Investment Q&A

Q: Hi 5i Team - Are there any Canadian companies in the semi-conductor space that would be of interest to you, including start-up companies, suppliers of materials, and any potential companies on the horizon. I sold my shares in Photon Control some time ago and am looking for some kind of replacement on the Canadian side. If the U.S. is the only way to go in this field could you please suggest a couple of top picks. l already have Nvidia. Thanks.

Q: Hi Peter,

I have been waiting on the sidelines to buy into the October volatility as we go into the end of the year seasonal strength. What would your sector preference and ranking be between industrials /materials/technology?
In the meantime tech has almost recouped its losses.
I have been dithering between AMD and MRVL and both have gone up nicely. Would you suggest I buy now (and which); or wait for a pullback end of month? I do have NVDA and QCOM, am a growth investor and any suggestions if I should keep QCOM or migrate to one or both of the two mentioned above ?
Thank you in advance for your opinion.
Regards
Rajiv

Q: Hi there,

I am looking to buy 10 software stocks and 10 stocks in the semiconductor space. I am seeking out high growth names. Would you be able to provide me with your top recommendations? Thank you kindly,

Jason

Q: Recently you mentiontionned if there was a must own stock for you, it would be Nvidia. I own Qualcomm. I have been thinking about buying Nvidia for awhile, now. Although I don't want to be top heavy with technology stocks. Do you think it is worth it to sell Qualcomm in order to buy Nvidia. Taxes arent involved
thanks for the great service

Q: I am looking for technology companies that pay a dividend for an income portfolio, Sylogist is on my list to purchase however it is fairly small. Do you view the SYZ dividend as safe and would you buy today? Can you recommend another tech that pays a reasonable dividend (smaller but growing is fine)? Thank you.

Q: Hi 5i - what would your top income stocks recco be for US and CDN. Thx and stay safe! - Doug

Q: Hello Peter,

In your opinion, between the two which one has more upside over the next year or two?
Regards
Rajiv

Q: Hi Team,
I read a news release sept.20 stating magna will acquire veoneer. I just wanted to confirm this is now a done deal. And do you see this deal as a long term positive or am I the only one judging by investor sentiment? Last I had heard Qualcomm had a higher bid?? Can you confirm ; and as well is it worth holding magna at these levels or should I be taking a tax loss on it (down 8% on it )? Are there any catalysts that could help the stock in the next few months or do you expect further down side? As of today it’s my only play on the EV sector. I had thought when I bought it to be a safe play on the sector and expected strong auto demand once the chip shortage went away. Thanks for your input !

Shane

Q: Any recommendations for US or international (listed on US stock exchange) stocks for RRSP and TFSA accounts to help overall diversification with non-registered accounts that are overweight Canada geographically and within that financial, energy, and utilities overweight. Thanks.

Q: Hello 5i,

I am not thrilled with QCOM YTD -10%. NVIDIA +70% GOOGLE +64%

Do you think more patience is required or NVIDIA would be just a much better company at this point going forward? I am looking for growth and don't care (great deal) about the dividend (although it is nice to have). I know the valuation risk is different but it was the same risks in January yet the results speak for themselves.

Q: Hi, as a retired couple looking for US div. Co.s for income and safety, please list from best to worst and those not to buy or your own preferred picks, thankyou

Q: I’ve had this company for several years it’s return has been adequate, however I am wondering if my money might be better invested in something with more pzaas!

Also have AUDC the Israeli company which has only been borderline successful, would u suggest a better option please

Q: Good Morning, For a 2-3 year hold, which two of these stocks listed would you consider adding to at this time. Thanks. Brad

Q: I own the both, rok has performed very well. I am considering adding to either one. Which one in this environment , do you like better.
I just asked about antm Anthem wondering where u put this in the strong buy camp or the above. Thanks again.

Q: We have done very well with Apple in an RRSP account. So much so that it has grown to represent 15% of the portfolio. While I do believe Appl can still grow in value I think it would be prudent to sell some for diversification purposes. Can you suggest a good US company to buy? We also hold Disney in this account.

Q: Interested in buying semis here…can you give me your thoughts on TSM and QCOM? Is there a preference and is there much/any overlap in their businesses? Thank you.

Q: Yesterday you said that you would pick (TOI, LSPD, BAMA, CUS, GSY, WELL, WSP) as your 7 Cdn stocks to hold for 5-10 years without selling. What would you choose as your 7 U.S. stocks? Thank you.

Q: Hello 5i,
With all the recent changes at AT&T is it still a good hold? I've had it for a number of years and am still about level. The dividend has been good which helps but less now.
Thanks for your excellent service.
Greg

Q: Some random musing (ramblings?). In a few-years-old article on Stella-Jones (currently in my portfolio thanks to you), Canadian Business remarked that Brian McManus, CEO of SJ, in respect of SJ's acquisitions strategy, "straddled the fine line between paying a fair price and never overpaying" for acquisitions.
I'm trying to wrap my head around that terrific concept in the context of the sometimes apparently exorbitant prices being thrown around for acquisitions these days (e.g. IPL/PPL/BIP, and lately especially MG/VNE/QCOM) -- which leads eventually to my question:
I can understand why MG would want to acquire VNE -- they are in similar or complementary businesses -- but fail to see the business reason why Qualcomm, a wireless-telecommunications-focused company, would be interested in VNE? And especially at those seemingly-inflated prices?

Q: Can you please list 10-20 conservative high dividend paying companies that you would recommend. US or Cdn. Thank you.