Q: HEY GUYS i would like your thoughts on this company its currently trading near 52 week high would there still room for upside or wait for a pull back and if so at what price you feel would a good entry point
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
Lam Research Corporation (LRCX $141.00)
-
Royal Bank of Canada (RY $203.10)
-
Bank of Nova Scotia (The) (BNS $88.74)
-
Suncor Energy Inc. (SU $57.35)
-
Sun Life Financial Inc. (SLF $85.74)
-
Dollarama Inc. (DOL $176.04)
-
Restaurant Brands International Inc. (QSR $94.83)
-
Stella-Jones Inc. (SJ $81.59)
-
TMX Group Limited (X $50.71)
-
Kinaxis Inc. (KXS $183.71)
-
Agnico Eagle Mines Limited (AEM $228.76)
-
Alimentation Couche-Tard Inc. (ATD $72.16)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $228.47)
-
Savaria Corporation (SIS $21.49)
-
BMO S&P 500 Index ETF (ZSP $103.07)
-
Cogeco Inc. Subordinate Voting Shares (CGO $60.02)
-
Fidelity Canadian Growth Company Fund Series F (FID665 $143.23)
-
Topicus.com Inc. (TOI $141.07)
-
Global X Data Center REITs & Digital Infrastructur (VPN)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $81.69)
Q: I have some money to deploy in my partner's TFSA and RRSP, and they currently have the following holdings. As we move towards retirement, the objective is to hold more income and defensive stocks. What three might you add today, and what three would sell from this list? Thank you for your insights.
-
Lam Research Corporation (LRCX $141.00)
-
NVIDIA Corporation (NVDA $192.72)
-
Seagate Technology Holdings PLC (STX $223.28)
-
Western Digital Corporation (WDC $119.24)
Q: NVDA has been kind of left in the dust this year, up "only" 39%. LRCX, though, is up 90%, WDC is up 185% and SEA is up 190%. All good for me since I own all four but I'm wondering why the market seems to have turned away from NVDA. Especially in the last month, SEA and WDC are up 48% and 58% respectively, in the last thirty days.
-
KLA Corporation (KLAC $1,047.72)
-
Lam Research Corporation (LRCX $141.00)
-
ASML Holding N.V. (ASML $981.58)
-
Entegris Inc. (ENTG $91.53)
Q: Entegris seems to be in an interesting niche in the semi space, providing specialty engineered chemicals and materials required in the manufacturing process.
Stanley Druckenmiller recently initiated a new position.
Revenues have shrunk 2% over the past year. Wouldn't you expect that with the huge cap ex spend going towards AI right now that they'd be growing? Other semis like KLAC, ASML, LRCX have grown revenues ~25% over the same period.
Why hasn't ENTG participated in this?
Stanley Druckenmiller recently initiated a new position.
Revenues have shrunk 2% over the past year. Wouldn't you expect that with the huge cap ex spend going towards AI right now that they'd be growing? Other semis like KLAC, ASML, LRCX have grown revenues ~25% over the same period.
Why hasn't ENTG participated in this?
Q: Hello 5i team: Started a position in Lam Research for semi exposure.Would like your take on recent earnings and drop after what seemed good results. Thanks Mike
-
Lam Research Corporation (LRCX $141.00)
-
Eaton Corporation PLC (ETN $374.41)
-
Parker-Hannifin Corporation (PH $740.90)
-
Rockwell Automation Inc. (ROK $343.79)
-
Vertiv Holdings LLC Class A (VRT $165.70)
-
Trane Technologies plc (TT $419.59)
-
GE Vernova Inc. (GEV $627.00)
Q: What would you say are the top US manufacturing stocks to buy now for growth?
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
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
-
Applied Materials Inc. (AMAT $217.75)
-
Lam Research Corporation (LRCX $141.00)
-
NVIDIA Corporation (NVDA $192.72)
-
Finning International Inc. (FTT $66.32)
-
TFI International Inc. (TFII $127.93)
-
Kinaxis Inc. (KXS $183.71)
-
Trisura Group Ltd. (TSU $38.12)
-
Monolithic Power Systems Inc. (MPWR $964.07)
-
Cadence Design Systems Inc. (CDNS $346.13)
-
Century Communities Inc. (CCS $57.73)
-
M/I Homes Inc. (MHO $132.23)
-
Boyd Group Services Inc. (BYD $222.76)
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
Thank you
-
Applied Materials Inc. (AMAT $217.75)
-
KLA Corporation (KLAC $1,047.72)
-
Lam Research Corporation (LRCX $141.00)
-
ASML Holding N.V. (ASML $981.58)
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
Thanks
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?
Q: Any idea as to why 15%, [ $11.15 ] sell off in the last 5 trading sessions? Down 10%
Any Co news? Concerns?
Any Co news? Concerns?
-
Broadcom Inc. (AVGO $346.06)
-
Intel Corporation (INTC $36.99)
-
Lam Research Corporation (LRCX $141.00)
-
NVIDIA Corporation (NVDA $192.72)
-
QUALCOMM Incorporated (QCOM $164.45)
-
Advanced Micro Devices Inc. (AMD $234.45)
-
Super Micro Computer Inc. (SMCI $57.66)
-
Taiwan Semiconductor Manufacturing Company Ltd. (TSM $299.32)
-
Vertiv Holdings LLC Class A (VRT $165.70)
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.
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.
-
Applied Materials Inc. (AMAT $217.75)
-
Lam Research Corporation (LRCX $141.00)
-
MKS Inc. (MKSI $131.20)
-
ASML Holding N.V. (ASML $981.58)
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!
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!
-
Lam Research Corporation (LRCX $141.00)
-
QUALCOMM Incorporated (QCOM $164.45)
-
Keysight Technologies Inc. (KEYS $170.51)
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
Thank you, Mike
-
Amazon.com Inc. (AMZN $222.22)
-
Lam Research Corporation (LRCX $141.00)
-
Microsoft Corporation (MSFT $521.69)
-
Netflix Inc. (NFLX $1,228.73)
-
NVIDIA Corporation (NVDA $192.72)
-
Vanguard Growth ETF Portfolio (VGRO $42.56)
-
SVB Financial Group (SIVB)
-
Vanguard Growth ETF (VUG $485.30)
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
-
Analog Devices Inc. (ADI $236.05)
-
Applied Materials Inc. (AMAT $217.75)
-
Intel Corporation (INTC $36.99)
-
KLA Corporation (KLAC $1,047.72)
-
Lam Research Corporation (LRCX $141.00)
-
Qorvo Inc. (QRVO $90.10)
-
Texas Instruments Incorporated (TXN $178.92)
-
STMicroelectronics N.V. (STM $28.52)
-
ASML Holding N.V. (ASML $981.58)
-
United Microelectronics Corporation (NEW) (UMC $7.48)
-
GlobalFoundries Inc. (GFS $35.21)
Q: How about buying chips making companies? Which one do you like?
Lorraine
Thank you
Be happy.
Lorraine
Thank you
Be happy.
-
Analog Devices Inc. (ADI $236.05)
-
Broadcom Inc. (AVGO $346.06)
-
Intel Corporation (INTC $36.99)
-
Lam Research Corporation (LRCX $141.00)
-
Micron Technology Inc. (MU $194.10)
-
NVIDIA Corporation (NVDA $192.72)
-
QUALCOMM Incorporated (QCOM $164.45)
-
Texas Instruments Incorporated (TXN $178.92)
-
Advanced Micro Devices Inc. (AMD $234.45)
-
Amkor Technology Inc. (AMKR $30.22)
-
Taiwan Semiconductor Manufacturing Company Ltd. (TSM $299.32)
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
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
-
Adobe Inc. (ADBE $349.12)
-
Lam Research Corporation (LRCX $141.00)
-
Starbucks Corporation (SBUX $80.14)
Q: Hello
I hold these 3 stocks. I would like to have their valuations and your insight
Thank you
I hold these 3 stocks. I would like to have their valuations and your insight
Thank you
Q: Can I get the valuations of LRCX and KEYS
Are they profitable companies that I can hold for long term
Are they profitable companies that I can hold for long term
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