Investment Q&A

• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX
• Eaton Corporation PLC (ETN)
  • View ETN Profile
  • View Questions on ETN
• Parker-Hannifin Corporation (PH)
  • View PH Profile
  • View Questions on PH
• Rockwell Automation Inc. (ROK)
  • View ROK Profile
  • View Questions on ROK
• Vertiv Holdings LLC Class A (VRT)
  • View VRT Profile
  • View Questions on VRT
• Trane Technologies plc (TT)
  • View TT Profile
  • View Questions on TT
• GE Vernova Inc. (GEV)
  • View GEV Profile
  • View Questions on GEV

Q: What would you say are the top US manufacturing stocks to buy now for growth?

Upvote 7

Read Answer Asked by Judith on June 25, 2025

• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX

Q: Hi,

There was a healthy jump(twice that of the index) in the stock price of Lam Research. Are you aware of any reason for this event? I would appreciate your view on the company and whether it is advisable to jump in or wait for a pullback?
Regards

Upvote 2

Read Answer Asked by Rajiv on May 13, 2025

• Applied Materials Inc. (AMAT)
  • View AMAT Profile
  • View Questions on AMAT
• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX
• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• Finning International Inc. (FTT)
  • View FTT Profile
  • View Questions on FTT
• TFI International Inc. (TFII)
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Trisura Group Ltd. (TSU)
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• Monolithic Power Systems Inc. (MPWR)
  • View MPWR Profile
  • View Questions on MPWR
• Cadence Design Systems Inc. (CDNS)
  • View CDNS Profile
  • View Questions on CDNS
• Century Communities Inc. (CCS)
  • View CCS Profile
  • View Questions on CCS
• M/I Homes Inc. (MHO)
  • View MHO Profile
  • View Questions on MHO
• Boyd Group Services Inc. (BYD)
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

Q: Are there any stocks out there today that you feel are stupidly mispriced and could get a nice bounce/run this year?
Thank you

Upvote 35

Read Answer Asked by Christine on January 17, 2025

• Applied Materials Inc. (AMAT)
  • View AMAT Profile
  • View Questions on AMAT
• KLA Corporation (KLAC)
  • View KLAC Profile
  • View Questions on KLAC
• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX
• ASML Holding N.V. (ASML)
  • View ASML Profile
  • View Questions on ASML

Q: Would you consider KLA and/or ASML as "core" IT/AI holdings for 3-5 years, apart from current M 7 holdings. Among IT/AI opportunities available, how would you rank one or both, given current valuations, and taking into account vulnerabilities [China]. Or, would you suggest 3 others instead.
Thanks

Upvote 5

Read Answer Asked by sam on January 14, 2025

• Applied Materials Inc. (AMAT)
  • View AMAT Profile
  • View Questions on AMAT
• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX

Q: LRCX and AMAT both fell hard after ASML reported. Is the drop overdone? Are LRCX or AMAT buyable? If yes, at or below what price on each? And between the LRCX and AMAT, do you have a preference?

Upvote 2

Read Answer Asked by Adam on October 18, 2024

• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX
• ASML Holding N.V. (ASML)
  • View ASML Profile
  • View Questions on ASML

Q: Any idea as to why 15%, [ $11.15 ] sell off in the last 5 trading sessions? Down 10%

Any Co news? Concerns?

Upvote 3

Read Answer Asked by Henry on October 17, 2024

• Broadcom Inc. (AVGO)
  • View AVGO Profile
  • View Questions on AVGO
• Intel Corporation (INTC)
  • View INTC Profile
  • View Questions on INTC
• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX
• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• QUALCOMM Incorporated (QCOM)
  • View QCOM Profile
  • View Questions on QCOM
• Advanced Micro Devices Inc. (AMD)
  • View AMD Profile
  • View Questions on AMD
• Super Micro Computer Inc. (SMCI)
  • View SMCI Profile
  • View Questions on SMCI
• Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
  • View TSM Profile
  • View Questions on TSM
• Vertiv Holdings LLC Class A (VRT)
  • View VRT Profile
  • View Questions on VRT

Q: I am presently down 61% on SMCI . What do you think of this company and is it a sell or hold ? I also hold QCOM, but not under on this one. Any thoughts on this one ?
LRCX , I'm down 17%, the chart looks good on it .Sell or hold ? If I were to sell any of them, please give me 5 choices of stocks in the same categories. Thanks guys.

Upvote 6

Read Answer Asked by Frank on September 22, 2024

• Applied Materials Inc. (AMAT)
  • View AMAT Profile
  • View Questions on AMAT
• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX
• MKS Inc. (MKSI)
  • View MKSI Profile
  • View Questions on MKSI
• ASML Holding N.V. (ASML)
  • View ASML Profile
  • View Questions on ASML

Q: Greetings 5i,

LRCX reported recently. What are your thoughts on these numbers and the company in general? Who are thier main competitors? What will be the main drivers of growth for the next few quarters and are they positioned correctly to take advantage of any tailwinds from global AI demand expansion.

Cheers!

Upvote 1

Read Answer Asked by Duane on April 29, 2024

• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX
• QUALCOMM Incorporated (QCOM)
  • View QCOM Profile
  • View Questions on QCOM
• Keysight Technologies Inc. (KEYS)
  • View KEYS Profile
  • View Questions on KEYS

Q: After reading the article about KEYS in the Dec/22 Investor Suite this looks like a good long term hold. Will you please update ur comments of 1 yr ago comparing KEYS to LRCX and QCOM?

Thank you, Mike

Upvote 0

Read Answer Asked by Michael on February 21, 2023

• Amazon.com Inc. (AMZN)
  • View AMZN Profile
  • View Questions on AMZN
• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX
• Microsoft Corporation (MSFT)
  • View MSFT Profile
  • View Questions on MSFT
• Netflix Inc. (NFLX)
  • View NFLX Profile
  • View Questions on NFLX
• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• Vanguard Growth ETF Portfolio (VGRO)
  • View VGRO Profile
  • View Questions on VGRO
• SVB Financial Group (SIVB)
  • View SIVB Profile
  • View Questions on SIVB
• Vanguard Growth ETF (VUG)
  • View VUG Profile
  • View Questions on VUG

Q: For a market bottom/rebound, which 6 US growth stocks would you buy (as opposed to value) and would there be any ETFs you would use? Thanks

Upvote 0

Read Answer Asked by Michael on October 06, 2022

• Analog Devices Inc. (ADI)
  • View ADI Profile
  • View Questions on ADI
• Applied Materials Inc. (AMAT)
  • View AMAT Profile
  • View Questions on AMAT
• Intel Corporation (INTC)
  • View INTC Profile
  • View Questions on INTC
• KLA Corporation (KLAC)
  • View KLAC Profile
  • View Questions on KLAC
• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX
• Qorvo Inc. (QRVO)
  • View QRVO Profile
  • View Questions on QRVO
• Texas Instruments Incorporated (TXN)
  • View TXN Profile
  • View Questions on TXN
• STMicroelectronics N.V. (STM)
  • View STM Profile
  • View Questions on STM
• ASML Holding N.V. (ASML)
  • View ASML Profile
  • View Questions on ASML
• United Microelectronics Corporation (NEW) (UMC)
  • View UMC Profile
  • View Questions on UMC
• GlobalFoundries Inc. (GFS)
  • View GFS Profile
  • View Questions on GFS

Q: How about buying chips making companies? Which one do you like?
Lorraine
Thank you
Be happy.

Upvote 0

Read Answer Asked by Lorraine on August 26, 2022

• Analog Devices Inc. (ADI)
  • View ADI Profile
  • View Questions on ADI
• Broadcom Inc. (AVGO)
  • View AVGO Profile
  • View Questions on AVGO
• Intel Corporation (INTC)
  • View INTC Profile
  • View Questions on INTC
• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX
• Micron Technology Inc. (MU)
  • View MU Profile
  • View Questions on MU
• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• QUALCOMM Incorporated (QCOM)
  • View QCOM Profile
  • View Questions on QCOM
• Texas Instruments Incorporated (TXN)
  • View TXN Profile
  • View Questions on TXN
• Advanced Micro Devices Inc. (AMD)
  • View AMD Profile
  • View Questions on AMD
• Amkor Technology Inc. (AMKR)
  • View AMKR Profile
  • View Questions on AMKR
• Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
  • View TSM Profile
  • View Questions on 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

Upvote 0

Read Answer Asked by chris on August 10, 2022

• Adobe Inc. (ADBE)
  • View ADBE Profile
  • View Questions on ADBE
• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX
• Starbucks Corporation (SBUX)
  • View SBUX Profile
  • View Questions on SBUX

Q: Hello

I hold these 3 stocks. I would like to have their valuations and your insight

Thank you

Upvote 0

Read Answer Asked by Kristelle on July 21, 2022

• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX
• Keysight Technologies Inc. (KEYS)
  • View KEYS Profile
  • View Questions on KEYS

Q: Can I get the valuations of LRCX and KEYS
Are they profitable companies that I can hold for long term

Upvote 0

Read Answer Asked by Kristelle on June 29, 2022

• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX

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

Upvote 0

Read Answer Asked by Tamara on April 25, 2022

• Adobe Inc. (ADBE)
  • View ADBE Profile
  • View Questions on ADBE
• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX
• PayPal Holdings Inc. (PYPL)
  • View PYPL Profile
  • View Questions on PYPL
• Ford Motor Company (F)
  • View F Profile
  • View Questions on F
• General Motors Company (GM)
  • View GM Profile
  • View Questions on GM
• Evercore Inc. Class A (EVR)
  • View EVR Profile
  • View Questions on EVR
• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
  • View TIXT Profile
  • View Questions on TIXT
  • View Reports on 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?

Upvote 0

Read Answer Asked by Patrick on April 06, 2022

• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX

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

Upvote 0

Read Answer Asked by Michael on January 30, 2022

• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX

Q: 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.

Upvote 0

Read Answer Asked by Brian on January 28, 2022

• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX
• Brookfield Business Partners L.P. (BBU.UN)
  • View BBU.UN Profile
  • View Questions on BBU.UN

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

Upvote 0

Read Answer Asked by Kristelle on November 08, 2021

• Applied Materials Inc. (AMAT)
  • View AMAT Profile
  • View Questions on AMAT
• KLA Corporation (KLAC)
  • View KLAC Profile
  • View Questions on KLAC
• Lam Research Corporation (LRCX)
  • View LRCX Profile
  • View Questions on LRCX
• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• ASML Holding N.V. (ASML)
  • View ASML Profile
  • View Questions on 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?

Upvote 0

Read Answer Asked by Graeme on November 08, 2021