Q: Could you explain what on earth moves this stock like that in the last 6 months?
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Investment Q&A
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- Athabasca Oil Corporation (ATH)
- BRP Inc. Subordinate Voting Shares (DOO)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Ulta Beauty Inc. (ULTA)
- Five Below Inc. (FIVE)
- Super Micro Computer Inc. (SMCI)
- Axon Enterprise Inc. (AXON)
- Perion Network Ltd (PERI)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- InMode Ltd. (INMD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Hudson Technologies Inc. (HDSN)
Q: Hello, I have some money to deploy and have picked the above lucky 13 stocks. Are you able to put them in order in which you would purchase them (1 to 13). I know there is a wide range of companies, industries and cap size. This would be in a cash account and looking for capital gains over the next 3 years. I'm okay with lots of risk in this account.
Q: For a hold through the end of the year, to capitalize on any potential ‘santa claus’ rally:
SMCI vs TQQQ? Thanks
SMCI vs TQQQ? Thanks
Q: If you had to invest in just one of these two companies, which one would it be and why? Growth is the main objective here. This is for a TFSA account. Thank you
Q: Please comment on the latest Q
It appears the market is not impressed
It appears the market is not impressed
- Booking Holdings Inc. (BKNG)
- Super Micro Computer Inc. (SMCI)
- Shopify Inc. Class A Subordinate (SHOP)
Q: What would be your one pick of smci, shopify or bkng? I see these are all liked by you. I am looking to add one more growth name to my holdings and not not concerned about what sector. I am leaning towards smci which I have bought and sold in the past but have not held as it seems to have big ups and draw downs which makes me nervous. Thanks,
Jason
Jason
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Super Micro Computer Inc. (SMCI)
- Vertiv Holdings LLC Class A (VRT)
Q: I am interested in getting into the AI sector. What are your suggestions for something reliable and affordable?
Q: at this moment, smci is up 27. at 317, i sold some of a very large position.
do you still like and why the big move today
dave
do you still like and why the big move today
dave
- Intuitive Surgical Inc. (ISRG)
- Booking Holdings Inc. (BKNG)
- Eli Lilly and Company (LLY)
- Ulta Beauty Inc. (ULTA)
- Super Micro Computer Inc. (SMCI)
- Perion Network Ltd (PERI)
- InMode Ltd. (INMD)
- Lantheus Holdings Inc. (LNTH)
Q: From this list what would be your top 3 picks for buys right now with consideration of long term growth in TFSA? If you feel any other picks would make it in to top 3 (besides NVDA/GOOG) please include those as well.
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Super Micro Computer Inc. (SMCI)
- ASML Holding N.V. (ASML)
- C3.ai Inc. Class A (AI)
Q: I am looking for growth stocks in the cpu/GPU/AI realm.
Is it too late to get into SMCI at $250?
In what order would you buy NVDA, SMCI, AMD and ASML? Please include other names which you think are worth considering in this space.
Thanks
Is it too late to get into SMCI at $250?
In what order would you buy NVDA, SMCI, AMD and ASML? Please include other names which you think are worth considering in this space.
Thanks
Q: Any reason with the drop today? I was looking to purchase this. Curious if i should wait now?
- Cadence Design Systems Inc. (CDNS)
- Marvell Technology Inc. (MRVL)
- Axcelis Technologies Inc. (ACLS)
- Super Micro Computer Inc. (SMCI)
- ASML Holding N.V. (ASML)
- InMode Ltd. (INMD)
- Palantir Technologies Inc. (PLTR)
- Snowflake Inc. Class A (SNOW)
Q: I am considering the above companies. Are there any that you would not purchase at this time. Would you kindly order them in terms of quality and potential growth.
Q: Why is there such a valuation discrepancy between these two? SMCI requires NVDA chips to assemble their AI servers. NVDA growth seems to be being mirrored to a certain extent by SMCI, but the valuation gulf is huge. Aren't the two joined at the hip?
Q: If you had to choose between these two companies for investment purposes, which one would you select, keeping in mind capital appreciation? Thank you
Q: Good afternoon,
If an investor has $10K to spend today, which of these three stocks might you have more confidence in buying to (hopefully) realize a significant share price increase during the next 18 months? A brief explanation would be appreciated. Thank you. Brad
If an investor has $10K to spend today, which of these three stocks might you have more confidence in buying to (hopefully) realize a significant share price increase during the next 18 months? A brief explanation would be appreciated. Thank you. Brad
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- GLOBAL X FDS (BOTZ)
- Super Micro Computer Inc. (SMCI)
- iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
- Vertiv Holdings LLC Class A (VRT)
- ARK Autonomous Technology & Robotics ETF (ARKQ)
Q: In my previous question, I asked for recommendation for a few AI-related stocks. Your response to my question included a link to a page that contains individual AI-related stocks. I clicked on it, but the link didn't work because of an invalid url.
Would you please either provide the names in your reply or send me another link with a valid url.
Cheers,
H
Would you please either provide the names in your reply or send me another link with a valid url.
Cheers,
H
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Ulta Beauty Inc. (ULTA)
- Super Micro Computer Inc. (SMCI)
Q: What 3 US stocks would you recommend for TFSA for 5+yr timeline? Not concerned about sectors. Just the 3 best growth names that YOU would buy. I have GOOG and NVDA at half positions. Thanks!
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Super Micro Computer Inc. (SMCI)
- Vertiv Holdings LLC Class A (VRT)
Q: If you wanted to take a position in a stock in the AI phenomenon what would be your top 5 picks. Could please indicate the reasons for your choices.
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Super Micro Computer Inc. (SMCI)
- CrowdStrike Holdings Inc. (CRWD)
- Palantir Technologies Inc. (PLTR)
- C3.ai Inc. Class A (AI)
- Rivian Automotive Inc. (RIVN)
Q: Dear Peter et al:
Above mentioned stocks I hold as a small percentage of my portfolio. Of course I am down now! However I have been using covered call strategy to "get paid whilst I wait"! So, I am happy to hold them for a few years.
The question I have is this. Are these good companies to hold for a few years? If not, would you suggest any alternatives? I see from your answers that you like FTNT/CRWD,PANW.
Thank you for your answer.
Mano.
Above mentioned stocks I hold as a small percentage of my portfolio. Of course I am down now! However I have been using covered call strategy to "get paid whilst I wait"! So, I am happy to hold them for a few years.
The question I have is this. Are these good companies to hold for a few years? If not, would you suggest any alternatives? I see from your answers that you like FTNT/CRWD,PANW.
Thank you for your answer.
Mano.
Q: Looking to top up underweight positions in ADBE, INMD, META, SMCI held as part of a US$ account geared to growth. Could you please rank your preference for adding to the above at this time (10 being a very strong add at current prices) In other comments are welcome. Many thanks