Investment Q&A

Q: I know you guys try to answer exactly the question that was asked, which is good. However, I was surprised to see BB in a recent answer to your favourite Canadian companies that offer disruptive technology (AI, quantum, other). In the past, you were always negative on BB for its poor earnings record and shrinking revenue base, etc. Are you getting more positive on BB’s growth prospects or perhaps there are not that many Canadian companies to satisfy the question? Also, what would be your top 5 U.S. disruptive names, where the pickings are a lot thicker?
Thanks
Dave

Q: Dear 5i,
Could you please provide your thoughts on ADI vs TXN?
Do you like these?
If so, which one do you like better and why?
Do you think there is a better choice in the sector and why?
What do you think would be a good entry price?

thanks

Q: How about buying chips making companies? Which one do you like?
Lorraine
Thank you
Be happy.

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

Q: Greetings 5i,

What are your thoughts on INTEL? What are your thougths on the domestic tailwinds via Biden Administration and roughly 75B in federal support for domestic chip manufacturers? Seems almost like the industry is being considered a matter of national sercurity in the US and will back the chip makers. Are there other companies who stand to do well in this environment?

Cheers!

Q: why would a cash acquisition on the Investing Activities on the cash flow statement not be in Parenthesis ?
2.4 B on the LTM.
Thanks Gord

Q: Can you please suggest a few US listed companies in the semiconductor space who should see price appreciation as we come out of the supply chain issues / chip shortage over the next 12-24 months. Thank you

Q: Hi there,

I am looking to buy 10 software stocks and 10 stocks in the semiconductor space. I am seeking out high growth names. Would you be able to provide me with your top recommendations? Thank you kindly,

Jason

Q: Dear 5i,

do you like any of these TXN, ADI, TSM?
If yes, how would you rank them from best to least favourite.
Can you give general reasons for your selection please.

thanks

Q: I am loking at a purchase of either Analog Devices or Skyworks. May I please have your comparative analysis and preference? Is there an alternate that you prefer?
With appreciation,
Ed

Q: Liking the semi conductor and related space, which of the companies listed would you suggest to hold for greatest growth over the next 3-6 months. Provide other companies names if you feel are better

Q: Looking to add semi-conductors into my portfolio, as there is a shortage of product and high demand in the Automotive and Electronics industries. Interested in your perspective on Analog Devices, NXP Semi-Conductors, STMicrelectronics and Micron Technologies, as they have all had a great run, but still have high Buy ratings. If you think these have had a great run, and has some risk, what alternatives would you recommend. Thanks

Q: Hi gang, how would you rate AdI as a
Company overall. Is It expensive are the dividend safe? 3-5 years hold. Or other better semi conductor company’s? Thanks. Alnoor

Q: I am interested in adding another name that would benefit from the roll out of the internet of things. I currently own Nvidia, Taiwan Semi and American Tower currently. What names would be complimentary and timely? Thanks

Q: Can I please get your opinion of ANALOG Devices (ADI). Buy, Sell or Hold.

PS- Great service guys !! Keep up the great work !!! I've been a member for awhile and recommend to you everybody !

Dave