Investment Q&A

Q: NBIS, VRT, MDA, CLS, GLXY, HPS.A, VNP, PNG. There are so many promising small & mid-cap companies involved in AI, defense, infrastructure. From this group of 8 can you tell me if there is over-lap that I should consider reducing? Thank you. Take as many credits as you need.

Mike

Q: What are your expectations for NBIS earnings? If the stock moves up after, is this a good opportunity for profit taking or continue to hold? I’m a bit concerned about all the ai bubble news. Should I lock in some profit?
It is a 5% holding currently in my account.
Thanks

Q: Can you outline why you like NBIS?
Thank You
Peter

Q: Why is NBIS down almost 8% today? Is this something to be concerned about?

Q: I currently have only limited representation in my portfolio of International markets (a few ADR's and a few ETF's). In an uncertain world, I understand it is difficult to have a high degree of confidence in what economies may do well or poorly at present, however I would appreciate your best efforts!

I am interested in 3 ETF's that you believe would show growth >5% over the next 5 years; ones that would be suitable in a "balanced" portfolio verging on a "growth" portfolio. I already own VEE and XEF.

I would also appreciate 3 specific foreign publicly traded stocks (accessible to Canadians via ADR's or markets) that fit nicely in the "growth" category. I already own ING, RACE, ASML and NBIS.

Thanks very much for your insights.

Dave

Q: How would you recommend I invest a 2% position in the AI sector for a 5 - 10 year hold? Willing to take some risk.

Q: Firstly, thank you for your services.
Please list “in order” your top 10 US and top 10 CND growth focussed stocks, long term hold.

Entry prices for the top in each.

Thank you

Q: I am curious as to how best invest in the power demand for AI datacentres? Would you have suggestions for certain equities/ETF’s that you feel are well positioned this impending demand?

Thanks

Q: have a small investment in this stock is it time to sell and buy more nebuis.
Thanks

Q: Hi, if I want to buy two out of these four stocks, which two would you recommend?

Q: My goal is to have $1,000,000 TFSA, currently at $320,000 (CAD) but have $40,000 USD cash in there from trims to CRWD (ty from 2018 <3) and PLTR. For US stocks I own SOFI, CELH, AMD, GOOG, META, AMZN. My plan for my TFSA is put new contributions in CAD and put in your CAD recommendations. But for the USD I have, can you recommend some US stocks WITH buy prices (willing to wait for drops to pick up stocks at a lower price)

Q: Would you buy into the momentum, as you indicated that it would extend into the next Q at least. I have a large gain on NBIS and although it is still just a 6% weighting, I am thinking of selling 1/2 and putting it into FIX. Would you wait for a better entry or do it at current price? Or would you just hold the course with NBIS?

Q: Huge thank you for directing me to NBIS, VRT, CLS, and NVDA. With all of their success, I find that I have been slowly trimming these companies quite regularly. Currently I want to let them run for a bit longer than I normally would. So with that said, what is the maximum percentage of your portfolio you would feel comfortable holding the above companies before trimming?

Much appreciated!

Stefan

Q: Can you please rank these companies in order of conviction and future growth potential? Long term hold. Do you see any concern holding all 3?

Are all 3 in your view, considered compounders?

Any news on their respective declines lately?

Thank you

Q: Any reason for the drop in the last week or so for the above names. Future outlook for both? Thank you

Q: Are you concerned about recent decline in the share price?

Q: Two questions. You mentioned earlier today selling VRT and adding to NBIS to consolidate positions. Do you feel the growth is better in NBIS and outweighs the benefit of diversification? Overall direct AI exposure. I have VRT (3%) NBiS (2%) CLS (2.5%) NVDA (4%). Would you personally feel ok with this much direct exposure for the next 12-16 months? Increase or decrease? I didn’t included my 6% position in Google but maybe should have?

Q: I have a partial position in both VRT and NBIS. I am wondering which I should add to first for long term capital gains? Or should I just own one? I feel I have too much diversification with over 35 positions and would be happy with just one of these.
Thanks

Q: Looking at the market draw down on Friday, please suggest your 3 current highest conviction US listed and Canadian opportunities for a total of 6. Please state if you would be each one where they closed or suggest a price target if you would wait. Growth focus not safety or income.

Q: Hi - I know you are big fans of NBIS ( ORCL somewhat) - they are both off 20% + from recent highs - any reason for this sudden loss of momentum and reversal? The rest of tech seems to be doing ok - just profit taking?