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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: Would you sell the above stocks in light of Trump winning the election? Any others often cited positively that should be included?
Read Answer Asked by John on November 06, 2024
Q: On Sept 19 I asked the maximum weight YOU would be comfortable holding VRT and you answered 3.5%. Today you responded to Maureen with 5% weight.
What changed in the last 3-4 weeks for you to be more comfortable with a higher weight in VRT now?
Thanks
Read Answer Asked by Marco on October 17, 2024
Q: I am presently down 61% on SMCI . What do you think of this company and is it a sell or hold ? I also hold QCOM, but not under on this one. Any thoughts on this one ?
LRCX , I'm down 17%, the chart looks good on it .Sell or hold ? If I were to sell any of them, please give me 5 choices of stocks in the same categories. Thanks guys.
Read Answer Asked by Frank on September 22, 2024
Q: Hi 5i Team,

Curious why Tiny has been falling over the past month?

Also have some INTC shares from long ago, I would hate to sell at the bottom, but wondering if it is time to move on to something else - any recommendations?

Thank you.
Read Answer Asked by Evan on August 29, 2024
Q: I have TER in my portfolio for many yrs and doing very well. I would like to take 1/2 position in an other semi. Could you comment on the four company mentioned above
Read Answer Asked by ray on July 19, 2024
Q: I presently have $66,000 to invest and am looking at these stocks to buy. Please place them in order of preference . Best choices first and if there is some you would not buy at present prices ? I could have an extra $5,000 available if I sold my DDOG. Is it a hold or sell ? Thanks for your help !
Read Answer Asked by Frank on June 10, 2024
Q: I would like to add another tech name. With software being weak as of late, I was thinking of either ADBE or CRWD but would be open to another suggestion or two as well. I currently own GOOG, TSM, AMZN, and MSFT.. VRT and BKNG as well even tho they aren't really tech names. Thank you.
Read Answer Asked by Martin on June 05, 2024
Q: I own this stock, have bought it at a low price so I'm still even on it. Don't need the cash but don't want a dog either. Do you think this has long term upside ? Buy, sell or hold ?
Read Answer Asked by Bernie on May 08, 2024
Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
Read Answer Asked by David on April 30, 2024
Q: Are these companies worth buying on their pullbacks? Realize that they are not in your North American coverage but aren't they borderline monopolies in the global semiconductor industry and perhaps a lower risk way to play the boom in AI? Thinking of the picks and shovel companies during the gold rush.
Read Answer Asked by Stefan on April 22, 2024
Q: Curious if there was any specific news on the 10% drop on Friday or reasons for the drop?
Read Answer Asked by Andrew on April 22, 2024
Q: I currently hold a half postion in Google, Mircrosoft and Meta. Im looking starting a half position in Intel. What is your thought on Intel for a least a 5 year hold.
Read Answer Asked by Greg on April 11, 2024
Q: 1. Please let me know your thoughts on the best choices of Semi Conductor and Related Companies to own going forward...

2. What would be the Core Holdings going into this Ai moment +

3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...

4. How do you feel about the Valuations and Stock Price of the Current companies listed...

5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...

Thanks in advance,
M
Read Answer Asked by michael on March 18, 2024
Q: Would these be good candidates for a TFSA ?
Read Answer Asked by Robert on January 05, 2024
Q: Is it true that all semis essentially come from Taiwan (almost as dumb as nearly all North American oil refinery is done in Texas))?

If so, what will happen to SMH ETF after China takes over Taiwan?

Seasons Greetings and thanks for this super duper service.
Read Answer Asked by Danny-boy on December 29, 2023
Q: Hi 5i,
not sure if you are comfortable giving ideas regarding International Large Caps stocks but I would like to do further research on Non-USA, Non-CAD that might meet the following criteria;
1. International stock that has a min. 10 to 15Y Total Return better than SP500.
2. Stock must be investable; meaning it is easy to buy from USA or CDN exchange with decent liquidity.
I already found the following which seem to meet these criteria; ACN, LVMUY, NOVO, Happy holidays!
Read Answer Asked by Ian on December 13, 2023
Q: Good Morning Peter & team,

Have $6000 to add and do not have enough exposure to chip manufacturing. Was thinking about QCOM but read a few of your comments and don't necessarily like they're dependency on cell phone. NVIDIA has had the big run up along with a few of the other popular names. Is there a late bloomer/less popular name you might recommend for a 3 - 5 year hold if not longer? Growth is the priority.

Thanks for all you do

gm
Read Answer Asked by Gord on November 16, 2023
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