Investment Q&A

Q: I already own AAPL, AMD, AMZN, CRWD, J, AND MS.
I was looking at CRM, FB, GOOG and AVGO. I would appreciate your recommendations and am looking at adding 5 companies.

Thank you.

Donna

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.

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

Q: If you had to choose between these 2, which would you pick and why?
Thanks

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.

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

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

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?

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.

Q: Broadcom has slipped a bit lately. Is this just profit taking in advance of their quarterly report 04 March?

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

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: 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

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.

Q: I would like to add some coverage in semi conductors. What are your thoughts on these stocks? Is investing in the ETF a better bet? Any valuation concerns with SMH? Do you have other suggestions that are not overvalued?

Q: Good morning. Broadcom results seem fine yet Morningstar report has then as a sell?
Comments please. Stephen S

Q: I am an experienced investor and for years have been selling short strangles, in the money puts and out of the money calls around some of my core position stocks, such MSFT, UNH, SRPT etc with good success.
Last week, I sold naked positions around NFLX, picking Jan 15/2021 expiration, which is before they report earnings and expecting NFLX to be substantially range bound until then.

Sold  NFLX 01/15/21 455 PUT at 15.10
Sold  NFLX 01/15/21 515 CALL at 16.10

The trade is profitable between $424 and $546 and in an unlimited loss position outside the range (a risk I am prepared to accept).

My question is, do you have any stock recommendations, for stocks whose prices are not likely to fluctuate a great deal over a a defined period of time, or any screening methods to identify such stocks, so as to trade puts and calls as I described?

Thanks in advance for your insights.

Q: I am looking to buy semiconductor company. Was wondering what you thought of the three that I have been following. Could you please rank them in order of preference and if you have one or two others you can include It would be appreciated.
Thanks John

Q: Like the AMD management but got me to thinking I'm not well-versed on semis...what would be your top 3 names and why? Thanks

Q: hello 5i:
I hold AVGO, and have done very well with it, but the valuation is beginning to look stretched. I'd like to stay in the same sector, but most tech valuations look high. INTC and LRCX look "reasonable". While not completely similar (subsectors differ), can you give me your opinion of these two companies? I've reviewed other questions eg you like NVDA, but with a PE of 90, as compared to INTC's 9, I can't see this as a contest (yes, I realize there is more to valuation than just looking at PEs). We also own CSU, OTEX, and PANW in this technology, with a small position in PHO. Normally, we're very long time holders eg. bought CSU at $115 (no, not a misprint). Look forward to your comments, as I really dislike stock gains to evaporate, unless they're being held for income.
thanks
Paul L