Q: I remember years ago, 5i/Peter had mentioned to watch out for companies that initiate dividends and might support a buy thesis.

The reason (if I remember correctly) is that

1) this likely signals that the board thinks that the company has now reached some level of stability that they can afford to pay out a regular dividend instead of plowing it back to other ways to allocate capital

2) likely means that the board is shareholder friendly to some degree or thinking on behalf of shareholder by returning some cash flow to them.

With that said, is Micron Tech (which initiated their first dividend this past quarter) a company to look out for?

Q: I own Broadcom and was wondering what tech/semi stocks you would recommend to compliment the name? Thanks!

Q: Any particular reason for the steep losses suffered in this name of late?