Investment Q&A

• Lam Research Corporation (LRCX $100.07)
  • $100.07 P/E (TTM): 9.4X Cap: $125.14B
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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

Upvote 2

Read Answer Asked by michael on August 05, 2025

• Lam Research Corporation (LRCX $100.07)
  • $100.07 P/E (TTM): 9.4X Cap: $125.14B
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• Eaton Corporation PLC (ETN $351.24)
  • $351.24 P/E (TTM): 35.42X Cap: $137.61B
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• Parker-Hannifin Corporation (PH $743.35)
  • $743.35 P/E (TTM): 28.05X Cap: $94.07B
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• Rockwell Automation Inc. (ROK $346.08)
  • $346.08 P/E (TTM): 43.11X Cap: $38.54B
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• Vertiv Holdings LLC Class A (VRT $130.79)
  • $130.79 P/E (TTM): 77.37X Cap: $51.81B
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• Trane Technologies plc (TT $428.67)
  • $428.67 P/E (TTM): 33.61X Cap: $95.43B
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• GE Vernova Inc. (GEV $610.77)
  • $610.77 P/E (TTM): 149.14X Cap: $170.14B
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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 $100.07)
  • $100.07 P/E (TTM): 9.4X Cap: $125.14B
  • View LRCX Profile
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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 $163.11)
  • $163.11 P/E (TTM): 19.68X Cap: $131.23B
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• Lam Research Corporation (LRCX $100.07)
  • $100.07 P/E (TTM): 9.4X Cap: $125.14B
  • View LRCX Profile
  • View Questions on LRCX
• NVIDIA Corporation (NVDA $178.31)
  • $178.31 P/E (TTM): 58.21X Cap: $4.44T
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• Finning International Inc. (FTT $57.07)
  • $57.07 P/E (TTM): 12.16X Cap: $7.57B
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• TFI International Inc. (TFII $130.07)
  • $130.07 P/E (TTM): 21.01X Cap: $10.43B
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• Kinaxis Inc. (KXS $197.73)
  • $197.73 P/E (TTM): 167.12X Cap: $5.61B
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• Trisura Group Ltd. (TSU $41.79)
  • $41.79 P/E (TTM): 16.78X Cap: $1.99B
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• Monolithic Power Systems Inc. (MPWR $849.48)
  • $849.48 P/E (TTM): 22.05X Cap: $41.27B
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• Cadence Design Systems Inc. (CDNS $349.50)
  • $349.50 P/E (TTM): 94.82X Cap: $97.07B
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• Century Communities Inc. (CCS $66.65)
  • $66.65 P/E (TTM): 7.99X Cap: $1.94B
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• M/I Homes Inc. (MHO $144.72)
  • $144.72 P/E (TTM): 7.53X Cap: $3.74B
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• Boyd Group Services Inc. (BYD $220.32)
  • $220.32 P/E (TTM): 252.98X Cap: $4.74B
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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 36

Read Answer Asked by Christine on January 17, 2025

• Applied Materials Inc. (AMAT $163.11)
  • $163.11 P/E (TTM): 19.68X Cap: $131.23B
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• KLA Corporation (KLAC $879.06)
  • $879.06 P/E (TTM): 31.83X Cap: $116.57B
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• Lam Research Corporation (LRCX $100.07)
  • $100.07 P/E (TTM): 9.4X Cap: $125.14B
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• ASML Holding N.V. (ASML $749.30)
  • $749.30 P/E (TTM): 33.21X Cap: $293.99B
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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 $163.11)
  • $163.11 P/E (TTM): 19.68X Cap: $131.23B
  • View AMAT Profile
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• Lam Research Corporation (LRCX $100.07)
  • $100.07 P/E (TTM): 9.4X Cap: $125.14B
  • View LRCX Profile
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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 $100.07)
  • $100.07 P/E (TTM): 9.4X Cap: $125.14B
  • View LRCX Profile
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• ASML Holding N.V. (ASML $749.30)
  • $749.30 P/E (TTM): 33.21X Cap: $293.99B
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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 $297.38)
  • $297.38 P/E (TTM): 114.73X Cap: $1.43T
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• Intel Corporation (INTC $25.62)
  • $25.62 Cap: $103.55B
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• Lam Research Corporation (LRCX $100.07)
  • $100.07 P/E (TTM): 9.4X Cap: $125.14B
  • View LRCX Profile
  • View Questions on LRCX
• NVIDIA Corporation (NVDA $178.31)
  • $178.31 P/E (TTM): 58.21X Cap: $4.44T
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• QUALCOMM Incorporated (QCOM $156.81)
  • $156.81 P/E (TTM): 15.25X Cap: $171.45B
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• Advanced Micro Devices Inc. (AMD $168.97)
  • $168.97 P/E (TTM): 129.57X Cap: $285.84B
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• Super Micro Computer Inc. (SMCI $44.38)
  • $44.38 P/E (TTM): 24.79X Cap: $27.37B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $236.05)
  • $236.05 P/E (TTM): 32.06X Cap: $1.25T
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• Vertiv Holdings LLC Class A (VRT $130.79)
  • $130.79 P/E (TTM): 77.37X Cap: $51.81B
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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 $163.11)
  • $163.11 P/E (TTM): 19.68X Cap: $131.23B
  • View AMAT Profile
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• Lam Research Corporation (LRCX $100.07)
  • $100.07 P/E (TTM): 9.4X Cap: $125.14B
  • View LRCX Profile
  • View Questions on LRCX
• MKS Inc. (MKSI $100.80)
  • $100.80 P/E (TTM): 29.83X Cap: $6.78B
  • View MKSI Profile
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• ASML Holding N.V. (ASML $749.30)
  • $749.30 P/E (TTM): 33.21X Cap: $293.99B
  • View ASML Profile
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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 $100.07)
  • $100.07 P/E (TTM): 9.4X Cap: $125.14B
  • View LRCX Profile
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• QUALCOMM Incorporated (QCOM $156.81)
  • $156.81 P/E (TTM): 15.25X Cap: $171.45B
  • View QCOM Profile
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• Keysight Technologies Inc. (KEYS $163.90)
  • $163.90 P/E (TTM): 38.27X Cap: $28.29B
  • View KEYS Profile
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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 $228.50)
  • $228.50 P/E (TTM): 35.22X Cap: $2.46T
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• Lam Research Corporation (LRCX $100.07)
  • $100.07 P/E (TTM): 9.4X Cap: $125.14B
  • View LRCX Profile
  • View Questions on LRCX
• Microsoft Corporation (MSFT $510.13)
  • $510.13 P/E (TTM): 38.14X Cap: $3.84T
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• Netflix Inc. (NFLX $1,201.62)
  • $1,201.62 P/E (TTM): 52.79X Cap: $529.07B
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• NVIDIA Corporation (NVDA $178.31)
  • $178.31 P/E (TTM): 58.21X Cap: $4.44T
  • View NVDA Profile
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• Vanguard Growth ETF Portfolio (VGRO $40.49)
  • $40.49 P/E (TTM): 16.55X Cap: $7.44B
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• SVB Financial Group (SIVB)
  • P/E (TTM): 4.2X Cap: $6.27B
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• Vanguard Growth ETF (VUG $457.45)
  • $457.45 P/E (TTM): 109.16X Cap: $175.50B
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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 $231.14)
  • $231.14 P/E (TTM): 63.29X Cap: $114.90B
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• Applied Materials Inc. (AMAT $163.11)
  • $163.11 P/E (TTM): 19.68X Cap: $131.23B
  • View AMAT Profile
  • View Questions on AMAT
• Intel Corporation (INTC $25.62)
  • $25.62 Cap: $103.55B
  • View INTC Profile
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• KLA Corporation (KLAC $879.06)
  • $879.06 P/E (TTM): 31.83X Cap: $116.57B
  • View KLAC Profile
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• Lam Research Corporation (LRCX $100.07)
  • $100.07 P/E (TTM): 9.4X Cap: $125.14B
  • View LRCX Profile
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• Qorvo Inc. (QRVO $89.50)
  • $89.50 P/E (TTM): 104.63X Cap: $8.26B
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• Texas Instruments Incorporated (TXN $196.38)
  • $196.38 P/E (TTM): 35.57X Cap: $176.67B
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• STMicroelectronics N.V. (STM $25.97)
  • $25.97 P/E (TTM): 15.45X Cap: $23.31B
  • View STM Profile
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• ASML Holding N.V. (ASML $749.30)
  • $749.30 P/E (TTM): 33.21X Cap: $293.99B
  • View ASML Profile
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• United Microelectronics Corporation (NEW) (UMC $6.83)
  • $6.83 P/E (TTM): 10.47X Cap: $17.18B
  • View UMC Profile
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• GlobalFoundries Inc. (GFS $33.91)
  • $33.91 Cap: $18.50B
  • View GFS Profile
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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 $231.14)
  • $231.14 P/E (TTM): 63.29X Cap: $114.90B
  • View ADI Profile
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• Broadcom Inc. (AVGO $297.38)
  • $297.38 P/E (TTM): 114.73X Cap: $1.43T
  • View AVGO Profile
  • View Questions on AVGO
• Intel Corporation (INTC $25.62)
  • $25.62 Cap: $103.55B
  • View INTC Profile
  • View Questions on INTC
• Lam Research Corporation (LRCX $100.07)
  • $100.07 P/E (TTM): 9.4X Cap: $125.14B
  • View LRCX Profile
  • View Questions on LRCX
• Micron Technology Inc. (MU $122.75)
  • $122.75 P/E (TTM): 21.7X Cap: $138.26B
  • View MU Profile
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• NVIDIA Corporation (NVDA $178.31)
  • $178.31 P/E (TTM): 58.21X Cap: $4.44T
  • View NVDA Profile
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• QUALCOMM Incorporated (QCOM $156.81)
  • $156.81 P/E (TTM): 15.25X Cap: $171.45B
  • View QCOM Profile
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• Texas Instruments Incorporated (TXN $196.38)
  • $196.38 P/E (TTM): 35.57X Cap: $176.67B
  • View TXN Profile
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• Advanced Micro Devices Inc. (AMD $168.97)
  • $168.97 P/E (TTM): 129.57X Cap: $285.84B
  • View AMD Profile
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• Amkor Technology Inc. (AMKR $23.99)
  • $23.99 P/E (TTM): 19.32X Cap: $6.02B
  • View AMKR Profile
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $236.05)
  • $236.05 P/E (TTM): 32.06X Cap: $1.25T
  • View TSM Profile
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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 $359.25)
  • $359.25 P/E (TTM): 22.76X Cap: $151.54B
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• Lam Research Corporation (LRCX $100.07)
  • $100.07 P/E (TTM): 9.4X Cap: $125.14B
  • View LRCX Profile
  • View Questions on LRCX
• Starbucks Corporation (SBUX $92.21)
  • $92.21 P/E (TTM): 39.05X Cap: $105.19B
  • View SBUX Profile
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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 $100.07)
  • $100.07 P/E (TTM): 9.4X Cap: $125.14B
  • View LRCX Profile
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• Keysight Technologies Inc. (KEYS $163.90)
  • $163.90 P/E (TTM): 38.27X Cap: $28.29B
  • 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 $100.07)
  • $100.07 P/E (TTM): 9.4X Cap: $125.14B
  • 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 $359.25)
  • $359.25 P/E (TTM): 22.76X Cap: $151.54B
  • View ADBE Profile
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• Lam Research Corporation (LRCX $100.07)
  • $100.07 P/E (TTM): 9.4X Cap: $125.14B
  • View LRCX Profile
  • View Questions on LRCX
• PayPal Holdings Inc. (PYPL $69.68)
  • $69.68 P/E (TTM): 14.86X Cap: $66.42B
  • View PYPL Profile
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• Ford Motor Company (F $11.64)
  • $11.64 P/E (TTM): 14.67X Cap: $45.60B
  • View F Profile
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• General Motors Company (GM $57.18)
  • $57.18 P/E (TTM): 8.64X Cap: $53.53B
  • View GM Profile
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• Evercore Inc. Class A (EVR $304.63)
  • $304.63 P/E (TTM): 29.45X Cap: $11.87B
  • View EVR Profile
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.22)
  • $5.22 Cap: $1.43B
  • View TIXT Profile
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  • 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 $100.07)
  • $100.07 P/E (TTM): 9.4X Cap: $125.14B
  • 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 $100.07)
  • $100.07 P/E (TTM): 9.4X Cap: $125.14B
  • 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 $100.07)
  • $100.07 P/E (TTM): 9.4X Cap: $125.14B
  • View LRCX Profile
  • View Questions on LRCX
• Brookfield Business Partners L.P. (BBU.UN $36.55)
  • $36.55 Cap: $7.74B
  • 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