Investment Q&A

Q: Who are competitors to SMCI, and which one would benefit most in long term from the tanking of SMCI so I can initiate a position today? Thank you.

Q: My tech holdings consist of CSU, KSX, TOI, QQQ, XIT, & TEC. What other equites would you advise looking at so I am covered in all things tech related including AI, Cyber and Semi-conductors? My preference in this order is 1} ETF 2 } Mutual fund 3} Individual stocks.

Thank you

Paul

Q: I'm considering a new position in MU and/or VRT. The latter has run up, the former hasn't recovered from the tech reversal. Would you favour either one for a new position, or if there is enough funds, would you try to own both? Thanks.

Q: Since the results of the US election were clear, I wanted to move a few dollars around preparing for the next 4 years. Can you rank in order the 12 stocks listed from best too worst. Only looking for capital appreciation over the next 3-4 years. Thanks.

Q: Please list in order your preferred choices long term? Please consider its current valuation and future growth potential. A management rating please out of 10.

Is it best to wait for a market pull back? Thank you for everything

Q: I have a good sized position in VRT a smaller one in NVDA. I want to add to one of them. For growth in the next 2 years which would be better, Why.
Thank You
Peter

Q: I am anxiously waiting a correction to buy these two companies before the year end, given their recent spectacular rise. Is it a realistic approach ? or would you consider a good move to take action now as soon as possible?

Thank you very much

Q: At this stage in the game if you had to choose one to hold which would you pick? Or would you go 50-50. Thanks!

Jason

Q: I am still toying with RRSP strategies - I have about 50% of my RRSP in US funds and 50% in Canadian funds. I plan on starting to draw my RRSP down in January and need about an 8% annual return, including dividends and growth for the next 10 years. I have slowly been rolling my Canadian side toward your income portfolio, and am about half-way there. On the US side, I hold the above positions. What are your thoughts on the following - mirroring your income portfolio with the Canadian side, and on the US side hold a combination of ETF's/Equities, or just ETF's. I have been actively growing my RRSP (with success thanks!) But hope to be able to spend less time on it once I retire. The above idea means, for the Cdn side, I can continue to follow your moves on the income portfolio. For the US side, I will continue to monitor/rebalance, but I don’t want it to be a daily task - please suggest a tactic, including whether to mix equities/ETF's, or just go to one or a few ETF's, and please suggest holdings in either tactic. Thanks!

Q: Retired with a longterm (10+ years) investing horizon and a solid pension. My TFSA is primarily growth and all Canadian with some US exposure (WSP, PRL). I’ve got some $US I want to put to work in my new unregistered $US account. I realize you don’t want to get personal but if it were your money and you were looking to start a new US based portfolio with solid companies a bit on the growthy side what 6-8 companies would you consider?
Thanks so much.

Q: We’re retired with comfortable pensions and a 10 year+ investing horizon. To date we’ve invested in Canadian growth companies inside our TFSAs (we’ve tried to access the US market through companies such as WSP and PRL). We’ve recently opened a $USD trading account and want to start investing in relatively stable US companies with some growth potential. ISRG is one we’re considering. Could you please provide a list of 6-8 companies you’d be looking into if it was your money. Thanks so much for all you do.

Q: I sold my full positions in APPL and NEE plus sold half my position in VERT this morning. I would like 2 good dividend payers with a growth metric, and 2 small/ mid caps for a 2-3 year hold.
Other positions currently held are: MSFT, SYK, AMZN, ISRG, GOOG, ABBV, JPM, PRU, AGX, CRS.
Thanks for all the above over the years. David

Q: Can you do a head to head comparison between VRT and ANET as for as which one you would prefer going forward and why? Does one have a bigger risk of something going wrong (Yup I'm talking about you SMCI) than the other?

Q: Hello Team,

I am re-balancing my portfolio and I have a bit of cash to invest. Of the 12 stocks listed, can you please rank in order you would add to an existing stock. Looking for a 3-5 year hold and not worries about risk and or industry. Thanks again.

Q: Good Morning,
I currently hold a small position in SMCI at the break even point. I’m considering selling SMCI and adding VRT or ISRG for a solid growth name. Is this a move that you would endorse, and if so, which one would you choose at current levels. Feel free to include any alternative names if you see fit.
Thank you,

Q: I have to sell some NVDA for balance (thanks for creating this problem in my portfolio!). Can you recomment 5 US stocks regardless of sector that might have comparable growth over 3-5 years? Thanks.

Q: Good Day,

Edit: I got to the end of this and realize there is a lot to unpack here. My apologies and please forgive the transient nature of my ADD brain. Take however many credits you need.

I really enjoyed Jonathans question and your subsequent answer on Oct 10. Continuing on that thread, I too consider myself primarily a growth investor, and have a fairly high tolerance for risk. However, in contradiction (somewhat) to that, I also Love equities with a DRIP program.

I'm planning on making a significant contribution to my RRSP investment account to hopefully capitalize on some opportunities/ tax loss selling in the end of the year, and enjoying the tax break in April.

1. I think? I have a pretty solid basket of growth names, significantly from 5i recommendations. CALF CLBT CROX MSFT NVDA POWL SMCI TCS TMDX AMZN ASPN HPS LMN TVK VRT. In the growth space, Please provide 6 recommendations (CAD, US) ranked in decreasing order of preference that you would consider beneficial to these. If any of these current positions are in a very attractive place to add, you could suggest that with a why.

2. In the dividend/DRIP space, I have DE CHE.UN ZWT BAM SU PPL. About a month ago, I sold my BEP and BNS and rolled them in to my double up my BAM, which paid off, but am considering a re-buy. Reading the questions lately, you have been big on BNS and TD, but seem to contradict yourselves on it. Often recommending BNS over TD, only to recommend to someone that holds both to cut BNS over TD if only one is to be held. Are they that close in terms of future runway/room to grow/total returns? With my Love of DRIPs, would you give the edge to BNS due to the higher dividend? Could you recommend 3 - 5 options in this space, preferably holdings that would require less than 10K (20K for very high conviction) invested to DRIP a unit. ETFs are OK with low fees and higher Dividend.

3. In Jonathans question you commented on Materials being a great addition to a growth investors portfolio as a semi uncorrelated diversification. I've held LUN and LIF in the past, but with the power demands and resurgence of Nuclear, are there better options out there? Please provide 2-3 dividend paying and up to 5 growth options in this space.

4. Is GOOG a buy here? I fully agree that the impact was way overblown. Is it worth getting into one of the 2x leverage tickers for GOOG if ones conviction is very high? Is there any company you would consider a leveraged holding on? If so, which?

Thanks for everything!!!

James

Q: I'm considering the following stocks - can you please rate them from favourite to least favourite.....: SPSC:US, vrt, sj, dcbo, tve
thank you!

Q: Hi,

How would you rank these companies based on risk adjusted returns and where they are currently trading? I currently have positions in all and looking to add.

Thank you!

Q: Given the focus on Data Centre Power, what do you think of these? I already own VST & VRT

Many Thanks!