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
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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.
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Autodesk Inc. (ADSK)
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Broadcom Inc. (AVGO)
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Alphabet Inc. (GOOG)
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ISHARES TRUST (XT)
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Novo Nordisk A/S (NVO)
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Advanced Micro Devices Inc. (AMD)
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Arista Networks Inc. (ANET)
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Cadence Design Systems Inc. (CDNS)
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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
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Apple Inc. (AAPL)
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Costco Wholesale Corporation (COST)
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Alimentation Couche-Tard Inc. (ATD)
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lululemon athletica inc. (LULU)
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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
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NVIDIA Corporation (NVDA)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Advanced Micro Devices Inc. (AMD)
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Super Micro Computer Inc. (SMCI)
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Axon Enterprise Inc. (AXON)
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CrowdStrike Holdings Inc. (CRWD)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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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?
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Intel Corporation (INTC)
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NVIDIA Corporation (NVDA)
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Hewlett Packard Enterprise Company (HPE)
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Advanced Micro Devices Inc. (AMD)
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Nutanix Inc. (NTNX)
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Arista Networks Inc. (ANET)
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Super Micro Computer Inc. (SMCI)
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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
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Descartes Systems Group Inc. (The) (DSG)
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TFI International Inc. (TFII)
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BRP Inc. Subordinate Voting Shares (DOO)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Advanced Micro Devices Inc. (AMD)
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Axon Enterprise Inc. (AXON)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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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?
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Intel Corporation (INTC)
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Micron Technology Inc. (MU)
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NVIDIA Corporation (NVDA)
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Advanced Micro Devices Inc. (AMD)
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ON Semiconductor Corporation (ON)
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Marvell Technology Inc. (MRVL)
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Super Micro Computer Inc. (SMCI)
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ASML Holding N.V. (ASML)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Vertiv Holdings LLC Class A (VRT)
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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.
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Broadcom Inc. (AVGO)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Advanced Micro Devices Inc. (AMD)
Q: What would be in your opinion 2 or 3 names that could be giving NVDA some serious competition now and or in the near future?
Thank you!
Thank you!
Q: I’m trimming Nvidia and Apple because they’re overweight and would like to choose either TSM or AMD to add to my portfolio.
Thoughts?
Thoughts?
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Descartes Systems Group Inc. (The) (DSG)
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Advanced Micro Devices Inc. (AMD)
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Fortinet Inc. (FTNT)
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Palantir Technologies Inc. (PLTR)
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UiPath Inc. Class A (PATH)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: What would you consider a good entry point for these companies?
Q: I own AMD but not NVDA. I believe that NVDA has a better growth profile and was thinking of a straight-up switch. I hold AMD in an RRSP account so there wouldn't be any tax consequences. Does this make sense?
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Celestica Inc. (CLS)
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ATS Corporation (ATS)
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Kinaxis Inc. (KXS)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Advanced Micro Devices Inc. (AMD)
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Super Micro Computer Inc. (SMCI)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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Duolingo Inc. (DUOL)
Q: Which 5 Canadian and 5 US companies would you buy for pure growth over the next 6 months? Can you provide a bullet for each on risk and main reasons for selection?
Q: NVDA has a p/e of 83 and AMD has a p/e of 329 according to RBC direct investing. I own both and want to sell one. What do you think? Thank you
Q: Please comment on results released today after close. It was down 6.49% to $160.90. Add,Hold or Trim/sell. Txs for u usual great services & views
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Apple Inc. (AAPL)
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Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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Broadcom Inc. (AVGO)
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Cisco Systems Inc. (CSCO)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Alphabet Inc. (GOOGL)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Accenture plc Class A (Ireland) (ACN)
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Salesforce Inc. (CRM)
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Oracle Corporation (ORCL)
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Tesla Inc. (TSLA)
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Advanced Micro Devices Inc. (AMD)
Q: hi,
thank you for, and this question is in reference to, the answer to the "baby Mag 7" question a few days ago by "JR". are you able to do a short analysis of these 7, compared to the "adult" Mag 7 in regards current and future valuation, growth, debt/equity metrics. further, do you have any guess on the timeline of googl/meta etc.'s development/utilization of their own AI chips in house?
take as many points off as needed, this question seems like a bad homework assignment to me!
thanks Chris
thank you for, and this question is in reference to, the answer to the "baby Mag 7" question a few days ago by "JR". are you able to do a short analysis of these 7, compared to the "adult" Mag 7 in regards current and future valuation, growth, debt/equity metrics. further, do you have any guess on the timeline of googl/meta etc.'s development/utilization of their own AI chips in house?
take as many points off as needed, this question seems like a bad homework assignment to me!
thanks Chris