Investment Q&A

Q: So here's my predicament. Over the past many years my portfolio largely reflects NASDAQ returns but has much more volatility. I'm thinking of just buying a bunch of QQQ (or XQQ) so I worry less about the volatility while still getting similar returns. I still like picking stocks and was thinking of holding most of my tech in QQQ while trying to pick a few tech stocks to 'juice' returns. If you were to pick 5 NASDAQ stocks that might outperform the NASDAQ over a mid-long timeframe, what would they be? Note these can include large caps (MSFT, NVDA) or anything else.

Q: Which company do you like more for next 5 years, BKNG or ABNB?

Q: Pls provide your favorite 4 or 5 US consiuer discretionary stocks. Thanks

Q: Is this a good prospect in the lodging industry or would other hotel/resort firms/Air BnB be superior?
Thanx!

Q: I am interested in companies that might benefit from an Amtrak vacation boom.
I am open to any and all ideas.
And do you think this is a reasonable investment theory.

Q: At this time, which is the better long term investment for growth? Both smaller positions and want to add. CROX up 2% and BKNG 38%. Thanks!

Q: In a US $ registered acct with a growth tilt, equities that we hold in a 'smaller' % (1%-2.5% range) of total portfolio are as follows: ADBE, BKNG, CROX CRWD, META, SMCI . Would you put new money into any of these ? At what price ? And what approximate % of a total portfolio would you go up to for any of them ?
Thank you

Q: Peter and crew; I currently hold positions in both CIBC and TORONTO Dominion banks. Both have sat in my portfolio to give balance to a tech heavy US investment program. As a growth investor my thinking is to sell both banks, and add to my U S stocks. Can you share with me your one year opinion on Canadian banks and as well suggest 3 or 4 US growth stocks for a1 to 5 year hold.. I have a fairly high risk tolerance and patience

Q: Can you suggest 2 names in the tech sector for long term holds in an RRSP?
They would be purchased in the next month or two.
Thank you!

Q: Hi team,

Grateful if you could provide a list of your top growth stocks, ten Canadian and ten American, for the next 2-3 years, excluding “lottery tickets”, with short comments and a risk evaluation. Please deduct as many credits as you see fit.

Thank you for the good work,

Jacques IDS

Q: Could you give me your recommendations for the 10 best US medium or large cap companies that pay small or no dividends, this time excluding IT companies? Thanks for your great service.

Q: Could you give me your recommendations for the 10 best US medium or large cap companies that pay small or no dividends?

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?

Q: Hello, with the current inflation scene, economy and interest rates, expectations of a pause by Federal Reserve and possibility of a soft landing, what sectors will be your favorites to invest/overweight today with a 5-10 years horizon ? And, in these sectors, what will be your best 3 picks, based on current valuation and future growth, in order, with suggested price levels to buy/add ?

Thank You

Q: Further to my earlier question regarding covered calls, can you please suggest some higher volatility US names that would be suitable. Your 2015 CMS article advises the use of companies with no debt and excess cash that are more volatile than the market. I would imagine this points mostly to mega cap tech names, but some diversity in the list would be appreciated. Thank-you.

Q: Hi,

What is your perspective on the travel industry, and what are your recommendations on stocks or ETF US or Canadian or international for 5-10 hold?

Best,
Matt

Q: What are your favorite cyclical stocks that you may start to build a position in at this time?

Q: I am looking to build a concentrated US equity portfolio. Could you please identify your favs [greater than 5% allocation] for each of Income, Balanced and Growth portfolios [and, if possible for Quality portfolio].
Thank you.

Q: Recently trimmed NVDA to bring position weight back in line. For US, any sector, what are a few top picks for a TFSA? And then how would IJT compare for growth potential and risk?

Thanks.

Q: Hi Team,
I own some Cenovus stock. Today's quarterly results were not great, and oil price is sliding along with the share price. I am debating whether I should keep holding this name. I don't really care if I have oil exposure on not, I am ultimately seeking the best long term growth I can achieve regardless of sector. This being said is there any stand out buy's that you would rather own today compared with continuing to hold CVE? I am looking mostly at Canadian names, or US names that CIBC has traded on the neo (Canadian hedged). Or...is this a bad time to sell oil names with the recent weakness in oil price ( if you believe oil price will stage a recovery here shortly). Your suggestions are appreciated. Thanks

Shane.