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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: 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?

Read Answer Asked by Patrick on April 06, 2022

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: 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

Read Answer Asked by Stephen on September 20, 2021

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

Read Answer Asked by Kristelle on August 20, 2021

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.

Read Answer Asked by Brian on August 18, 2021

Q: 1)Please rank these companies in terms of long term growth.
2)Would you have any concerns buying at current prices?

Read Answer Asked by Timothy on July 06, 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: 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: 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

Read Answer Asked by Cameron on November 13, 2020

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.

Read Answer Asked by Kent on October 13, 2020