NVIDIA, AMZN, UPS, GOOG, ATZ, BN, BEP?

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Dan, I’m new here. From Australia but lived in Canada for 28 yrs. Really enjoy your reports.
Above are what I am thinking of buying after reading your reports lots past 3 weeks, more. Thoughts?
I currently have
RBC 35% of my portfolio
VFV 17%
VISA 15.5%
TD 7%
ENB 7%
FDX 7%
BMO 6%
BNS 1.2%
also have 1 ETH bought 5 yrs ago for long term bought at a high unfortunately. Hope to hear your thoughts for as you say long term investment.

Myk

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Asked on October 29, 2025 11:30 am
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It definitely looks like you could use some diversity away from the Big Canadian Banks. However, it's worked out for you over the last while here.

I am a fan of all the company's you mentioned outside of UPS. I do think UPS is a quality company, but they've been in the dumpster based on some poor management decisions and the cyclical nature of the freight industry. I think it is a reasonable buy at this point in time because the market has likely priced in a dividend cut at this point in time. I would just expect the road forward to be rocky if the freight environment doesn't improve quickly. Cyclical stocks are tough to hold. Times can get VERY rough for them during downturns but then when things pick back up again they can go up very quickly.

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Posted by Dan Kent
Answered on November 3, 2025 7:53 am
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Dan, Thank you I really appreciate your comments. Congrats to you and your wife on your two new boys. Myk
(mykaussie@gmail.com at November 4, 2025 10:28 am)
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