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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: NVDA position has reached 12% of my portfolio thanks to it being at all time high.
Google position has become 17% also to it being at ATH.
Together they compose of 29% of my portfolio!!.

I think I have to sell a bit to manage risk. Of course the playbook is to sell a portion of these guys to buy something under valued that has more upside. But what looks better than NVDA and GOOGLE at the moment?
Read Answer Asked by Anh on April 28, 2026
Q: I have full positions in NVDA, NBIS and GOOG and do not need to add. For additional money directed at the AI theme, please suggest 4 US companies and 4 CDN companies to buy today and hold for 3-5 years. A one sentence explanation for each choice would be appreciated. Thanks
Read Answer Asked by Richard on April 28, 2026
Q: BKNG has dropped quite a bit and I’ve been waiting and wanting to buy forever!! However, the Iran war and headlines about European fuel shortages (airplane specifically) are giving me pause as I imagine travel volumes could be down substantially.

How much of a threat is this to Booking or will people redirect their vacation dollars to more domestic travel, limiting the risk to BKNG?

Maybe BKNG is such a great company I should buy regardless of the short term risks and toe in to a position over 6 months? Wait 6 months?

Your advice is much appreciated!
Read Answer Asked by Cameron on April 28, 2026
Q: A number of Health Care names have lagged the current market. I have bought half positions in LLY and ISRG recently and they have pulled back. I know you like both these companies, would you be adding to these names at these prices or do you have other health care names you prefer?

Why do you think the Healthcare Sector has lagged the recent market uptick?

Thanks
Tim
Read Answer Asked by Timothy on April 27, 2026
Q: How important is the space theme today in your opinion?
I am acquainted with a US lawyer who specializes in space, thus there are legalities involved out there.
I notice there is a Space Station in Nova Scotia as well.
Please advise your recommendations with some analysis.(3 or so)

Thanks!
Read Answer Asked by Catherine on April 27, 2026
Q: what is your opinion on this company and how do you see it preforming going forward? Would this be a buy and hold as an Ai infrastructure play or s there others you would recomend? I own Goog, NVDA and BN for some exposure already
Read Answer Asked by Kolbi on April 27, 2026
Q: I'm considering buying the following: MU, VRT, ENS, POET, VNP, AMD, OUST, AMKR..... Could you please order them in terms of anticipated returns, and ones you would buy first? Thank you!
Read Answer Asked by Judith on April 27, 2026
Q: Is it still time to be in defense stocks today ? If yes, witch ones and please specify in order of preference. Thanks.
Read Answer Asked by Frank on April 27, 2026
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