Q: If buying today, which stock would you prefer: UCTT or KLAC?
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Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: What is your outlook for KLA ? With a PE of 24 times in a growth sector would this be a strong buy or are there other companies you would prefer? Thanks for your analysis.
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Applied Materials Inc. (AMAT)
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KLA Corporation (KLAC)
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Lam Research Corporation (LRCX)
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NVIDIA Corporation (NVDA)
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ASML Holding N.V. (ASML)
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?
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Analog Devices Inc. (ADI)
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Applied Materials Inc. (AMAT)
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Broadcom Inc. (AVGO)
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Intel Corporation (INTC)
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KLA Corporation (KLAC)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Texas Instruments Incorporated (TXN)
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Marvell Technology Inc. (MRVL)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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
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Adobe Inc. (ADBE)
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Analog Devices Inc. (ADI)
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Applied Materials Inc. (AMAT)
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Broadcom Inc. (AVGO)
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Intel Corporation (INTC)
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KLA Corporation (KLAC)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Texas Instruments Incorporated (TXN)
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Salesforce Inc. (CRM)
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Atlassian Corporation Plc (TEAM)
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Workday Inc. (WDAY)
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Veeva Systems Inc. Class A (VEEV)
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Marvell Technology Inc. (MRVL)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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CrowdStrike Holdings Inc. (CRWD)
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Upstart Holdings Inc. (UPST)
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Affirm Holdings Inc. (AFRM)
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
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Applied Materials Inc. (AMAT)
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KLA Corporation (KLAC)
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Lam Research Corporation (LRCX)
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ASML Holding N.V. (ASML)
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Ultra Clean Holdings Inc. (UCTT)
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.
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Broadcom Inc. (AVGO)
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KLA Corporation (KLAC)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Texas Instruments Incorporated (TXN)
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Marvell Technology Inc. (MRVL)
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VanEck Vectors Semiconductor ETF (SMH)
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?
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Q: Hello 5i'rs
Could I please have your opinion of KLA vs LRCX vs NVDA? Growth and valuation and your pick please.
Thank you
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.
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.