Q: Someone told me rumors about Microsoft planning to announce they are making semiconductor chips soon, and would cause the price of Nvda to drop. How reliable are those rumors and should I act on them? How do you see Nvda compared to google or Microsoft or apple, in terms of risk and long term potential?
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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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Apple Inc. (AAPL $238.99)
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Amazon.com Inc. (AMZN $231.62)
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Microsoft Corporation (MSFT $510.02)
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NVIDIA Corporation (NVDA $170.29)
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Constellation Software Inc. (CSU $4,281.59)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.57)
Q: Everyone, I own the above stocks and I have had them for many years. Under what conditions would you sell them individually or collectively. My investing philosophy is to own the best of the best and hold them forever. Clayton
Q: What is your opinion on ON Semiconductor. What is its forward multiple and growth prospects in this market. Are there other stocks in the sector that you prefer. Thanks for the info.
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Apple Inc. (AAPL $238.99)
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Amazon.com Inc. (AMZN $231.62)
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Alphabet Inc. (GOOG $249.85)
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Microsoft Corporation (MSFT $510.02)
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NVIDIA Corporation (NVDA $170.29)
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Pure Storage Inc. Class A (PSTG $85.79)
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Vertiv Holdings LLC Class A (VRT $136.83)
Q: Everyone. AI is at the beginning of a great breakout in many industries. AI is in exponentially growth period and the early adopters will benefit but the biggest beneficiaries are yet to be identified. I didn’t understand the benefits of MSFT or APPL in their pre-real growth stages. Will AI change the stock market in a profound way the humans will not be involved ie the human stock pickers. What tech areas should I look for be looking for or are they in my view already? Should we believe in the large cap tech stocks will continue to lead, or buy, the AI technology revolution? Clayton
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Apple Inc. (AAPL $238.99)
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Amazon.com Inc. (AMZN $231.62)
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Meta Platforms Inc. (META $775.72)
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Alphabet Inc. (GOOG $249.85)
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Microsoft Corporation (MSFT $510.02)
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Netflix Inc. (NFLX $1,228.50)
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NVIDIA Corporation (NVDA $170.29)
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Ford Motor Company (F $11.66)
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Oracle Corporation (ORCL $301.41)
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Tesla Inc. (TSLA $425.86)
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Advanced Micro Devices Inc. (AMD $159.16)
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NIO Inc. American depositary shares each representing one Class A (NIO $7.45)
Q: I am heavy into Tech with most weight in NVDA @ Avg. of $222. All good stocks/COs...Should I be worried? About which ones?
Many Thanks!
Many Thanks!
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Intuit Inc. (INTU $662.68)
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NVIDIA Corporation (NVDA $170.29)
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Booking Holdings Inc. (BKNG $5,553.70)
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Salesforce Inc. (CRM $242.21)
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Constellation Software Inc. (CSU $4,281.59)
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WSP Global Inc. (WSP $283.56)
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Parkland Corporation (PKI $38.39)
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Alimentation Couche-Tard Inc. (ATD $72.20)
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EQB Inc. (EQB $91.35)
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Blackstone Inc. (BX $183.62)
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Arthur J. Gallagher & Co. (AJG $292.66)
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Berkshire Hathaway Inc. (BRK.B $492.33)
Q: Hi team,
Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?
Have a good day,
Jacques IDS
Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?
Have a good day,
Jacques IDS
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Apple Inc. (AAPL $238.99)
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Amazon.com Inc. (AMZN $231.62)
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Costco Wholesale Corporation (COST $963.03)
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Alphabet Inc. (GOOGL $249.53)
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Intel Corporation (INTC $24.90)
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Microsoft Corporation (MSFT $510.02)
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NVIDIA Corporation (NVDA $170.29)
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McDonald's Corporation (MCD $304.97)
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Visa Inc. (V $346.20)
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Walmart Inc. (WMT $104.27)
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Constellation Software Inc. (CSU $4,281.59)
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Tourmaline Oil Corp. (TOU $61.99)
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WSP Global Inc. (WSP $283.56)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.57)
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Tesla Inc. (TSLA $425.86)
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Advanced Micro Devices Inc. (AMD $159.16)
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Sprott Physical Gold Trust (PHYS $38.79)
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Baytex Energy Corp (BTE $2.55)
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Boyd Group Services Inc. (BYD $233.15)
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Topicus.com Inc. (TOI $161.71)
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Lumine Group Inc. (LMN $45.50)
Q: Hi group please indicate in what order and at what entry price would you add to the above stocks. Only comment on the top 10 out of above list (i have a 100k to spend would you go all in now or wait until markets settle Thanks for your help with this decision
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Broadcom Inc. (AVGO $346.17)
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Cisco Systems Inc. (CSCO $67.72)
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NVIDIA Corporation (NVDA $170.29)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $262.79)
Q: I have done very well with AVGO as a long-term hold in my RRIF but the recent speculation about GOOGL's intention to phase out AVGO chips and replace them with its own design has made me nervous. AAPL has been doing this too, so it makes me wonder if it is time to sell at least a part of my holding. What other semiconductor maker would be less prone to "taking in-house" risks? CSCO maybe? It is clear that both AVGO and CSCO have been and are making big acquisitions in the software space to diversify away from semiconductor risk: this makes me wonder if I should just stay the course and trust AVGO management? As always, I value your opinion.
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Intel Corporation (INTC $24.90)
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NVIDIA Corporation (NVDA $170.29)
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QUALCOMM Incorporated (QCOM $165.26)
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Advanced Micro Devices Inc. (AMD $159.16)
Q: On BNN Kim Bolton chose it as a top pick saying it is coming out with chips which will compete with NVDA, and will use less power. Do you have any information regarding this? What do you think of INTC
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Intuitive Surgical Inc. (ISRG $433.66)
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NVIDIA Corporation (NVDA $170.29)
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Global X Robotics & AI Index ETF (RBOT $32.06)
Q: Hi team, RBOT
I have been holding this robotics and AI etf for several years and noted that it somehow managed to completely bypass the rallies in both. Any comments here and guidance of future steps?
Thanks.
I have been holding this robotics and AI etf for several years and noted that it somehow managed to completely bypass the rallies in both. Any comments here and guidance of future steps?
Thanks.
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NVIDIA Corporation (NVDA $170.29)
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Advanced Micro Devices Inc. (AMD $159.16)
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Super Micro Computer Inc. (SMCI $44.90)
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ASML Holding N.V. (ASML $872.27)
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C3.ai Inc. Class A (AI $17.24)
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: ARM Holdings Any thoughts on this IPO? Is it too risky to start a position.
Thank you
Gordo
Thank you
Gordo
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Alphabet Inc. (GOOG $249.85)
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NVIDIA Corporation (NVDA $170.29)
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Booking Holdings Inc. (BKNG $5,553.70)
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Salesforce Inc. (CRM $242.21)
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Berkshire Hathaway Inc. (BRK.B $492.33)
Q: If you could buy only 5 stocks in Canada and 5 stocks in the US could I please have your ideas? No regard to sector diversification etc. simply looking for 5 best ideas in each country
Thaks
Thaks
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Alphabet Inc. (GOOG $249.85)
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NVIDIA Corporation (NVDA $170.29)
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Booking Holdings Inc. (BKNG $5,553.70)
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Constellation Software Inc. (CSU $4,281.59)
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BRP Inc. Subordinate Voting Shares (DOO $88.10)
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Ulta Beauty Inc. (ULTA $528.80)
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Five Below Inc. (FIVE $148.58)
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Topicus.com Inc. (TOI $161.71)
Q: Do you see any pound the table buys out there? I am holding bn, ge and cpng as they appear to have a nice risk - reward ratio. What I am looking for are stocks that have potential and present attractive entry points. I was considering Nxst for example.
Thanks as always.
Jason
Thanks as always.
Jason
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Alphabet Inc. (GOOG $249.85)
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NVIDIA Corporation (NVDA $170.29)
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Booking Holdings Inc. (BKNG $5,553.70)
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Eli Lilly and Company (LLY $760.13)
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Berkshire Hathaway Inc. (BRK.B $492.33)
Q: Top 5 us stocks you would but? Thanks rose
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NVIDIA Corporation (NVDA $170.29)
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Constellation Software Inc. (CSU $4,281.59)
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The Trade Desk Inc. (TTD $45.37)
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Copart Inc. (CPRT $46.62)
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Old Dominion Freight Line Inc. (ODFL $141.79)
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Heico Corporation (HEI $316.95)
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Brookfield Corporation Class A Limited Voting Shares (BN $95.48)
Q: Hi,
Can I get your 5 best ideas - US or Cdn, regardless of sector - businesses that are founder-led, little or no debt, history of high ROIC?
Thank you,
Can I get your 5 best ideas - US or Cdn, regardless of sector - businesses that are founder-led, little or no debt, history of high ROIC?
Thank you,
Q: If you had to choose between CRM and NVDA, which one would it be?
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Apple Inc. (AAPL $238.99)
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Costco Wholesale Corporation (COST $963.03)
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Alphabet Inc. (GOOG $249.85)
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Microsoft Corporation (MSFT $510.02)
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NVIDIA Corporation (NVDA $170.29)
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JPMorgan Chase & Co. (JPM $311.75)
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Visa Inc. (V $346.20)
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Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI $44.34)
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Berkshire Hathaway Inc. (BRK.B $492.33)
Q: Hello 5i Team,
I'm creating TFSAs for my two children, and I would like to purchase a basket of 15-20 Canadian stocks and CIBC CDRs, since their accounts are commission-free.
Could you please recommend some names for me to consider with a focus on growth while maintaining some sector diversity.
Would you recommend adding a global ETF for geographical diversity? If so, what?
Feel free to subtract as many credits as you see fit.
Thanks, as always, for your helpful advice.
I'm creating TFSAs for my two children, and I would like to purchase a basket of 15-20 Canadian stocks and CIBC CDRs, since their accounts are commission-free.
Could you please recommend some names for me to consider with a focus on growth while maintaining some sector diversity.
Would you recommend adding a global ETF for geographical diversity? If so, what?
Feel free to subtract as many credits as you see fit.
Thanks, as always, for your helpful advice.
Q: In the last quarter NVDA increased revenue >100% YoY yet cost of revenue was only up 7%. Very impressive but something doesn’t add up here.
Did they give an explanation for this and/or do you have any thoughts on how they managed this?
Did they give an explanation for this and/or do you have any thoughts on how they managed this?
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Alphabet Inc. (GOOGL $249.53)
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NVIDIA Corporation (NVDA $170.29)
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Booking Holdings Inc. (BKNG $5,553.70)
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Salesforce Inc. (CRM $242.21)
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3M Company (MMM $155.16)
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Pfizer Inc. (PFE $24.05)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $166.17)
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CrowdStrike Holdings Inc. (CRWD $445.50)
Q: hi,
I own these 5 equities in my USD account, plus a reasonable amount of cash that could be deployed. im fairly comfortable with all of them, are you? if I was to shift to an all growth strategy within this account, what would you suggest selling ( if any ), and what would you suggest buying, either new names or current holdings ( with a reasonable target purchase price, if able )? I would be looking for growth companies with positive earnings/earnings growth ( ie nothing highly speculative right now ). cheers and enjoy the long weekend. chris
I own these 5 equities in my USD account, plus a reasonable amount of cash that could be deployed. im fairly comfortable with all of them, are you? if I was to shift to an all growth strategy within this account, what would you suggest selling ( if any ), and what would you suggest buying, either new names or current holdings ( with a reasonable target purchase price, if able )? I would be looking for growth companies with positive earnings/earnings growth ( ie nothing highly speculative right now ). cheers and enjoy the long weekend. chris