Q: In a TFSA, 3/5 years minimum, I can only choose one, which one do you think could give you decent growth considering today’s valuation? Thank you!
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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: Why these two keep falling. Is it time to sell them?
Thanks,
Milan
Thanks,
Milan
Q: AMD is a stock that you like but it seems to be underperforming (down 20% in the last month) a lot of the stocks in the same business.
I cannot remember the last time that ATS had a green day. It is down 28% in the last three months. It seems to me no one wants it, but I have been holding it on your advice because the majority of the time your advice is successful. I m keeping my fingers crossed. Thank you.
I cannot remember the last time that ATS had a green day. It is down 28% in the last three months. It seems to me no one wants it, but I have been holding it on your advice because the majority of the time your advice is successful. I m keeping my fingers crossed. Thank you.
- Descartes Systems Group Inc. (The) (DSG)
- Advanced Micro Devices Inc. (AMD)
- Canadian General Investments Limited (CGI)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Propel Holdings Inc. (PRL)
Q: Good morning,
For a moderately aggressive investor with a two-year time horizon, how might you rank the listed stocks in terms of a new purchase today?
Thanks,
Brad
For a moderately aggressive investor with a two-year time horizon, how might you rank the listed stocks in terms of a new purchase today?
Thanks,
Brad
- Broadcom Inc. (AVGO)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Vertiv Holdings LLC Class A (VRT)
Q: I already own MSFT, AMZN, VRT, and NVDA. I'm considering either adding to these positions OR buying AVGO or AMD? What do you suggest?
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Intel Corporation (INTC)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: I currently hold a half postion in Google, Mircrosoft and Meta. Im looking starting a half position in Intel. What is your thought on Intel for a least a 5 year hold.
- Adobe Inc. (ADBE)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- Eli Lilly and Company (LLY)
- Visa Inc. (V)
- Advanced Micro Devices Inc. (AMD)
- Palo Alto Networks Inc. (PANW)
- Berkshire Hathaway Inc. (BRK.B)
Q: What is your opinion on the use of CDR's (Canadian Deposit Receipts) for the purchase of US Stocks? Also, what type of accounts would be the most beneficial and be the most risk in the use of them, RRSP, TSFA, RESP, or non-registered accounts?
I've recently purchased Palo Alta, Visa and Adobe using CDR's and it seems to be a way of getting US exposure while avoiding the immediate approximate 30% currency exchange, while using a CAD hedging process.
If you are somewhat positive on CDR's, what other US stocks would be good considerations.
thanks,
I've recently purchased Palo Alta, Visa and Adobe using CDR's and it seems to be a way of getting US exposure while avoiding the immediate approximate 30% currency exchange, while using a CAD hedging process.
If you are somewhat positive on CDR's, what other US stocks would be good considerations.
thanks,
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Eli Lilly and Company (LLY)
- Advanced Micro Devices Inc. (AMD)
- Nutanix Inc. (NTNX)
- Super Micro Computer Inc. (SMCI)
- Axon Enterprise Inc. (AXON)
- Encore Wire Corporation (WIRE)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Palantir Technologies Inc. (PLTR)
- TransMedics Group Inc. (TMDX)
- Nextracker Inc. (NXT)
Q: I need to trim SMCI, NVDA and VRT. I have partial positions in AMZN, MSFT, AMD, LLY,GOOG, AXON, NXT, CELH, PLTR and NTNX. Could you please order the partial positions from high to low, for a potential add? What are your recommendations for 4 or 5 other growth stocks, any size/sector that I could investigate for a new position? Would any of the these growth stocks fit into the ranking of the partial positions? If so, could you place them into the ranking? Thanks very much for this service and the patience you show, in answering the many questions!
Q: I know you rate AMD highly for growth potential. There is some speculation that it could double from here in the next two years. Is this at all reasonable and what do you see as downside risks? Thanks Jim
- Autodesk Inc. (ADSK)
- Broadcom Inc. (AVGO)
- Alphabet Inc. (GOOG)
- ISHARES TRUST (XT)
- Novo Nordisk A/S (NVO)
- Advanced Micro Devices Inc. (AMD)
- Arista Networks Inc. (ANET)
- Cadence Design Systems Inc. (CDNS)
- CrowdStrike Holdings Inc. (CRWD)
Q: In a high growth portfolio I hold the following US stocks: CRWD, GOOGL, NVO, Uber and the ETF XT. I think I would like to replace the ETF XT with a single growth stock. XT has done okay for me in that it has doubled but that took nearly 10 years. Can you recommend a faster growing US stock that would be a good fit?
Thank you.
David
Thank you.
David
- Apple Inc. (AAPL)
- Costco Wholesale Corporation (COST)
- Alimentation Couche-Tard Inc. (ATD)
- lululemon athletica inc. (LULU)
- Advanced Micro Devices Inc. (AMD)
Q: Several of these stalwarts have taken significant falls as of late. Are any of these compelling buys? Are any generational opportunities ? Can you rank which order you would be and add a level of conviction to each once (10 being a table poounding but)?
Thank you
Thank you
- NVIDIA Corporation (NVDA)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Advanced Micro Devices Inc. (AMD)
- Super Micro Computer Inc. (SMCI)
- Axon Enterprise Inc. (AXON)
- CrowdStrike Holdings Inc. (CRWD)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Lumine Group Inc. (LMN)
Q: I want to spend the next 14 months growing my TFSA to pay down my mortgage when it comes due in June 2025. I started this quest about 6 months ago with 20% of the funds, and I'm now about halfway there. I have funds in US for 6 positions, and Canadian for 3, and currently own the above stocks. I haven't yet made my TFSA contribution for 2024, so could add a position to either. Keeping in mind the remainder of my portfolio is well balanced (cash account and RRSP) and this is a 14-month growth mission, do you see anything I should sell, or can you recommend something I should buy?
- Intel Corporation (INTC)
- NVIDIA Corporation (NVDA)
- Hewlett Packard Enterprise Company (HPE)
- Advanced Micro Devices Inc. (AMD)
- Nutanix Inc. (NTNX)
- Arista Networks Inc. (ANET)
- Super Micro Computer Inc. (SMCI)
- Vertiv Holdings LLC Class A (VRT)
Q: EDGE AI - which stocks are aligned with EDGE AI? In your view, is this an important next step in the evolution of AI?
Q: Why it keeps falling.
Thanks,
Milan
Thanks,
Milan
- Descartes Systems Group Inc. (The) (DSG)
- TFI International Inc. (TFII)
- BRP Inc. Subordinate Voting Shares (DOO)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Advanced Micro Devices Inc. (AMD)
- Axon Enterprise Inc. (AXON)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Lumine Group Inc. (LMN)
Q: I have listed a number of companies you like. Most of the companies named have done well (some very well).
Do you consider all these names a Buy at current levels? From the list what would be your 5 favorite stocks?
Thanks
Tim
Do you consider all these names a Buy at current levels? From the list what would be your 5 favorite stocks?
Thanks
Tim
Q: In your previous answer March 15, 5i said the P/E ratio is about 52 but it looks like about 365 on my bank platform. Could you clarify pls? Also, what is a good price to buy AMD now pls?
- Intel Corporation (INTC)
- Micron Technology Inc. (MU)
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- ON Semiconductor Corporation (ON)
- Marvell Technology Inc. (MRVL)
- Super Micro Computer Inc. (SMCI)
- ASML Holding N.V. (ASML)
- Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
- Vertiv Holdings LLC Class A (VRT)
- Arm Holdings plc (ARM)
Q: 1. Please let me know your thoughts on the best choices of Semi Conductor and Related Companies to own going forward...
2. What would be the Core Holdings going into this Ai moment +
3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...
4. How do you feel about the Valuations and Stock Price of the Current companies listed...
5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...
Thanks in advance,
M
2. What would be the Core Holdings going into this Ai moment +
3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...
4. How do you feel about the Valuations and Stock Price of the Current companies listed...
5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...
Thanks in advance,
M
Q: Do you recommend AMD now, and if so, why? Is the P/E ratio too high?
Q: AMD The perpectives for this stock are sometimes contradictory. Some analysts see it as as a promising competitor of nvidia with a great future. Others on the contrary are very more sceptical...about a possible sustainable performance. What are you appreciation on a 2-3 years range? Thank you very much
Q: Do you think AMD has a good upside at this time, and if yes, what is your reason pls? Thank you.