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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: Hello Peter and team,

Mr. Kim Bolton who has my respect as a guest on BNN, suggested yesterday that one may want to take some profits off NVDA and re-direct the cash to AMD/ADI. Not sure if he said TSM in the same Q&A or added later. I am of course paraphrasing his response. Any opinions on these companies or comments about such a strategy? Do these companies pass your writing covered call approach?

Read Answer Asked by Savalai on June 09, 2023

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

Read Answer Asked by Dave on December 08, 2022

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



Read Answer Asked by Lorraine on August 26, 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: 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!

Read Answer Asked by Duane on August 08, 2022

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

Read Answer Asked by Vineet on October 25, 2021

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

Read Answer Asked by Jason on October 18, 2021

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

Read Answer Asked by Howie on February 11, 2021

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

Read Answer Asked by alisa on January 12, 2021
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