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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: Hi Peter & Team:
Can you give me some idea which of the above companies for TFSA , rank from your best and down. Thank you as always.

Read Answer Asked by DAVID on May 13, 2022

Q: I am looking to start a position in the semiconductor sector given the recent pull back. What stocks would you favour today and why or would you suggest an ETF? Please rank them from best to least.

Thanks.

Read Answer Asked by Douglas on March 14, 2022

Q: Hi, I have owned Intel for many years but lately it has been a disappointment, I sold half my position last year and purchased AMD which has done well. What's your advice, should I sell INTC and purchase SOXX or NVDA or continue to hold it, looking for the best growth prospects.

Thx

Read Answer Asked by Kim on December 14, 2021

Q: Recommendations from portfolio analytics indicated i should increase my holdings in healthcare and industrials. Please provide your comments on XHC, XGI and WSP. Are there other options that i should consider?
I am considering investing in sector specific ETFs. What are comments on SOXQ and IWO.US? Are there specific sectors that are expected to show high growth in the next few years?

Read Answer Asked by Don on December 07, 2021

Q: Hello 5i,
I made a mistake of not investing in AMD with a proper weight this stock deserved (with all the new chips). So now what to do? How do you view AMD's future?
SOXX 1.75%, Q 2%, UCTT 2%, AMD 1%, ICHAR 0.5%
My end goal is to fold individual stocks into SOXX eventually but perhaps AMD deserves an increase in its weight to 3% given the momentum?

Read Answer Asked by JR on August 05, 2021

Q: Good afternoon,

Could you please pass along on how best to take advantage of rising copper prices both using an equity( s) and etf.
Same question as it applies to the semi conductor space.
Please feel free to deduct 2 credits as I have posed 2 questions.

Thank you,
Brad

thank you.

Read Answer Asked by Brad on July 12, 2021

Q: Hello,

Enjoying the upgrades! Having success with semi-conductor ETF's as a cyclical play in the past.
Would you still be buyers for the next 2 years?
And could I get your thoughts on Invescos new fund in comparison to the heavyweights.

SOXQ*
SOXX
SMH


Thank you very much.

Read Answer Asked by Adam on June 29, 2021

Q: Am I missing any major sectors with these stock investments?
Where should I focus if I would like to ensure a diverse portfolio?
Are there any stocks that I should dump?

Read Answer Asked by grace on April 27, 2021

Q: Can you please give me your thoughts on what stocks or ETF's you like in the semiconductor space? Thanks

Read Answer Asked by Brian on April 09, 2021

Q: I am looking to take a small position in semiconductors and noticed your response on ranking QCOM, AMD, MU and NVDA (and liking all of them). Would one of the above ETFs be a reasonable means of participating in the sector? Your thoughts and suggested recommendation would be greatly appreciated. Thanks.

Read Answer Asked by Dan on March 12, 2021

Q: There is a global shortage of semiconductors and I would like to know which Companies will benefit most in 2021. Can you please recommend what are your Top 5 stocks in this space and your reasons for picking them. Thank You.

Read Answer Asked by ALNOOR on March 02, 2021

Q: In less then a month I am up 50% on Twitter. As a result Twitter is now 5% of my portfolio. Similar story with AT.TO, up 90% and just over 5% of the portfolio. I am thinking of trimming Twitter (25%)and significantly trimming AT (50%) before q results. Money to be used for ICHR, what weighing would you start with or is it better to go with SOXX at 5%? I believe I need a position in this sector given current/future demand.

Don't you think AC stock is getting ahead of the reality and air canada path back to business will not be as smooth as the stock is indicating? Or are the investors looking 2 years ahead and are willing to discount any turbulence? Is that the strategy here?

Read Answer Asked by JR on February 26, 2021

Q: Good afternoon 5i,

As a more conservative investor but looking for growth. Volatility no problem and some risk ok.
I don't view these in the same light. 22 year time frame.
I have anchored my portfolio TFSA / RRSP with ETF'S.
VTI, QQQ, XIT, VEE
The TSX are blue-chip dividend stocks for added
stability and ATD.B, BAM.A, GSY, KXS
Could you please rate my prospective ETF'S. Which would you invest in for this time frame and much needed boost for my portfolio. Or one that I missed?

ARKK, SKYY, CLOU, SOXX, SMH, QQQJ

Thank you very much.

Read Answer Asked by Greg on January 27, 2021

Q: Hi 5i,
I am looking for the best options for gaining CAD-denominated exposure to the major companies in the chips/semis space. What might be the best ETF options and what would be their proportion of exposure to that sub-sector? If not ETFs, might there be a more effective way of obtaining the desired exposure while staying in CAD? Ill mention that I already have positions in PHO and STC, although obviously they are not quite the order of companies Id be targeting with this question. Thanks!

Read Answer Asked by Lance on December 09, 2020

Q: Hi 5iTeam,
I'm interested in taking a position in an ETF that's focused on chips. Of the three ETFs listed above, which one would be your choice and why?
Also are there ETFs traded in C$ that are focused on US chip makers?
Cheers,

Read Answer Asked by Harry on June 16, 2020