Investment Q&A

Q: I understand that XL K will be rebalancing on Friday after market closing. Currently Nvidia has a 6 to 7% weighting in the XL K. This will increase with the rebalancing given the large increase in Nvidia’s value.
will this necessarily mean that the XLK will open at a significantly higher price next week. And would that justify adding to XLK now. Thank you.

Q: Good morning,

BEP,UN is classified as energy in portfolio analytics, should it not be under utilities?

Thanks for the unique service you provide followed your suggestion on NVDA after 2 splits my cost base is 3.80$ only problem is the taxman with clawback at 91 000 already reached and at 107 000 combined rates plus clawback in quebec is 65 % ????
I put all the money, work, risks for one third of profit!!
I see no way around this do you have any suggestion or resources to address this.
I won't ventilate to much as my language would not be proper.
Thank you !

Q: Everyone. If you were 30 years old today, what ten stocks (Canada or US) would you buy? Clayton

Q: Hi 5i!
Piggy backing off one of my last questions on building a solid portfolio from scratch through diversification et al(THANK YOU!). Knowing you can’t get personal; looking for some mid to long term hold recommendations (either US or CA) in the following sectors with growth upside in mind as I have significant cash (250K+) sitting in my RRSP doing nothing. I am currently quite top heavy in Tech – and own the above in registered and non-registered accounts.

If you have several recos for a sector, can you please rank in order of preference. Additionally, if there is a sector that can be put to the side with the idea of prioritizing others, I would be keen to know. Also open to add ETF's to represent a sector. As always, thanks a million. I love your service.

• Consumer Staples
• Healthcare
• Industrials
• Communications
• Energy
• Real Estate
• Utilities
• Materials

Q: Could you please explain what would/should have changed with the split, if you held NVDA CDRs rather than the regular shares.
Thank you.

Q: Hi Team,
I had to trim some Nvda today to manage weighting size in my portfolio. What are some of your best idea “forever holds” today that are standing out as strong buys at current levels ? Either cnd or US. Or is it recommended to hold some cash for a while if it looks like the market is due for a pullback??

Thanks,
Shane

Q: Your answer to Jim regarding managing a position in Nvidia was excellent! This type of insight is very important to me as a small retail investor. Thanks!

Q: Hi Peter, now that the split is done, what would be a good entry point for NVDA. Thanks

Q: With the sweet run Nvidia has had, it is getting to be a pretty major chunk of my portfolio and I need to start trimming soon.

With the current momentum and the increased appeal to retail investors after the split, any thoughts on when to trim / when this run will start to ease off?

Thanks,

Jim

Q: The Wall Street Journal today posted an article about Nvda's New Sales Booster: The Global Push for National AI Champions. In it it referenced Canada. " Other big projects are taking place in Canada, which last month pledged $1.5 billion as part of a sovereign computing strategy for the country’s startups and researchers," . Which Canadian companies do you feel may be the possible benefactors from this investment?

Q: Morning,
Looking for growth idea for US stocks. Have some money to add to 1/2 position in either CCJ, BWXT or something else you recommend.
Already have full position in CELH, VRT,PLTR and PWR. Trimming NVDA
Thanks for this service

Q: I presently have $66,000 to invest and am looking at these stocks to buy. Please place them in order of preference . Best choices first and if there is some you would not buy at present prices ? I could have an extra $5,000 available if I sold my DDOG. Is it a hold or sell ? Thanks for your help !

Q: Hi, Is too early to bet on INTC after their new AI chip announcement? What would be a good wait-and-see period?

Q: Would you start a full position today on NVDA, can it reach $US 2,000 this year.

Q: when is the 4 for 1 split happening?

Q: I notice you do not have NVDA in the growth nor the balanced portfolio. After the NVDA stock split, would you consider adding NVDA if you did not have CSU ? Thank you

Q: Please advise if number of outstanding shares will also increase by 10 times after split or there would be no changes to outstanding shares after split.

Thanks for the great service

Q: What emerging AI companies do you recommend getting into and do you think Nvidia is still one to invest in at this time? First time investor.

Q: Can you please list in order your top 5 Canadian and top 5 US stocks in order based on conviction? Please also list a management rating, 10 being the highest.
Time frame 5+ years
Thanks

Q: Hello, I have a small position in these 2 stocks, and at current price , would you add ? If so, what would be an entry point ?
Thanks
Carlo