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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: In replying to Dave's question on CRM you ended answer with "We generally view CRM positively and think it's valuation at 25x forward earnings is fair, although there are higher growth opportunities at similar multiples. We would be fine switching from CRM into another mega-cap tech name. "

Please list your top 5. Thx
Read Answer Asked by Christopher on September 18, 2024
Q: I am a long term owner of AAPL and have done well by it. I am wondering if a switch into GOOG for its projected growth is a better long term holding in your opinion. How would you compare the two? Perhaps the obvious solution is to sell half of AAPL for a GOOG purchase. My other tech names include MSFT, CSU, SHOP, LMN, NVDA and VRT with tech making up 25% of my overall portfolio. Many thanks.
Read Answer Asked by David C. on September 05, 2024
Q: Morning, you wonderful people.

Looking to add with your help. I am a believer in tech and growth in my TFSA. Other accounts are balanced.

I hold CSU, AMZN, NVDA, MSFT, GOOG, COST, AVGO, BRK.B, BLK.

Regardless of sector etc. Please let me know your top 3-5 to add to this portfolio. Longterm and conviction!

Thank you muchly.
Read Answer Asked by Jemma on September 04, 2024
Q: Is there a US equivalent of CSU that you would recommend as I take profits from growthier AI stocks? Happy to split it between a few stocks, but the big 7 have grown as a large part of my US portfolio.
Read Answer Asked by Dave on September 03, 2024
Q: Can you please provide your top 10 US Stocks (In order ideally) growth focussed for the next 5-10 years. Please provide a management rating for each, and an entry point for each.

Much appreciated

Deduct credits accordingly.
Read Answer Asked by Nick on August 29, 2024
Q: This question is about small TFSA with 98% Canadian equities with 32.06% total weight in the technical sector. Weight for LMN, SHOP and DSG are close to 5i Bal portfolio but CSU is at 14.8% (Thank you). All these names are at profit.

Question 1 -I am contemplating selling CSU to reduce Canadian exposure and buying MSFT or NVDA What is your opinion of such a move? Any other suggestions in technical space?

Question 2 - This TFSA has no exposure in Consumer Staples. Would you suggest buying COST instead of US technical name? Any other suggestions and entry price?

Much Thanks for your very valuable comments.
Read Answer Asked by Hali on August 23, 2024
Q: Hi I am 40 years old. I currently pay into a pension and am scheduled to retire in 2040. I have mostly been growth focused throughout my entire portfolio and am wondering when I should begin to consider a more balanced style. Ie income vs growth. Just to limit any risks. Thanks for any advice

Please list your top 5 non-tech names in order? Us or Cnd

Please list your top 5 tech names in order? Us or Cnd


Timeframe is 5-10 years unless you feel it should be shorter based on my retirement time. Thanks and please deduct any credits accordingly

Nick

Read Answer Asked by Nick on August 23, 2024
Q: I am a very seasoned investor that has been lucky enough to come into some extra cash.

Regardless of sector. What are your top 5 US absolute must haves. For longterm and entry price guide.


Thank you, Jay.
Read Answer Asked by Jay on August 22, 2024
Q: What is your take on holding GOOG going forward, in light of a number of big name fund managers (Ackman,Klarman,Dorsey etc) exiting or largely decreasing their positions in the company? We know its related to the talks of breaking up GOOG. But what do you feel is the likelihood and outcome of that for shareholders? Clearly these managers feel its going to be a negative outcome since they are exiting. Wondering what your outlook is, and if its worth holding throughout the pain. Thx
Read Answer Asked by Adam on August 20, 2024
Q: What are the best 5 Canadian and US growth stocks at current valuations to hold forever…and you can still sleep at night?
Thanks
Read Answer Asked by Ben on August 19, 2024
Q: Hi Folks,
I have some cash to deploy in my non registered account. I am looking at adding to CSU, AMZN, GOOGL, MSFT or COST. Would you please rank in order of adding to at current prices.
Thanks
Read Answer Asked by JOHN on August 13, 2024
Q: Previous answer: We think software may be the next area to move, with names like PLTR. There is some consolidation happening but we do not see AI as being 'over' as a theme.

Can you provide your three best ideas outside of Palantir and provide a brief summary of why you see growth? Please present in order from most to least conviction.

Thanks!

Read Answer Asked by Tim on August 12, 2024
Q: LULU,VRT,GLXY,MU,MSFT,ESAB,STARBUX
Which one to keep and which one is sell?
Read Answer Asked by Nizar on August 12, 2024
Q: I would like to add to the listed stocks, at current valuations, for a 3 year hold. Would you please rank in order of buying the ones you are ok with adding to at current prices. Thank you
Read Answer Asked by Richard on August 11, 2024
Q: Hi Group i am treating the above stocks as core positions. I am concerned that some of the list are taking big hits so should i take profits while there is still some $ left in the black . FFH is an example where my profits was 40% now less than 10% ? (this is my worst performer so please answer specifically what you suggest buy, sell or hold). . Please advise if I should take some profits or just ride it out. List in order of preference...Buy sell ,or hold Thanks for your thoughts on this dilemma
Read Answer Asked by Terence on August 08, 2024
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