Q: Would you be in favor of a trim and diversification trade to PLTR and SMCI from NVDA at this point? While still planning to keep NVDA overweight.
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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.
- Consumer Staples Select Sector SPDR (XLP)
- Health Care Select Sector SPDR (XLV)
- SPDR S&P 500 ETF Trust (SPY)
- INVESCO QQQ Trust (QQQ)
- Technology Select Sector SPDR ETF (XLK)
- iShares Core S&P Mid-Cap ETF (IJH)
Q: What would be your top thee picks for US Market ETFs today and why? (10+ year hold)
Q: Brad Jacobs has been president of the XPO and had done 2 spin off in the recent years (GXO and RXO).
He now plans to create a new company called QXO which trades on the nasdaq at the moment but is it actually the ticker symbol of this new company ? What do you think of this new name and would you take a position in the new entity at the moment or wait ? I am not sure if the capital structure of the company is actually finalized. They have big plans for the coming years. Thanks
He now plans to create a new company called QXO which trades on the nasdaq at the moment but is it actually the ticker symbol of this new company ? What do you think of this new name and would you take a position in the new entity at the moment or wait ? I am not sure if the capital structure of the company is actually finalized. They have big plans for the coming years. Thanks
Q: Which one is the best buy today and WHY?
Thanks Again
Thanks Again
Q: Peter,
Please provide the names of any recommended ETFs in CAD and in USD that specifically track the big 7 of the S & P.
Thanks
Paul
Please provide the names of any recommended ETFs in CAD and in USD that specifically track the big 7 of the S & P.
Thanks
Paul
Q: In your opinion, would a trump win in November be positive or negative for Unh
Q: Thinking of adding to my position in Astera Labs. Currently a 1/3 position. Is this a stock you would add to here, and is it one you would be comfortable with a full position?
- iShares Core S&P U.S. Total Market Index ETF (XUU)
- iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
Q: Hello Peter,
There is a possibility of rate cuts in US. Would the small cap space be good place to be? I was thinking of XSU, Russel 2000 index as opposed to XUU , the whole US market. Which one would be best in a lower rate scenario? Much appreciate it
There is a possibility of rate cuts in US. Would the small cap space be good place to be? I was thinking of XSU, Russel 2000 index as opposed to XUU , the whole US market. Which one would be best in a lower rate scenario? Much appreciate it
- Adobe Inc. (ADBE)
- Microsoft Corporation (MSFT)
- CrowdStrike Holdings Inc. (CRWD)
- Cloudflare Inc. Class A (NET)
- Palantir Technologies Inc. (PLTR)
Q: What are your five favourite software opportunities in Ai, with a brief reason why for each? It would help if you could list or rank them in terms of upside as well (most upside first).
Q: Can you comment on the prospects for this name?
Q: I will appreciate if you could give your analysis on the future growth of the business. Is the future of payroll business is stalled with new technology? Does the payroll business dyeing?
Q: Why the sudden drop in the share price yesterday? Is it related to the flight from small growth stocks?
- Apple Inc. (AAPL)
- Alphabet Inc. (GOOG)
- Eli Lilly and Company (LLY)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- iShares Jantzi Social Index ETF (XEN)
- iShares MSCI USA ESG Optimized ETF (ESGU)
Q: Hi,
After reading disturbing reports about Shopify's business practices, such as not enforcing its own acceptable use policy against its merchants selling nazi-related products, and its COO's board-level involvement with a far right wing media group, do you have any suggestions for ethical growth companies in Canada or the US to replace this name in my portfolio?
Thank you. Michael
After reading disturbing reports about Shopify's business practices, such as not enforcing its own acceptable use policy against its merchants selling nazi-related products, and its COO's board-level involvement with a far right wing media group, do you have any suggestions for ethical growth companies in Canada or the US to replace this name in my portfolio?
Thank you. Michael
Q: HI 5I,
Is it too late to buy the first two?
And what is your opinion of all three?
Connie
Is it too late to buy the first two?
And what is your opinion of all three?
Connie
- AeroVironment Inc. (AVAV)
- TerraVest Industries Inc. (TVK)
- Super Micro Computer Inc. (SMCI)
- CrowdStrike Holdings Inc. (CRWD)
- Vertiv Holdings LLC Class A (VRT)
- Propel Holdings Inc. (PRL)
- TransMedics Group Inc. (TMDX)
Q: From a pure growth perspective - what are five or six companies that excite you most right now?
- Amgen Inc. (AMGN)
- Abbott Laboratories (ABT)
- Pfizer Inc. (PFE)
- AstraZeneca PLC (AZN)
- Viking Therapeutics Inc. (VKTX)
Q: Aside from LLY and NVO, what other healthcare companies might enjoy success with weight loss drugs or products related to them? I’ve heard good things about ABT., AMGN, PFE, AZN, RHHBY and others in this regard, but I was wondering how you might rank them and/or others (most promising names first). I’m quite interested in Roche which has been showing strength after a long period of weakness (it’s now $35.69 as of Friday July 12).
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Tesla Inc. (TSLA)
- Miscellaneous (MISC)
- Coinbase Global Inc (COIN)
Q: Hi Everyone!! Kathy Wood was interviewed by Amanda Lang recently and her crystal ball says that the areas to be in, which will do well ,are robotics, energy storage , Ai, block chain and multiomic sequencing. Do you agree? And if you had to chose a company which best represents these five fields, what would they be??
Cheers,
Tamara
Cheers,
Tamara
- Intuitive Surgical Inc. (ISRG)
- Abbott Laboratories (ABT)
- Boston Scientific Corporation (BSX)
- Eaton Corporation PLC (ETN)
- Eli Lilly and Company (LLY)
- Stryker Corporation (SYK)
Q: ETN is a theme play that is on the move. I'm thinking of selling UNH (considered defensive) and buying ETN even though it is more cyclical in nature. Other healthcare names held are ABBV, ABT, BSX, ISRQ, LLY (starting position), and SYK. Currently, health care makes up 9.71% of the total portfolio compared to industrial at 19.12%......What do you say about this stock change? And other suggestions are most welcomed!.....Tom
- Automatic Data Processing Inc. (ADP)
- Cisco Systems Inc. (CSCO)
- Intel Corporation (INTC)
- Texas Instruments Incorporated (TXN)
- International Business Machines Corporation (IBM)
Q: Hi 5i,
These companies are all I have in the tech sector. Can you rank them for me and are they all currently buyable? I’m a long term holder of dividend companies can you recommend a couple more or maybe I should just buy more of what I have. Your help is appreciated!
These companies are all I have in the tech sector. Can you rank them for me and are they all currently buyable? I’m a long term holder of dividend companies can you recommend a couple more or maybe I should just buy more of what I have. Your help is appreciated!
Q: Could you please give an update with regards to Netlix? Is it a good buy before their earnings report on July 18th?
Thanks
Dave.
Thanks
Dave.