Q: How would you rank these for adding to my TFSA today? They have all been beaten up, but are good stocks. Thanks as always!

Q: I am holding a small position in TSM that is currently at a 2% loss. The share price has been trading sideways for some time. I also own SMH which has TSM as one it's top holdings. I am inclined to sell TSM and use the money for something else. I plan to keep holding SMH which has made good gains for me. Both are in the same taxable margin account. Should I keep holding TSM for the longer term, or should I let it go? I am also holding MRVL, AMD, QCOM and NVDA for the long term.

Q: Can you please suggest a few US listed companies in the semiconductor space who should see price appreciation as we come out of the supply chain issues / chip shortage over the next 12-24 months. Thank you