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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: I own Broadcom and was wondering what tech/semi stocks you would recommend to compliment the name? Thanks!

Read Answer Asked by Michael on September 02, 2021

Q: Which stock i.e MKSI, UCTT, or ICHR would be a good replacement for PHO, with the similar characteristics of growth, risk, etc. If you have other preferences, please list them also with similar growth and risk.
Thanks for your service!

Read Answer Asked by Ozzie on July 05, 2021

Q: Hi Peter, in the semi space we have AMD, NVDA, QRVO, ON, and MKSI. Knowing that NVDA is your favorite would you exit or trim any of these ? In Tech what do you think happens if/when the big guys AAPL, GOOGL etc and then the smaller guys report more good earnings numbers ? Will this boost them or are we past that for now ? Thanks for all you do !

Read Answer Asked by Paul on March 25, 2021

Q: I'm not happy with MKS (down 28%) and considering selling in favour of BOX or GRUB. Can I have your thoughts on this move and which do you prefer at the moment? I do not need income and am OK with reasonable risk over a 3-4 yr period.

Read Answer Asked by Michael on August 16, 2018

Q: Hi Team,

My U.S account is extremely heavy in the Tech sector and itís time to scale back a couple of names to properly diversify. After making significant money on the listed names what do you suggest me dropping?


Read Answer Asked by Marco on December 19, 2017