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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: Given the recent run up in certain semi conductor and chip stocks, would it be prudent to use an ETF such as SMH to better diversify risk right now if only one position available in a portfolio? Or, going the individual stock route, how would you rank the following in a moderate risk portfolio QCom, AVGO, TXN, NVID, AMD, SWKS, INTC?

Read Answer Asked by Gerry on November 15, 2021

Q: Hi Team,
I am holding the following stocks at a loss. BABA (-52%), MED (-30%), TT(-4%),EGLX (-33%), MG (-8%), SWKS (-20%), U (-1%), PINS (-33%).

My question is, should I continue to hold the line with all of these? Or are there any that stand out to you as being better off to sell and swap out with a different holding of which you suggest? Or any of these I should be selling, and adding to another one of these? I thought perhaps after yesterdays sell off there might be some moves I should be making. (Although the market is already recovering nicely today on alot of these names). Suggestions here would be appreciated. Thanks!

Read Answer Asked by Shane on October 06, 2021

Q: The chip shortage is currently a well publiced topic. Can you give me the names of a few companies that you feel will benefit from this dilemna. Thank You.

Read Answer Asked by Brian on August 18, 2021

Q: I invested in SWKS in tax-deferred account for potential gain in 5G (and perhaps 6G in future). I have two concerns: (1) AAPL accounts for a whopping 56% of SWKS revenues (according to Barrons recently). AAPL has the intellectual and financial resources to develop its own chips and thus be less of a hostage. (2) The second concern : SWKS seems to be overvalued now assuming I have the following correct: PEG sky high at 7.8 (ROE healthy at 28). I have been trimming reluctantly but just read in the Q & A that really like SWKS.

Would you agree with my concerns? If they are reasonably well founded, would you now withdraw much of your affection for this business... OR would you take the risk and keep loving her anyway?

Read Answer Asked by Adam on July 06, 2021

Q: Hello Peter,

We are seeking advice on how to play the infastructure game now that Biden confirmed on Sunday that it is a stand-alone deal. We are light on Steel, Industrials, Manufacturing, Aerospace, Transportation, Materials, and 5G. We have some green energy with BEP.UN & AQN. We will reshuffle the deck by reducing Tech stocks to accommodate the shift.

Can you rank the following stocks in the categories 1st to last and add any other stocks that may be a better choice than those listed
Steel: RS, NUE, SCHN
Industrials: DD, HON (+ any other suggestions)
Aerospace: LMT, BA
Transportation: WSP, TFII, UNP, CNR, CP (+ any other suggestions)
Materials: CX (+ any other suggestions)
Manufacturing: (suggestions please)

My last question is ask your opinion of the top 8 stocks (please rank) for the infastructure deal regardless of the sector.

Thank you for your great service.

Debbie and Jerry

Read Answer Asked by Jerry on June 28, 2021

Q: 5i has stated in the past that the above companies have no debt (LNF "very little debt") - is that still the case? If possible, can you please name 5 additional good CAN and 5 US companies that have no debt or very little?

Read Answer Asked by Grant on February 08, 2021

Q: Do you have any recommendations on 5 G stocks

Read Answer Asked by Donald on February 08, 2021

Q: Hi 5i , 5G: Can you please pick the best 3 of these Co., best first.
thank you!

Read Answer Asked by Fernando on February 08, 2021

Q: Am interested in Biotechnology, 5G and AI, can you recommend some of the leaders in the US?

Read Answer Asked by Arthur on January 20, 2021

Q: I know that there is people always talking about how 5G companies are going to be the next big thing. Besides QCOM would you have any other companies that come in mind that will have big growth in the next 2 to 3 years. Thank you and your answers are always appreciated.

Read Answer Asked by wilson on December 21, 2020

Q: Good morning: could you please give me 3 to 5 names, both Canadian and US that might bode well with use of 5G technology?

Read Answer Asked by Lesley on June 19, 2020