Q: I have been waiting for the bleeding to stop on NVDA. Down over 40% and still falling, time to move on? I have about 1.5% in COV and thinking about bringing back up to 3% with selling NVDA
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I have held pho for about a year and thinking of selling pho and buying nvda as they are down the same thus increasing the quality of my semi conductor exposure. Also I have made a lot of money from csu and kxs and have sold them and bought a small exposure to msft for the same reason. Does this make sense to you....thanks for the great service
-
Adobe Inc. (ADBE $268.38)
-
NVIDIA Corporation (NVDA $185.41)
-
QUALCOMM Incorporated (QCOM $137.34)
-
FireEye Inc. (FEYE)
-
Roku Inc. (ROKU $85.85)
Q: I would like your opinion on these tech stocks for my tfsa. tech stocks were suggested by you in my last question - "For some growth, one could add tech names (US or Canadian), if applicable. We note that less than five years is still considered relatively short-term, so we would keep things on the lower risk profile in general."
if u could rank them, or suggest better ones to research that would be great.
k
if u could rank them, or suggest better ones to research that would be great.
k
Q: My full position in Nvidia has fallen to a half position. Would you bring back to a full position at this point?
Thanks Peter
Thanks Peter
Q: I have been out of the loop on financial news for the past six months or so, and so am a bit unfocused on current news.
What are your thoughts on adding NVDA at this time (to appropriate weighting, etc.)? [I reviewed some Q&A on it, but am not clear as to why the latest downdraft on this company is occurring. Perhaps I didn't go back far enough.] If this is not a solid pick at this time, would you please suggest your favourite in the sector, for a 5% position? Canadian or US -- I have no preference, other than it be Tech. Thanks!
What are your thoughts on adding NVDA at this time (to appropriate weighting, etc.)? [I reviewed some Q&A on it, but am not clear as to why the latest downdraft on this company is occurring. Perhaps I didn't go back far enough.] If this is not a solid pick at this time, would you please suggest your favourite in the sector, for a 5% position? Canadian or US -- I have no preference, other than it be Tech. Thanks!
Q: Amazon has increased to 10% and nvidia decreased to 4% in my RRSP. Would you rebalance here, and if so to what levels.
Thanks Peter.
Thanks Peter.
-
Broadcom Inc. (AVGO $332.92)
-
Microchip Technology Incorporated (MCHP $76.01)
-
NVIDIA Corporation (NVDA $185.41)
-
QUALCOMM Incorporated (QCOM $137.34)
-
Texas Instruments Incorporated (TXN $221.44)
Q: Hi there,
I inherited all 5 of these positions in my US portfolio and looking to reduce to 3. i am leaning to NVDA, AVGO and QCOM but I know very little about MCHP. I am also concerned about letting go of TXN given their role in converting analog to digital signals. YOur thoughts. I am looking for a balance of growth and a stable dividend.
Cheers
I inherited all 5 of these positions in my US portfolio and looking to reduce to 3. i am leaning to NVDA, AVGO and QCOM but I know very little about MCHP. I am also concerned about letting go of TXN given their role in converting analog to digital signals. YOur thoughts. I am looking for a balance of growth and a stable dividend.
Cheers
Q: How concerned would you be about Nvidia's revenue guidance warning if you were planning to hold it for at least 3-5 years, and do you think this could be a bad harbinger for the tech sector as a whole near-term?
Q: With revenue guidance released today missing expectations, would you still be comfortable with this? I noticed the stock was still a suggestion on another question this morning, but wasn't sure if that came before or after guidance was provided.
Q: Hi 5iResearch Team,
Just wondering what impact would the slow down in China's economy have on NVDA. Your thoughts on this and the company as whole going forward, would be much appreciated.
Cheers,
Just wondering what impact would the slow down in China's economy have on NVDA. Your thoughts on this and the company as whole going forward, would be much appreciated.
Cheers,
Q: I initiated a position in both of these companies (<2%) at the beginning of January and am down 7% on NVDA and up 15% in SQ. Both have been under considerable down pressure recently. Would you continue to hold or liquidate at until the dust settles.
Thanks Kindly.
Thanks Kindly.
Q: Based on recent Q4 revenue warning and analysts downgrades, Nvidia's stock price continues to drop. How do you feel about it's prospects going forward and if positive, would this be a good time to buy or should I wait out the negative sentiment?
-
Biogen Inc. (BIIB $201.18)
-
Costco Wholesale Corporation (COST $1,001.16)
-
Alphabet Inc. (GOOG $323.10)
-
NVIDIA Corporation (NVDA $185.41)
-
NextEra Energy Inc. (NEE $89.47)
-
Constellation Brands Inc. (STZ $164.33)
-
Raytheon Technologies (UTX)
-
Verizon Communications Inc. (VZ $46.31)
-
Block Inc. Class A (SQ)
-
Atlassian Corporation (TEAM $94.72)
-
Alteryx Inc. Class A (AYX)
Q: Hi 5i,
What would be your top 10 names for a U.S. growthy balanced portfolio?
TIA
What would be your top 10 names for a U.S. growthy balanced portfolio?
TIA
Q: Any thoughts on the class action against NVDA?
-
Amazon.com Inc. (AMZN $210.32)
-
Alphabet Inc. (GOOG $323.10)
-
NVIDIA Corporation (NVDA $185.41)
-
Block Inc. Class A (SQ)
-
Atlassian Corporation (TEAM $94.72)
-
Ebix Inc. (EBIX)
Q: I've finally decided to look at investing in some US stocks. Would you be able to suggest a couple of US growth stocks that have some stability and growth potential over the next few years? Thanks.
-
Meta Platforms Inc. (META $661.46)
-
NVIDIA Corporation (NVDA $185.41)
-
Bank of Nova Scotia (The) (BNS $104.30)
-
Kinaxis Inc. (KXS $127.42)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
-
Spin Master Corp. Subordinate Voting Shares (TOY $19.69)
Q: Hi 5i! I'm a middle-aged subscriber that has picked up some of the 5i researched companies - most recently Kinaxis and BNS. I'm slightly overweight Kinaxis and Shopify since I see them as potential growth engines. KXS, TOY, NVDA, SHOP, FB, and BNS are all in my non-reg account. If I need cash this year for personal projects, which companies might you recommend I start selling? Thanks!
-
Apple Inc. (AAPL $278.12)
-
NVIDIA Corporation (NVDA $185.41)
-
Boyd Group Income Fund (BYD.UN)
-
Great Canadian Gaming Corporation (GC $44.98)
-
Kinaxis Inc. (KXS $127.42)
-
Magna International Inc. (MG $73.80)
-
Premium Brands Holdings Corporation (PBH $100.25)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
-
Savaria Corporation (SIS $25.50)
-
Spin Master Corp. Subordinate Voting Shares (TOY $19.69)
Q: All the above is what I have in portfolio with equal weightings. I purchased all stocks 1 year ago. I am down on all except for SHOP and BYD. TOY is Down the most. Do you recommend to sell any of these stocks? What new stock would you recommend to add to a tfsa for growth?
Please deduct credit as you feel appropriate.
Thank you.
Please deduct credit as you feel appropriate.
Thank you.
Q: Watching the new Planet Earth series on Netflix, I noticed the incredible footage being done with drones flying through the trees and between mountain crevices etc. Also, it seems they are somehow getting video cameras on the backs of birds. Crazy amazing footage. Is NVDA involved in this technology?
Q: Considering bitcoins' drop in value, does anyone have an idea of what percentage of nvdia's business is tied to Bitcoin mining? What other customer streams does Nvidia have and what percentages might they be? What has been nvidia's primary growth catalyst the last 3 years? Does nvidia's prospects continue to be bright going forward?
-
Apple Inc. (AAPL $278.12)
-
Illumina Inc. (ILMN $119.72)
-
NVIDIA Corporation (NVDA $185.41)
-
Block Inc. Class A (SQ)
-
Just Eat Takeaway.com N.V. (GRUB)
Q: Can you please provide a list of 5 US stocks which have been unduly punished in the recent market turmoil and could be poised for a bounce back over time. Thx