Q: Do you think AMAT is the best stock in it's space? If not, can you please provide one's you think are just as good or better? Can you also mention if you think any of them are reasonable valuation at this time for a long term hold in a TFSA.
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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.
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Applied Materials Inc. (AMAT $167.80)
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Manulife Financial Corporation (MFC $44.14)
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Sun Life Financial Inc. (SLF $82.06)
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Gildan Activewear Inc. (GIL $74.62)
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Stella-Jones Inc. (SJ $79.77)
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Savaria Corporation (SIS $20.51)
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Eagle Materials Inc (EXP $233.23)
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Murphy USA Inc. (MUSA $390.19)
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Williams-Sonoma Inc. (DE) (WSM $196.95)
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Carrier Global Corporation (CARR $61.67)
Q: I'm considering shareholder yield as a factor for investing. Can I have your opinion of such a strategy and is there a favourable/preferred % when looking at companies? Finally, would you have 5 US and 5 TSX companies that you would choose when considering this approach? Dock me as many questions as you like and thanks!
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Applied Materials Inc. (AMAT $167.80)
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NVIDIA Corporation (NVDA $177.82)
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Archer-Daniels-Midland Company (ADM $61.57)
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Deere & Company (DE $470.51)
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FedEx Corporation (FDX $229.55)
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Lockheed Martin Corporation (LMT $471.31)
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Prologis Inc. (PLD $115.35)
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RioCan Real Estate Investment Trust (REI.UN $18.94)
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CAE Inc. (CAE $36.62)
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TFI International Inc. (TFII $129.57)
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Nutrien Ltd. (NTR $78.88)
Q: What 5 stocks either USA or Canadian would you feel could be good shorts prospects if we get a full blown Tariff war
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Applied Materials Inc. (AMAT $167.80)
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Lam Research Corporation (LRCX $116.96)
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NVIDIA Corporation (NVDA $177.82)
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Finning International Inc. (FTT $57.62)
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TFI International Inc. (TFII $129.57)
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Kinaxis Inc. (KXS $187.00)
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Trisura Group Ltd. (TSU $40.35)
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Monolithic Power Systems Inc. (MPWR $834.14)
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Cadence Design Systems Inc. (CDNS $343.48)
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Century Communities Inc. (CCS $67.46)
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M/I Homes Inc. (MHO $154.10)
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Boyd Group Services Inc. (BYD $236.56)
Q: Are there any stocks out there today that you feel are stupidly mispriced and could get a nice bounce/run this year?
Thank you
Thank you
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Applied Materials Inc. (AMAT $167.80)
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KLA Corporation (KLAC $964.02)
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Lam Research Corporation (LRCX $116.96)
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ASML Holding N.V. (ASML $813.87)
Q: Would you consider KLA and/or ASML as "core" IT/AI holdings for 3-5 years, apart from current M 7 holdings. Among IT/AI opportunities available, how would you rank one or both, given current valuations, and taking into account vulnerabilities [China]. Or, would you suggest 3 others instead.
Thanks
Thanks
Q: LRCX and AMAT both fell hard after ASML reported. Is the drop overdone? Are LRCX or AMAT buyable? If yes, at or below what price on each? And between the LRCX and AMAT, do you have a preference?
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Applied Materials Inc. (AMAT $167.80)
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Broadcom Inc. (AVGO $359.87)
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NVIDIA Corporation (NVDA $177.82)
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Marvell Technology Inc. (MRVL $67.35)
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Vertiv Holdings LLC Class A (VRT $134.84)
Q: Can you provide your latest thoughts on MRVL. It seems to be gathering speed. What say you?
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Applied Materials Inc. (AMAT $167.80)
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Broadcom Inc. (AVGO $359.87)
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Meta Platforms Inc. (META $755.59)
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Microsoft Corporation (MSFT $509.90)
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Micron Technology Inc. (MU $157.23)
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QUALCOMM Incorporated (QCOM $161.83)
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Marvell Technology Inc. (MRVL $67.35)
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Vertiv Holdings LLC Class A (VRT $134.84)
Q: As far as Ai is concerned, to what extent will the performance of the following stocks be dependent on the fortunes of NVDA? Please rate each of them with a number from 1-10, with 10 representing the highest correlation to NVDA.
VRT, MU, MSFT, META, MRVL, AVGO, QCOM, AMAT
VRT, MU, MSFT, META, MRVL, AVGO, QCOM, AMAT
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Applied Materials Inc. (AMAT $167.80)
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Micron Technology Inc. (MU $157.23)
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NVIDIA Corporation (NVDA $177.82)
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QUALCOMM Incorporated (QCOM $161.83)
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ON Semiconductor Corporation (ON $48.26)
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Marvell Technology Inc. (MRVL $67.35)
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Dell Technologies Inc. Class C (DELL $125.04)
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Vertiv Holdings LLC Class A (VRT $134.84)
Q: On a scale from 1 to 10, what number would you assign the following eight stocks where 10 represents the most upside and 1 the least, and what letter grade would you give them where an A represents the least risk and an F the most?
NVDA, VRT, MU, DELL, QCOM, MRVL, ON, AMAT
NVDA, VRT, MU, DELL, QCOM, MRVL, ON, AMAT
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Applied Materials Inc. (AMAT $167.80)
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Broadcom Inc. (AVGO $359.87)
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Micron Technology Inc. (MU $157.23)
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QUALCOMM Incorporated (QCOM $161.83)
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Atlassian Corporation (TEAM $174.87)
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ON Semiconductor Corporation (ON $48.26)
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Arista Networks Inc. (ANET $139.39)
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Marvell Technology Inc. (MRVL $67.35)
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Super Micro Computer Inc. (SMCI $45.00)
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Dell Technologies Inc. Class C (DELL $125.04)
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Vertiv Holdings LLC Class A (VRT $134.84)
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Infineon Technologies AG ADR (IFNNY $37.22)
Q: How would you rank the following Ai-related companies (best first) with an outlook of at least a year or two?
VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM
VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM
Q: I have a small position purchased quite a while ago. Since purchasing it has been up and down, most of time was under water, now it is up about 30%. I am thinking of switching it to a better one with potentially more growth and stable. Could you please provide your comments?
Thanks,
Lin
Thanks,
Lin
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Applied Materials Inc. (AMAT $167.80)
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Broadcom Inc. (AVGO $359.87)
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Micron Technology Inc. (MU $157.23)
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QUALCOMM Incorporated (QCOM $161.83)
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NextEra Energy Inc. (NEE $71.64)
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Constellation Energy Corporation (CEG $323.48)
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Nextracker Inc. (NXT $66.70)
Q: Would you please please order the tech stocks in order of preference for long term hold with a brief explanation of each.
Would you consider CEG comparable to NEE?
Would you consider CEG comparable to NEE?
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Applied Materials Inc. (AMAT $167.80)
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Lam Research Corporation (LRCX $116.96)
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MKS Inc. (MKSI $115.10)
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ASML Holding N.V. (ASML $813.87)
Q: Greetings 5i,
LRCX reported recently. What are your thoughts on these numbers and the company in general? Who are thier main competitors? What will be the main drivers of growth for the next few quarters and are they positioned correctly to take advantage of any tailwinds from global AI demand expansion.
Cheers!
LRCX reported recently. What are your thoughts on these numbers and the company in general? Who are thier main competitors? What will be the main drivers of growth for the next few quarters and are they positioned correctly to take advantage of any tailwinds from global AI demand expansion.
Cheers!
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Applied Materials Inc. (AMAT $167.80)
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NVIDIA Corporation (NVDA $177.82)
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Celestica Inc. (CLS $334.53)
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Arista Networks Inc. (ANET $139.39)
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Cadence Design Systems Inc. (CDNS $343.48)
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Super Micro Computer Inc. (SMCI $45.00)
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Datadog Inc. (DDOG $136.50)
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Vertiv Holdings LLC Class A (VRT $134.84)
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Palantir Technologies Inc. (PLTR $171.43)
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Arm Holdings plc (ARM $150.64)
Q: Can you please prioritize the top 10 up and coming AI stocks for future growth?
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Applied Materials Inc. (AMAT $167.80)
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Broadcom Inc. (AVGO $359.87)
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Fair Isaac Corporation (FICO $1,544.05)
Q: Can you comment on the current attractiveness and outlook of these names? Thank you
Q: What are your thoughts on AMAT these days? Which do you prefer, AMAT, ASML or AVGO? please explain. Many thanks
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Adobe Inc. (ADBE $349.36)
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Applied Materials Inc. (AMAT $167.80)
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Meta Platforms Inc. (META $755.59)
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D.R. Horton Inc. (DHI $177.87)
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Mastercard Incorporated (MA $580.41)
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Morgan Stanley (MS $156.39)
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Fortinet Inc. (FTNT $79.68)
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Crocs Inc. (CROX $77.43)
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Ultra Clean Holdings Inc. (UCTT $25.23)
Q: I own the above US Stocks in my RRSP. Please rate each one as a BUY, HOLD or SELL and the reasons for your Rating.
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Analog Devices Inc. (ADI $245.21)
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Applied Materials Inc. (AMAT $167.80)
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Intel Corporation (INTC $24.08)
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KLA Corporation (KLAC $964.02)
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Lam Research Corporation (LRCX $116.96)
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Qorvo Inc. (QRVO $86.81)
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Texas Instruments Incorporated (TXN $182.60)
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STMicroelectronics N.V. (STM $25.91)
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ASML Holding N.V. (ASML $813.87)
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United Microelectronics Corporation (NEW) (UMC $6.76)
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GlobalFoundries Inc. (GFS $31.67)
Q: How about buying chips making companies? Which one do you like?
Lorraine
Thank you
Be happy.
Lorraine
Thank you
Be happy.
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Analog Devices Inc. (ADI $245.21)
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Applied Materials Inc. (AMAT $167.80)
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Broadcom Inc. (AVGO $359.87)
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Intel Corporation (INTC $24.08)
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KLA Corporation (KLAC $964.02)
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NVIDIA Corporation (NVDA $177.82)
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Marvell Technology Inc. (MRVL $67.35)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $259.33)
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!
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!
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Applied Materials Inc. (AMAT $167.80)
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Alphabet Inc. (GOOG $241.38)
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NVIDIA Corporation (NVDA $177.82)
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Upstart Holdings Inc. (UPST $63.08)
Q: Hello Peter,
Thank you for your suggestion to have some silver in the portfolio. It got life just when I was considering an exit . This question is also somewhat related.
I am beginning to think that Energy and Commodities have got significant room to run this summer. I am overweight technology and overweight semiconductors within. All my favorite growth stocks besides UPST.
To increase my portfolio in energy and commodities I need to reduce technology including names like NVDA AMAT GOOG etc. I am thinking that the tech sector will not react violently to the upside and there will be sufficient time to rotate back from energy and commodities.
However, I also feel that just when I throw in the towel, the market will find support and bounce back. I do believe in their long term future but perhaps not a bad idea to trade the trend for now. I am on the fence with financials too at the moment, what with the war, asset freezes, bans and Powell tempering his tone.
What would you suggest to me.
Regards
Rajiv
Thank you for your suggestion to have some silver in the portfolio. It got life just when I was considering an exit . This question is also somewhat related.
I am beginning to think that Energy and Commodities have got significant room to run this summer. I am overweight technology and overweight semiconductors within. All my favorite growth stocks besides UPST.
To increase my portfolio in energy and commodities I need to reduce technology including names like NVDA AMAT GOOG etc. I am thinking that the tech sector will not react violently to the upside and there will be sufficient time to rotate back from energy and commodities.
However, I also feel that just when I throw in the towel, the market will find support and bounce back. I do believe in their long term future but perhaps not a bad idea to trade the trend for now. I am on the fence with financials too at the moment, what with the war, asset freezes, bans and Powell tempering his tone.
What would you suggest to me.
Regards
Rajiv