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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: 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?
thanks
Paul L

Read Answer Asked by Paul on November 15, 2021

Q: Can you please suggest a few US listed companies in the semiconductor space who should see price appreciation as we come out of the supply chain issues / chip shortage over the next 12-24 months. Thank you

Read Answer Asked by Vineet on October 25, 2021

Q: Hi there,

I am looking to buy 10 software stocks and 10 stocks in the semiconductor space. I am seeking out high growth names. Would you be able to provide me with your top recommendations? Thank you kindly,

Jason

Read Answer Asked by Jason on October 18, 2021

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,
Brad

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?

Thanks,

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?

Thanks
Mark

Read Answer Asked by Mark on May 26, 2021