Q: Hi, Is too early to bet on INTC after their new AI chip announcement? What would be a good wait-and-see period?
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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.
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Intel Corporation (INTC)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Advanced Micro Devices Inc. (AMD)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: I own this stock, have bought it at a low price so I'm still even on it. Don't need the cash but don't want a dog either. Do you think this has long term upside ? Buy, sell or hold ?
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Intel Corporation (INTC)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Advanced Micro Devices Inc. (AMD)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: I currently hold a half postion in Google, Mircrosoft and Meta. Im looking starting a half position in Intel. What is your thought on Intel for a least a 5 year hold.
Q: NVDA has been dropping for the past month,but still above its 50 Day Moving Average.
I like to see positive momentum before buying a stock.
Would you buy now if you had no position?
I like to see positive momentum before buying a stock.
Would you buy now if you had no position?
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Intel Corporation (INTC)
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NVIDIA Corporation (NVDA)
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Hewlett Packard Enterprise Company (HPE)
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Advanced Micro Devices Inc. (AMD)
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Nutanix Inc. (NTNX)
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Arista Networks Inc. (ANET)
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Super Micro Computer Inc. (SMCI)
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Vertiv Holdings LLC Class A (VRT)
Q: EDGE AI - which stocks are aligned with EDGE AI? In your view, is this an important next step in the evolution of AI?
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Intel Corporation (INTC)
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Micron Technology Inc. (MU)
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NVIDIA Corporation (NVDA)
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Advanced Micro Devices Inc. (AMD)
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ON Semiconductor Corporation (ON)
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Marvell Technology Inc. (MRVL)
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Super Micro Computer Inc. (SMCI)
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ASML Holding N.V. (ASML)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Vertiv Holdings LLC Class A (VRT)
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Arm Holdings plc (ARM)
Q: 1. Please let me know your thoughts on the best choices of Semi Conductor and Related Companies to own going forward...
2. What would be the Core Holdings going into this Ai moment +
3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...
4. How do you feel about the Valuations and Stock Price of the Current companies listed...
5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...
Thanks in advance,
M
2. What would be the Core Holdings going into this Ai moment +
3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...
4. How do you feel about the Valuations and Stock Price of the Current companies listed...
5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...
Thanks in advance,
M
Q: Opinions on these two companies. Looks like Intel created a foundry division in which Cadence will be assisting Intel with designing and producing new chips. From my reading Microsoft is also involved and wondering if this may be a strategy to decrease reliance on Taiwan semiconductor and increase "home grown" chip manufacturing.
Do you think Intel can find some momentum from the AI surge and this strategy?
Is Cadence a viable way to get involved in the "back door" of the AI surge? Do you have other preferences that provide the same services?
Thank you.
Do you think Intel can find some momentum from the AI surge and this strategy?
Is Cadence a viable way to get involved in the "back door" of the AI surge? Do you have other preferences that provide the same services?
Thank you.
Q: I do wonder if you could comment on the recent news releases in regard to Cadance and Intel foundry systems. I just started researching this and am going to admit a lot of this is over my head and comprehension. From my initial readings it looks like Microsoft has joined in on this as well, so looks like Intel, Cadence and Microsoft are in an initiative in the AI space. Is there a possibility that Intel may get some legs in this AI surge as well? The share price of this stock has certainly not soared like others in this sector. Wondering if the Microsoft relationship will have some impact on the future performance of Intel?
Could this be a way for Microsoft to lessen it's dependence on NVDA?
Could this be a way for Microsoft to lessen it's dependence on NVDA?
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Broadcom Inc. (AVGO)
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Cisco Systems Inc. (CSCO)
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Alphabet Inc. (GOOG)
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Intel Corporation (INTC)
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AbbVie Inc. (ABBV)
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Eli Lilly and Company (LLY)
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Oracle Corporation (ORCL)
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Pfizer Inc. (PFE)
Q: Held Cisco,Oracle,Pfizer,intel,for many years now. is it time to cut the umbilical cord? i am 82 but still continue to invest.What U.S. stocks should i consider replacing them with?
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Intel Corporation (INTC)
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Texas Instruments Incorporated (TXN)
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Spirit Aerosystems Holdings Inc. (SPR)
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Transdigm Group Incorporated (TDG)
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GSI Technology Inc. (GSIT)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Heico Corporation (HEI)
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RTX Corporation (RTX)
Q: Would these be good candidates for a TFSA ?
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Amazon.com Inc. (AMZN)
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Equinix Inc. (EQIX)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Intel Corporation (INTC)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM)
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Tesla Inc. (TSLA)
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Advanced Micro Devices Inc. (AMD)
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Super Micro Computer Inc. (SMCI)
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Vertiv Holdings LLC Class A (VRT)
Q: If the world is going to need all this power to deal with all this Artificial Intelligence that is going to be happening in the coming years, what stocks in your opinion will benefit from this need for electrification? BTW I tend to like stocks that are on the more liquid side so please push your answer in that direction please and thanks
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOGL)
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Intel Corporation (INTC)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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McDonald's Corporation (MCD)
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Visa Inc. (V)
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Walmart Inc. (WMT)
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Constellation Software Inc. (CSU)
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Tourmaline Oil Corp. (TOU)
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WSP Global Inc. (WSP)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Tesla Inc. (TSLA)
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Advanced Micro Devices Inc. (AMD)
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Sprott Physical Gold Trust (PHYS)
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Baytex Energy Corp (BTE)
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Boyd Group Services Inc. (BYD)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: Hi group please indicate in what order and at what entry price would you add to the above stocks. Only comment on the top 10 out of above list (i have a 100k to spend would you go all in now or wait until markets settle Thanks for your help with this decision
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Intel Corporation (INTC)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Advanced Micro Devices Inc. (AMD)
Q: On BNN Kim Bolton chose it as a top pick saying it is coming out with chips which will compete with NVDA, and will use less power. Do you have any information regarding this? What do you think of INTC
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Apple Inc. (AAPL)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Intel Corporation (INTC)
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Microsoft Corporation (MSFT)
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International Business Machines Corporation (IBM)
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Coca-Cola Company (The) (KO)
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Procter & Gamble Company (The) (PG)
Q: Hi 5i.
Could you give five recommendations for 'hold forever' US stocks? I'm thinking the sort of companies you would never sell, and even pass the shares on through your estate, ideally.
Could you give five recommendations for 'hold forever' US stocks? I'm thinking the sort of companies you would never sell, and even pass the shares on through your estate, ideally.
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Intel Corporation (INTC)
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NVIDIA Corporation (NVDA)
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Advanced Micro Devices Inc. (AMD)
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HIVE Digital Technologies Ltd. (HIVE)
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Hut 8 Corp. (HUT)
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Galaxy Digital Inc. Class A common stock (GLXY)
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Bitfarms Ltd. (BITF)
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Coinbase Global Inc (COIN)
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MARA Holdings Inc. (MARA)
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Riot Platforms Inc. (RIOT)
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Applied Blockchain Inc. Common Stock (APLD)
Q: Apparently there was a crypto or blockchain conference within the last week attended by some of the wealthiest individuals and companies on the planet.
Would you know what it was called?
1.It seems clear that some very influential people want this area to have a place in the world banking and trading worlds.
2. One commentator ( Josh Brown ) expressed the opinion that for the foreseeable future it will be very high risk kind of like gold mines over the years. But there might be money to be made in the picks & shovels companies..
Do you have any suggestions of companies that have merit or look to have potential in that picks & shovels areas?
Thank you
Would you know what it was called?
1.It seems clear that some very influential people want this area to have a place in the world banking and trading worlds.
2. One commentator ( Josh Brown ) expressed the opinion that for the foreseeable future it will be very high risk kind of like gold mines over the years. But there might be money to be made in the picks & shovels companies..
Do you have any suggestions of companies that have merit or look to have potential in that picks & shovels areas?
Thank you
Q: Just read about Intel making its foundry available to customers for specific chip designs to compete and grow, trying to supplant Samsung and TSMC, seems they are building foundry production to compete with Samsung, what are prospects of success by 2030 as they hope, is this good place to step in?
Q: What are your thoughts on Mobileye's secondary offering of shares and how does this affect the outlook for the stock price?
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Intel Corporation (INTC)
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Honeywell International Inc. (HON)
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STMicroelectronics N.V. (STM)
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Ericsson (ERIC)
Q: Can I have your best ideas for industrial powerhouses that play in smart infrastructure
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Intel Corporation (INTC)
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Western Digital Corporation (WDC)
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Revvity Inc Com (PKI)
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Omega Healthcare Investors Inc. (OHI)
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Groupon Inc. (GRPN)
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Beyond Meat Inc. (BYND)
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Silvergate Capital Corporation Class A (SI)
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Warner Music Group Corp. (WMG)
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Nikola Corporation (NKLA)
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WeWork Inc - Class A (WE)
Q: Hi Peter,
Can you please provide a list of the top five companies that you would consider taking a short position for the next six months? Please provide a brief explanation why these companies were selected to be included in your shortlist.
Thanks, for your advice.
George
Can you please provide a list of the top five companies that you would consider taking a short position for the next six months? Please provide a brief explanation why these companies were selected to be included in your shortlist.
Thanks, for your advice.
George
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Apple Inc. (AAPL)
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Alphabet Inc. (GOOG)
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Intel Corporation (INTC)
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Microsoft Corporation (MSFT)
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Walmart Inc. (WMT)
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Enbridge Inc. (ENB)
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Constellation Software Inc. (CSU)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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Miscellaneous (MISC)
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Berkshire Hathaway Inc. (BRK.A)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi Everyone!! Peter, I always enjoy your article in the National Post. In this past one” Five things I wish I knew when I started out”…. You mentioned as one of your points , that companies that don’t need any money at all are the best investments . Could you please list a few Canadian and US companies that are in that situation?
Cheers,
Tamara
Cheers,
Tamara