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5i Recent Questions
- Broadcom Inc. (AVGO)
- NVIDIA Corporation (NVDA)
- ASML Holding N.V. (ASML)
- Chord Energy Corporation (CHRD)
Q: I have a ~1% position in ERF (Enerplus), in an RSP, which looks to be taken over by Chord (CHRD). Most of the ERF proceeds would be in CHRD shares (a company I don't know much about), with only a relatively small amount of cash received. Meantime, my portfolio is currently ~8.5% oil & gas (SU, CVE, TOU, IMO, CPG, etc.) but only ~3% "chips" exposed (CHPS.to, MSFT). From your perspective, what do you think of selling some (or all) ERF now, so as to buy something like ASML?
Ted
Ted
- Intel Corporation (INTC)
- Micron Technology Inc. (MU)
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- ON Semiconductor Corporation (ON)
- Marvell Technology Inc. (MRVL)
- Super Micro Computer Inc. (SMCI)
- ASML Holding N.V. (ASML)
- Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
- Vertiv Holdings LLC Class A (VRT)
- Arm Holdings plc (ARM)
Q: 1. Please let me know your thoughts on the best choices of Semi Conductor and Related Companies to own going forward...
2. What would be the Core Holdings going into this Ai moment +
3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...
4. How do you feel about the Valuations and Stock Price of the Current companies listed...
5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...
Thanks in advance,
M
2. What would be the Core Holdings going into this Ai moment +
3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...
4. How do you feel about the Valuations and Stock Price of the Current companies listed...
5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...
Thanks in advance,
M
Q: I know you continue to like Nvidia and other Semiconductor names, but don't you think the SemiConductor space is getting a bit Pricey. Given that this space is considered somewhat cyclical, would you wait for some of these stocks to cool down or would you buy Nvidia for example, based on continued momentum.
Thanks
Tim
Thanks
Tim
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