Q: I know that this is an unfair question - sorry. I realize that ARKK and AMD are two different investments, but if 5i had a chunk of money to invest in one of these two, which would it be? On a similar note, is Intel a better investment than AMD?
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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.
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Apple Inc. (AAPL)
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Magna International Inc. (MG)
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Advanced Micro Devices Inc. (AMD)
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NIO Inc. American depositary shares each representing one Class A (NIO)
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Affirm Holdings Inc. (AFRM)
Q: Except for Apple I'm down 40% in the others. Time to sell and wait or hang on for the long term?
I bought Apple at $126 so still good.
Thanks
I bought Apple at $126 so still good.
Thanks
Q: I hold NVDA AMD and MDB in registered accounts and they are now down 47% - 18% - 39% respectively. As there is unfortunately no tax benefit to selling, should I continue to ride them out or bite the bullet and redeploy to recoup some of my losses within a 3 yr time frame. If redeploy is the answer, some suggestions please.
Thanks.
Thanks.
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Adobe Inc. (ADBE)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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TECSYS Inc. (TCS)
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Advanced Micro Devices Inc. (AMD)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Hello 5I,
What would be your top 5 picks in tech right now in Canada and Us?
Thanks
What would be your top 5 picks in tech right now in Canada and Us?
Thanks
Q: What should one do now with this chip sales ban to China?sell asap or hold?
Q: Hello 5I,
I am down 40% and 30% respectively on these two semi stocks. Do I ride is out or take the loss and move into another tech stock?
Thanks
I am down 40% and 30% respectively on these two semi stocks. Do I ride is out or take the loss and move into another tech stock?
Thanks
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Broadcom Inc. (AVGO)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Advanced Micro Devices Inc. (AMD)
Q: What are your semiconductor companies?
Thannk you Lorraine
Thannk you Lorraine
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Broadcom Inc. (AVGO)
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Intel Corporation (INTC)
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NVIDIA Corporation (NVDA)
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Advanced Micro Devices Inc. (AMD)
Q: Hello,
I am looking to get exposure into semiconductors market with 2-5 year time horizon. Which of the two (NVDA or INTC) would you consider as a better investment and would you suggest any other options in the US market. Thanks in advance!
Irek
I am looking to get exposure into semiconductors market with 2-5 year time horizon. Which of the two (NVDA or INTC) would you consider as a better investment and would you suggest any other options in the US market. Thanks in advance!
Irek
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Analog Devices Inc. (ADI)
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Broadcom Inc. (AVGO)
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Intel Corporation (INTC)
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Lam Research Corporation (LRCX)
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Micron Technology Inc. (MU)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Texas Instruments Incorporated (TXN)
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Advanced Micro Devices Inc. (AMD)
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Amkor Technology Inc. (AMKR)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: hi 5i,
can you give me your top pick for a semiconductor stock for long term hold. and if your pick is not Intel (which I assume it will not be ), can you advise re intel as a long term investment (I like dividends ). also, can you provide advice on Camtek ltd. (CAMT) please (it won't auto populate the "enter company" box above. cheers, chris
can you give me your top pick for a semiconductor stock for long term hold. and if your pick is not Intel (which I assume it will not be ), can you advise re intel as a long term investment (I like dividends ). also, can you provide advice on Camtek ltd. (CAMT) please (it won't auto populate the "enter company" box above. cheers, chris
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Broadcom Inc. (AVGO)
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Cisco Systems Inc. (CSCO)
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Intel Corporation (INTC)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Texas Instruments Incorporated (TXN)
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Advanced Micro Devices Inc. (AMD)
Q: With the chip bill being passed by Biden, which companies will benefit the most;
Intel, Cisco, Nvdia, Advanced Micro Device, Qualcom or other chip companies.
Intel, Cisco, Nvdia, Advanced Micro Device, Qualcom or other chip companies.
Q: NVDA is a top US favourite of yours. An article yesterday that husband of Nancy Pelosi reportedly bought $1-$5m shares of NVDA. before a bill of $52B in chip subsidies and/or tax credit go to the Senate for vote as early as Tuesday. In light of the foregoing is it timely to buy some NVDA and/or AMD in this market backdrop which had imparted lots of pain. Txs for u usual great services & views.
Q: there is no doubt in my mind, the microchip situation will eventually pick back up. When it does, which companie(s) do you think will be great to invest with and would have a high impact on the chip return.
Q: I love NVDA but it just won’t love me back. Does it make sense to sell NVDA and buy AMD if it is only to harvest a tax loss that would only be used after 3 or more years? If yes, the idea would be to keep AMD i.e. NVDA would be bought back only if it remains in the doldrums after 30 plus days, failing which keep AMD for long term. (2) Would you in fact buy AMD or do you have another semi you prefer?
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Micron Technology Inc. (MU)
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NVIDIA Corporation (NVDA)
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Advanced Micro Devices Inc. (AMD)
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Marvell Technology Inc. (MRVL)
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
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
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.
Appreciate your insight.
Paul F.
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Meta Platforms Inc. (META)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Advanced Micro Devices Inc. (AMD)
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Roku Inc. (ROKU)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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
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
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Intel Corporation (INTC)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Advanced Micro Devices Inc. (AMD)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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
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.
Appreciate the insight.
Paul F.
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Eli Lilly and Company (LLY)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Atlassian Corporation (TEAM)
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Advanced Micro Devices Inc. (AMD)
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The Trade Desk Inc. (TTD)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Unity Software Inc. (U)
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Topicus.com Inc. (TOI)
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