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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: Hi Peter and 5i Team
Have held ENGH for several years in a LIF. I like the dividend of SYZ for income and am considering switching mainly for the dividend. I believe you rate ENGH higher than SYZ but like them both. Which do you think will make a better recovery? Is this a reasonable move?
Thanks
Gary
Read Answer Asked by Gary on March 29, 2022
Q: Hello Peter and team,
Is NVDA a buy under $280 per share and what is its current PE ratio? I was thinking of buying open text but this company does not seem to get a lot of positive attention (stock hardly moves) in risk on or risk off markets. Do you the current price at $53 is good entry point? Thanks very much.
Read Answer Asked by umedali on March 29, 2022
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?

Read Answer Asked by Kevin on March 29, 2022
Q: I have a large position n nvda and think I should try to pair it down but it is very difficult to find fault with it going fwd. qcom is in a reasonable position. My question what would u suggest to replace a portion of nvda should I decide to sell some. Thanks as always.0
Read Answer Asked by Maureen on March 28, 2022
Q: Based on current valuations, irregardless of sector weightings, what are your favourite top 5 US growth stocks for a 10 year timeline.

Thanks,
Greg.
Read Answer Asked by Greg on March 28, 2022
Q: Hi Peter and Staff
I believe you are still high on the above companies....looking at possible subtraction of 2 of them to consolidate a bit.

a) Are there any of the above that are not expected to be profitable in 2022?
b) How would you rank the six companies most compelling keep to first to drop if dropping any

Moderate risk tolerance
Thanks for all you do
Dennis
Read Answer Asked by Dennis on March 25, 2022
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