Q: I've been lucky enough to own NVDA in the last year. Its now 4% of my portfolio. I'm considering buying a semi supplier like AMAT, LRCX,ASML, etc. What do you think? is it too much to own NVDA and a supplier? if so, which would you suggest?

Q: With the chip shortage, what is your outlook on Lam Research.
Is it a long term hold ?

Where do you see Brookfield Business Partners going forward.
The stock is relatively flat for months.

Thank you

Q: Retired, dividend-income investor. Reading lots about supply chain shortages (semi-conductors, copper, steel, etc). How are we best to play this?

Should we consider selecting companies within specific industries (Copper Mountain or Teck comes to mind) or should we go the ETF route (via ZMT or another suggestion via 5iR)?

A dividend would be a bonus. BTW, in the materials sector I already own NTR.

Please list some companies that I can research.

Please list some ETFs that I can research.

Thanks...Steve