Q: What is your view on these two following the divergent reaction to their earnings reports? Which would be your preference today?
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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.
- Apple Inc. (AAPL)
- Alphabet Inc. (GOOG)
- Booking Holdings Inc. (BKNG)
- Eli Lilly and Company (LLY)
- Descartes Systems Group Inc. (The) (DSG)
- Advanced Micro Devices Inc. (AMD)
- Vanguard Dividend Appreciation FTF (VIG)
- Viemed Healthcare Inc. (VMD)
- Berkshire Hathaway Inc. (BRK.B)
Q: Good Morning,
Our RESP for my 13-year-old daughter is currently valued at about $42k. It is comprised of 25% Google, 25% AMD, 25% DSG, 13% Apple, and 12% VMD. Wondering if you could please give me a few ideas for another stock or ETF (Canadian or American) that I might add to this mix, as I will be contributing another $6K soon. Thanks. Brad
Our RESP for my 13-year-old daughter is currently valued at about $42k. It is comprised of 25% Google, 25% AMD, 25% DSG, 13% Apple, and 12% VMD. Wondering if you could please give me a few ideas for another stock or ETF (Canadian or American) that I might add to this mix, as I will be contributing another $6K soon. Thanks. Brad
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- AbbVie Inc. (ABBV)
- Eli Lilly and Company (LLY)
- United Rentals Inc. (URI)
- Ulta Beauty Inc. (ULTA)
- Vanguard FTSE All-World ex-US ETF (VEU)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Reliance Inc. (RS)
- Vertiv Holdings LLC Class A (VRT)
Q: hi,
according to portfolio tracking and analysis, I am short on basic materials, consumer cyclical, health care, industrials. im also quite short US and international equities. I prefer equities with dividends that are growing, and has some capital appreciation/growth as well. with this in mind, can you provide your top few picks in each sector please. much appreciated. chris
according to portfolio tracking and analysis, I am short on basic materials, consumer cyclical, health care, industrials. im also quite short US and international equities. I prefer equities with dividends that are growing, and has some capital appreciation/growth as well. with this in mind, can you provide your top few picks in each sector please. much appreciated. chris
- Booking Holdings Inc. (BKNG)
- Super Micro Computer Inc. (SMCI)
- Shopify Inc. Class A Subordinate (SHOP)
Q: What would be your one pick of smci, shopify or bkng? I see these are all liked by you. I am looking to add one more growth name to my holdings and not not concerned about what sector. I am leaning towards smci which I have bought and sold in the past but have not held as it seems to have big ups and draw downs which makes me nervous. Thanks,
Jason
Jason
- Booking Holdings Inc. (BKNG)
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Ulta Beauty Inc. (ULTA)
- Five Below Inc. (FIVE)
- Crocs Inc. (CROX)
- InMode Ltd. (INMD)
- Topicus.com Inc. (TOI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi group...If we assume the conflict in middle east is going to escalate. What are you thoughts on a strategy to take advantage ...I am thinking we might test last Oct lows...What your thoughts on this?.
I have $100,000) cash waiting to invest at some point... do you suggest entry soon? and if so what is your top 10 picks regardless of sector or market. Thanks for your insight
I have $100,000) cash waiting to invest at some point... do you suggest entry soon? and if so what is your top 10 picks regardless of sector or market. Thanks for your insight
- Booking Holdings Inc. (BKNG)
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Ulta Beauty Inc. (ULTA)
- Five Below Inc. (FIVE)
- Rollins Inc. (ROL)
- Crocs Inc. (CROX)
- Topicus.com Inc. (TOI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I know you dislike the terms “screaming buys” and “backup the truck”..how about “almost irresistible “ buys to hold for the next 3 years? 5 Canadian, 5 US.
- Amazon.com Inc. (AMZN)
- Booking Holdings Inc. (BKNG)
- Constellation Software Inc. (CSU)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: What are your 5 or 6 top picks in this current market weakness. Long term hold and forget. No specific sectors but preferably large caps. I like dividends but does not have to be a dividend payers. Thank you!
- Booking Holdings Inc. (BKNG)
- Kinaxis Inc. (KXS)
- Savaria Corporation (SIS)
- Crocs Inc. (CROX)
- Perion Network Ltd (PERI)
- InMode Ltd. (INMD)
- eXp World Holdings Inc. (EXPI)
- Nuvei Corporation (NVEI)
Q: These names have been underperforming in my portfolio for some time now. Do you believe they remain attractive from these levels or are there more compelling names out there?
- Intuit Inc. (INTU)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Salesforce Inc. (CRM)
- Constellation Software Inc. (CSU)
- WSP Global Inc. (WSP)
- Parkland Corporation (PKI)
- Alimentation Couche-Tard Inc. (ATD)
- EQB Inc. (EQB)
- Blackstone Inc. (BX)
- Arthur J. Gallagher & Co. (AJG)
- Berkshire Hathaway Inc. (BRK.B)
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
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Booking Holdings Inc. (BKNG)
- Visa Inc. (V)
- Vanguard S&P 500 Index ETF (VFV)
- Vanguard Dividend Appreciation FTF (VIG)
- INVESCO QQQ Trust (QQQ)
- Old Dominion Freight Line Inc. (ODFL)
Q: My son is starting an FHSA account at Wealthsimple. With the goal of contributing monthly and maximizing the limit over 5 to 7 years before needing funds. What combination of ETF's and blue chip stocks would you recommend that combines steady/increasing dividends, capital appreciation and minimal downside risk. Looking for a manageable # and combination of stock/Etf
Thank you
Thank you
- Intuitive Surgical Inc. (ISRG)
- Booking Holdings Inc. (BKNG)
- Eli Lilly and Company (LLY)
- Ulta Beauty Inc. (ULTA)
- Super Micro Computer Inc. (SMCI)
- Perion Network Ltd (PERI)
- InMode Ltd. (INMD)
- Lantheus Holdings Inc. (LNTH)
Q: From this list what would be your top 3 picks for buys right now with consideration of long term growth in TFSA? If you feel any other picks would make it in to top 3 (besides NVDA/GOOG) please include those as well.
Q: I am interested in taking a position in BKNG, but according to everything I have seen, there DEBT load has grown quite substantially this past quarter. There long term debt is high, am I just misreading there financials ?
Q: Would rather hold BKNG or CROX right now?
Thanks
Thanks
- Marriott International (MAR)
- Booking Holdings Inc. (BKNG)
- Delta Air Lines Inc. (DAL)
- Southwest Airlines Company (LUV)
- Hilton Worldwide Holdings Inc. (HLT)
Q: Looking for an investment other than BKNG to take advantage of the resurgence in travel. I don’t like airline stocks. I know in the past you were favourable on WYNN. Would you recommend that or something else?
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Salesforce Inc. (CRM)
- Berkshire Hathaway Inc. (BRK.B)
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
Q: Hello, what would be a good entry point for BKNG ?
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Constellation Software Inc. (CSU)
- BRP Inc. Subordinate Voting Shares (DOO)
- Ulta Beauty Inc. (ULTA)
- Five Below Inc. (FIVE)
- Topicus.com Inc. (TOI)
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
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Eli Lilly and Company (LLY)
- Berkshire Hathaway Inc. (BRK.B)
Q: Top 5 us stocks you would but? Thanks rose
- Alphabet Inc. (GOOGL)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Salesforce Inc. (CRM)
- 3M Company (MMM)
- Pfizer Inc. (PFE)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- CrowdStrike Holdings Inc. (CRWD)
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
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- INVESCO QQQ Trust (QQQ)
- Vertiv Holdings LLC Class A (VRT)
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.