Q: Prospects for this co?
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Investment Q&A
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Q: Hi 5i
AMD had a large increase in shares trading hands ,29M, and price movement which looks like it started at around 10 am....any news or other catalysts on your radar what might be happening to prompt action....something related to jobs report maybe?
What price point would you consider attractive/possible under current conditions etc
thx
AMD had a large increase in shares trading hands ,29M, and price movement which looks like it started at around 10 am....any news or other catalysts on your radar what might be happening to prompt action....something related to jobs report maybe?
What price point would you consider attractive/possible under current conditions etc
thx
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Netflix Inc. (NFLX)
- NVIDIA Corporation (NVDA)
- Ford Motor Company (F)
- Oracle Corporation (ORCL)
- Tesla Inc. (TSLA)
- Advanced Micro Devices Inc. (AMD)
- NIO Inc. American depositary shares each representing one Class A (NIO)
Q: I am heavy into Tech with most weight in NVDA @ Avg. of $222. All good stocks/COs...Should I be worried? About which ones?
Many Thanks!
Many Thanks!
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOGL)
- Intel Corporation (INTC)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- McDonald's Corporation (MCD)
- Visa Inc. (V)
- Walmart Inc. (WMT)
- Constellation Software Inc. (CSU)
- Tourmaline Oil Corp. (TOU)
- WSP Global Inc. (WSP)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Tesla Inc. (TSLA)
- Advanced Micro Devices Inc. (AMD)
- Sprott Physical Gold Trust (PHYS)
- Baytex Energy Corp (BTE)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: Hi group please indicate in what order and at what entry price would you add to the above stocks. Only comment on the top 10 out of above list (i have a 100k to spend would you go all in now or wait until markets settle Thanks for your help with this decision
- Intel Corporation (INTC)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Advanced Micro Devices Inc. (AMD)
Q: On BNN Kim Bolton chose it as a top pick saying it is coming out with chips which will compete with NVDA, and will use less power. Do you have any information regarding this? What do you think of INTC
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Super Micro Computer Inc. (SMCI)
- ASML Holding N.V. (ASML)
- C3.ai Inc. Class A (AI)
Q: I am looking for growth stocks in the cpu/GPU/AI realm.
Is it too late to get into SMCI at $250?
In what order would you buy NVDA, SMCI, AMD and ASML? Please include other names which you think are worth considering in this space.
Thanks
Is it too late to get into SMCI at $250?
In what order would you buy NVDA, SMCI, AMD and ASML? Please include other names which you think are worth considering in this space.
Thanks
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Axcelis Technologies Inc. (ACLS)
- ASML Holding N.V. (ASML)
- Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: Good day 5i,
I currently hold positions in 5 semi-conductor companies: Nvidia, ASML, AMD, Taiwan Semi and Axcelis. I'd like to concentrate the positions in order to make the remaining positions more meaningful. However, I like all of these companies and feel they all have great growth ahead. If you were to concentrate this group, which would you sell? With those funds, in what order would you add to the others? Or would you keep all of them?
Growth-oriented investor, comfortable with volatility.
Thank you for your insights,
I currently hold positions in 5 semi-conductor companies: Nvidia, ASML, AMD, Taiwan Semi and Axcelis. I'd like to concentrate the positions in order to make the remaining positions more meaningful. However, I like all of these companies and feel they all have great growth ahead. If you were to concentrate this group, which would you sell? With those funds, in what order would you add to the others? Or would you keep all of them?
Growth-oriented investor, comfortable with volatility.
Thank you for your insights,
Q: On Jun 21st, you responded to A regarding stocks for a TFSA. My son has a smaller TFSA but a longer time frame. He currently holds ZSP in his TFSA and we have been looking at adding some stocks. We like all the ones you suggested, but some of them are also in the top ten holdings of ZSP. Would you suggest adding the individual stocks anyway? Or selling ZSP and holding only stocks? Our initial plan was to make ZSP about 20% of this TFSA and then hold 8-10 stocks. Also, what do you think of adding AXON and AMD to his TFSA at this time? Thank you.
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Super Micro Computer Inc. (SMCI)
- Opera Limited (OPRA)
- Redfin Corporation (RDFN)
- Lemonade Inc. (LMND)
- C3.ai Inc. Class A (AI)
- Duolingo Inc. (DUOL)
Q: MF came out with a list of AI today, and they are all up today, presumably on the news. Is there a concern that this is turning into a bubble? I know there will be spending here, but is it getting away into the danger-zone? I am considering an etf that captures a wide swath of AI. Are you able to suggest something? Thanks!
- Apple Inc. (AAPL)
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- General Motors Company (GM)
- Loews Corporation (L)
- Eli Lilly and Company (LLY)
- Constellation Software Inc. (CSU)
- Restaurant Brands International Inc. (QSR)
- Kinaxis Inc. (KXS)
- Tesla Inc. (TSLA)
- Advanced Micro Devices Inc. (AMD)
- INVESCO QQQ Trust (QQQ)
- TFI International Inc - Ordinary Shares (TFII)
- Topicus.com Inc. (TOI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi group I just sold NVDA @ $425. The plan was to wait for a pullback so i could repurchase. Looking like that will not work out. So should I buy AMD or ADBE Or? ...or just wait for a market adjustment broad based
2nd question i presently own the follow stocks and would like to add to some to them. In What order and price would you buy or should i be patient and just wait?
CSU AAPL AMAZ GOOG BN BAM KXS ATZ LLY NVEL TFII GSY BYD MSFT GSY TSLA QQQ TOI ATZ GM QSR L
Thanks for your help with these decisions deduct credits as required
2nd question i presently own the follow stocks and would like to add to some to them. In What order and price would you buy or should i be patient and just wait?
CSU AAPL AMAZ GOOG BN BAM KXS ATZ LLY NVEL TFII GSY BYD MSFT GSY TSLA QQQ TOI ATZ GM QSR L
Thanks for your help with these decisions deduct credits as required
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: NVDA has become 10% of my portfolio. Too often, I have sold too early, and too often I have not sold, and lost the gain. What to do! I wonder if it's a good idea to trim and buy some TSM, or AMD, or is there another company I should be looking at? Or, if so many are at the point of entering NVDA, does that mean it just makes sense to hold a little longer and reevaluate regularly?
- Intel Corporation (INTC)
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- HIVE Digital Technologies Ltd. (HIVE)
- Hut 8 Corp. (HUT)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- Bitfarms Ltd. (BITF)
- Coinbase Global Inc (COIN)
- Marathon Digital Holdings Inc. (MARA)
- Riot Platforms Inc. (RIOT)
- Applied Blockchain Inc. Common Stock (APLD)
Q: Apparently there was a crypto or blockchain conference within the last week attended by some of the wealthiest individuals and companies on the planet.
Would you know what it was called?
1.It seems clear that some very influential people want this area to have a place in the world banking and trading worlds.
2. One commentator ( Josh Brown ) expressed the opinion that for the foreseeable future it will be very high risk kind of like gold mines over the years. But there might be money to be made in the picks & shovels companies..
Do you have any suggestions of companies that have merit or look to have potential in that picks & shovels areas?
Thank you
Would you know what it was called?
1.It seems clear that some very influential people want this area to have a place in the world banking and trading worlds.
2. One commentator ( Josh Brown ) expressed the opinion that for the foreseeable future it will be very high risk kind of like gold mines over the years. But there might be money to be made in the picks & shovels companies..
Do you have any suggestions of companies that have merit or look to have potential in that picks & shovels areas?
Thank you
- Amazon.com Inc. (AMZN)
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Pure Storage Inc. Class A (PSTG)
- Super Micro Computer Inc. (SMCI)
- Armor Minerals Inc. (A)
- Perion Network Ltd (PERI)
- C3.ai Inc. Class A (AI)
Q: Have some cash in US $ registered account dedicated to Tech. In TOTAL Portfolio (CDN & US), we currently own NVDA (8.4%) CSU (7.3%) SHOP (4.7%) GOOG (4.5%), QCOM (4%) MSFT (3.7%), CRWD (2.5%) META (2%) TOI (1.6%)
Have some US $ available, considering : PERI, PSTG, ADOBE, AMZN, SMCI, AI, AMD. Of these, which 2 or 3 would you add to the Tech portfolio (if any) and what would you see as a reasonable purchase price.
Also, given the current/foreseeable environment, at what point would you consider trimming NVDA & CSU ? Please use as many question credits as needed. Many thanks.
Have some US $ available, considering : PERI, PSTG, ADOBE, AMZN, SMCI, AI, AMD. Of these, which 2 or 3 would you add to the Tech portfolio (if any) and what would you see as a reasonable purchase price.
Also, given the current/foreseeable environment, at what point would you consider trimming NVDA & CSU ? Please use as many question credits as needed. Many thanks.
- Analog Devices Inc. (ADI)
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: Hello Peter and team,
Mr. Kim Bolton who has my respect as a guest on BNN, suggested yesterday that one may want to take some profits off NVDA and re-direct the cash to AMD/ADI. Not sure if he said TSM in the same Q&A or added later. I am of course paraphrasing his response. Any opinions on these companies or comments about such a strategy? Do these companies pass your writing covered call approach?
Mr. Kim Bolton who has my respect as a guest on BNN, suggested yesterday that one may want to take some profits off NVDA and re-direct the cash to AMD/ADI. Not sure if he said TSM in the same Q&A or added later. I am of course paraphrasing his response. Any opinions on these companies or comments about such a strategy? Do these companies pass your writing covered call approach?
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Oracle Corporation (ORCL)
- Advanced Micro Devices Inc. (AMD)
- iShares U.S. Technology ETF (IYW)
- GLOBAL X FDS (AIQ)
Q: Is there an ETF that has all these 7 companies pls?
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- GLOBAL X FDS (BOTZ)
Q: Peter,
You recently mentioned recently the way to play AI was through U.S. Mega cap companies. Which ones in particular were you referring to ? Are there any ETF's worth reviewing?
Thank you
Paul
You recently mentioned recently the way to play AI was through U.S. Mega cap companies. Which ones in particular were you referring to ? Are there any ETF's worth reviewing?
Thank you
Paul
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Super Micro Computer Inc. (SMCI)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Lantheus Holdings Inc. (LNTH)
Q: Is it too late to get into NVDA? Is it a FOMO trade now? Where would you put new money for growth (3-5 years) NVDA, SMCI, AMD or some other name? Please reply with a short reason and take as many credits as needed. Thanks in advance.
- Adobe Inc. (ADBE)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Atlassian Corporation (TEAM)
- Advanced Micro Devices Inc. (AMD)
- Pure Storage Inc. Class A (PSTG)
- Super Micro Computer Inc. (SMCI)
- Perion Network Ltd (PERI)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Unity Software Inc. (U)
Q: I hold UNITY and APPS , now less than 1% and at a substantial loss as part of a US $ registered account tilted to growth and, intentionally, heavy in tech. In addition to the above two, it has the following holdings, with % shown of TOTAL (U.S. & Cdn) portfolio, followed by % of profit/loss, Our Canadian portfolio is balanced and much larger.
META .75% (+21%) , TEAM 1.9% (0%), CRWD 2.7% (-20%),
QCOM 3.7% (+45%), MSFT 3.8%(+116%), GOOG 4.5%(+6%), and NVDA 8.8% (+200%).
I am looking at selling U and APPS and perhaps TEAM (?) , increasing META to about 1.5 and looking for something new. Maybe SMCI - but after the parabolic increase in the last month maybe that needs to be on a pullback. Anything about this that you would do differently., including alternatives to SMCI ?
Take as many question credits as needed - many thanks.
META .75% (+21%) , TEAM 1.9% (0%), CRWD 2.7% (-20%),
QCOM 3.7% (+45%), MSFT 3.8%(+116%), GOOG 4.5%(+6%), and NVDA 8.8% (+200%).
I am looking at selling U and APPS and perhaps TEAM (?) , increasing META to about 1.5 and looking for something new. Maybe SMCI - but after the parabolic increase in the last month maybe that needs to be on a pullback. Anything about this that you would do differently., including alternatives to SMCI ?
Take as many question credits as needed - many thanks.
Q: Thoughts on AMD after its earnings? Would it be a good time to step in now?
- Broadcom Inc. (AVGO)
- QUALCOMM Incorporated (QCOM)
- Advanced Micro Devices Inc. (AMD)
- VMware Inc. Class A (VMW)
Q: Does the earning real ease by Qualcomm suggest that there may be a slowdown with Broadcom that reports later? Do you view Broadcom as a hold, buy or sell? And, would you consider a switch to AMD that had a significant drop is it’s share price today? Which semiconductor stock (Broadcom or AMD) is a better buy right now especially given potential growth in the future due to AI?