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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: Would you please please order the tech stocks in order of preference for long term hold with a brief explanation of each.
Would you consider CEG comparable to NEE?
Read Answer Asked by Catherine on June 13, 2024
Q: I presently have $66,000 to invest and am looking at these stocks to buy. Please place them in order of preference . Best choices first and if there is some you would not buy at present prices ? I could have an extra $5,000 available if I sold my DDOG. Is it a hold or sell ? Thanks for your help !
Read Answer Asked by Frank on June 10, 2024
Q: AI is expected to increase data generation requiring "massive increases in bandwidth" [BAC] to transmit that data. Which companies are investable to provide the equipment to handle the data increase. What target buy prices would you advise. Please rank your top 3 ?
Read Answer Asked by sam on March 26, 2024
Q: 1. Please let me know your thoughts on the best choices of Semi Conductor and Related Companies to own going forward...

2. What would be the Core Holdings going into this Ai moment +

3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...

4. How do you feel about the Valuations and Stock Price of the Current companies listed...

5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...

Thanks in advance,
M
Read Answer Asked by michael on March 18, 2024
Q: Would you please provide me with 6 US and 6 CDN stocks that have gone down in price but their value, debt and upside don't justify the downward stock price. Some with big upside potential.

Thanks and Happy Holiday Season to you and all staff.


Donna


Donna
Read Answer Asked by Donna on December 19, 2022
Q: I am thinking about purchasing shares in some companies where the shares may be depressed currently due to year end tax selling. do you have any suggestions?
Read Answer Asked by Barry on December 12, 2022
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
Read Answer Asked by chris on August 10, 2022
Q: Hello

I am underweight in tech, overweight in Financials and have a few stocks under 1% in the portfolio. I am low on my US holdings

Thinking of future 5 years.

Sell NVEI, MU and TSU and buy IYW.

Your comments or suggestions most welcome.

Thank you

Mike



Read Answer Asked by Mike on July 05, 2022
Q: Can I have your comments on microns earnings and guidance and how that may bode for other chip stocks? I also own Nvda, mrvl and amd and am down on all. Thanks.

Jason
Read Answer Asked by Jason on July 05, 2022
Q: MU was a sell according to https://seekingalpha.com/article/4518385-micron-demand-and-pricing-declines-on-the-way?mailingid=28065169&messageid=must_reads&serial=28065169.372026&utm_campaign=Must%2BRead%2BJune%2B15%2C%2B2022&utm_content=seeking_alpha&utm_medium=email&utm_source=seeking_alpha&utm_term=must_reads
Time to sell or do you think there is more upside?
Read Answer Asked by Steven on June 16, 2022
Q: I currently own TSM and am down a bit as are many of the tech stocks this year. This company had a very good earnings report and provided very positive forward guidance in their last ER report. As well they have a large moat as one of the leading foundries in the world. In short there isn't much not to like in my opinion. However, there always seems to be some question as to when, not if, China will attempt to move on Taiwan similar to Russia and the Ukraine which would have a profound impact on TSM as a world leading semi company given the propensity of the Chinese government to heavily regulate companies in their jurisdiction. Also if TSM became a Chinese company there is also debate as to delisting Chinese stocks on the US stock exchanges if they don't meet the SEC reporting requirements. All speculative at this point I understand.

I am wondering about your thoughts on whether a company like Micron (MU) in the US might be a safer alternative given the current direction of the US government to produce products at home like semiconductors, and the potential for government assistance as well. I also own Nvidia so are they too similar to MU and I should add to NVDA on pullbacks or put some in both?

Read Answer Asked by Kevin on March 29, 2022
Q: I remember years ago, 5i/Peter had mentioned to watch out for companies that initiate dividends and might support a buy thesis.

The reason (if I remember correctly) is that

1) this likely signals that the board thinks that the company has now reached some level of stability that they can afford to pay out a regular dividend instead of plowing it back to other ways to allocate capital

2) likely means that the board is shareholder friendly to some degree or thinking on behalf of shareholder by returning some cash flow to them.

With that said, is Micron Tech (which initiated their first dividend this past quarter) a company to look out for?
Read Answer Asked by Eugene on September 27, 2021
Q: I own Broadcom and was wondering what tech/semi stocks you would recommend to compliment the name? Thanks!
Read Answer Asked by Michael on September 02, 2021
Q: I hope all is well. My portfolio is reasonably well diversified (in my opinion) and I have some extra cash to invest in an unregistered account. Would you have any reservations about investing in theses three stocks equally i.e., NVDA, QCOM, MU (it would be a relatively small position in each). I know you like the first two but I don't understand what the issues would be with MU. Thanks again.
Read Answer Asked by Dan on July 20, 2021
Q: What is the best semiconductor stock for growth going forward? Are they as a g group over priced now?
Read Answer Asked by arnold on April 16, 2021