Q: WHAT IS THE CHOICE BETWEEN NVDA AND AMD AND WHY? ALSO WHAT ARE THE ENTRY POINTS FOR BUYING WITH NVDA AND AMD?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi 5i,
Would appreciate your thoughts on INTC:US after reporting for this quarter.
Thank you.
Would appreciate your thoughts on INTC:US after reporting for this quarter.
Thank you.
-
Intel Corporation (INTC)
-
Home Depot Inc. (The) (HD)
-
Roku Inc. (ROKU)
-
Digital Turbine Inc. (APPS)
-
ZipRecruiter Inc. Class A (ZIP)
Q: Hi 5iresearch
I am in a loss position with the above stocks. They represent a very small size of my portfolio. Which ones would have a good chance for recovery in the next 12 months? I am trying to determine which ones I should sell to allocate to other shares with better chances. You can give %s for their recovery in the next 12 months.
Thank you
I am in a loss position with the above stocks. They represent a very small size of my portfolio. Which ones would have a good chance for recovery in the next 12 months? I am trying to determine which ones I should sell to allocate to other shares with better chances. You can give %s for their recovery in the next 12 months.
Thank you
Q: Thoughts on Intel at current valuations?
-
Broadcom Inc. (AVGO)
-
Alphabet Inc. (GOOG)
-
Intel Corporation (INTC)
-
Microsoft Corporation (MSFT)
-
Home Depot Inc. (The) (HD)
-
PepsiCo Inc. (PEP)
-
Pfizer Inc. (PFE)
-
Visa Inc. (V)
-
Verizon Communications Inc. (VZ)
-
ABB Ltd. (ABBNY)
Q: These very large Cies appear promising to me for longer term : wich could resist better in case of a recession ?
Q: Which chip company would these four things best describe:
- Huge drop in stock price this year
- Recent cost-cutting moves that will boost cash flow.
- Making good progress on the goal of making chips in the U.S.
- Highest dividend yield in years.
On the chip company AMD specifically, I understand you are high on this stock. Am I reading it correctly that the present PE is around 44? Is this valuation not concerning going forward into this uncertain economic environment (rising interest rates, sudden chip over-supply, etc.) ?
- Huge drop in stock price this year
- Recent cost-cutting moves that will boost cash flow.
- Making good progress on the goal of making chips in the U.S.
- Highest dividend yield in years.
On the chip company AMD specifically, I understand you are high on this stock. Am I reading it correctly that the present PE is around 44? Is this valuation not concerning going forward into this uncertain economic environment (rising interest rates, sudden chip over-supply, etc.) ?
-
Intel Corporation (INTC)
-
Chesapeake Energy Corporation (CHK)
-
Bank of Nova Scotia (The) (BNS)
-
BCE Inc. (BCE)
-
Canadian Imperial Bank Of Commerce (CM)
-
Sun Life Financial Inc. (SLF)
-
Cross Timbers Royalty Trust (CRT)
-
Southern Copper Corporation (SCCO)
-
San Juan Basin Royalty Trust (SJT)
-
CVR Partners LP representing Limited Partner Interests (UAN)
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.
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.
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?
-
Intel Corporation (INTC)
-
NVIDIA Corporation (NVDA)
-
Walgreens Boots Alliance Inc. (WBA)
-
3M Company (MMM)
-
Philip Morris International Inc (PM)
-
Williams Companies Inc. (The) (WMB)
-
Bank of Nova Scotia (The) (BNS)
-
Enbridge Inc. (ENB)
-
Sun Life Financial Inc. (SLF)
-
TELUS Corporation (T)
-
SmartCentres Real Estate Investment Trust (SRU.UN)
-
Capital Power Corporation (CPX)
-
Parkland Corporation (PKI)
-
ATS Corporation (ATS)
-
Richards Packaging Income Fund (RPI.UN)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
K-Bro Linen Inc. (KBL)
-
A&W Revenue Royalties Income Fund (AW.UN)
-
Acadian Timber Corp. (ADN)
-
Boston Pizza Royalties Income Fund (BPF.UN)
-
goeasy Ltd. (GSY)
-
Blackstone Inc. (BX)
-
Aritzia Inc. Subordinate Voting Shares (ATZ)
-
Trisura Group Ltd. (TSU)
-
Stag Industrial Inc. (STAG)
-
Scotts Miracle-Gro Company (The) (SMG)
-
SVB Financial Group (SIVB)
-
Crocs Inc. (CROX)
-
Fox Factory Holding Corp. (FOXF)
-
Lantheus Holdings Inc. (LNTH)
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
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
-
Intel Corporation (INTC)
-
3M Company (MMM)
-
Merck & Company Inc. (MRK)
-
Pfizer Inc. (PFE)
-
Verizon Communications Inc. (VZ)
-
Williams Companies Inc. (The) (WMB)
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
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
-
Analog Devices Inc. (ADI)
-
Applied Materials Inc. (AMAT)
-
Intel Corporation (INTC)
-
KLA Corporation (KLAC)
-
Lam Research Corporation (LRCX)
-
Qorvo Inc. (QRVO)
-
Texas Instruments Incorporated (TXN)
-
STMicroelectronics N.V. (STM)
-
ASML Holding N.V. (ASML)
-
United Microelectronics Corporation (NEW) (UMC)
-
GlobalFoundries Inc. (GFS)
Q: How about buying chips making companies? Which one do you like?
Lorraine
Thank you
Be happy.
Lorraine
Thank you
Be happy.
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
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
-
Broadcom Inc. (AVGO)
-
Intel Corporation (INTC)
-
NVIDIA Corporation (NVDA)
-
Advanced Micro Devices Inc. (AMD)
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
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
-
Analog Devices Inc. (ADI)
-
Broadcom Inc. (AVGO)
-
Intel Corporation (INTC)
-
Lam Research Corporation (LRCX)
-
Micron Technology Inc. (MU)
-
NVIDIA Corporation (NVDA)
-
QUALCOMM Incorporated (QCOM)
-
Texas Instruments Incorporated (TXN)
-
Advanced Micro Devices Inc. (AMD)
-
Amkor Technology Inc. (AMKR)
-
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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
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
-
Analog Devices Inc. (ADI)
-
Applied Materials Inc. (AMAT)
-
Broadcom Inc. (AVGO)
-
Intel Corporation (INTC)
-
KLA Corporation (KLAC)
-
NVIDIA Corporation (NVDA)
-
Marvell Technology Inc. (MRVL)
-
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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!
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!
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
-
Broadcom Inc. (AVGO)
-
Cisco Systems Inc. (CSCO)
-
Intel Corporation (INTC)
-
NVIDIA Corporation (NVDA)
-
QUALCOMM Incorporated (QCOM)
-
Texas Instruments Incorporated (TXN)
-
Advanced Micro Devices Inc. (AMD)
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.
Intel, Cisco, Nvdia, Advanced Micro Device, Qualcom or other chip companies.
-
Intel Corporation (INTC)
-
NVIDIA Corporation (NVDA)
-
QUALCOMM Incorporated (QCOM)
-
Advanced Micro Devices Inc. (AMD)
-
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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
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
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.
-
Intel Corporation (INTC)
-
NVIDIA Corporation (NVDA)
-
QUALCOMM Incorporated (QCOM)
-
AbbVie Inc. (ABBV)
-
Pfizer Inc. (PFE)
-
BCE Inc. (BCE)
-
ATS Corporation (ATS)
-
Magna International Inc. (MG)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
Advanced Micro Devices Inc. (AMD)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
-
Topicus.com Inc. (TOI)
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.
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.