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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: Do you have any feel for commodities, specifically Oil and Copper, over the next six months to a year?
I would like to hide in some dividend-paying stocks.
Capital retention and some dividend gain is the goal right now.
With that in mind, I feel like this might be a good opportunity to buy Canadian banks, for the long haul and oil and commodities shorter term.
I would appreciate your opinion on my theory and these securities.
As well, any ideas you have would be great.

SLF
INTC
SCCO
UAN
SJT
CRT
CM
BCE
CHK
BNS

Thanks for the fabulous service and please use as many credits as necessary.

Read Answer Asked by Kyle on October 24, 2022

Q: I know that this is an unfair question - sorry. I realize that ARKK and AMD are two different investments, but if 5i had a chunk of money to invest in one of these two, which would it be? On a similar note, is Intel a better investment than AMD?

Read Answer Asked by James on October 11, 2022

Q: Can you provide a 'buy' list for a person wanting to deploy $200,000 (inside RRSP) with the goal of creating 5% or more sustained cash flow - as well as growing the original capital to keep up with inflatiion? We do not have company pensions - this would serve to supplement our government pensions.
Thinking, 20 stocks across all sectors @ $10,000 each (or 5%)
Also could you include 10 growth stocks (inside TFSA) for a total of $250,000 - gotta have some fun ;)
Many Thanks
Jan

Read Answer Asked by Jan on October 07, 2022

Q: Hello 5i,
It was suggested that MMM is not going anywhere soon, but yet it hasd over 4% yield. As a value investor is it time to let it go, noting its problems or kept for yield? I f let go, would you please suggest a replacement with good yield.
Thank you
Stanley

Read Answer Asked by STANLEY on August 30, 2022

Q: How about buying chips making companies? Which one do you like?
Lorraine
Thank you
Be happy.



Read Answer Asked by lorraine on August 26, 2022

Q: hello 5i:
regarding the 49% investment by BIP in INTC'S chip plant.
BIP is our largest holding, so we are concerned as to the significance of this deal and the effect on BIPs future. How significant is it?
And, with INTCs well-known failures of overpromising and underdelivering, poor allocation of capital and just bad management decisions, will an alliance with INTC not drag BIP down with it? Could not the company find a "more reliable" partner (ie AMD)?
How does BIP benefit in all of this?
I suppose that another way of asking this, is "should we lighten up". Tough, as we've held since 2015 and been very happy owners.
thanks
Paul L

Read Answer Asked by Paul on August 24, 2022

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!

Irek

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?

Cheers!

Read Answer Asked by Duane on August 08, 2022

Q: Hi group what's the best way to play the chip manufacturing industry (in the US) after yesterday announcement by the US govt to pour money at the lack of chips being produced in the US Also thinking to starting a position in QQQ what's your thoughts nibble or dive in

Read Answer Asked by Terence on August 02, 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: In what order would you buy them today for 3 years?

On separate note, I am wondering when 5I started and how long I am member.
It was exciting ride over many years and without your help I would not survive.


Thank you for great service.
Milan

Read Answer Asked by Milan on June 17, 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: Good day team,

I know that you always suggest trading/buying into positive momentum but if you were to choose some stocks (regardless of sectors), on both the CDN and US sides, what would they be? As we are all aware, there is a lot of red out there in certain sectors.

Read Answer Asked by Seamus on May 13, 2022

Q: Happy Friday,

With the current dip and a further downside expected are there any income equities that you would classify as very attractive.

Looking for some new ideas. I have lots of banks, pipes, telcos, utilities, insurance cos, etc. but am not immune to buying more.

Anything in the US really strike you fancy?

Thanks very much and have a great weekend.

Read Answer Asked by Dave on May 10, 2022

Q: Hello 5i

You are often asked if you could provide 2-3 "bargains" from the various portfolios - could you, given the current environment, provide
- 2-3 from the balanced / Income portfolios
- 2-3 outside of the portfolios (either Canadian or US please)
That you would consider a good opportunity to pick up at this time.

Thanks

Read Answer Asked by mike on May 10, 2022

Q: Hi 5i,

Looking for additional exposure in the semi-conductor market. I currently already have a 3% weighting in NVDA. I am looking to potential start a position in AMD or INTC.

Your previous answers to questions suggest you favour AMD (after NVDA) given the companies recent execution.

However, INTC seems to be turning a corner with there plans to build new plants in Arizona in the next few years and change in management. Based on its current valuation (cheap compared to AMD) the current tailwinds of 'on shoring' it seems to me a compelling buy compared to AMD.

Your thoughts would be greatly appreciated. Appreciate all you do.

Read Answer Asked by GREGORY on April 11, 2022

Q: Hi Peter

What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio


Thank you
Howard

Read Answer Asked by Howard on March 16, 2022