Investment Q&A

Q: Hi,

With the stellar performance of NVDA over the last two years, what inning do you think they are in for future gains and what's the risk/reward setup? I'm up over 500% and NVDA is one of my top positions. I hear the AI revolution is just get started and its only 7pm and this party ends at 3am. As the AI revolution continues here, who are the top 4-5 companies that are next to benefit where they are trading at a fair valuation currently? Would it now be the software companies and enterprises? I can either continue to hold NVDA or thinking of occasionally trimming to buy some smaller companies that have more torque, such as PLTR (expensive) or CLS. Any other suggestions? Thank you!

Currently holding SHOP, CSU, CRWD, TOI, NVDA, LMN, INTU, VRT, SMCI, CLBT in tech.

Q: Hi folks,
I hold BCE and Telus in my RRSP. Would like to reduce my weighing in BCE. With that money I am looking at adding to one of... GOOGL, MSFT, AAPL or VISA which would bring one of these to a 9% weighing which I'm okay with. May I have your opinion as to which one you would add to and why.
Thanks

Q: What do you think of MET? The stock has been performing well recently. Is there any reason to sell the stock now? I’ve been holding it for 10+ years.

Thanks,

Q: Could you share your view on ALKT. Is it too early to tell? What is your favorit in that space?
Greatly appreciate your inside and service, Peter

Q: Hi team,
What do you think of the short attack on roblox today? Stock seems to be recovering from initial loses earlier today. I had been holding Roblox with hopes the name would recover with its advertising potential and growth prospects in future omniverse development and being a leader in VR games. Should I continue to hold this smaller position or is it time to run away. On a side note I always thought they would make a good aquisition target for meta for the headset usage and advertising expertise within the rblx platform. However regulators don’t seem to let Meta aquire any company these days . Thoughts ?
Shane

Q: Hi; looking to check in on these high multiple stocks. Do you see them moving well, noting possible recession ahead and falling rates, other global things. Are they the best place to be.

Q: Any idea what is going on with ASPN today? Tried looking for any news but couldn't find any.
Thank you

Q: So we have 4 big gainers here, could you break them down and are all buys today?
Thanks Again

Q: Motorola has had a terrific run. It’s up 46% year to date. They are not just manufacturing communication systems but are heavily into quality security systems for commercial and residential use. There hasn’t been much chatter about this quality stock on 5i.
I think it’s a gem with lots of room for growth. What are your thoughts?

Q: Thinking of starting a position in this stock after it's recent spiral down, nothing too crazy but do you think there's good potentially for a rebound play

Q: Same question with some US names:
If YOU were a growth-focused investor building your portfolio, what would be the MAX weight (%) YOU would give to the following US names without losing sleep at night? As always, the portfolio is for long term buy and hold with a 5-10 year time frame.
MA
NVDA
GOOGLE
Microsoft
Mercardolibre
BRK.B
Thank you very much for your service. I have done well using your advice.

Q: Trane has done exceedingly well over the past couple of years. I assume this has been due to outfitting data centers, increased need for air conditioning commercially and residentially and tech advances in their products. Do you still a good runway for growth and does the share price fairly reflect its value?

Appreciate your insight.

Paul F.

Q: What are your thoughts on MDU. Is debt level down now. Do you consider as a buy or hold.

Thanks for your great advice

Q: Hi, Could you please provide your opinion on MRNA current price/valuation/potential growth ? The stock is currently down -37% YTD. At this price, do you see a potential contrarian long term investment ? thank you

Q: Hello,

Given the anticipated AI growth could you provide some names of companies with the largest short to long term growth potential in the following categories:

1. Chip Design
2. Data Processing
3. Business Application Design
4. Data Centers
5. Power Supply (for the Data Centers)

Thank you!

Q: I hold full positions in both these stocks and see them as both tied closely to the renewable energy industry. Am I correct? If correct, which one has the best growth profile should I decide to sell one to reduce my concentration risk? Would you expect these stocks to fall with a Trump win?

Q: I was wondering what your thoughts are recently on this company, given recent developments and Toyota's additional investment?

Q: I'm a long term growth investor. Planning to do a little tax loss selling. I'm down on these 5 names. What do you think of each name from an investment point of view, in what order would you sell, and what, in your view, could be a possible replacement name for each. Thanks.

Q: What is the better choice for capital appreciation over the next few years do you think? Both are in the doldrums but I expect sales will pickup again. Is one of them the industry leader?

Q: Your top 5 Dividend stocks in order please for CND and US? Long term holds

Thanks you