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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: Hello team, from the list above could you please rank in order to:
1> Keep and or add for full position or
2> Sell now & move on, and
3> what would you replace the sale positions with?
Thanks
Carlo
Read Answer Asked by Carlo on November 15, 2021
Q: Given the recent run up in certain semi conductor and chip stocks, would it be prudent to use an ETF such as SMH to better diversify risk right now if only one position available in a portfolio? Or, going the individual stock route, how would you rank the following in a moderate risk portfolio QCom, AVGO, TXN, NVID, AMD, SWKS, INTC?
Read Answer Asked by Gerry on November 15, 2021
Q: Following up on your recent comments on Intel.
With there plans to build 2 new plants in the USA and the Congress in the process of passing a bill that would provide partial funding for these plants, at the current price and PE in single digit, is there not potentially great value at this price over the next few years? Plus a yield at 3% while you wait! I understand they are not the greatest growth play, but they are Intel? What am I missing??
Read Answer Asked by PETER on October 26, 2021
Q: Can you please suggest a few US listed companies in the semiconductor space who should see price appreciation as we come out of the supply chain issues / chip shortage over the next 12-24 months. Thank you
Read Answer Asked by Vineet on October 25, 2021
Q: hi can I have your opinion on Intel earnings/guidance. and can I get your top picks for a semiconductor stock please...
thx chris
Read Answer Asked by chris on October 23, 2021
Q: Hi 5i Team - Are there any Canadian companies in the semi-conductor space that would be of interest to you, including start-up companies, suppliers of materials, and any potential companies on the horizon. I sold my shares in Photon Control some time ago and am looking for some kind of replacement on the Canadian side. If the U.S. is the only way to go in this field could you please suggest a couple of top picks. l already have Nvidia. Thanks.
Read Answer Asked by Rob on October 21, 2021
Q: Hi there,

I am looking to buy 10 software stocks and 10 stocks in the semiconductor space. I am seeking out high growth names. Would you be able to provide me with your top recommendations? Thank you kindly,

Jason
Read Answer Asked by Jason on October 18, 2021
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: Your thoughts on the recent news of a new 20 billion dollar plant and the new ceo's game plan and would you view this as positive or a drag on the stock and would you still see adobe as better than intc with more upside.Own msft nvda,intc,orcl and aapl
Read Answer Asked by dennis on March 25, 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
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