Investment Q&A

Q: Could I get your thoughts on these names? The fundamentals looked good to me. They have both pulled back a lot especially lately. Thank you!

Jason

Q: How about buying chips making companies? Which one do you like?
Lorraine
Thank you
Be happy.

Q: Hi Research Team

I"m interested in Tech companies with good to great Free Cash Flow going forward?
Does your team have a list of 10 U.S. Tech companies and 5 Canadian Tech companies that would fall into this criteria?
Thanks
Cal

Q: Which Semi's (if any) have all manufacturing independant of China and Taiwan ? Thanks.

Q: Hi Peter, what are the expectations for QRVO & ON next week ? One would think that with the chip shortage results for all these companies would be good and reflect max output. Is that the case or are supplies muffled by the most restricted component of a particular end users product ? Thank you.

Q: Hi 5i Team,
Could you please rank the following in terms of growth and then once again in terms of safety. Are any of these companies expected to disproportionately benefit in a post-covid world?
FIVE, GNRC, MNST, QRVO, TMO

Thanks in advance,
Bob

Q: Hi Peter, in the semi space we have AMD, NVDA, QRVO, ON, and MKSI. Knowing that NVDA is your favorite would you exit or trim any of these ? In Tech what do you think happens if/when the big guys AAPL, GOOGL etc and then the smaller guys report more good earnings numbers ? Will this boost them or are we past that for now ? Thanks for all you do !

Q: Pls comment on the earnings of each and if you would buy more, hold or move on. Thank you.

Q: Qorvo stock was up 14% in the last month. They are expected to report earnings of $2.66 or year over year growth of 43% and sales up 22%. Expected earnings growth is forecast to increase 37% and revenue up 19%. Yet since January 20 the stock has retraced. Do you know why and what are the long term prospects for Qorvo.

Q: Pls comment on the recent earnings for each. Would you continue to hold ? Thank you.

Q: Pls give your current thoughts on QRVO as you last commented on it Nov last year. Would you continue to hold or prefer a competitor ? Thank you.

Q: Hi Team
What companies would you suggest that would benefit from radio frequency semi-conductors for 5G? Please rate best to least. Also understand that Bill Gates has invested in one of the semi-conductor companies. Would you happen to know which one?
Thank you

Q: Hello could you please comments on QRVO's recent Q results and their valuation versus growth potential for the next few years?