Investment Q&A

Q: AMD announced acquisition of Xilinx has been approved by EU & UK. USA issued a `no comment' what does that mean. Is this a tacit approval ? It is expected that China will approve since as of now no serious objects or concerns have been communicated to any of the companies.

Based on the offer terms, Xilinx share value is almost 13-15% under valued. Why is that ? Is the market betting that the China approvals will not be given.

And by when is China's decision expected ?

Appreciate your advise as always,

Thanks

Rajesh

Q: On CNBC on Friday Tom Lee disclosed these 20 as his "Epicentre Stock Portfolio" and opined that the bottom is in. He seems to be quite revered and apparently his calls have been more correct than not. Could you list your best seven from this list that you would buy today in order. Any other comment of course welcomed as well - Ken

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

Q: Liking the semi conductor and related space, which of the companies listed would you suggest to hold for greatest growth over the next 3-6 months. Provide other companies names if you feel are better

Q: Hi, holding these two stocks currently waiting for the deals to close with their acquisitions. Do you see any compelling names right now to buy (CAD or US) instead of waiting for these transactions to close or should I just wait? Just thinking about the opportunity cost of waiting. With the proceeds, I would be able to top up on some existing positions (DOL,NVEI,FB,AMZN,REAL) that are under 1% OR buy two new positions that you think are good entry points and compelling for long term growth. Thoughts? Thanks!

Q: Do you know of a company that is ready to roll out the 5G technology. Thanks. Ernie

Q: Hello team,

As you know, AMD is acquiring Xilinx whereby XLNX shareholders Will receive 1.7234 share of AMD for each share owned, equal to $143 in cash.

I have 100 shares of XLNX and have three questions for you.
1- Are these numbers fixed or would change based on the market at the time of closing of the deal?
2- Would you sell your XLNX shares or would you think they would be much worth more following the merger?
3- Would you add more now and if yes how would you avoid partial shares/odd lots following the merger.

I always wonder what I do without 5i knowledge and honesty....Thank you for your everyday work, everyone at 5i.

Q: All of the above companies have doing well recently and should continue given soon to be arrival of several covid 19 vaccines?

Q: Hi 5i team,
There seems to be a lot of M&A activity brewing these days, especially in U.S. tech. AMD is in the process of acquiring XLNX and this morning there are reports that MRVL is close to buying IPHI. What are some other potential candidates that likely won’t be around this time next year as they will be acquired. I know you mention DOCU regularly but what are some other likely names?
Thanks again.
Dave

Q: Hi 5i team,
This morning AMD announced its long rumoured takeover offer for XLNX. XLNX shareholders get 1.7 shares of AMD. CNBC reports it as a valuing XLNX at $143 per share, although AMD is under some pressure in the pre-market. I assume the long closing date of end 2021 is also a drag on XLNX upside. I may or may not hold onto XLNX. Is AMD a good buy here, with some pressure on it, in the fight against INTC or are there better growth candidates in the chip sector?
Thanks again for the insight.
Dave

Q: After the announced AMD takeover would you suggest selling now or hold on in a margin account? At what price point a sale would represent fair value? In general, i have not been able to figure out a selling price for any candidate that has been bought either for cash or a combination of stock and cash. How do you calculate that?
Regards

Q: Hi,
This is a follow up question to your response to Bob's question on NVDA, AMD. Having only recently purchased AMD, I am somewhat concerned about a lengthy wait for AMD's price to resume an uptrend with the burden of XLNX. At the moment I am down 1/2% and wondering if it is prudent to exit and put the money to work in another growth opportunity? I currently own NVDA and could simply add to it. Other options might be TSM, MPWR, or IPHI. I would welcome your thoughts and any suggestions you may have. Thanks for keeping us informed!
Dawn

Q: Hi 5i team,
I have a small position (2%) in XLNX. I keep a foothold in a few tech stocks where takeover rumours have surfaced in the past. Citi doesn't think Xilinx management will agree to an acquisition by AMD due to the company's dominant position in the high-margin programmable logic device market. The Citi analyst also speculates that Qualcomm made a bid for XLNX a few years ago that was turned down. What do you think the odds are of the AMD bid happening shortly and the chances of another bidder emerging?
Thanks again for the insight.
Dave

Q: Am I too late to enter the chip space, namely Nvidia or AMD? Should I buy one or the other or both?

Your thoughts please.

Bob

Q: Hi 5i team,
There are a ton of 5G companies that you mention from time to time. One that comes up less frequently is MRVL. MRVL had a virtual investor day today, which I attended, but kept it on in the background. A number of executives gave their views on their major markets, technology and growth rates, which as expected was all positive. The stock traded up for a while but then faded. I did not pay that close attention but was not overly impressed with the day. What say you on MRVL and what is the real point of investor days if there is nothing that noteworthy?
Thanks again for the insight.
Dave

Q: Hello Peter,
In addition to my core portfolio built around the 5i Balanced, I have a margin borrowed portfolio that started with the idea of swing trades but has become the size of the core one as I stayed with the momentum. It is built on 3 pillars. Tech growth – (ZM, CRWD, VEEV, AVLR, LSPD, PHO, XLNX, ROKU), precious metals – (AEM, FNV, PAAS, MMX, WDO, KRR) and yield stocks -(ABBV, CU, CPX, ENB, PPL, FSZ) that help pay the interest. Two others not classified are DXCM and Visa. None of these started out as a long term holding for more than a year, but am willing to hold on in the current low interest environment. In fact, am willing to borrow more if opportunity shows up. Have my eye on NVDA, ADBE and TTD.
In case of heightened volatility which of the 3 pillars would you focus on holding and any suggestions on which ones would you exit sequentially?
Look forward to your suggestions. Thank you for your advice in advance.
Regards.
Rajiv

Q: I am considering to start investing in the 5 G technology companies ( 2/3 companies for 3 to 5 years) . What are your thoughts on which sector: hardware, software... and which companies would be a good start. I realize this is a broad question, please take as many credits as needed.
Thank you!

Q: good morning,

I'm reading a lot of rather breathless prose about the potential of 5G and am interested on your thoughts for the potential of this technology. The names that pop up include Apple, Qualcomm, Nokia, Siemens, Skyworks, Crown Castle ( I believe that may have been a 5i suggestion) and even ( gasp) Blackberry. What companies would you suggest are best positioned to take advantage of the projected growth, both US and Canadian. Thanks.

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: Dear Sir,
Hearing a lot about the upcoming 5G system boosting economic activity. Can you suggest companies in the robotics, communications, chips manufacturer, etc. sectors that one can invest in to benefit from the 5G roll out? Alternatively, an ETF that covers this space would also be helpful. Thank you.
Regards,
Danny