Investment Q&A

Q: Hi Everyone at 5i!!
I bought some TSM just about the time Buffett bought his stocks in TSM. Unlike Buffett, I did not sell mine when he did, which was shortly after he bought them, citing geopolitical concerns. I find this a head scratcher. Why? To approve of an investment and then quickly disapprove, it seems someone at Berkshire was asleep at the wheel . This was rather sloppy of them. Just like the Fed, you don’t want to bet against Warren, but still, my inclination is to hold onto the stock since I am a long term investor. What are your thoughts on TSM?
Cheers,
Tamara

Q: In your opinion, in order of strongest to weakest - please list the following companies to excel in the next 3-5 years and if you had to choose one, which would you go with ?
Thank you

Q: What would be your preferences in semi-conductor companies?
Thanks Lorraine

Q: Hi there,

I’ve often heard that a handful of stocks can provide life changing returns. If you had to pick 5 (or more) that could be life changing, which would they be in preferential order?

Thanks!

Q: I own AMD & NVDA. Thinking of buy TSM. Please comment.
Thanks

Q: Good afternoon,

Has TSM made any strategic changes in manufacturing to reduce the geo political risks associated with potential Chinese aggressions?

Thank you

Q: hi 5i,
can you give me your top pick for a semiconductor stock for long term hold. and if your pick is not Intel (which I assume it will not be ), can you advise re intel as a long term investment (I like dividends ). also, can you provide advice on Camtek ltd. (CAMT) please (it won't auto populate the "enter company" box above. cheers, chris

Q: Greetings 5i,

What are your thoughts on INTEL? What are your thougths on the domestic tailwinds via Biden Administration and roughly 75B in federal support for domestic chip manufacturers? Seems almost like the industry is being considered a matter of national sercurity in the US and will back the chip makers. Are there other companies who stand to do well in this environment?

Cheers!

Q: In what order would you buy them today for 3 years?

On separate note, I am wondering when 5I started and how long I am member.
It was exciting ride over many years and without your help I would not survive.


Thank you for great service.
Milan

Q: With the shortage of computer chips globally. TSM decline to near its 52 w low . Any reason for that? Is this a good time to start cumulate since it has a 2% dividend yield at the current price. Thank you as always

Q: I currently own TSM and am down a bit as are many of the tech stocks this year. This company had a very good earnings report and provided very positive forward guidance in their last ER report. As well they have a large moat as one of the leading foundries in the world. In short there isn't much not to like in my opinion. However, there always seems to be some question as to when, not if, China will attempt to move on Taiwan similar to Russia and the Ukraine which would have a profound impact on TSM as a world leading semi company given the propensity of the Chinese government to heavily regulate companies in their jurisdiction. Also if TSM became a Chinese company there is also debate as to delisting Chinese stocks on the US stock exchanges if they don't meet the SEC reporting requirements. All speculative at this point I understand.

I am wondering about your thoughts on whether a company like Micron (MU) in the US might be a safer alternative given the current direction of the US government to produce products at home like semiconductors, and the potential for government assistance as well. I also own Nvidia so are they too similar to MU and I should add to NVDA on pullbacks or put some in both?

Q: I am down considerably in TSM. Would you hold or sell due to Emerging Markets and Russian issues

Q: Please comment on the earning

Q: Hi 5i Team - Could you provide some insight into the shortage of chips and the disruption this is causing. In particular is the lack of supply due to raw materials and if so which materials, manufacturing capabilities, transportation holdups, or any other factors. Also do you have an educated guess as to approximately when the situation could start to ease up. Thank you.

Q: Is there a reason why TSM has been flat while other semi's like NVDA, AMD, AVGO have been on fire. I wanted to buy NVDA but missed the recent move higher and looking for another semi that will catch up to these other names. Is TSM a good candidate? Thanks!

Q: I am holding a small position in TSM that is currently at a 2% loss. The share price has been trading sideways for some time. I also own SMH which has TSM as one it's top holdings. I am inclined to sell TSM and use the money for something else. I plan to keep holding SMH which has made good gains for me. Both are in the same taxable margin account. Should I keep holding TSM for the longer term, or should I let it go? I am also holding MRVL, AMD, QCOM and NVDA for the long term.

Q: I was reading this morning about this company doing an ipo today. Can you provide any insight on what you guys think of this company, and at what price-point do you guys think correlates to a good valuation in relation to it's peers?

Thank-you!

Q: Can you please suggest a few US listed companies in the semiconductor space who should see price appreciation as we come out of the supply chain issues / chip shortage over the next 12-24 months. Thank you

Q: hi can I have your opinion on Intel earnings/guidance. and can I get your top picks for a semiconductor stock please...
thx chris

Q: Hi 5i Team - Are there any Canadian companies in the semi-conductor space that would be of interest to you, including start-up companies, suppliers of materials, and any potential companies on the horizon. I sold my shares in Photon Control some time ago and am looking for some kind of replacement on the Canadian side. If the U.S. is the only way to go in this field could you please suggest a couple of top picks. l already have Nvidia. Thanks.