Investment Q&A

Q: Can I have your comments on microns earnings and guidance and how that may bode for other chip stocks? I also own Nvda, mrvl and amd and am down on all. Thanks.

Jason

Q: Sold NVDA for tax loss with the intent buying back in 30 days. What would be a replacement for NVDA for those 30 days.
Clayton

Q: I sold NVDA to accrue a tax loss and I can now buy it back. You were extremely high on the company 12 - 18 months ago but you have been naming other semi-conductor companies lately - QCOM and AMD specifically when asked about the sector. Have you cooled on NVDA and should I just stay with my proxy, AMD, or I am splitting hairs here and would you be comfortable with returning to NVDA for the long term?

Appreciate your insight.

Paul F.

Q: Hi 5iTeam,

Would you please recommended 3 beaten down stocks (regardless of sectors) in both Canadian and US markets with significant potential upside for a 3-year hold. Please rank them in order of buyability.

Cheers,
H

Q: In what order would you buy them today for 3 years?

On separate note, I am wondering when 5I started and how long I am member.
It was exciting ride over many years and without your help I would not survive.


Thank you for great service.
Milan

Q: I just sold NVDA for a tax loss but will be repurchasing it in 30 days. Would you buy a proxy for it or do you think things will remain unsettled for the next month? If you feel a proxy is prudent, what would your choice be?

Appreciate the insight.

Paul F.

Q: Further to Neil's question on May 9, can you list some tech/growth stocks that are looking good at current prices? I would like to start nibbling away with the understanding prices could go lower but with the 30% decline in Nasdaq from high, we must be getting close to the bottom here. Thanks

Q: for an 18 year old buying TFSA of 6 000, summer work earnings, but not needing money for a long time, probably targeting first home buy 10 + years down the road (education covered) what would you suggest if ETF, 3 suggestions please. Also, plan B, basket of 5 growth stocks, (being 18, she is interested in apple, alphabet, amazon and Microsoft)

thanks

Q: Good day team,

I know that you always suggest trading/buying into positive momentum but if you were to choose some stocks (regardless of sectors), on both the CDN and US sides, what would they be? As we are all aware, there is a lot of red out there in certain sectors.

Q: I'm thinking of a Covered Call strategy on dividend paying US stocks. I know the dividends are treated differently in Canada, but I wanted stocks that offered weekly call options.

Are there any suggestions you have?

Q: Hello 5I,
I was wondering if I sell the US stock AMD and then buy the Canadian CDR version of AMD stock will I get to claim the loss? They are technically different stocks ?

Thanks

Q: Hi group please what would be your 3 top picks along with brief explanation (in order of preference) in Canada + US regardless of sectors and risk.

2 nd question - We are in heap of trouble due to inflation +geo political concerns + and so on. Do you recommending selling some higher risk growth / Tech stocks into this weakness. Is it time to reduce stock holdings generally? I realize you do not have a crystal bowl but you comments are requested thanks

Q: What would be your top 5 US picks based on current value and long term growth?

Thanks as always.

Kevin

Q: Hi 5i,

Looking for additional exposure in the semi-conductor market. I currently already have a 3% weighting in NVDA. I am looking to potential start a position in AMD or INTC.

Your previous answers to questions suggest you favour AMD (after NVDA) given the companies recent execution.

However, INTC seems to be turning a corner with there plans to build new plants in Arizona in the next few years and change in management. Based on its current valuation (cheap compared to AMD) the current tailwinds of 'on shoring' it seems to me a compelling buy compared to AMD.

Your thoughts would be greatly appreciated. Appreciate all you do.

Q: AMD has dropped like an anvil the last three days.Are you concerned about this name other than the recent analyst downgrades?

Q: I have a large position n nvda and think I should try to pair it down but it is very difficult to find fault with it going fwd. qcom is in a reasonable position. My question what would u suggest to replace a portion of nvda should I decide to sell some. Thanks as always.0

Q: INDIE Semiconductor seems to be in a relative "sweet spot" currently. How would you rate its future growth potential?

Q: Hi Team,
These -NE Canadian stocks is the same as US - just listed in Canadian $?
Would like your comments.
Thanks as always !
Tak

Q: I am looking to start a position in the semiconductor sector given the recent pull back. What stocks would you favour today and why or would you suggest an ETF? Please rank them from best to least.

Thanks.

Q: Hello 5I,
Could you list from more appealing to least appealing? And then at what price you would buy.
Thanks