Investment Q&A

Q: Retired, dividend-income investor. Reading lots about supply chain shortages (semi-conductors, copper, steel, etc). How are we best to play this?

Should we consider selecting companies within specific industries (Copper Mountain or Teck comes to mind) or should we go the ETF route (via ZMT or another suggestion via 5iR)?

A dividend would be a bonus. BTW, in the materials sector I already own NTR.

Please list some companies that I can research.

Please list some ETFs that I can research.

Thanks...Steve

Q: The chip shortage is currently a well publiced topic. Can you give me the names of a few companies that you feel will benefit from this dilemna. Thank You.

Q: I am investigating Applied Materials for an investment to increase the industrial waiting in my portfolio. What do you think of the company? Is there any other industrial holding that you prefer for long term growth and some income?

Q: For growth, would you buy 1, 2 or all 3...and which?

Q: Hi 5i Team - Would you be able to provide a summary of resources/materials needed in the semi-conductor space. Out of these are there any that would stand out as being particularly important. And finally are there any companies, Canadian or American, that have a good track record of providing any of these resources/materials.
Thanks.

Q: Hi,
I read an article called “The World Relies on One Chip Maker in Taiwan, Leaving Everyone Vulnerable” that appeared on the WSJ.

Apart from TDM, NVDA & INTEL, are there any others names in the industry that you could share or recommend?

Thanks,

Q: What is the best semiconductor stock for growth going forward? Are they as a g group over priced now?

Q: Given 92% of the world's leading edge chips are manufactured in Taiwan, and China's accelerating efforts to retake the island, what companies would benefit if the US decides to build capacity in semiconductors?
Any Canadian candidates?

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

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: Are you confident in semi's now? How would you rank amat, lrcx, photon? Any other pick-and-shovel plays you prefer? Do you prefer individual semi makers or an etf to these 3. Thanks.

Q: Dearr 5i
What are the expected earnings growth rates for AMAT , AMD and NVDA over the next 1-2 years and which would you recommend for an RRSP assuming a balanced portfolio .
Thanks
Bill C.

Q: Can I please get your opinion of Applied Materials (AMAT). Thanks

Dave

Q: IWish to get a position in this area of the tech space,and would appreciate your input as to the best of the group.
Doug

Q: Hello, Methanex has droped by 5% today, do you continue to endorse the company? Would you buy more at this price? I also hold Applied Materials and its momentum has been positive for the last 2 months with a good increase today, should I use this momentum to sell, hold or buy? Thanks, Gervais

Q: Which one of these 3 technology companies would you pick (for a 3-5 year hold) and why

Q: Did Amat’s quarterly earnings have any reference to increased memory demand?

Q: Hi,
Looking to decrease the number of holdings in the above listed stocks. Which 2 would you sell?
Thank you,
Brent

Q: Hi Team,
I have held AMAT for just over a year now and am currently down by about 20%. I am thinking of switching from AMAT to NVDA and would like to get your thoughts on this intended move.
Thanks,

Q: Hi 5iTeam,
Would you please comment on yesterday's sudden pops in the prices of chips-related US companies, e.g. Applied Materials, Western Digital, etc.
Cheers,