Investment Q&A

Q: I would like to invest in one of these companies,
for a 5 years hold. Which one is has more upside momentum going forward, and why?
Thanks

Q: Could you please comment on their results and outlook?
Thanks,

Milan

Q: Hi Team,
What is your outlook for Intel after today's earning?
Thanks.

Q: I am thinking to buy these. What is your opinion?

Thanks,
Milan

Q: Dearr 5i
What are the expected earnings growth rates for AMAT , AMD and NVDA over the next 1-2 years and which would you recommend for an RRSP assuming a balanced portfolio .
Thanks
Bill C.

Q: IWish to get a position in this area of the tech space,and would appreciate your input as to the best of the group.
Doug

Q: Hi, I am looking to deploy some US dollars I have in cash. My thinking is to focus on US tech - in particular the software, internet and semiconductor industries. Could you recommend names in each industry you feel would be a good choice, considering solid companies with growth prospects that could be held longer term?
Thank you for all your hard work!
Dawn

Q: I hold NVDA and I am looking to buy another US semi. I am medium risk tolerant, looking for capital appreciation and no need for dividends. 2 or 3 suggestions please with reasons.
Thanks, Tim.

Q: I've been active in DIY investing for 7 years. Have chosen only CDN listed stocks and, with 5i's help, have been reasonably satisfied with returns over that period. However, despite my stubborn resistance to the US, I cannot continue to ignore that market. So I have 5 forced-choice questions for you. I will invest in 5 of the 11 listed. I'd like your opinion about which one in each group to invest. These are LT holds (5+ years). I'm not expecting a detailed rationale, but would appreciate knowing if your preferences are strong. Or not. Thanks!
GOOG vs. AMZN
HD vs. LOW
AMD vs. NVDA
AAPL vs. MSFT
AYX vs. TTD vs. TEAM

Q: Thinking of 3-4 year play in some combination of this group. Risk is not the primary concern. Is this a viable strategy for a small portfolio segregated from other assets? What combination, if any, would you recommend? AYX momentum seems to be slowing. Is that a concern from your perspective?

Q: Hi peter, can you shade some information about this company. Are they making any money? Would you put your money. Thanks. Alnoor

Q: In the past you have been very pro NVDA and lukewarm to AMD. I am getting reports that AMD is "eating NVDA's lunch" when it comes to gaming chips and is now set to break out. The Google announcement early this week would seem to confirm this thesis, however it appears every chip company is on the rise. Have you altered your opinion on AMD? Before the announcement I got on AMD (2% position) and am up 20% very quickly. I am thinking of adding more. Should I?

Q: Do u have any information on Amd trading on tsx. Thx. Ernie

Q: I realize these are U.S. companies but the NVDA vs. AMD semi-conductor showdown is one of the most interesting investing tilts on offer right now. I have held NVDA for several years. It's my largest holding and I am up 325% on it. It has been a gusher. It has routinely whipped AMD like a pinata. But has the tide turned? NVDA is "only" up 26% this year and is getting thrashed today, post earnings, for having the temerity to only post substantial gains in 5 of its 6 lines of business. Meanwhile AMD has nearly doubled YTD and is now a Seeking Alpha darling. NVDA is clearly a remarkable company but the fastest jet stalls out at some point in a vertical climb. Is it time to sell some or all of my NVDA stake? Given its sky-high valuation do I crystalize profits and redeploy? What's your reading on these two competitors today?

Q: Hello team,

There is a lot of debate about how AMD may actually, not in so distant a future, steal the show from NVDA by beating them in their GPU technology as well as other areas such AI technology. So which one do you side with NVDA or AMD? NVDA is a leader for now but would you invest in AMD if you were looking or even faster growth for a similar risk?

Have a wonderful weekend!

Q: Hey everyone,
I am holding ITC(-35%)and CRH(-55%), is there any need to hold on here? I was thinking of making the switch to AMD. I have a 10 - 15 year timeframe. Your thoughts are appreciated.

Q: Hello,

Could you please tell me what you think about investing in AMD and/or Nvidia?

What one do you like better/which one has better growth prospects? Also could you please tell me the forward P/E ratios of both.

Thank you.

Q: Hi Peter and Team,
I recently read an article on bitcoin. In this article, the author identifies a number of companies as equity proxies for bitcoin. Square (SQ), Advanced Micro Devices (AMD) and Goldman Sachs Group (GS) are 3 of the companies mentioned in this article.
Would you please enlighten me on the connection between the 3 above-mentioned companies and bitcoin. Your comments, as always, would be much appreciated.
Cheers,

Q: I have a recollection that about a month or two ago you suggested a company engaged in artificial intelligence that would be a cheaper alternative to Nvidia. Can you remind me of the name of this company? Thanks.

Q: I have some US cash to invest and would like your thoughts on DQ and AMD. I realize that DQ is pretty far afield but if you happen to know it I would appreciate your comments. AMD is getting hit today, any thoughts on earnings and the price reaction?

Thank-you, once again.