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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 would be your preferences in semi-conductor companies?
Thanks Lorraine
Read Answer Asked by Lorraine on December 13, 2022
Q: I am down on all of these by about 20%. If I sell them for a tax-loss harvest, what should I do for proxies? Also, since I have no capital gains for 2022, should I sell these stocks/ETFs in January to avoid a jump in stock price before the end of the year (as tax-loss harvesting season ends)?
Read Answer Asked by Brucey on December 02, 2022
Q: Which chip company would these four things best describe:

- Huge drop in stock price this year

- Recent cost-cutting moves that will boost cash flow.

- Making good progress on the goal of making chips in the U.S.

- Highest dividend yield in years.

On the chip company AMD specifically, I understand you are high on this stock. Am I reading it correctly that the present PE is around 44? Is this valuation not concerning going forward into this uncertain economic environment (rising interest rates, sudden chip over-supply, etc.) ?
Read Answer Asked by James on November 30, 2022
Q: Hi Peter,

Do you see any "Generational opportunity", or "Once in a decade opportunity" for a Long time Invester in today's market.
Read Answer Asked by HARRY on November 29, 2022
Q: What would be your current 4-5 top picks in the Semiconductor space?
Could you rank them please along with a brief justification?

Thank you very much
Read Answer Asked by Yvonne on November 22, 2022
Q: YTD: CSU -20%, NVDA -52%, MSFT - 33%, AMD -57%, AAPL - 22%.

These five were a big part of my best year in '21 and they're a big part of my worst ever year ion '22. So it goes. Having stubbornly ridden them down, not wanting to have locked in a loss, do I assume correctly that you still like all these names and would advise hanging in for the rebound?
Read Answer Asked by Kim on November 08, 2022
Q: Morning 5i Team,
Given the recent developments initiated by Biden Administration designed to prevent China from accessing US chips and chip manufacturing technologies, how would you assess these development's impact on US chip makers' business going forward.
Cheers,
Read Answer Asked by Harry on November 08, 2022
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?
Read Answer Asked by James on October 11, 2022
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
Read Answer Asked by Austin on September 30, 2022
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.
Read Answer Asked by Peter on September 12, 2022
Q: Hello 5I,
What would be your top 5 picks in tech right now in Canada and Us?
Thanks
Read Answer Asked by Tyler on September 02, 2022
Q: What are your semiconductor companies?
Thannk you Lorraine
Read Answer Asked by Lorraine on August 26, 2022
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
Read Answer Asked by Irek on August 12, 2022
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
Read Answer Asked by chris on August 10, 2022
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.
Read Answer Asked by Helen on July 29, 2022
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.
Read Answer Asked by Peter on July 18, 2022
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