Investment Q&A

Q: I bought these semis over the past few years in different accounts at different times in both non-registered and registered accounts. All of them did very well for me. I added them up yesterday and noticed they are over 5% of all my invested assets. As much as I hate to sell winners I probably would have to trim soon. Do you have any suggestions as to the trimming methodology? Reduce each and every one by half (or third) of its current value. Selectively sell some and not others? Sell the ones in registered accounts as there is no immediate tax consequence. keep the ones in taxable accounts? Sell some and keep the promising ones (can you tell or predict?) ? Any other suggestions? I have a high degree of risk tolerance. Thanks.

Q: On May 10 in response to a question about ranking semis you said that QCOM is mostly a “royalty play” so may be “safer” than the others. I don’t know what you mean by this.
I have been rather frustrated by this stock, watching it go sideways or down in recent months whilst NVDA has performed much better. Would you encourage me to hang in there for a while vs sell for a loss and up my NVDA?

Q: If you had to choose between these 2, which would you pick and why?
Thanks

Q: Taiwan is in worst drought in decades. TSM is in Taiwan and much water is needed to make Chips. Should I sell TSM and purchase another Chip Company. What company should I purchase NVDA, AMD, MRVL, QCOM, INTC ?
China is also a threat to Taiwan and is currently sending War Planes over Taiwan. This is another problem facing Pres. Biden.

RAK

Q: Hi 5i Team
I would like to add to my positions in each of these holdings . In which order would you
add at this time?
Thanks, Gary

Q: Currently I own all of these semi conductor related companies in my taxable account. QCOM, AMD and MRVL are still at a loss since the March downturn. All others are in positive territory, especially SMH. Should I continue to hold them all as core holdings for the long term or would you trim or delete any? Is it still a good idea to hold SMH because the ETF owns a number of companies like ASML, AMAT, an MU that I do not hold?

Q: I just sold a US stock that represents about 5% of my RIF and about 23% of my US holdings in the RIF. Income is obviously OK but some growth would also be welcome. Do you have any suggestions.
Thanks for the great work!
Bob

Q: Do you know of a company that is marketing 5G technology

Q: I raised a little cash in my U.S. account after enjoying a 12%+ gain since the start of the year. Looking to take advantage of some opportunities over the summer months. Can you list 5 U.S. stocks to watch that I should consider if they pull back over the summer? I currently own BMY, ABBV, AMZN, NVDA and COST.

Thank you,
Jason

Q: Can you suggest some companies with decent premiums that you think would be good candidates for an income generating strategy using options.
Many thanks.
Mike

Q: I kept waiting for the semi-conductor stocks to get cheaper and missed the big run. Has the sector not been cyclical historically? Do you think the sector is cooling off or entering a downturn, or is it time to step in? Qualcomm or Nvidia?

Q: Morning 5i:
I am looking to grow 200 k in a new LIRA of mine over the next 5 years before I flip to a dividend income model. What CDN and US growth equities would be your current favourites. I have a healthy risk appetite.
Thanks in advance, Greg.

Q: Hi Guys,

I am retired and is looking for recommendations for 10 US and 10 CDN core stocks. Also an ETF or two for ex North American exposure.
Thank you

Q: We have one 2 year old grandchild, and one on the way. I want to set up a small $1000 investment account for each of them, and add to it each year on their birthday. Because of the small initial amount, I plan to cover the trade commissions. Who knows if it will work, but the object is over 20 years, to show them how buying a good company, with a solid, growing dividend, and adding funds regularly, will reap long term benefits. They will be able to follow the first $1000, and hopefully at least cause them to have some thoughts/questions about investing.
Realizing potential risk/reward, I am looking for stock ideas for low and medium, risk.
Can you recommend 3 companies that you would recommend in each risk level, for this type of idea,

I will probably add trading companies along the way, but I do want one low risk, and one medium risk, long term hold, to start.
Thank you.
Grant

Q: I own the above US stocks, am up a little and down a little on them. I am wanting to cut back on these stocks, in order to raise some US$. Would you rank them, best first. I will only be cutting 2 at this time. Please comment on their growth prospects.
Thanks John

Q: Hi Folks,
I am looking to update my RRSP - I currently hold PG, TD, BNS, MFC, ABBV, PFE, T, BCE, AQN, BIP.UN, ENB - I am thinking of swapping PG with Verizon ( or can you suggest another with a dividend ) to add some "torque".
Thanks

Q: Everyone seems to hate the technicals on semi charts. Cramer thinks they are expensive. I look at both Broadcom and Qualcomm and think they are cheap on a forward PE basis. Yes there are short term supply issues. But double digit growth and these companies with forward PE in the teens. How are these companies not a table pounding buy for dividend growth?

Q: Could you rate these 3 stocks, looking to purchase one of them in my TFSA. Do you have a favourite or would you suggest another.
Thanks John

Q: Would you be a buyer of Qualcomm at this time? The chip shortage fiasco seems to have made a decent buying opportunity. If not Qualcomm, is there another company you would recommend? Thanks.

Q: Hello, Which companies are benefitted by chip shortage and which companies are affected negatively due to the semi conductor shortage? Thanks,

Shyam