Q: Hi Everyone at 5i! I would be interested in your thoughts on this stock. Would you consider this a buy for a 5-10 year hold ??? Cheers, Tamara
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Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Adobe Inc. (ADBE)
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Lam Research Corporation (LRCX)
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PayPal Holdings Inc. (PYPL)
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Ford Motor Company (F)
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General Motors Company (GM)
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Evercore Inc. Class A (EVR)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: The above names are the laggards in my US TFSA (I hold TIXT via NYSE).
Would you recommend holding them or are there any that you would suggest replacing with something else?
Q: Can you comment on their earnings release, valuation with the recent fall and opine on their prospects? Wondering whether this is a decent entry point for what I think is a "pick-and-shovel" company in the semi space? Thanks
Read AnswerQ: Can I please have your take on Lam Research's recently announced earnings. Do you consider the stock a buy at this price or is there another name in this industry that you prefer. Your overall view on Lam would be appreciated. Thank You.
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Q: With the chip shortage, what is your outlook on Lam Research.
Is it a long term hold ?
Where do you see Brookfield Business Partners going forward.
The stock is relatively flat for months.
Thank you
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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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Applied Materials Inc. (AMAT)
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Lam Research Corporation (LRCX)
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Freeport-McMoRan Inc. (FCX)
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First Quantum Minerals Ltd. (FM)
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BMO Equal Weight Global Base Metals Hedged to CAD Index ETF (ZMT)
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Copper Mountain Mining Corporation (CMMC)
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Ichor Holdings (ICHR)
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Nutrien Ltd. (NTR)
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Teck Resources Limited Class A Multiple Voting Shares (TECK.A)
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Ultra Clean Holdings Inc. (UCTT)
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Reliance Steel & Aluminum Co. (DE) (RS)
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Global X Copper Miners ETF (COPX)
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Horizons Global Semiconductor Index ETF (CHPS)
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Invesco PHLX Semiconductor ETF (SOXQ)
Q: Retired, dividend-income investor. Reading lots about supply chain shortages (semi-conductors, copper, steel, etc). How are we best to play this?
Should we consider selecting companies within specific industries (Copper Mountain or Teck comes to mind) or should we go the ETF route (via ZMT or another suggestion via 5iR)?
A dividend would be a bonus. BTW, in the materials sector I already own NTR.
Please list some companies that I can research.
Please list some ETFs that I can research.
Thanks...Steve
Q: Hello
With the current chip shortages, what is your view on Lam Research.
Is it a good hold for the next 5 yrs ? And at what price do you consider a good entry point? Or would you rather recommend another semi conductor company?
I hold TRP and I want to know if you see it as a good hold as an income stock?
What is your general view on the company going forward.
Thank you
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Applied Materials Inc. (AMAT)
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Lam Research Corporation (LRCX)
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Skyworks Solutions Inc. (SWKS)
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Ichor Holdings (ICHR)
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Brooks Automation Inc. (BRKS)
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Ultra Clean Holdings Inc. (UCTT)
Q: The chip shortage is currently a well publiced topic. Can you give me the names of a few companies that you feel will benefit from this dilemna. Thank You.
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (FB)
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Alphabet Inc. (GOOGL)
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Lam Research Corporation (LRCX)
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Netflix Inc. (NFLX)
Q: Now that Wealthsimple is offering Fractional Share purchases does it make sense to buy the Faang?
Thanks!
Q: Hello, I have owned LRCX since 2017 and have added over the years. It has been in a trading range for a while although it has made higher highs. With a PE at ~26 and analyst target of $728 it looks like a hold, but I am concerned about the semiconductor sector getting tired and over bought. You thoughts please.
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Lam Research Corporation (LRCX)
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The Trade Desk Inc. (TTD)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Digital Turbine Inc. (APPS)
Q: 1)Please rank these companies in terms of long term growth.
2)Would you have any concerns buying at current prices?
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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.
Q: Hello
1.Do you see Lam Research as a good long term hold specially with the chip shortage ?
2. What is your outlook on Kirkland Gold? Do you see the gold stocks picking up in the near future?
Thank you
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Photon Control Inc. (PHO)
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Applied Materials Inc. (AMAT)
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Intel Corporation (INTC)
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Lam Research Corporation (LRCX)
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ASML Holding N.V. (ASML)
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?
Q: How would you characterize/rank TXN in the semi space? Is it diversified in its product offerings versus others and would you recommend it as an all-around buy or are there others you would prefer that may be more focused or in other markets? Thanks
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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: Hi Peter and team,
I am a new member and have been enjoying the question and answer section.
I would like you take on these two stocks and wether you prefer one to the other.
Thanks
Javad
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Lam Research Corporation (LRCX)
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Micron Technology Inc. (MU)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Advanced Micro Devices Inc. (AMD)
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Lattice Semiconductor Corporation (LSCC)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: Hi,
I hold a 2.5% position in NVDA after selling half to lock in my original costs. I'd like to pick up another high growth chip maker/developer/fabricator, and the listed companies are on my watch list. Ideally the company would have a great balance sheet (net cash), a pipeline of great products and great opportunity for growth - no dividend needed. Can you endorse one or two and/or recommend something not on the list?
Cam
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Photon Control Inc. (PHO)
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Applied Materials Inc. (AMAT)
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Lam Research Corporation (LRCX)
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Ichor Holdings (ICHR)
Q: Are you confident in semi's now? How would you rank amat, lrcx, photon? Any other pick-and-shovel plays you prefer? Do you prefer individual semi makers or an etf to these 3. Thanks.