Investment Q&A

Q: Hi There, I am trying to stear my portfolio decisions going into 2025, and looking for some of your feedback. I am 28 with 55k in myTFSA ( all after home purchase, so longer time horizon), I have about 5K of the 55K to invest, and the other 50K in the stocks below with their respective weightings of the 55K. I am trying to decide if I should add any other specific stocks or top up weightings to 2% on BSX / BKNG / ISRG / TSM / CELH / SMCI and add to CRWD, DIS, GOOGl, another 1.0%.

Are there any other stocks you would recommend to diversify this portfolio some more. Do you have any concerns with any holdings or their weightings?

Please deduct however many questions you feel necessary, I don't often ask Q's.

NVDA - 15%
SHOP - 10.7%
MELI - 9.8%
TTD - 9.2%
PLTR - 9.0%
MSFT - 7.6%
AMNZ - 7.6%
META - 4.1%
GOOGL - 3%
DIS - 2.5%
AXP - 2.45%
CRWD - 2%
NBIS - 2%
SMCI - 1.75%
NU - 1.64%
CELH - 1.54%
BSX - 1.12%
BKNG - 1%
ISRG - 0.7%
TSM - 0.7%


Thanks,
Dan

Q: These large behemoths have been decimated in varying degrees. Would you please rank them and would you buy now for a long hold on what seems like a huge sale on quality leaders? Thanks.

Q: Can I have your opinion on META. It released numbers that seem good but the stock is falling this morning. Thanks, Peter

Q: From the recent financials results and press releases (increased revenues, most retail stores open in Canada out of any private or public company) it seems like a stock with good potential in a very uncertain industry, what are your thoughts? Large volume swing today and uptick that doesn't appear to have a clear explanation (besides volume). Thanks.

Q: Any new thoughts on META? I'm thinking not much will happen - in Ontario at least - until we get closer to next April when the cannabis retail stores open. Working with existing retail, Second Cup, has to put them in a good future place doesn't it?

Thanks.

Q: My question is about Meta - META.V, (previous name recently was NAC - National Access Cannabis Corp)
They appear to be getting a lot of rights and/or contracts to distribute cannabis throughout Canada and the stock is reacting very strongly lately on that speculative news.
With legalization occurring in mid-October this year, how do I go about valuing this company to predict a future stock price in 6 months or 1 year?
Thanks for your time and advice

Q: Hello,
We purchased shares in NAC a little while ago and are up nicely but not a lot.
More of a service company so not retail sales of cannabis.
I'd appreciate you analysis.
Thanks!
Brain