Investment Q&A

Q: I already own shares in all of these companies but I'm thinking of selling my MSFT due to a decent % held in also owned ETFs but also that I don't think it has as much growth in the next 1-2 years relative to the others. Thus I'm thinking of selling my MFST and putting the $ equally into the other three.

Am I correct in thinking there is more potential growth in U, NVDA and GOOG than in MSFT?

Cam

Q: We are looking to adds some US positions to our TFSA. We currently have AMD, DAL, DOCU, BRK-B, and ROKU. Could you suggest 5 growth names for long term holds that you would feel comfortable entering new positions in today? And would you add to ROKU at present?

Thanks in-advance.

Q: Hi, I have enough fund to buy one of the two. Which one would you add today based on long term growth potential. This will be purchased in TFSA account. Thanks.

Q: Room in my TFSA for only one of the above-noted stocks. Please rank in order of preference and offer a brief explanation as to the ranking. Thank you.

Q: Do you endorse a tax-loss sale for these three stocks, DXCM, REAL, VHI with the intention to buy back after 30 days? Are there any that you wouldn't buy back and instead use the proceeds on another high growth name such as NVDA, U, GOOS, PINS, MGNI? Sector weighting is not a concern and risk tolerance is high. Thanks.

Q: Would like some recommendations for both Canadian and US large cap stocks where capital appreciation is more important Than any degree of dividend. Could you recommend five for each country? Feel free to charge more than one question. Thank you, Bill

Q: Hi Peter,
could you pleas give four Growth stocks( no sector preference) each in Canada and US for long term hold like 5-10 yrs.
Thanks,
KT

Q: Hi Peter !
My US holdings are ADBE,AMZN,TEAM,NFLX,MA,MSFT,AYX,ARKW and I would like to add 2-3 more US stocks to my US dollar portfolio. Could you please make some suggestions that would compliment the above.
I just started ARKW 5 days ago.
Thanks Andrew

Q: My US holdings are COST, VEEV, ABBV, NVDA, U, PLTR, GOOG, V, BABA and would like to add 2-3 more US stocks to my US dollar portfolio. Could you please make some suggestions that would compliment the above.

Thanks

Dave.

Q: I am looking to buy a position in U.US (Unity Software), but I need to sell one of the other listed companies to raise the cash to do this. Which one would you sell (or trim) to do this, taking into consideration this would be a long term investment. I am looking for maximum share price appreciation. Thanks

Shane.

Q: Thoughts on Unity software

Q: Could you please list about five or so of your favorite US growth stocks for an RRSP. Currently have no US exposure and ok with a 3-5 year hold. Thanks for your great work!

Q: Looking for your favorite five US growth stocks for next 3 years in an RRSP. Currently have no US exposure. Could you also suggest a couple of potential US multi baggers ok with the higher risk here. Thanks for all your great work!

Q: Thinking of buying shares in this company.
Would this company be good for a long term buy?
Thank you.

Q: I have owned AYX for a year - its been an exciting ride with the stock peaking 66% higher than its current price (I did not sell) I find myself back to where I started. In your view, how much of this volatility is due to management erring on the side of conservative guidance and thus tempering market enthusiasm and how much is a reevaluation by the street that perhaps there are better growth opportunities out there. Since it is part of my US High Growth portfolio, I am perfectly fine with the volatility if it is still on track. My question is, if this were in your US High Growth portfolio would you be keeping it or replacing it with a higher conviction name. If your answer is to replace it, what would be your top 2 names.

Many Thanks
Scott

Q: I am looking at CRSR after their recent earning beat. Do you still consider it “interesting”? How would you compare it to Unity software? Unity is competing with Unreal Engine which game developers like more but I realize Unity is more than gaming. I also have a friend who loves Corsairs products so I am leaning to CRSR. Could you comment on insider ownership and any lockup’s from both of their recent IPOs?

Q: Hi. My daughter is looking to add a US tech stock to a portfolio that follows your balanced portfolio with some added US stocks and International ETFs. She currently owns 4 tech stocks; CSU, LSPD, KXS and NVDA. She is 21 yo and looking for long term growth. We are wondering if U is a better addition than TEAM (I am already following TEAM as I own it, but would consider selling it for a better company as I like to limit myself to following about 35 stocks). Any better suggestions? TTD? We both already own VEEV (under healthcare).

Q: Could you please rank above Tech stocks in order of preference that you would purchase or hold right now. I have all except CRWD and U, but they seem to be coming up in your lists more frequently.

Q: If you just received $200K extra cash and would like to invest it in CND and US stocks in a non-registered account for maximum returns in 3-5 years, which CND and US stocks would you choose? For this, higher risk would be acceptable. Please prioritize 4-5 of each of the CDN and US stocks.

Would there be any changes, if it was going into a couple's TFSA's with sufficient contribution room?

Thanks, and please deduct as many credits as appropriate.

Q: What would be your top 5 US and TSX companies for a TFSA? - focusing on growth but wouldn't turn down dividend payers! Thanks