Q: I am thinking of investing in this company. Kulicke and Soffa Industries, Inc. designs, manufactures, and markets capital equipment, related spare parts, and packaging materials used to assemble semiconductor devices. The Company also services, maintains, repairs, and upgrades assembly equipment. What would your view be on this company.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: What are your thoughts on U.S. steel given the anticipated infrastructure spend under Trump's administration? I'm looking at NUE, AKS and X.
Thanks.
Thanks.
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INVESCO QQQ Trust (QQQ $609.65)
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State Street Technology Select Sector SPDR ETF (XLK $141.13)
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GLOBAL X FDS (SNSR $38.85)
Q: Looking to spread my Technology investments into US$ shares in one of these 3 positions. All seem to be doing extremely well and appear quite similar to each other. Share prices go from $128-$52-$17 and psychologically I have an aversion to paying over $100/share (I know there is no rational to that).
Would appreciate your analysis of these 3 and recommendation or any others in this arena.
thx
Rrichterr
Would appreciate your analysis of these 3 and recommendation or any others in this arena.
thx
Rrichterr
Q: Hello: I hold UTX but reading a question and answer today you mention ITRI and LLL. Would you replace UTX with one of these. Thank you Barb
Q: i have been enjoying the ride with delta airlines (dal), do i stay on board or is it time to deplane?
Q: Hi,
Can I get your opinion on Ubiquiti Networks Inc.?
Thanks
Can I get your opinion on Ubiquiti Networks Inc.?
Thanks
Q: Your opinion on buying BRK.B today, as a good proxy for the U.S. market in comparison to buying the S&P 500/ZLU ETF?
Q: Over the last 20 years CNR and KSU have been outstanding performers. CNR up about 2000% and KSU up 7500%!! Both have been better than Birkshire Hathaway. Which would pick for a long hold? Have the metrics of these RRs changed? In particular, does KSU still have the advantage that propelled it 20 years ago? It has lagged of late.
Q: Hi Peter and Ryan,
Can I please get your valued opinion of Air Lease Corp. Thanks Dave
Can I please get your valued opinion of Air Lease Corp. Thanks Dave
Q: What is your opinion of Fortinet as it relates to its peers? Would you recommend HACK over an individual player in this space.
Thanks, Mark
Thanks, Mark
Q: Could you please give me your opinion of the future growth of Servicenow (NOW), and whether you think it is a good hold. Is a drop of an expected growth rate from 150% to 50% a real concern?
Q: Would you switch from NVDA to STX here?
Q: There was an article in the Globe & Mail today about Dell Technologies' merger with EMC Corp. They call it the biggest tech deal in history. Do you view this as a good time to hit Dell? What are your thoughts?
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BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $41.63)
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BMO Equal Weight US Banks Index ETF (ZBK $46.71)
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Dynamic Active U.S. Dividend ETF (DXU $72.80)
Q: DXU is a new ETF and would appreciate your thoughts on it. Is this a good time to purchase or would it be best to do a "wait and see"? I currently hold ZUB and am wondering if it should be switched to an ETF that is not hedged. Which bank ETF would you consider for the unhedged or would you go with a single US bank. Thanks for your advice.
Q: Hi Peter & Team: For a growth portfolio, what % would you allocate to Cdn,US,EM and other developed mkt. ? What ETF's would you suggest for EM & other dev.mkt, hedged or not hedged to the loony? Thanks. Fooklin
Q: WHAT IS YOUR OPINION THESE DAYS ABOUT THIS STOCK.IS IT A GOOD TIME TO BUY?.THANK YOU.EBRAHIM
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FLIR Systems Inc. (FLIR $57.34)
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Alphabet Inc. (GOOG $323.10)
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NVIDIA Corporation (NVDA $185.41)
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QUALCOMM Incorporated (QCOM $137.34)
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JX Luxventure Limited (LLL)
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Raytheon Technologies (UTX)
Q: In answer to another reader's question, you recently recommended the following 4 US tech stocks (NVDA, QCOM, GOOG, CGNX) and four US industrials (FLIR, LLL, UTX, ITRI).
If you had to narrow it down to two in each of these categories (tech and industrials), which would you pick at this time?
If you had to narrow it down to two in each of these categories (tech and industrials), which would you pick at this time?
Q: Now that Apple has risen to within 1% of its all time high and I am finally at a position slightly higher than when I bought, I am considering selling the shares and would be interested in your latest view on whether this is a good time to sell, or whether there is any advantage to waiting a while.
The shares are held in my wife's RRIF and if sold, I would want to buy something else in the same sector, or move into the health/pharma sector.
I bought the shares a few years ago after asking your advice and you suggested to buy either AAPL or GOOG. I suspect that GOOG has done much better since and I have to say I was never really impressed with the low dividend that AAPL pays, especially considering how much cash it has on hand.
Does the tech sector still have legs? Are there any companies you like in the tech sector in the US that pay a 3%+ dividend and still a chance of growth?
Thanks in advance for your deliberations.
The shares are held in my wife's RRIF and if sold, I would want to buy something else in the same sector, or move into the health/pharma sector.
I bought the shares a few years ago after asking your advice and you suggested to buy either AAPL or GOOG. I suspect that GOOG has done much better since and I have to say I was never really impressed with the low dividend that AAPL pays, especially considering how much cash it has on hand.
Does the tech sector still have legs? Are there any companies you like in the tech sector in the US that pay a 3%+ dividend and still a chance of growth?
Thanks in advance for your deliberations.
Q: Hello,
At one point you were hinting that a US portfolio may be in the cards for 5i. Any closer to a decision? If not, how would you invest 60k$ U$.
Thanks
M
At one point you were hinting that a US portfolio may be in the cards for 5i. Any closer to a decision? If not, how would you invest 60k$ U$.
Thanks
M
Q: Good morning team. What do you think of NVDA quarterly results last night (Thursday)? My holding has grown to 3.5%. The after hours market looks neutral. I'm not sure why. Much thanks for all you do.