Q: Re: Brian's question today about NXPI...just got this news (seems good news) about NXP:
-Switzerland's Finanz und Wirtschaft has reported local firm AMS (OTC:AUKUF) has lost deals to supply NFC signal-boosting ICs for future iPhone and Apple Watch models. Going forward, Apple will reportedly rely exclusively on NXP (NXPI +2.2%) to supply NFC parts.
-AMS fell 21.1% in Zurich on the news. NXP is joining tech and chip peers in rallying. Various teardowns have uncovered NXP NFC controllers and AMS signal-boosting chips in the iPhone 6 and Apple Watch. NXP also supplies NFC controllers for Chinese Galaxy S6 models; Samsung NFC controllers have been found in international models.
Q: I know that you dont follow US stocks as diligently as you do Canadian securities. Would you feel comfortable commenting on NXPI? I have held it for some time and have done very well. It has taken quite a hit in the last few weeks. I would appreciate your comments and would you recommend holding it. Thanks
Q: In the "Internet of Things" play, which one would you prefer, SW or NXPI.US. Both these stocks are volatile so would you wait for a better entry point (on which ever stock you advise)?
Q: Peter, With all the talk of cyber security, I would like to make an investment in that space. I know of no way to do that on a Canadian market, but maybe you do. Is there an ETF which covers this sector? Between the big players like Fire Eye, Palo Alto, Cisco or others, how would you play it? Or would you avoid this area all together due to valuations?
Q: Hello Peter and the 5I team
I am curious about NXP, is this a good tech company to own at this time? The semiconductor buisness is extremely cyclical. I was wondering where are we in that cycle? What are some of NXP's flag ship products and who are their main competition? Would you add this company to a well diversified portfolio or is there a better company out there to buy? Should a person be concerned with the currency risk?
Q: Hi Team,
Currently I do not own and Info Tech stocks in my RSP. I am looking to add 2-3 stocks from this sector with good growth and decent dividend. This would be considered a long term hold (+10 years). Could I please have your recommendation?
Q: With OTC missing 2 quarterly results, and we can't expect much this yesr, what would be a better name to move into at this time in Canada? I own CSU, ESL, ET, MDA. Thanks for your guidance.
Q: The stock has steadily declined over the last 3 months and I wonder if you have any insight to this company and why the price has declined along with future insight to future performance?
Q: I own Apple, Google, Constellation, and Enghouse but need another IT stock to replace OTC which I recently sold. Could you provide a list of 3 or 4 IT stocks, US and Canadian, with good growth potential for a 3-4 year hold.
Q: I own the above but am not impressed with the drop in the stock. I also own csu, with what I consider a full positon, otherwise I would buy more.
I am thinking of moving out of otc and replacing it, would you recommend a u.s. stock to fill the void.
Thanks so much.
Q: Hi, there has been a decent amount of insider buying reported after recent quarterly earnings release, in past few days. The next quarter is already 2 months in and besides the dividend increase, outlook provided by management was quite positive in the recent MD&A. Do you think, it could be a signal of strong performance by the company/stock price ahead of us? I also noticed in the quarterly report that company had almost 2/3rd of its revenue coming from US operations. What are your comments on this trend? CEO also made a note that they are looking for acquisitions in Canada and US. Thanks