Investment Q&A

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.

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)

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.

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

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?

Q: Is there an ETF that has all these 7 companies pls?

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?

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

Q: What are your 10 top momentum plays?

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.

Q: 1.We have a bit of a debate going on regarding the merits of shorting stocks and doing so when they have the kind of pop such as Nvda had last week.

If someone shorted $10,000 of Nvda at the close of business last Friday, how much would be lost as of the close of business today ( Thursday)?


2. AVGO Same type of situation: buy AVGO end of business yesterday….and loss as of today ( Friday ) close ?

Thanks.

How would that person minimize his loss ( other than by NOT shorting it in the first place )?


Thanks

Q: Is it too late to get into NVDA? Is it a FOMO trade now? Where would you put new money for growth (3-5 years) NVDA, SMCI, AMD or some other name? Please reply with a short reason and take as many credits as needed. Thanks in advance.

Q: The sudden price rise in NVDA seems like a bubble. While I want to continue to own this company into the future, is it time to take some off the table?

In other words, would you recommend sell, say, a quarter of it now and wait for a pullback to buy more? Would you wait and perhaps do this down the road?

Q: I hold UNITY and APPS , now less than 1% and at a substantial loss as part of a US $ registered account tilted to growth and, intentionally, heavy in tech. In addition to the above two, it has the following holdings, with % shown of TOTAL (U.S. & Cdn) portfolio, followed by % of profit/loss, Our Canadian portfolio is balanced and much larger.

META .75% (+21%) , TEAM 1.9% (0%), CRWD 2.7% (-20%),
QCOM 3.7% (+45%), MSFT 3.8%(+116%), GOOG 4.5%(+6%), and NVDA 8.8% (+200%).

I am looking at selling U and APPS and perhaps TEAM (?) , increasing META to about 1.5 and looking for something new. Maybe SMCI - but after the parabolic increase in the last month maybe that needs to be on a pullback. Anything about this that you would do differently., including alternatives to SMCI ?
Take as many question credits as needed - many thanks.

Q: I compared the 6 month stock price performance of the following as Nasdaq stocks and as CDR's:: AAPL, AMZN, GOOG, META, & NVDA
All stocks showed better returns on the Nasdaq.
than as CDR's probably due to currency fluctuation but I am puzzled by the huge discrepancy in the gains between the 2 exchanges. eg. AAPL & NVDA show a 25% higher gain - AMZN 12.4% - GOOG 16% - META 1.7%
Can you explain?
Thanks, Hugh
You can treat as a private question at your discretion.

Q: Took advantage of the 27% increase in NVDA today to reduce my holding to 5% and free up some cash. Looking for advice on how best to redeploy these funds. I already hold MSFT, GOOG and AMZN. I've been looking at AAPL, but am concerned about the geopolitics surrounding the company's manufacturing operations in China. Does this add a significant layer of uncertainty to investing in this company? Including AAPL, please provide a total of three names - in ranked order (best first) - where I could invest funds today. (Not sure if META would be one of them, but please exclude. Can't support the corporate ethos.) Thank you.

Q: Hi team,

This is more of a second order question - so nvda is clearly doing very well, where could we look for benefit on the supplier side, ie. the inputs for what they need for the AI?

Q: We have a well-diversified portfolio with 40+ securities (11 small/mid caps presently under 1% of portfolio). Is Nvidia a corporation YOU would let run up to 6-7% of your protfolio?

Thanks to your good advice we have many excellent stocks with the only clinkers due to my own buying exuberance or holding securities too long.

Q: Hi, What do you think of NVDA earnings and stock move of 20%, in after hours ? Is it worth starting a new position at these levels or wait for a pullback?

Thank You

Q: Hi group what your out look on last Oct lows. Will we see those lows tested on this pullback? so should i wait to start adding to my portfolio or start nibbling I am sitting on 30% cash on 500K total value portfolio

2nd question -I presently own the following and want to add to them in what order and time frame? would you start to nibble CSU, BYD.CA, COST, CSU, KXS, ATZ, L, GSY, NVDA, GOOG, AMZN, NVEI,BN, BAM, SBUX, MSFT,AAPL, TECK, FTS, TFII, ENB, QQQ, GDXJ, GDX

Thanks for your valued opinion