Investment Q&A

Q: I have some cash to deploy. Can you state your order of preference please.
Thanks a lot.

Q: I have a long time to wait on investments and don’t have much interest in trading, as I prefer value investing.
1)I’m still up 30% on Nvidia, with a long term in mind. Do you think it’s better to sell out now and buy back later, or do you see enough growth and value coming to make it better to just sit on and wait?

2)I’m trying to build the core of my portfolio around long term holdings in strong dividend payers (with a bias towards aristocrats) and use all drips available, and even proxy drips through my broker when I need to. Could you give me your top 1-3 dividend payers for each Sector (with a bias towards dividend growth and safety/ aristocrats).
Also, I’ve read lots of articles that state that dividend investing on average out performs the market by a few% per year, just without most of the wild swings. Do you agree?
Hopefully my rambling makes sense...
Thanks

Q: Please comment on NVDA earning release, is it a good entry point or wait till late
November or December ?
If I make tax loss transaction in my investment account and buy back the same stock in my TFSA account ( within allowable limit ) would I be penalized ?

Thanks a lot for your expert opinion.

Q: Please advise what analyst's expectations are for NVDA's quarterly release which will be issued after the bell today.

Thank you, Peter

Q: Hi Peter, Ryan,
Thanks for the great service Peter and Ryan. It is trying times for portfolios

We picked up AMZN (2%), KXS (1%), ZCH (2%) and GOOGL (1%) in the last few days. Also owned is BABA (3%), NVDA (2%). We have 25% in cash available. Is tech recommended to be 15% or 20% of a portfolio as of today with all the recent drops? I am going against the grain here for a bump up in 2019. Of AMZN, BABA, KXS, GOOGL, FB, MFST, BIDU, & PHO, and an outlier BYD.UN which 2-3 stocks are most appealing for a recovery?

Cheers
Jerry and Debbie

Q: What do you thinks of purchasing NXP at this time. What are the risks? Are there companies in this sector you prefer? Thanks for you analysis.

Q: What are you five favourite US equities to buy today given recent weakness?
Thank you

Q: I had the pleasure of listening in on the conference call last week. One theme that I agree with is to sell your losers. I understand you mean on fundamentals, not price alone. I am holding some of your favorites, and they have all taken a bath with the market. I wonder if it is time to let any go, or are they all still a hold
CAD: GSY, DOO, PHO
USD: NVDA, BOX, GRUB

Q: I own NVDA, FB, BOX, AMZN and GOOG in my son's RESP and he is still in the green. Would you briefly comment on each stock's potential rebound and rate them? Thanks.

Q: How would rank the stocks on straight growth prospects over the next 6 months ( High risk to Low risk ) thank You Claude

Q: Hello, with their new graphics card...and little competition with this new card what are your thoughts on this company? Thanks,

Q: It appears US tech stocks are falling out of favour recently. Do you see this continuing? If so, what sector do you suggest and if you could suggest a couple stocks. Thanks

Q: With all the subsidies benefiting US car industry. Do you think it is beneficial to start a position on a company like GM?
Or, Would it be better to invest in companies which develop autonomous cars? Can you suggest any such names of software or hardware for autonomous vehicles? I already have a half position in MG.

Q: I wish to allocate up to 10% into this new sector - if I understand it correctly. Currently I own TELUS [about 3%/10% target], and at 1% - TD Entertainment & Communications [allowing that 51% will move to technology], SPOT, IQ, NVDA.
I wish to add eSports and streaming stocks to this sector - TTWO, ATVI, TCEHY?? and NVDA.
Pls advise how to build this sector with growth in mind.
Thank you for excellent advice.
Sam

Q: Thanks to good advice from 5i, my tech stocks have done well enough to make up close to 40% of my holdings! Within the sector, these are my waitings:
CSU - 12%, KXS - 12%, SHOP - 11%, CLS - 5%, GOOGL - 9%, SQ - 11 %, AAPL - 10 %, NVDA - 9%, AMZN - 15%, and SPOT - 6%.
Some of these are broadly spaced within the sector, and I hate to let any of them go, but I’m getting a bit nervous about vulnerability to a general tech turndown. Do you have suggestions for me?

Q: Hello, Can you suggest any other company US or Canada which is enjoying the kind of momentum and growth like SQ and would meet your general criteria as good long term stock? Thank you.

Shyam

Q: Hi team, Just curious on your take for a 2-3 year hold for exposure to driverless tech sector.Concerns? Thanks in advance , Mike

Q: I realize these are U.S. companies but the NVDA vs. AMD semi-conductor showdown is one of the most interesting investing tilts on offer right now. I have held NVDA for several years. It's my largest holding and I am up 325% on it. It has been a gusher. It has routinely whipped AMD like a pinata. But has the tide turned? NVDA is "only" up 26% this year and is getting thrashed today, post earnings, for having the temerity to only post substantial gains in 5 of its 6 lines of business. Meanwhile AMD has nearly doubled YTD and is now a Seeking Alpha darling. NVDA is clearly a remarkable company but the fastest jet stalls out at some point in a vertical climb. Is it time to sell some or all of my NVDA stake? Given its sky-high valuation do I crystalize profits and redeploy? What's your reading on these two competitors today?

Q: I have a question about 461
I trimmed about 15% of my shares of NVDA today ahead of earnings mainly because I was up over 300% (thanks to 5i) and felt that expectations were so high that even with an earnings beat , shares may see some weakness. Can I please get your comments on their results and your opinion going forward? To me it looks like a solid beat but is it guidance that is resulting in a bit of a sell off after hours?
Thank you

Q: Could I please have your top 4 or 5 USA picks to add to a well balanced portfolio with a focus on growth?

Thanks for the great advice, Lyle