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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: Hi Peter and crew. I know that US tech companies are "not in your wheel house" and I also know that you have great insight. so I am interested in your opinions on the following.
I am watching that both Rivian and Global Foundries Inc. are applying to the SEC this fall to go public. Both appear to be in a good space for long term trends/needs. I am interested in long term investing in these companies when they come to market.
Thoughts?
BTW - Peter, Loved the article in the FP about your father-in-law. Maybe the 2 above companies will give him " the action" he is looking for!

Read Answer Asked by JORDAN on September 21, 2021

Q: Can you please list 10-20 conservative high dividend paying companies that you would recommend. US or Cdn. Thank you.

Read Answer Asked by LOIS on August 09, 2021

Q: I would like to add some companies to my portfolio that pay dividends which are relatively secure and have debt levels that you think are manageable. I'd go so far as to say low debt levels, but that might exclude some companies that you think can manage a bit more debt. If possible, it would be helpful if you could suggest 6 Canadian and 6 American companies that fit the above criteria. Thanks as always for your valued opinion.

Read Answer Asked by Les on July 30, 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: Given 92% of the world's leading edge chips are manufactured in Taiwan, and China's accelerating efforts to retake the island, what companies would benefit if the US decides to build capacity in semiconductors?
Any Canadian candidates?

Read Answer Asked by michael on April 12, 2021

Q: Good Morning, I recently read in the FP that the new CEO of Intel Pat Gelsinger declared that "Intel is back" - Do you think that he can turn things around to participate in the huge demand for chips, and is this the time to invest?
I also know that you are not a huge fan of SPACS, however I am intrigued about investing along side in Bill Ackman's Pershing Square Tontine - thoughts?
With thanks JS

Read Answer Asked by JORDAN on March 29, 2021

Q: Is DRIV an effective way to gain exposure to the electric vehicle sector? I’m looking for a long term hold in that category. Thanks

Read Answer Asked by Gary on March 03, 2021

Q: There is a lot of talk about a shift to value stocks. What is and how do I identify a value stock and can you give some examples of current opportunities in your portfolios and generally please?

Read Answer Asked by Gregory on February 11, 2021

Q: Hello 5i team. I wanted to get your opinion regarding these companies. With investment in Rivian by Ford, GM's EV product and new cars, they both seem like good value opportunities with upside. Can you compare the two from a valuation perspective, and give your opinion?

Also, I read that Intel has best in class driverless car tech. Their legacy business is a drag on their PE. What are your thoughts on Intel and would you be a buyer?

Read Answer Asked by Fabio on January 14, 2021

Q: Intc has been doing very badly of late, with Apple and Microsoft designing their own chip. I am thinking of selling Intc and replacing it with 2 or 3 technology companies, not necessarily in the chip sector. Intc is 2% of my portfolio. What would be your picks. Thanks

Read Answer Asked by Joanne on December 21, 2020

Q: I am thinking of buying Intel for my grandchildren's account. Do you see any potential for growth in the near future? Please provide recommendations that you see have a good entry price at this time. As well would this be a good time to buy US funds? Thank you.
Stella

Read Answer Asked by Stella on December 14, 2020

Q: Hello, I have been holding Intel for more than 5 years now. According to what I read in the Q&A I believe the time has come to sell it and buy something else. Would that make sense to buy Roku to replace Intel? Another option would be either NVDA or QCOM? What would you do? Thank you, Gervais

Read Answer Asked by Gervais on November 16, 2020

Q: Hi, these are the companies that have not performed well since I bought them. Which of these do you think it is worth to keep in my portfolio considering that I aim to make >= 10% a year (including dividends) and it is for the long term (+20y) ? I think to replace HD by COST, INTC by NVDA or AMD, is it a good move in your opinion ? Thank you !

Read Answer Asked by Clayton on October 27, 2020