Investment Q&A

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

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.

Q: Will Telus be a major player in the 5G roll out? What companies do you suggest?

Q: I'm looking at buying either SWKS or MRVL. I would appreciate any comments, guidance.

Thanks Valter

Q: These have had a run-up but would you recommend at current prices?

Q: Which company in your opinion would be the best investment in IoT chip market. I saw a report saying that this market would grow to 525.4 billion by 2025. Thanks Ernie

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?
Thanks

Q: What are your favourite 5G stocks ? Thanks.

Q: Hello 5i team,
Do you know the semiconductor company name that produces the G5 RF chip for cell phones?
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: The message from BYL seems to be that industry conditions are not optimal and the prices of others like KEYS and SWKS are progressing only modestly. Yet BYL and KEYS in particular appear to be gearing up for a very robust future; SWKS is maybe a bit more robust. What's the problem, do you expect it to be an extended drag on the sector, and do you think BYL has a fair chance of being able to compete with its offerings? Thanks

Q: Hi Peter and Ryan,
Pls give your thought and outlook on Skyworks Solution's quartly earning.

It reported slightly miss in earning, but the stock popped up 12% this morning, was it because the company gave positive earning and revenue guidance or the 2b. share buy back?

Thanks as always.

Q: I hope you would consider telling the members your views on some “ 5G Enablers”. Nokia, Ericsson, Cisco, Qualcomm might be large cap considerations. Little outfits like Inseego ( INSG) are helping Verizon rollout 5G. There must be some potential winners. Thx Frank

Q: Good morning

Do you think the possible blacklisting of Huawei from many western countries is a significant event wrt the 5g rollout? If so, which non-China competitors do you think stand to benefit most.

Thanks
Peter

Q: Like other Semis , SWKS has seen high price volatility in the past year. I hold other Semiconductor companies (foundries) in both taxable and non-taxable accounts. Would appreciate your insight with substance, including for example on:
1. Is SWKS more vulnerable to trade tariff tensions between the China and the US?
2. Does it have a wide enough moat? Wider than most others in the semiconductor ‘space’ ?
3. Does it have valuable patents e.g. in 5G or is it just as vulnerable as Micron has been to intellectual property theft by other countries?
4. Would you continue to hold?

Q: Investing in 5G network companies - I hearing a lot about this - do you have any suggestion of US or Canadian companies that I can invest in to take advantage of this? Thanks

Q: What would your choices be to invest in 5G
Is there an etf that would be better, spread the risk
Many thanks

Q: Hi Peter can you please tell me how good this three stocks are. And if I was to buy which would be first and second. Maybe 2-3 year . Thanks. Alnoor

Q: I have a well diversified CND and US portfolio. I have done well on both SWKS and WBA in the US but wonder if its time to move on from these names due to better opportunities elsewhere? If so, what would you recommend to replace them with and why (can be in different sectors),
Thanks for the great service!

Scott

Q: Thanks to 5i I have a well diversified Canadian portfolio. I have been augmenting it with Large Cap US stocks that expose me to markets that are not available to me through the TSX and most of these US names have done very well for me. I am comfortable with being more concentrated in my US holdings as my Cdn investments make up 75-80% of my total portfolio and are well diversified across sectors. My US holdings are in a non-resgistered account and break down as follows:
AAPL - 35%
AGN/REGN/BIIB - 15%
BAC/MS - 27%
LYB - 3%
PYPL - 8%
SWKS - 7%
WBA - 5%

AAPL has done so well for me over the past few years that it is now a large part of my US exposure. My microchip stock (SWKS) has also done extremely well, but it is closely tied to AAPL. My question is given the current announcement by AAPL and its strong recent performance would you be inclined to take some profits off the table or let the "winners continue to run"? I have a reasonably high risk tolerance but do not want to be unduly foolish/greedy. Would you suggest any other changes to what I am holding? What would be your top 3 or 4 US stocks to augment this portfolio?

I value and appreciate your guidance.

Many Thanks
Scott