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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: I own Broadcom and was wondering what tech/semi stocks you would recommend to compliment the name? Thanks!

Read Answer Asked by Michael on September 02, 2021

Q: Peter; The CCP seems intent on cracking down on their own tech companies. Will this be beneficial to other tech companies in Canada and the U.S .- and ,if so, which ones would benefit? Thanks. Rod

Read Answer Asked by Rodney on July 13, 2021

Q: Good afternoon,

Could you please pass along on how best to take advantage of rising copper prices both using an equity( s) and etf.
Same question as it applies to the semi conductor space.
Please feel free to deduct 2 credits as I have posed 2 questions.

Thank you,

thank you.

Read Answer Asked by Brad on July 12, 2021

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?


Read Answer Asked by ilie on June 21, 2021

Q: I bought these semis over the past few years in different accounts at different times in both non-registered and registered accounts. All of them did very well for me. I added them up yesterday and noticed they are over 5% of all my invested assets. As much as I hate to sell winners I probably would have to trim soon. Do you have any suggestions as to the trimming methodology? Reduce each and every one by half (or third) of its current value. Selectively sell some and not others? Sell the ones in registered accounts as there is no immediate tax consequence. keep the ones in taxable accounts? Sell some and keep the promising ones (can you tell or predict?) ? Any other suggestions? I have a high degree of risk tolerance. Thanks.

Read Answer Asked by FORD on June 04, 2021

Q: When does the deal close? By when do you think better bids could appear?
(to replace PHO - what do you suggest?)
Also what semi play do you like? Do you like the manufacturers? Do you have a prefered play there?


Read Answer Asked by Mark on May 26, 2021

Q: What stocks would you look at that could be expected to benefit from the apparent shortage in chips? I have a 3-5 year horizon.

Read Answer Asked by JAMES on May 17, 2021

Q: This is my margin portfolio, all position weightings are between 3%-5%.

The projected yield is 3.31% with a 3-5 year hold.

I realize 24 positions is a bit overkill but I can't seem to choose which to remove, which would you recommend?

What positions would you add to the portfolio?

Take as many credits as needed.

Thanks for the great service

Read Answer Asked by Robert on April 26, 2021

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

Read Answer Asked by Brian on April 09, 2021

Q: Everyone seems to hate the technicals on semi charts. Cramer thinks they are expensive. I look at both Broadcom and Qualcomm and think they are cheap on a forward PE basis. Yes there are short term supply issues. But double digit growth and these companies with forward PE in the teens. How are these companies not a table pounding buy for dividend growth?

Read Answer Asked by James on March 12, 2021

Q: There is a global shortage of semiconductors and I would like to know which Companies will benefit most in 2021. Can you please recommend what are your Top 5 stocks in this space and your reasons for picking them. Thank You.

Read Answer Asked by ALNOOR on March 02, 2021

Q: You no doubt recognize parts of this list from a recent write up u did.
I have owned Kirkland gold for quite some time
If I wanted to add to my above gold position with the ones I have listed above , would u rank your favorites please.
I quite like photon, is there another in the space u would look at to purchase at this time.
I am quite enthusiastic about XBC which has fallen from its high, should I perhaps add more
At this time . Do u continue to like it and is there a competitor to it Cdn or US you would recommend to buy. Thank u always for being there with good info and clarity

Read Answer Asked by Maureen on February 16, 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

Q: Please provide your top 10 ranked Canadian and US stock that are dividend aristocrats (at least 5 years of increases annually to their dividend or distribution) in the order you would purchase them.

Read Answer Asked by David on December 22, 2020