Investment Q&A

• Applied Materials Inc. (AMAT $261.27)
  • $261.27 P/E (TTM): 29.86X Cap: $207.17B
  • View AMAT Profile
  • View Questions on AMAT
• Morgan Stanley (MS $177.79)
  • $177.79 P/E (TTM): 18.28X Cap: $282.56B
  • View MS Profile
  • View Questions on MS
• Thermo Fisher Scientific Inc (TMO $575.91)
  • $575.91 P/E (TTM): 33.06X Cap: $216.37B
  • View TMO Profile
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• Fortinet Inc. (FTNT $81.52)
  • $81.52 P/E (TTM): 33.84X Cap: $60.62B
  • View FTNT Profile
  • View Questions on FTNT
• Crocs Inc. (CROX $90.66)
  • $90.66 P/E (TTM): 29.29X Cap: $4.66B
  • View CROX Profile
  • View Questions on CROX

Q: I have the above listed US Stocks in my portfolio. Please rate each one as Buy, Hold or Sell, and the reasons for your rating.

Upvote 4

Read Answer Asked by ALNOOR on September 29, 2025

• Applied Materials Inc. (AMAT $261.27)
  • $261.27 P/E (TTM): 29.86X Cap: $207.17B
  • View AMAT Profile
  • View Questions on AMAT

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.

Upvote 2

Read Answer Asked by Ian on August 28, 2025

• Applied Materials Inc. (AMAT $261.27)
  • $261.27 P/E (TTM): 29.86X Cap: $207.17B
  • View AMAT Profile
  • View Questions on AMAT
• Manulife Financial Corporation (MFC $49.23)
  • $49.23 P/E (TTM): 15.34X Cap: $82.95B
  • View MFC Profile
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• Sun Life Financial Inc. (SLF $83.75)
  • $83.75 P/E (TTM): 20.79X Cap: $46.68B
  • View SLF Profile
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  • View Reports on SLF
• Gildan Activewear Inc. (GIL $82.61)
  • $82.61 P/E (TTM): 19.39X Cap: $12.31B
  • View GIL Profile
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  • View Reports on GIL
• Stella-Jones Inc. (SJ $86.66)
  • $86.66 P/E (TTM): 14.38X Cap: $4.75B
  • View SJ Profile
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• Savaria Corporation (SIS $21.87)
  • $21.87 P/E (TTM): 25.38X Cap: $1.56B
  • View SIS Profile
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  • View Reports on SIS
• Eagle Materials Inc (EXP $222.95)
  • $222.95 P/E (TTM): 16.73X Cap: $7.26B
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• Murphy USA Inc. (MUSA $405.19)
  • $405.19 P/E (TTM): 17.16X Cap: $7.35B
  • View MUSA Profile
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• Williams-Sonoma Inc. (DE) (WSM $185.43)
  • $185.43 P/E (TTM): 21.05X Cap: $22.39B
  • View WSM Profile
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• Carrier Global Corporation (CARR $52.58)
  • $52.58 P/E (TTM): 31.28X Cap: $44.28B
  • View CARR Profile
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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!

Upvote 7

Read Answer Asked by Michael on April 23, 2025

• Applied Materials Inc. (AMAT $261.27)
  • $261.27 P/E (TTM): 29.86X Cap: $207.17B
  • View AMAT Profile
  • View Questions on AMAT
• NVIDIA Corporation (NVDA $176.29)
  • $176.29 P/E (TTM): 43.43X Cap: $4.28T
  • View NVDA Profile
  • View Questions on NVDA
• Archer-Daniels-Midland Company (ADM $60.20)
  • $60.20 P/E (TTM): 24.1X Cap: $28.93B
  • View ADM Profile
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• Deere & Company (DE $488.01)
  • $488.01 P/E (TTM): 25.32X Cap: $131.92B
  • View DE Profile
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• FedEx Corporation (FDX $281.23)
  • $281.23 P/E (TTM): 16.67X Cap: $66.35B
  • View FDX Profile
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• Lockheed Martin Corporation (LMT $484.42)
  • $484.42 P/E (TTM): 26.74X Cap: $112.09B
  • View LMT Profile
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• Prologis Inc. (PLD $130.66)
  • $130.66 P/E (TTM): 37.84X Cap: $121.36B
  • View PLD Profile
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• RioCan Real Estate Investment Trust (REI.UN $18.41)
  • $18.41 P/E (TTM): 83.0X Cap: $5.43B
  • View REI.UN Profile
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• CAE Inc. (CAE $40.25)
  • $40.25 P/E (TTM): 30.19X Cap: $12.94B
  • View CAE Profile
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  • View Reports on CAE
• TFI International Inc. (TFII $143.77)
  • $143.77 P/E (TTM): 26.72X Cap: $11.83B
  • View TFII Profile
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• Nutrien Ltd. (NTR $85.16)
  • $85.16 P/E (TTM): 51.03X Cap: $41.78B
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Q: What 5 stocks either USA or Canadian would you feel could be good shorts prospects if we get a full blown Tariff war

Upvote 7

Read Answer Asked by Gary on March 24, 2025

• Applied Materials Inc. (AMAT $261.27)
  • $261.27 P/E (TTM): 29.86X Cap: $207.17B
  • View AMAT Profile
  • View Questions on AMAT
• Lam Research Corporation (LRCX $164.30)
  • $164.30 P/E (TTM): 35.43X Cap: $206.36B
  • View LRCX Profile
  • View Questions on LRCX
• NVIDIA Corporation (NVDA $176.29)
  • $176.29 P/E (TTM): 43.43X Cap: $4.28T
  • View NVDA Profile
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• Finning International Inc. (FTT $74.78)
  • $74.78 P/E (TTM): 14.8X Cap: $9.82B
  • View FTT Profile
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• TFI International Inc. (TFII $143.77)
  • $143.77 P/E (TTM): 26.72X Cap: $11.83B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Kinaxis Inc. (KXS $174.59)
  • $174.59 P/E (TTM): 102.93X Cap: $4.89B
  • View KXS Profile
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  • View Reports on KXS
• Trisura Group Ltd. (TSU $39.69)
  • $39.69 P/E (TTM): 15.66X Cap: $1.89B
  • View TSU Profile
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  • View Reports on TSU
• Monolithic Power Systems Inc. (MPWR $949.40)
  • $949.40 P/E (TTM): 24.28X Cap: $45.48B
  • View MPWR Profile
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• Cadence Design Systems Inc. (CDNS $318.43)
  • $318.43 P/E (TTM): 83.52X Cap: $86.67B
  • View CDNS Profile
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• Century Communities Inc. (CCS $62.86)
  • $62.86 P/E (TTM): 9.22X Cap: $1.85B
  • View CCS Profile
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• M/I Homes Inc. (MHO $134.93)
  • $134.93 P/E (TTM): 7.97X Cap: $3.54B
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• Boyd Group Services Inc. (BYD $222.94)
  • $222.94 P/E (TTM): 217.04X Cap: $6.15B
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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

Upvote 36

Read Answer Asked by Christine on January 17, 2025

• Applied Materials Inc. (AMAT $261.27)
  • $261.27 P/E (TTM): 29.86X Cap: $207.17B
  • View AMAT Profile
  • View Questions on AMAT
• KLA Corporation (KLAC $1,225.11)
  • $1,225.11 P/E (TTM): 37.51X Cap: $160.97B
  • View KLAC Profile
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• Lam Research Corporation (LRCX $164.30)
  • $164.30 P/E (TTM): 35.43X Cap: $206.36B
  • View LRCX Profile
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• ASML Holding N.V. (ASML $1,087.82)
  • $1,087.82 P/E (TTM): 47.85X Cap: $425.08B
  • View ASML Profile
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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

Upvote 5

Read Answer Asked by sam on January 14, 2025

• Applied Materials Inc. (AMAT $261.27)
  • $261.27 P/E (TTM): 29.86X Cap: $207.17B
  • View AMAT Profile
  • View Questions on AMAT
• Lam Research Corporation (LRCX $164.30)
  • $164.30 P/E (TTM): 35.43X Cap: $206.36B
  • View LRCX Profile
  • View Questions on LRCX

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?

Upvote 2

Read Answer Asked by Adam on October 18, 2024

• Applied Materials Inc. (AMAT $261.27)
  • $261.27 P/E (TTM): 29.86X Cap: $207.17B
  • View AMAT Profile
  • View Questions on AMAT
• Broadcom Inc. (AVGO $339.81)
  • $339.81 P/E (TTM): 91.82X Cap: $1.60T
  • View AVGO Profile
  • View Questions on AVGO
• NVIDIA Corporation (NVDA $176.29)
  • $176.29 P/E (TTM): 43.43X Cap: $4.28T
  • View NVDA Profile
  • View Questions on NVDA
• Marvell Technology Inc. (MRVL $84.26)
  • $84.26 P/E (TTM): 29.62X Cap: $71.45B
  • View MRVL Profile
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• Vertiv Holdings LLC Class A (VRT $161.74)
  • $161.74 P/E (TTM): 60.86X Cap: $61.65B
  • View VRT Profile
  • View Questions on VRT

Q: Can you provide your latest thoughts on MRVL. It seems to be gathering speed. What say you?

Upvote 4

Read Answer Asked by Murray on September 27, 2024

• Applied Materials Inc. (AMAT $261.27)
  • $261.27 P/E (TTM): 29.86X Cap: $207.17B
  • View AMAT Profile
  • View Questions on AMAT
• Broadcom Inc. (AVGO $339.81)
  • $339.81 P/E (TTM): 91.82X Cap: $1.60T
  • View AVGO Profile
  • View Questions on AVGO
• Meta Platforms Inc. (META $647.51)
  • $647.51 P/E (TTM): 28.53X Cap: $1.63T
  • View META Profile
  • View Questions on META
• Microsoft Corporation (MSFT $474.82)
  • $474.82 P/E (TTM): 34.03X Cap: $3.52T
  • View MSFT Profile
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• Micron Technology Inc. (MU $237.50)
  • $237.50 P/E (TTM): 31.77X Cap: $266.58B
  • View MU Profile
  • View Questions on MU
• QUALCOMM Incorporated (QCOM $179.26)
  • $179.26 P/E (TTM): 35.59X Cap: $191.98B
  • View QCOM Profile
  • View Questions on QCOM
• Marvell Technology Inc. (MRVL $84.26)
  • $84.26 P/E (TTM): 29.62X Cap: $71.45B
  • View MRVL Profile
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• Vertiv Holdings LLC Class A (VRT $161.74)
  • $161.74 P/E (TTM): 60.86X Cap: $61.65B
  • View VRT Profile
  • View Questions on VRT

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

Upvote 6

Read Answer Asked by Brian on August 01, 2024

• Applied Materials Inc. (AMAT $261.27)
  • $261.27 P/E (TTM): 29.86X Cap: $207.17B
  • View AMAT Profile
  • View Questions on AMAT
• Micron Technology Inc. (MU $237.50)
  • $237.50 P/E (TTM): 31.77X Cap: $266.58B
  • View MU Profile
  • View Questions on MU
• NVIDIA Corporation (NVDA $176.29)
  • $176.29 P/E (TTM): 43.43X Cap: $4.28T
  • View NVDA Profile
  • View Questions on NVDA
• QUALCOMM Incorporated (QCOM $179.26)
  • $179.26 P/E (TTM): 35.59X Cap: $191.98B
  • View QCOM Profile
  • View Questions on QCOM
• ON Semiconductor Corporation (ON $55.09)
  • $55.09 P/E (TTM): 71.38X Cap: $22.16B
  • View ON Profile
  • View Questions on ON
• Marvell Technology Inc. (MRVL $84.26)
  • $84.26 P/E (TTM): 29.62X Cap: $71.45B
  • View MRVL Profile
  • View Questions on MRVL
• Dell Technologies Inc. Class C (DELL $130.51)
  • $130.51 P/E (TTM): 18.68X Cap: $86.13B
  • View DELL Profile
  • View Questions on DELL
• Vertiv Holdings LLC Class A (VRT $161.74)
  • $161.74 P/E (TTM): 60.86X Cap: $61.65B
  • View VRT Profile
  • View Questions on VRT

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

Upvote 20

Read Answer Asked by Brian on July 26, 2024

• Applied Materials Inc. (AMAT $261.27)
  • $261.27 P/E (TTM): 29.86X Cap: $207.17B
  • View AMAT Profile
  • View Questions on AMAT
• Broadcom Inc. (AVGO $339.81)
  • $339.81 P/E (TTM): 91.82X Cap: $1.60T
  • View AVGO Profile
  • View Questions on AVGO
• Micron Technology Inc. (MU $237.50)
  • $237.50 P/E (TTM): 31.77X Cap: $266.58B
  • View MU Profile
  • View Questions on MU
• QUALCOMM Incorporated (QCOM $179.26)
  • $179.26 P/E (TTM): 35.59X Cap: $191.98B
  • View QCOM Profile
  • View Questions on QCOM
• Atlassian Corporation (TEAM $159.17)
  • $159.17 Cap: $41.87B
  • View TEAM Profile
  • View Questions on TEAM
• ON Semiconductor Corporation (ON $55.09)
  • $55.09 P/E (TTM): 71.38X Cap: $22.16B
  • View ON Profile
  • View Questions on ON
• Arista Networks Inc. (ANET $125.89)
  • $125.89 P/E (TTM): 47.31X Cap: $158.53B
  • View ANET Profile
  • View Questions on ANET
• Marvell Technology Inc. (MRVL $84.26)
  • $84.26 P/E (TTM): 29.62X Cap: $71.45B
  • View MRVL Profile
  • View Questions on MRVL
• Super Micro Computer Inc. (SMCI $31.37)
  • $31.37 P/E (TTM): 25.46X Cap: $19.30B
  • View SMCI Profile
  • View Questions on SMCI
• Dell Technologies Inc. Class C (DELL $130.51)
  • $130.51 P/E (TTM): 18.68X Cap: $86.13B
  • View DELL Profile
  • View Questions on DELL
• Vertiv Holdings LLC Class A (VRT $161.74)
  • $161.74 P/E (TTM): 60.86X Cap: $61.65B
  • View VRT Profile
  • View Questions on VRT
• Infineon Technologies AG ADR (IFNNY $41.97)
  • $41.97 P/E (TTM): 37.38X Cap: $54.71B
  • View IFNNY Profile
  • View Questions on IFNNY

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

Upvote 5

Read Answer Asked by Brian on July 23, 2024

• Applied Materials Inc. (AMAT $261.27)
  • $261.27 P/E (TTM): 29.86X Cap: $207.17B
  • View AMAT Profile
  • View Questions on AMAT
• KLA Corporation (KLAC $1,225.11)
  • $1,225.11 P/E (TTM): 37.51X Cap: $160.97B
  • View KLAC Profile
  • View Questions on KLAC
• MKS Inc. (MKSI $159.31)
  • $159.31 P/E (TTM): 37.72X Cap: $10.70B
  • View MKSI Profile
  • View Questions on MKSI

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

Upvote 1

Read Answer Asked by Lin on July 18, 2024

• Applied Materials Inc. (AMAT $261.27)
  • $261.27 P/E (TTM): 29.86X Cap: $207.17B
  • View AMAT Profile
  • View Questions on AMAT
• Broadcom Inc. (AVGO $339.81)
  • $339.81 P/E (TTM): 91.82X Cap: $1.60T
  • View AVGO Profile
  • View Questions on AVGO
• Micron Technology Inc. (MU $237.50)
  • $237.50 P/E (TTM): 31.77X Cap: $266.58B
  • View MU Profile
  • View Questions on MU
• QUALCOMM Incorporated (QCOM $179.26)
  • $179.26 P/E (TTM): 35.59X Cap: $191.98B
  • View QCOM Profile
  • View Questions on QCOM
• NextEra Energy Inc. (NEE $81.65)
  • $81.65 P/E (TTM): 26.0X Cap: $170.04B
  • View NEE Profile
  • View Questions on NEE
• Constellation Energy Corporation (CEG $357.14)
  • $357.14 P/E (TTM): 40.32X Cap: $109.91B
  • View CEG Profile
  • View Questions on CEG
• Nextpower Inc. (NXT $87.16)
  • $87.16 P/E (TTM): 22.53X Cap: $12.87B
  • View NXT Profile
  • View Questions on NXT

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?

Upvote 12

Read Answer Asked by Catherine on June 13, 2024

• Applied Materials Inc. (AMAT $261.27)
  • $261.27 P/E (TTM): 29.86X Cap: $207.17B
  • View AMAT Profile
  • View Questions on AMAT
• Lam Research Corporation (LRCX $164.30)
  • $164.30 P/E (TTM): 35.43X Cap: $206.36B
  • View LRCX Profile
  • View Questions on LRCX
• MKS Inc. (MKSI $159.31)
  • $159.31 P/E (TTM): 37.72X Cap: $10.70B
  • View MKSI Profile
  • View Questions on MKSI
• ASML Holding N.V. (ASML $1,087.82)
  • $1,087.82 P/E (TTM): 47.85X Cap: $425.08B
  • View ASML Profile
  • View Questions on ASML

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!

Upvote 1

Read Answer Asked by Duane on April 29, 2024

• Applied Materials Inc. (AMAT $261.27)
  • $261.27 P/E (TTM): 29.86X Cap: $207.17B
  • View AMAT Profile
  • View Questions on AMAT
• NVIDIA Corporation (NVDA $176.29)
  • $176.29 P/E (TTM): 43.43X Cap: $4.28T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $417.01)
  • $417.01 P/E (TTM): 50.77X Cap: $48.51B
  • View CLS Profile
  • View Questions on CLS
• Arista Networks Inc. (ANET $125.89)
  • $125.89 P/E (TTM): 47.31X Cap: $158.53B
  • View ANET Profile
  • View Questions on ANET
• Cadence Design Systems Inc. (CDNS $318.43)
  • $318.43 P/E (TTM): 83.52X Cap: $86.67B
  • View CDNS Profile
  • View Questions on CDNS
• Super Micro Computer Inc. (SMCI $31.37)
  • $31.37 P/E (TTM): 25.46X Cap: $19.30B
  • View SMCI Profile
  • View Questions on SMCI
• Datadog Inc. (DDOG $142.05)
  • $142.05 P/E (TTM): 464.97X Cap: $49.81B
  • View DDOG Profile
  • View Questions on DDOG
• Vertiv Holdings LLC Class A (VRT $161.74)
  • $161.74 P/E (TTM): 60.86X Cap: $61.65B
  • View VRT Profile
  • View Questions on VRT
• Palantir Technologies Inc. (PLTR $183.25)
  • $183.25 P/E (TTM): 611.9X Cap: $437.52B
  • View PLTR Profile
  • View Questions on PLTR
• Arm Holdings plc (ARM $124.37)
  • $124.37 P/E (TTM): 174.52X Cap: $131.74B
  • View ARM Profile
  • View Questions on ARM

Q: Can you please prioritize the top 10 up and coming AI stocks for future growth?

Upvote 13

Read Answer Asked by John on March 26, 2024

• Applied Materials Inc. (AMAT $261.27)
  • $261.27 P/E (TTM): 29.86X Cap: $207.17B
  • View AMAT Profile
  • View Questions on AMAT
• Broadcom Inc. (AVGO $339.81)
  • $339.81 P/E (TTM): 91.82X Cap: $1.60T
  • View AVGO Profile
  • View Questions on AVGO
• Fair Isaac Corporation (FICO $1,807.73)
  • $1,807.73 P/E (TTM): 69.49X Cap: $43.74B
  • View FICO Profile
  • View Questions on FICO

Q: Can you comment on the current attractiveness and outlook of these names? Thank you

Upvote 4

Read Answer Asked by Kim on February 13, 2024

• Applied Materials Inc. (AMAT $261.27)
  • $261.27 P/E (TTM): 29.86X Cap: $207.17B
  • View AMAT Profile
  • View Questions on AMAT
• Broadcom Inc. (AVGO $339.81)
  • $339.81 P/E (TTM): 91.82X Cap: $1.60T
  • View AVGO Profile
  • View Questions on AVGO

Q: What are your thoughts on AMAT these days? Which do you prefer, AMAT, ASML or AVGO? please explain. Many thanks

Upvote 1

Read Answer Asked by alex on May 26, 2023

• Adobe Inc. (ADBE $351.15)
  • $351.15 P/E (TTM): 22.86X Cap: $146.99B
  • View ADBE Profile
  • View Questions on ADBE
• Applied Materials Inc. (AMAT $261.27)
  • $261.27 P/E (TTM): 29.86X Cap: $207.17B
  • View AMAT Profile
  • View Questions on AMAT
• Meta Platforms Inc. (META $647.51)
  • $647.51 P/E (TTM): 28.53X Cap: $1.63T
  • View META Profile
  • View Questions on META
• D.R. Horton Inc. (DHI $156.47)
  • $156.47 P/E (TTM): 13.5X Cap: $45.69B
  • View DHI Profile
  • View Questions on DHI
• Mastercard Incorporated (MA $569.13)
  • $569.13 P/E (TTM): 36.57X Cap: $511.07B
  • View MA Profile
  • View Questions on MA
• Morgan Stanley (MS $177.79)
  • $177.79 P/E (TTM): 18.28X Cap: $282.56B
  • View MS Profile
  • View Questions on MS
• Fortinet Inc. (FTNT $81.52)
  • $81.52 P/E (TTM): 33.84X Cap: $60.62B
  • View FTNT Profile
  • View Questions on FTNT
• Crocs Inc. (CROX $90.66)
  • $90.66 P/E (TTM): 29.29X Cap: $4.66B
  • View CROX Profile
  • View Questions on CROX
• Ultra Clean Holdings Inc. (UCTT $25.64)
  • $25.64 Cap: $1.18B
  • View UCTT Profile
  • View Questions on UCTT

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.

Upvote 0

Read Answer Asked by ALNOOR on January 19, 2023

• Analog Devices Inc. (ADI $280.44)
  • $280.44 P/E (TTM): 61.12X Cap: $137.31B
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• Applied Materials Inc. (AMAT $261.27)
  • $261.27 P/E (TTM): 29.86X Cap: $207.17B
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• Intel Corporation (INTC $37.51)
  • $37.51 P/E (TTM): 3781.0X Cap: $164.18B
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• KLA Corporation (KLAC $1,225.11)
  • $1,225.11 P/E (TTM): 37.51X Cap: $160.97B
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• Lam Research Corporation (LRCX $164.30)
  • $164.30 P/E (TTM): 35.43X Cap: $206.36B
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• Qorvo Inc. (QRVO $87.70)
  • $87.70 P/E (TTM): 38.06X Cap: $8.10B
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• Texas Instruments Incorporated (TXN $177.97)
  • $177.97 P/E (TTM): 32.74X Cap: $161.70B
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• STMicroelectronics N.V. (STM $26.46)
  • $26.46 P/E (TTM): 15.66X Cap: $23.35B
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• ASML Holding N.V. (ASML $1,087.82)
  • $1,087.82 P/E (TTM): 47.85X Cap: $425.08B
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• United Microelectronics Corporation (NEW) (UMC $7.84)
  • $7.84 P/E (TTM): 12.47X Cap: $20.09B
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• GlobalFoundries Inc. (GFS $37.24)
  • $37.24 Cap: $22.34B
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Q: How about buying chips making companies? Which one do you like?
Lorraine
Thank you
Be happy.

Upvote 0

Read Answer Asked by Lorraine on August 26, 2022

• Analog Devices Inc. (ADI $280.44)
  • $280.44 P/E (TTM): 61.12X Cap: $137.31B
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• Applied Materials Inc. (AMAT $261.27)
  • $261.27 P/E (TTM): 29.86X Cap: $207.17B
  • View AMAT Profile
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• Broadcom Inc. (AVGO $339.81)
  • $339.81 P/E (TTM): 91.82X Cap: $1.60T
  • View AVGO Profile
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• Intel Corporation (INTC $37.51)
  • $37.51 P/E (TTM): 3781.0X Cap: $164.18B
  • View INTC Profile
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• KLA Corporation (KLAC $1,225.11)
  • $1,225.11 P/E (TTM): 37.51X Cap: $160.97B
  • View KLAC Profile
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• NVIDIA Corporation (NVDA $176.29)
  • $176.29 P/E (TTM): 43.43X Cap: $4.28T
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• Marvell Technology Inc. (MRVL $84.26)
  • $84.26 P/E (TTM): 29.62X Cap: $71.45B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $287.74)
  • $287.74 P/E (TTM): 40.8X Cap: $1.51T
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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!

Upvote 0

Read Answer Asked by Duane on August 08, 2022