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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,

I am looking to get exposure into semiconductors market with 2-5 year time horizon. Which of the two (NVDA or INTC) would you consider as a better investment and would you suggest any other options in the US market. Thanks in advance!


Read Answer Asked by Irek on August 12, 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?


Read Answer Asked by Duane on August 08, 2022

Q: With the chip bill being passed by Biden, which companies will benefit the most;
Intel, Cisco, Nvdia, Advanced Micro Device, Qualcom or other chip companies.

Read Answer Asked by Helen on July 29, 2022

Q: I would like to harvest a tax loss on Intel and am thinking of using Nvidia as a proxy while I wait for a possible repurchase of Intel. Wondering if you think Nvda is the best option proxy wise or would you recommend something else? Many thanks.

Read Answer Asked by Donald on May 19, 2022

Q: I'm thinking of a Covered Call strategy on dividend paying US stocks. I know the dividends are treated differently in Canada, but I wanted stocks that offered weekly call options.

Are there any suggestions you have?

Read Answer Asked by Gregory on May 12, 2022

Q: hello 5i:
2 questions.
Question 1: we hold OTEX and are considering selling and replacing with NVEI. What is a reason, or reasons, we should NOT do this, as overall you are in favour of such a move (your recent posts).

Question 2:
AVGO vs QCOM; which do you like and why?

Paul L

Read Answer Asked by Paul on April 20, 2022

Q: I currently own TSM and am down a bit as are many of the tech stocks this year. This company had a very good earnings report and provided very positive forward guidance in their last ER report. As well they have a large moat as one of the leading foundries in the world. In short there isn't much not to like in my opinion. However, there always seems to be some question as to when, not if, China will attempt to move on Taiwan similar to Russia and the Ukraine which would have a profound impact on TSM as a world leading semi company given the propensity of the Chinese government to heavily regulate companies in their jurisdiction. Also if TSM became a Chinese company there is also debate as to delisting Chinese stocks on the US stock exchanges if they don't meet the SEC reporting requirements. All speculative at this point I understand.

I am wondering about your thoughts on whether a company like Micron (MU) in the US might be a safer alternative given the current direction of the US government to produce products at home like semiconductors, and the potential for government assistance as well. I also own Nvidia so are they too similar to MU and I should add to NVDA on pullbacks or put some in both?

Read Answer Asked by Kevin on March 29, 2022

Q: Conventional wisdom seems to be that growth stocks, esp. pricey hi-tech names, are being hit due to fears of interest rate increases. But some of these names don't seem to be directly vulnerable, with low/no debt, strong balance sheets to fund growth without borrowing, and products that wouldn't be especially vulnerable to rate increases for consumers (e.g. retail like shop or lspd). So what am I missing? Could you suggest 2 or 3 growth names that should be relatively safe, or at least bounce back quickly?

Read Answer Asked by John on January 09, 2022

Q: Given the recent run up in certain semi conductor and chip stocks, would it be prudent to use an ETF such as SMH to better diversify risk right now if only one position available in a portfolio? Or, going the individual stock route, how would you rank the following in a moderate risk portfolio QCom, AVGO, TXN, NVID, AMD, SWKS, INTC?

Read Answer Asked by Gerry on November 15, 2021

Q: hello 5i:
We recently sold U: 50% gain and a bit too high valuation for us. To quote Peter: we would reduce very expensive growth stock exposure. Current tech holdings are CSU, PANW, AVGO, OTEX, TOI and DND; the latter 2 being about 1% positions. We would like to replace U with something "less" exciting and are considering TCS, APPS and QCOM as you seem to favour these stocks (like others, I read the questions/answers daily). TCS is very appealing as it looks to have a moat within the health care sector, but we also own VEEV and WELL. Is there too much overlap here? APPS is a volatile trader and not really in our wheelhouse, but is of interest. Can you make a suggestion as to how you'd replace U?
Paul L

Read Answer Asked by Paul on November 15, 2021