Q: Hello Folks:
As many others I have been hanging onto our Tech stocks (Goog, Amazon and Apple) hopping improvement is in sight.

Currently in consumer stocks we own Costco and Johnson and Johnson and media advises are diversifying more into this segment (eg. Mendalez, P&G etc.) useful strategy.

Do you think thinning down Tech is good advice? Perhaps utilities such as Enbridge could also be good defensive play. We are seniors valuing dividends with which Tech world is parsimonious. Apple appears the best bet in Tech as they actually produce and sell real products. Everything changes, however we value your thoughts and suggestions of including specific equity options (including an ETF). Currently I do not own any ETF's as I have preferred individual companies.
Thank you very much
brian

Q: Dear 5i,
Could you please provide your thoughts on ADI vs TXN?
Do you like these?
If so, which one do you like better and why?
Do you think there is a better choice in the sector and why?
What do you think would be a good entry price?

thanks

Q: Could you please give me a brief list of your top chip manufacturers with production outside of China/Taiwan, and your preference(s).