guy R. on December 12, 2023
Q: Further to Terry’s question today about celh, can you please comment on what makes this name a stand out? Financials seem to show “popping” earnings growth so I get that as one thing to like. Do you have any concerns that tastes for a drink can change quickly (I want to say fizzle out…I will have to try the drink. Thanks.
Read Answer Asked by Jason on December 12, 2023
Q: Hi,
Some months ago I had asked about non correlated assets and you mentioned Private Equity as an option and chose these stocks. (Also your perennial favourite BN!) I have half a position in BN and plan to add more soon.

Among the 3 (BX/KKR,BLK) which two are your favourite and why? Or you can rank order them from the best to your least favorite.
Read Answer Asked by Savalai on December 11, 2023
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