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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: I've been lucky enough to own NVDA in the last year. Its now 4% of my portfolio. I'm considering buying a semi supplier like AMAT, LRCX,ASML, etc. What do you think? is it too much to own NVDA and a supplier? if so, which would you suggest?

Read Answer Asked by Graeme on November 08, 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 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 5i Team - Would you be able to provide a summary of resources/materials needed in the semi-conductor space. Out of these are there any that would stand out as being particularly important. And finally are there any companies, Canadian or American, that have a good track record of providing any of these resources/materials.
Thanks.

Read Answer Asked by Rob on June 30, 2021

Q: I would like to add some coverage in semi conductors. What are your thoughts on these stocks? Is investing in the ETF a better bet? Any valuation concerns with SMH? Do you have other suggestions that are not overvalued?

Read Answer Asked by Maureen on December 22, 2020

Q: We have had 500 shares of orbk with a nice gain in capital. it seems the ride is over with the sale to klac. Should we ride it out to the conclusion and have some cash and klac shares in trade (pay some capital gains), or sell at current price (pay more capital gains), to redeploy the funds.?
Your advice is always appreciated.

Read Answer Asked by francois on March 20, 2018

Q: In adding a security ROE not significantly below 20% ; PEG not TOO far above 1.0-1.4 : these together with reasonable forward P/E are top of mind in in key things I look for.

I would be thankful for your response and comment on the following issues:
1. Does KLAC meet most of my critical factors, do you think ?
2. Would you personally buy KLAC at or near current prices?
3. Does your analysis indicate probability of strong growth in the next 2 to 4 years?
4. Is the stock reasonably (fairly) valued relative to industry prospects using GARP thinking?
5. Does KLAC have strong competitors around the world?

Your insight would be valuable. Thank you.

Read Answer Asked by Adam on August 14, 2017
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