Investment Q&A

Q: Hi guys - when (if ever) does it make sense to sell individual stocks and replace them with a focused ETF? For example, I hold the 3 chip stocks above (though only for about 3 months, so only modest gains) since I expect AI, gaming and 5G to be areas of growth in the next few years. Would it make sense to sell these and replace them with SMH, which holds 25 semi-conductor stocks? These 3 are among the top SMH holdings and SMH holds other interesting stocks like TSM, ASML and MRVL. Obvious downsides are that buying SMH would add stocks that aren't currently doing so well (INTL) and would dilute my concentration in these 3. For a non-professional, part-time investor does this simplification make sense or does it significantly limit the upside?

Q: I have the above U.S. tech companies thanks to your help.
Medtronics hasn't done much in the past year - should I hang on to it?
Am wondering about purchasing VEEV or Unity Software.
If I were to add to the above positions, in what order would you do this?
Thank you so much for all your valuable help!
Margaret

Q: We are looking to adds some US positions to our TFSA. We currently have AMD, DAL, DOCU, BRK-B, and ROKU. Could you suggest 5 growth names for long term holds that you would feel comfortable entering new positions in today? And would you add to ROKU at present?

Thanks in-advance.

Q: I am looking to buy semiconductor company. Was wondering what you thought of the three that I have been following. Could you please rank them in order of preference and if you have one or two others you can include It would be appreciated.
Thanks John

Q: Hi 5I team.
My question is about healthcare and diversification in the space. I have been attempting to keep my position around the 16% portfolio weighting and currently hold ABBV, AMD, AMGN(4.8%), LLY(3%), PFE, MRNA, and WELL positions. Although I do not want to abandon the PFE/MRNA freight trains, I am looking at adding/shifting to what may be a longer term/higher dividend return avenue with the use of GILD(attractive entry and solid div), CRISPR(awaiting a pull back to $90 if it comes), and even MDT(under $103 if it comes)

How do you feel about this strategy and the switch out of AMGN/LLY to GILD/MDT?

Thank you

Peter

Q: Hi,

I hold a 2.5% position in NVDA after selling half to lock in my original costs. I'd like to pick up another high growth chip maker/developer/fabricator, and the listed companies are on my watch list. Ideally the company would have a great balance sheet (net cash), a pipeline of great products and great opportunity for growth - no dividend needed. Can you endorse one or two and/or recommend something not on the list?

Cam

Q: Apple's new Macs will be using its own in house processor chips.What effect will it have AMD?Any reason for AMD's recent weakness. Your opinion on purchase of Xillin Sense that the market is not that receiptive.Txs for u usual great services & views

Q: I have been following AMD and MU for some time now. They have both been expanding their horizons. I am looking for a company with potential for growth and both of these seem to be going in that direction. If you were to buy one today which one would be your choice and why?

Thanks John

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: NVDA up 200%, AMD up 180%, TSM up 79% and QCOM up 70% in one year. Can I have your opinion on which would have more legs for continued share rise given current conditions within these companies, etc. Thanks so much. Dam Dan

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: 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: I would like to invest in one of these companies,
for a 5 years hold. Which one is has more upside momentum going forward, and why?
Thanks

Q: Could you please comment on their results and outlook?
Thanks,

Milan

Q: Hi Team,
What is your outlook for Intel after today's earning?
Thanks.

Q: I am thinking to buy these. What is your opinion?

Thanks,
Milan

Q: Dearr 5i
What are the expected earnings growth rates for AMAT , AMD and NVDA over the next 1-2 years and which would you recommend for an RRSP assuming a balanced portfolio .
Thanks
Bill C.

Q: IWish to get a position in this area of the tech space,and would appreciate your input as to the best of the group.
Doug

Q: Hi, I am looking to deploy some US dollars I have in cash. My thinking is to focus on US tech - in particular the software, internet and semiconductor industries. Could you recommend names in each industry you feel would be a good choice, considering solid companies with growth prospects that could be held longer term?
Thank you for all your hard work!
Dawn

Q: I hold NVDA and I am looking to buy another US semi. I am medium risk tolerant, looking for capital appreciation and no need for dividends. 2 or 3 suggestions please with reasons.
Thanks, Tim.