Investment Q&A

Q: How do you feel about qcom after their earnings today? Not much to get excited about. Would you continue to hold? Thanks.

Q: Does the earning real ease by Qualcomm suggest that there may be a slowdown with Broadcom that reports later? Do you view Broadcom as a hold, buy or sell? And, would you consider a switch to AMD that had a significant drop is it’s share price today? Which semiconductor stock (Broadcom or AMD) is a better buy right now especially given potential growth in the future due to AI?

Q: Hi 5i
I like the (relative) stability of CSCO but I like the growth prospects of QCOM. I own both at near enough equal weights in an over-diversified portfolio.
Would you leave well enough alone at this time with these two or would you tilt the scales to increase QCOM and decrease CSCO a little?
Thanks

Q: What are your thoughts on Qualcomm. Sell, hold or buy more. Future prospects for the company? I will soon be in a capital loss position on this investment. Thank you for your guidance.

Q: I have been holding qcom for over 3 years and i am up about 100% now i would like to trim it a bit because lately it is not performing as well. If i purchase bx because the dividends are a little better, which one of these companies would you believe that would have a better upside in the next 2 to 3 years from now.

Q: I have some cash to deploy in various accounts. What do you suggest for income (divvy) in a cash account? to be held 3-5 years?
For capital gains to be held 2-3 years?
longterm (10-20 years) in a tax sheltered account?
Looking mostly for Canadian stocks but also a couple of US ones (but not for income)
Please take as many credits as fair. TIA

Q: You have generally been positive on QCOM but the share price seems to be range bound. Do you see prospects for the price to move? Any catalyst in sight? I own it as well as Nvidia; is there much duplication there? I am considering switching out of QCOM into CRM; can you please comment on this idea. Many thanks for your excellent service.

Q: What are your top 5 Canadian and US Dividend Stocks (> 3%). Could you also indicate good entry points.

Thank you
Tim

Q: Hi there I’m looking for solid US companies with great growth prospects and an above average dividend. I can accept some medium risk. can you please send me 3 top choices?

Thank you!

Q: Hi there,

I'd like to own 8 companies listed in the USA (but not necessarily USA based companies). The holding period can be 5 - 10 years or more as I am many years from retirement. I would like to focus on companies that have a moat and pricing power and strong earnings growth now and anticipated future earnings growth.

I am leaning towards an oil company, an insurance company, a resource company, a semi conductor or 'tech' stock, and the financial services industry. I want to avoid stocks de jour as I got badly burned this year in things like upstart, apps, and unity, although I understand that upstart may benefit from AI and I am open to considering that one as well.


I am considering: Abbv, Lnth, Sanofi, ISRG, Visa, Fisv, Nvda, STmicroelectronics NV, Sea Limited, Meli, and Anet, Mckesson Corp, Oxy or COP, among others.

I am not asking for a full report on any of the names above, just trying to throw a few names out that I was looking at. I am also open to etfs.

What would be your top 8 picks (not necessarily the ones I've mentioned)? I am okay with risk. Thank you,

Jason

Q: I have a 1% position in DOO and was planning on increasing it. With the recent fall off in price, this seems like an opportunity. However, it is a bit surprising given good results! Anything to worry about ? Good time to add or wait ?
I own NVDA & Qcom - both close to 5%. I notice in a response to to a question about entry points for NVDA that you suggest around $200. Does that mean you expect a significant pullback in the near future? If so, would that apply to Qcom as well ? Would reducing both positions by half be appropriate ?

Q: Hello Folks:
As many others I have been hanging onto our Tech stocks (Goog, Amazon and Apple) hopping improvement is in sight.

Currently in consumer stocks we own Costco and Johnson and Johnson and media advises are diversifying more into this segment (eg. Mendalez, P&G etc.) useful strategy.

Do you think thinning down Tech is good advice? Perhaps utilities such as Enbridge could also be good defensive play. We are seniors valuing dividends with which Tech world is parsimonious. Apple appears the best bet in Tech as they actually produce and sell real products. Everything changes, however we value your thoughts and suggestions of including specific equity options (including an ETF). Currently I do not own any ETF's as I have preferred individual companies.
Thank you very much
brian

Q: Good morning and happy Friday.

Here is a fun little exercise, if you had 1 million $ concentrated portfolio of 5-10 stocks and had a goal of an average 6%-8% return annually via combination of dividend and capital appreciation of holdings what stocks would you own? Canadian holding, and combo Canadian/U.S.A holdings. So 2x portfolio examples.

I realize this is just for fun and not financial advice. Thank you for the years of great service.

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

Q: Hello Peter,

I think the market either goes down some or takes a breather for a couple of weeks as it digests the probability of a higher peak interest rate. I would like your opinion please.
In that context I am thinking of taking some profit on some of my long term positions that have rebounded with the intention of raising cash and legging in again as the rebound happens. At the same time I like them a lot and do not want to keep chasing after I sell. Just want to manage my risk without options.
In the semiconductor space I have a full position in NVDA and QCOM and half positions in ON and AMD. How would you suggest I trim, or should I go along for a bumpy ride?
As regards CRWD, I am in a conundrum. I like the space and it is my only holding there. It is also expensive. How would you suggest I manage the risk from here- I do not trade options.
Looking forward to your suggestions.
Regards
Rajiv

Q: I OWN LNG, NUE, LLY, ROK, APPS QCOM CRM, GOOGL, TSLA, NVDA, STZ....IN VARIOUS U.S. ACCOUNTS

I WOULD LIKE TO BUY MSFT AND COST

WHICH OF THE ABOVE WOULD YOU CONSIDER SELLING FIRST
ANY COMMENTARY ON THE OTHERS WOULD BE APPRECIATED. THANK YOU....

Q: Going over some losers from 2022.

Bauche
Converge
Enthusiast
Qualcomm
Topicus
Roblox


Please let me know your thoughts and also should I buy, hold or sell. Most are in registered accounts.
Thanks.

Q: It's time to add to my TFSA. I own ADBE, GOOG, AAPL, NVDA, PYPL, QCOM, CRM and TOL in this account, where longterm growth is the investment objective. Should any of these be switched? Please recommend replacements if so and ignore sector/market cap considerations. I wish to add to either NVDA or PYPL, which of these should I add to? Deduct as many credits as required. Thanks, and wishing you all the best for 2023.

Q: Peter; Does the Broadcom deal impact other chip companies, like NVDA? Is it a “ big”: deal in the chip market? Thanks
Rod

Q: What would be your preferences in semi-conductor companies?
Thanks Lorraine