Q: SMTC Can you please comment on their recent quarter and update your thoughts since your last comments.

Which other semi conductor companies do they compete with, and how does it compare against them?

Q: Hi Team,

I went looking through the questions and couldn’t find one like this. I am not looking for personal advice but the context is that I am closer to winding down the working years and am trying to build some income into the portfolio through dividend growers.

What would be your top seven dividend growers in both the US and Canada where the starting dividend is at least 1.5% indicating that management sees the dividend as a meaningful part of its capital allocation strategy? Obviously, I would prefer some sector diversification as well.

Please feel free to deduct as many questions as you deem appropriate.

Thanks for the great help!

Q: Do you recommended QCOM as a good stock to own for long term dividend growth? Are you concerned about Apple and other cellphone manufacturers moving away from QCOM technology? I already own TXN and AVGO - is QCOM sufficiently different to hold as well?