Q: Twice in the last two weeks you've been asked to provide your list of top 10 stocks with the highest conviction over the next 5-10 years. The lists have been the same, with one exception. The earlier list had ISRG on it; the most recent list replaced ISRG with IFC. Are you losing faith in ISRG?
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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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Broadcom Inc. (AVGO)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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Rockwell Automation Inc. (ROK)
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Tesla Inc. (TSLA)
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ServiceNow Inc. (NOW)
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MongoDB Inc. (MDB)
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ASML Holding N.V. (ASML)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Palantir Technologies Inc. (PLTR)
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Snowflake Inc. Class A (SNOW)
Q: Good evening,
I am wondering if you have any possible suggestions regarding companies that focus predominately in the application layer or operate full-stack models of AI.
The reason why I am asking this is because of an article entitled: "AI's revolution is just beginning" in Sunday's Globe and Mail. Sadly, there are a few parts that I don't fully comprehend which unfortunately prevents me from investigating more fully. A starting point would be great!
Take a peek to the article as it draws parallels to the dot com/internet crash of the 2000s.
Any ideas would be greatly appreciated so I may begin to investigate.
Conversely, state any points you think should be taken with a grain of salt!
Thanks!
Arturo
I am wondering if you have any possible suggestions regarding companies that focus predominately in the application layer or operate full-stack models of AI.
The reason why I am asking this is because of an article entitled: "AI's revolution is just beginning" in Sunday's Globe and Mail. Sadly, there are a few parts that I don't fully comprehend which unfortunately prevents me from investigating more fully. A starting point would be great!
Take a peek to the article as it draws parallels to the dot com/internet crash of the 2000s.
Any ideas would be greatly appreciated so I may begin to investigate.
Conversely, state any points you think should be taken with a grain of salt!
Thanks!
Arturo
Q: I need to do some portfolio rebalancing. I want to increase weghtings in Basic Materials, Consumer Defensive and Health care. Could you please give me your top 3 picks in each category for a 3 - 5 year hold. Canadian or US stocks are fine.
Take as many credits as you think appropriate.
Take as many credits as you think appropriate.
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Gilead Sciences Inc. (GILD)
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Illumina Inc. (ILMN)
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Intuitive Surgical Inc. (ISRG)
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AbbVie Inc. (ABBV)
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Eli Lilly and Company (LLY)
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UnitedHealth Group Incorporated (DE) (UNH)
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Novo Nordisk A/S (NVO)
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BioMarin Pharmaceutical Inc. (BMRN)
Q: I am working on increasing my sector representation in Healthcare. I will shortly have filled a full position in ISRG, adding in this downturn. I have traded around UNH, and am planning to take it from a 1/2 to full position. I have 1/4 position in ILMN and do not think I should be topping it up; I perceive it to be risky. I need 2 more companies, or may need to take one or both of IRSG/UNH to more than a full position.
This provides me a surgical/instrumentation company and a service/product supplier. For diversity in the Healthcare space can you rank your preferred buys (with entry points) I'd appreciate 2 recommendations on the pharmaseuticals side and 2 on the biotech side, or as you may see that fits better.
While I am open US companies I do have a concern that the Trump administration will bring the DOGE and Executive Order train wrecks to health care. I would appreciate your views on this potential action and howe it may impact investment choice in the field.
Thanks as always,
Dave
This provides me a surgical/instrumentation company and a service/product supplier. For diversity in the Healthcare space can you rank your preferred buys (with entry points) I'd appreciate 2 recommendations on the pharmaseuticals side and 2 on the biotech side, or as you may see that fits better.
While I am open US companies I do have a concern that the Trump administration will bring the DOGE and Executive Order train wrecks to health care. I would appreciate your views on this potential action and howe it may impact investment choice in the field.
Thanks as always,
Dave
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Amgen Inc. (AMGN)
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Biogen Inc. (BIIB)
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Gilead Sciences Inc. (GILD)
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Intuitive Surgical Inc. (ISRG)
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AbbVie Inc. (ABBV)
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Eli Lilly and Company (LLY)
Q: Do you have any suggestions re the Pharma companies which would be a good time to purchase now, either in a partial or full position? Thanks
Q: what would be a good entry price? what 3 current metrics do you use to value ISRG? and how do they compare to the last 3 years? thanks Richard
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Intuitive Surgical Inc. (ISRG)
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Crocs Inc. (CROX)
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Freshworks Inc. (FRSH)
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Construction Partners Inc. (ROAD)
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Shift4 Payments Inc. Class A (FOUR)
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Celsius Holdings Inc. (CELH)
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Snowflake Inc. Class A (SNOW)
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Cantaloupe Inc. (CTLP)
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Genius Sports Limited (GENI)
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SoFi Technologies Inc. (SOFI)
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Cellebrite DI Ltd. (CLBT)
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ReposiTrak Inc. (TRAK)
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Nebius Group N.V. (NBIS)
Q: Hello Team,
Are you able to rank (1 to 13) the above companies on which ones you would purchase today based on pullbacks and who you think has the most upside over the next 2-3 years. Thanks.
Are you able to rank (1 to 13) the above companies on which ones you would purchase today based on pullbacks and who you think has the most upside over the next 2-3 years. Thanks.
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOGL)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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Booking Holdings Inc. (BKNG)
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AbbVie Inc. (ABBV)
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JPMorgan Chase & Co. (JPM)
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Pfizer Inc. (PFE)
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Procter & Gamble Company (The) (PG)
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Visa Inc. (V)
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RTX Corporation (RTX)
Q: Hi Folks,
I am looking to add some more US names in my RRSP account. I currently have AMZN, PG, V, MSFT, AAPL, GOOGL, ABBV and PFE( along with CDN names 50/50 split). Can you recommend 3 US names regardless of sector?
Thanks
I am looking to add some more US names in my RRSP account. I currently have AMZN, PG, V, MSFT, AAPL, GOOGL, ABBV and PFE( along with CDN names 50/50 split). Can you recommend 3 US names regardless of sector?
Thanks
Q: From a long term investment perspective, what would you give this stock out of 10 currently? Are there 1-2 other stocks regardless of sector you would give the same score?
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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FirstService Corporation (FSV)
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Thomson Reuters Corporation (TRI)
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Berkshire Hathaway Inc. (BRK.B)
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Trane Technologies plc (TT)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Have some cash to deploy and redeploy. What would be your 10 absolute top conviction picks for long term capital appreciation? Thanks!
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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Eli Lilly and Company (LLY)
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Constellation Software Inc. (CSU)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Berkshire Hathaway Inc. (BRK.B)
Q: Besides BRK & CSU, what other companies pay no dividend or only a tiny dividend since presumably they feel they can give sharholders a return higher by investing the funds. Cdn, US, or Global names appreciated. What would be your favorite to put away for 5 years with little need to check on them. Thank you for all your great work !
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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CrowdStrike Holdings Inc. (CRWD)
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iShares Core S&P Small-Cap ETF (IJR)
Q: I initiated a starter position in ISRG & IJR several months ago in the U.S. growth portion of my RIF. Currently down approximately 5% for each. Considering selling IJR (1% of total diverse portfolio) and putting funds into ISRG (2% of total portfolio) . Or trimming a bit of my NVDA (8% of total portfolio with great gains) and adding to ISRG and CRWD (1.5% of total portfolio and still with a small gain) . Have been hit with decision paralysis!
Your comments would be appreciated.
Your comments would be appreciated.
Q: If you were holding VRT at 30% loss, would you switch to one of your favourite growth ISRG?
Q: Could you expand on your thesis for this company please as I am interested in starting a position especially with the March 10 pull back but it’s still trading high on a PE basis and wondering if all their expected growth is already priced in. Thank you.
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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The Trade Desk Inc. (TTD)
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Shopify Inc. (SHOP)
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Propel Holdings Inc. (PRL)
Q: Hi Team,
These Tariff moves have gone from "not a big concern" to a major concern with anyone holding a growth portfolio. Currently I am down 23% from peak in short order since January, due to a higher concentration in Tech names and other growth names. An amazing fall considering I thought I was holding all solid names (such as NVDA. PRL, SHOP, TTD as examples) Do you view this as 2022 all over again? Or do you think the market will bottom sooner than it did in that year? Hard to say I know based on Trump saying that he no longer cares much about the market this go around. A much different tune that last term. However I suppose that could change overnight. I don't imagine Musk in enjoying Tsla's fall; perhaps that will end up in a clash with Trump on trade policies or hopefully talk some sense into him at the very least. Looking for your take on the current situation. Lastly, I assume that since major damage is already done would I be best to just hold the line at this point? Or sell out some growth names even at current levels? If buying new purchases what would be your top 3 names to add to at current levels?
Thanks,
Shane.
These Tariff moves have gone from "not a big concern" to a major concern with anyone holding a growth portfolio. Currently I am down 23% from peak in short order since January, due to a higher concentration in Tech names and other growth names. An amazing fall considering I thought I was holding all solid names (such as NVDA. PRL, SHOP, TTD as examples) Do you view this as 2022 all over again? Or do you think the market will bottom sooner than it did in that year? Hard to say I know based on Trump saying that he no longer cares much about the market this go around. A much different tune that last term. However I suppose that could change overnight. I don't imagine Musk in enjoying Tsla's fall; perhaps that will end up in a clash with Trump on trade policies or hopefully talk some sense into him at the very least. Looking for your take on the current situation. Lastly, I assume that since major damage is already done would I be best to just hold the line at this point? Or sell out some growth names even at current levels? If buying new purchases what would be your top 3 names to add to at current levels?
Thanks,
Shane.
Q: Regardless of sector and size, would you initiate positions in these stocks? In which order?
Q: Good Day,
With the recent pull back, I am considering trimming my position in BRK.B (currently 7.7% of my overall portfolio) and starting a new position in ISRG. Would you view this as a prudent move at this point in time?
Thank you,
With the recent pull back, I am considering trimming my position in BRK.B (currently 7.7% of my overall portfolio) and starting a new position in ISRG. Would you view this as a prudent move at this point in time?
Thank you,
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Intuitive Surgical Inc. (ISRG)
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Celestica Inc. (CLS)
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Vitalhub Corp. (VHI)
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CrowdStrike Holdings Inc. (CRWD)
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Cellebrite DI Ltd. (CLBT)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: All things being equal would you initiate a position in these companies at todays prices.If not at what price would you purchase each.
Thank you very much.
Thank you very much.
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Meta Platforms Inc. (META)
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Intuitive Surgical Inc. (ISRG)
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Netflix Inc. (NFLX)
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Booking Holdings Inc. (BKNG)
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Salesforce Inc. (CRM)
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Toronto-Dominion Bank (The) (TD)
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Canadian Natural Resources Limited (CNQ)
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Constellation Software Inc. (CSU)
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Celestica Inc. (CLS)
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BMO S&P 500 Index ETF (ZSP)
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TerraVest Industries Inc. (TVK)
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CrowdStrike Holdings Inc. (CRWD)
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Topicus.com Inc. (TOI)
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Propel Holdings Inc. (PRL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Alphabet CDR (CAD Hedged) (GOOG)
Q: I am getting ready to DCA into these stocks in an unregistered account with higher than average risk profile. According to me, these stocks had a bit of a pullback with possibly more on the way.
In what order would you DCA into the stocks mentioned above? Is there any stock that you think should be excluded from this list?
Thanks
In what order would you DCA into the stocks mentioned above? Is there any stock that you think should be excluded from this list?
Thanks
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Broadcom Inc. (AVGO)
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Intuitive Surgical Inc. (ISRG)
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Salesforce Inc. (CRM)
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Blackstone Inc. (BX)
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ServiceNow Inc. (NOW)
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Arista Networks Inc. (ANET)
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AAON Inc. (AAON)
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Axon Enterprise Inc. (AXON)
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Nvidia CDR (CAD Hedged) (NVDA)
Q: Are there any US stocks that are getting hit right now that would be good buys for long term growth holds?