Q: The Markets. When you look at your experienced crystal ball we’re do you see the TSX, DOW and Nasdaq by the end of the year. Clayton
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
Amazon.com Inc. (AMZN)
-
Costco Wholesale Corporation (COST)
-
Intuitive Surgical Inc. (ISRG)
-
NVIDIA Corporation (NVDA)
-
AbbVie Inc. (ABBV)
-
Freeport-McMoRan Inc. (FCX)
-
Realty Income Corporation (O)
-
Royal Bank of Canada (RY)
-
Enbridge Inc. (ENB)
-
Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
-
Trane Technologies plc (TT)
Q: Hi group can you help me understand how to get a dividend for my cash that I have presently (100 k ) its sitting in my RBC direct investing account / they do not give any interest for this money.
Can you walk me thru what to buy / I need its to be liquid (I want to use the cash if/when we go into a pullback/ downturn.
2 nd question
Please give me your top pick in each sector regardless of US or CAD
Thanks for your help with this
Can you walk me thru what to buy / I need its to be liquid (I want to use the cash if/when we go into a pullback/ downturn.
2 nd question
Please give me your top pick in each sector regardless of US or CAD
Thanks for your help with this
-
Intel Corporation (INTC)
-
NVIDIA Corporation (NVDA)
-
Advanced Micro Devices Inc. (AMD)
-
HIVE Digital Technologies Ltd. (HIVE)
-
Hut 8 Corp. (HUT)
-
Galaxy Digital Inc. Class A common stock (GLXY)
-
Bitfarms Ltd. (BITF)
-
Coinbase Global Inc (COIN)
-
MARA Holdings Inc. (MARA)
-
Riot Platforms Inc. (RIOT)
-
Applied Blockchain Inc. Common Stock (APLD)
Q: Apparently there was a crypto or blockchain conference within the last week attended by some of the wealthiest individuals and companies on the planet.
Would you know what it was called?
1.It seems clear that some very influential people want this area to have a place in the world banking and trading worlds.
2. One commentator ( Josh Brown ) expressed the opinion that for the foreseeable future it will be very high risk kind of like gold mines over the years. But there might be money to be made in the picks & shovels companies..
Do you have any suggestions of companies that have merit or look to have potential in that picks & shovels areas?
Thank you
Would you know what it was called?
1.It seems clear that some very influential people want this area to have a place in the world banking and trading worlds.
2. One commentator ( Josh Brown ) expressed the opinion that for the foreseeable future it will be very high risk kind of like gold mines over the years. But there might be money to be made in the picks & shovels companies..
Do you have any suggestions of companies that have merit or look to have potential in that picks & shovels areas?
Thank you
Q: I very recently picked up a small starting position in SMCI at $235. Am waiting before adding anything further. I don't normally base decisions on technicals but would like your thoughts on what price level you think would be reasonable. It did gap up in May around $160. In your experience, would you expect the price to come down to fill this ? Any other comments would be appreciated.
-
Apple Inc. (AAPL)
-
Amazon.com Inc. (AMZN)
-
Meta Platforms Inc. (META)
-
Alphabet Inc. (GOOGL)
-
Microsoft Corporation (MSFT)
-
NVIDIA Corporation (NVDA)
-
Tesla Inc. (TSLA)
-
Berkshire Hathaway Inc. (BRK.B)
Q: Hi Peter and company,
What would be the percent weight range holding the “magnificent 7” in a portfolio for a growth investor? Are there any names you would substitute? Expand to 10?
Thanks for the great service,
Angelo
What would be the percent weight range holding the “magnificent 7” in a portfolio for a growth investor? Are there any names you would substitute? Expand to 10?
Thanks for the great service,
Angelo
Q: My small position in NVDA has doubled to about 13-14% of my portfolio. Should I sell half in the interest of diversification and before the ‘bubble’ bursts? Or treat it as a tech pillar like MS or GOOG and keep it as a long-term hold?
Q: I have been receiving several alerts about insiders (mainly directors) selling stock. I feel this is a sign that the AI madness could be subsiding. I too, have taken some profit. What do you think?
Carl
Carl
-
Alphabet Inc. (GOOG)
-
NVIDIA Corporation (NVDA)
-
Booking Holdings Inc. (BKNG)
-
Salesforce Inc. (CRM)
-
Dollarama Inc. (DOL)
-
Kinaxis Inc. (KXS)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Can you suggest a few US and Canadian stocks with good momentum and fundamentals that are well positioned to trade, but at the same time can be kept long term if the trade goes sour?
-
Adobe Inc. (ADBE)
-
Autodesk Inc. (ADSK)
-
Amgen Inc. (AMGN)
-
Alphabet Inc. (GOOG)
-
NVIDIA Corporation (NVDA)
-
Bank of America Corporation (BAC)
-
Salesforce Inc. (CRM)
-
Prologis Inc. (PLD)
-
Descartes Systems Group Inc. (The) (DSG)
-
Redfin Corporation (RDFN)
-
Zoom Communications Inc. (ZM)
-
Boyd Group Services Inc. (BYD)
-
SoFi Technologies Inc. (SOFI)
-
Boston Omaha Corporation Class A (BOC)
-
Tricon Residential Inc. (TCN)
Q: HI,
I need to raise some cash from my registered accounts in the next few weeks. What is your recommended sell order for these stocks?
Also, what are your top 3 Canadian and US recommended buys for a longterm hold?
Thank you.
I need to raise some cash from my registered accounts in the next few weeks. What is your recommended sell order for these stocks?
Also, what are your top 3 Canadian and US recommended buys for a longterm hold?
Thank you.
Q: Was some of the spike in NVDA recently due to short covering? If so, can you specify the total short positions (and %) before the recent run up and what the short positions (and %) is now?
-
Apple Inc. (AAPL)
-
Costco Wholesale Corporation (COST)
-
Alphabet Inc. (GOOG)
-
Alphabet Inc. (GOOGL)
-
NVIDIA Corporation (NVDA)
-
Coca-Cola Company (The) (KO)
-
Walmart Inc. (WMT)
-
Royal Bank of Canada (RY)
-
Toronto-Dominion Bank (The) (TD)
-
Constellation Software Inc. (CSU)
-
WSP Global Inc. (WSP)
-
Descartes Systems Group Inc. (The) (DSG)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
Vanguard S&P 500 Index ETF (VFV)
-
INVESCO QQQ Trust (QQQ)
-
Topicus.com Inc. (TOI)
-
Lumine Group Inc. (LMN)
Q: Good morning 5i:
Next year I will be retiring, and currently I have the outlined stocks in my RRSP, I'm happy with all of them, I think I would like to sell some of them (or trim down, slowly -no rush) and buy stocks/etf that will provide resilience , some yield, and perhaps some growth , can you please provide me with some ideas, 3 or more , I was thinking BN, add more to VFV.
Please use as many credits as required.
THANK YOU for all your help.
Next year I will be retiring, and currently I have the outlined stocks in my RRSP, I'm happy with all of them, I think I would like to sell some of them (or trim down, slowly -no rush) and buy stocks/etf that will provide resilience , some yield, and perhaps some growth , can you please provide me with some ideas, 3 or more , I was thinking BN, add more to VFV.
Please use as many credits as required.
THANK YOU for all your help.
-
NVIDIA Corporation (NVDA)
-
goeasy Ltd. (GSY)
-
Exchange Income Corporation (EIF)
-
Crocs Inc. (CROX)
-
Axon Enterprise Inc. (AXON)
-
Perion Network Ltd (PERI)
-
Extreme Networks Inc. (EXTR)
-
InMode Ltd. (INMD)
-
Boyd Group Services Inc. (BYD)
-
Vertiv Holdings LLC Class A (VRT)
-
Lantheus Holdings Inc. (LNTH)
Q: With US inflationary concerns (hopefully) receding and the Fed finally pausing on US interest rate hikes (again hopefully) I'm hopeful the US market strength will broaden from some of the mega cap names like NVDA down to more mid-cap opportunities. Are there any mid ($2.5-20bn market cap) names you like currently/would suggest? (US or Canadian)
-
Amazon.com Inc. (AMZN)
-
NVIDIA Corporation (NVDA)
-
Advanced Micro Devices Inc. (AMD)
-
Pure Storage Inc. Class A (PSTG)
-
Super Micro Computer Inc. (SMCI)
-
Armor Minerals Inc. (A)
-
Perion Network Ltd (PERI)
-
C3.ai Inc. Class A (AI)
Q: Have some cash in US $ registered account dedicated to Tech. In TOTAL Portfolio (CDN & US), we currently own NVDA (8.4%) CSU (7.3%) SHOP (4.7%) GOOG (4.5%), QCOM (4%) MSFT (3.7%), CRWD (2.5%) META (2%) TOI (1.6%)
Have some US $ available, considering : PERI, PSTG, ADOBE, AMZN, SMCI, AI, AMD. Of these, which 2 or 3 would you add to the Tech portfolio (if any) and what would you see as a reasonable purchase price.
Also, given the current/foreseeable environment, at what point would you consider trimming NVDA & CSU ? Please use as many question credits as needed. Many thanks.
Have some US $ available, considering : PERI, PSTG, ADOBE, AMZN, SMCI, AI, AMD. Of these, which 2 or 3 would you add to the Tech portfolio (if any) and what would you see as a reasonable purchase price.
Also, given the current/foreseeable environment, at what point would you consider trimming NVDA & CSU ? Please use as many question credits as needed. Many thanks.
-
Amazon.com Inc. (AMZN)
-
Meta Platforms Inc. (META)
-
Alphabet Inc. (GOOG)
-
NVIDIA Corporation (NVDA)
-
Super Micro Computer Inc. (SMCI)
-
C3.ai Inc. Class A (AI)
Q: I would like to invest in some AI stocks. Could you give me a list of a few AI stocks that you would recommend at this time.
Thanks for your usual help. Shirley
Thanks for your usual help. Shirley
-
Analog Devices Inc. (ADI)
-
NVIDIA Corporation (NVDA)
-
Advanced Micro Devices Inc. (AMD)
-
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: Hello Peter and team,
Mr. Kim Bolton who has my respect as a guest on BNN, suggested yesterday that one may want to take some profits off NVDA and re-direct the cash to AMD/ADI. Not sure if he said TSM in the same Q&A or added later. I am of course paraphrasing his response. Any opinions on these companies or comments about such a strategy? Do these companies pass your writing covered call approach?
Mr. Kim Bolton who has my respect as a guest on BNN, suggested yesterday that one may want to take some profits off NVDA and re-direct the cash to AMD/ADI. Not sure if he said TSM in the same Q&A or added later. I am of course paraphrasing his response. Any opinions on these companies or comments about such a strategy? Do these companies pass your writing covered call approach?
-
Apple Inc. (AAPL)
-
Amazon.com Inc. (AMZN)
-
Alphabet Inc. (GOOG)
-
NVIDIA Corporation (NVDA)
-
Oracle Corporation (ORCL)
-
Advanced Micro Devices Inc. (AMD)
-
iShares U.S. Technology ETF (IYW)
-
GLOBAL X FDS (AIQ)
Q: Is there an ETF that has all these 7 companies pls?
-
Adobe Inc. (ADBE)
-
NVIDIA Corporation (NVDA)
-
Salesforce Inc. (CRM)
-
Constellation Software Inc. (CSU)
-
Palantir Technologies Inc. (PLTR)
-
Snowflake Inc. Class A (SNOW)
-
C3.ai Inc. Class A (AI)
Q: Cathie Wood - “For every dollar of hardware that Nvidia sells, software providers, SaaS providers will generate 8 dollars in revenue.” (from A.I.)
Fact or fiction? If fact what SaaS names would be of most interest?
Fact or fiction? If fact what SaaS names would be of most interest?
-
Alphabet Inc. (GOOG)
-
Intuitive Surgical Inc. (ISRG)
-
Microsoft Corporation (MSFT)
-
NVIDIA Corporation (NVDA)
-
Advanced Micro Devices Inc. (AMD)
-
GLOBAL X FDS (BOTZ)
Q: Peter,
You recently mentioned recently the way to play AI was through U.S. Mega cap companies. Which ones in particular were you referring to ? Are there any ETF's worth reviewing?
Thank you
Paul
You recently mentioned recently the way to play AI was through U.S. Mega cap companies. Which ones in particular were you referring to ? Are there any ETF's worth reviewing?
Thank you
Paul
-
Meta Platforms Inc. (META)
-
NVIDIA Corporation (NVDA)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
Tesla Inc. (TSLA)
-
Super Micro Computer Inc. (SMCI)
-
Celsius Holdings Inc. (CELH)
-
Palantir Technologies Inc. (PLTR)
-
C3.ai Inc. Class A (AI)
-
Duolingo Inc. (DUOL)
Q: What are your 10 top momentum plays?
-
NVIDIA Corporation (NVDA)
-
iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)
-
VanEck Vectors Semiconductor ETF (SMH)
Q: I would like to get exposure to the semiconductor industry but am reluctant to buy NVDA because of its recent runup. I am considering SMH or SOXX. Do you have a better idea or would it be wise to stay on the sidelines for a while? This may not be relevant but I do hold Fortinet. Your thoughts and comments would be appreciated. Thank You.