Investment Q&A

Q: What would be the names of the 3 best company's that supply materials for solar panels?

Thank you.

Q: Hi 5i,

Looking for additional exposure in the semi-conductor market. I currently already have a 3% weighting in NVDA. I am looking to potential start a position in AMD or INTC.

Your previous answers to questions suggest you favour AMD (after NVDA) given the companies recent execution.

However, INTC seems to be turning a corner with there plans to build new plants in Arizona in the next few years and change in management. Based on its current valuation (cheap compared to AMD) the current tailwinds of 'on shoring' it seems to me a compelling buy compared to AMD.

Your thoughts would be greatly appreciated. Appreciate all you do.

Q: With this announcement what would you expect in terms of stock performance going forward if approved? Would you have concerns with this if you were an investor? Long term I believe this best of breed company will be fine but if the stock price will drop a fair bit I would rather add at lower levels. I feel like this is a pretty big dilution but what is your opinion? Thanks

Nvidia seeks approval to double authorized shares to 8 bln
April 8 (Reuters) - Chipmaker Nvidia Corp said on Friday it would seek shareholders' approval to increase the number of authorized shares of common stock to 8 billion from 4 billion.

Q: Leaps vs buying the shares. I am looking at purchasing 2023 in the money call options for these 2 companies instead of the stock. Is this advisable?

Q: Hello 5i,

Would appreciate you thoughts on GOOG growth for the next 5-10yrs.

Your past answers to questions state that you view this company's valuation as 'cheap' and its cloud services and Waymo as catalysts for greater growth.

However, I can't reconcile that against a potential recession scenario in the next few years were ad revenue could decrease and potential anti trust cases being brought against it.

Thank you,

Greg

Q: What sectors and top stock picks for each sector would you advise to address inflation and a recession. If possible, could you provide entry points.
thanks

Q: Hi
In response to David's question today, you said that mega-cap tech is a sector that should perform well in recessionary environments. can you give some examples of stocks or ETFs. Also, you recommended consumer staples. Would you be comfortable buying consumer staples at these high prices?
thanks for your help

Q: What would be your number one pick in the health field.

Q: I am looking to simplify my non-registered investment portfolio for my retirement, which is now only 9 months away. I am looking to protect capital and create income. I am looking at one ETF and one fund as possible landing spots for my capital: XSP. And FID282.
Can you please compare and contrast these two funds for me? Are the different enough to warrant owning both? Is there anything else I should be considering?

Thanks in advance
DON

Q: 1. Dana Inc.(DAN) - I'm struggling with this one... seems like a great company, winning awards,etc
- I don't see negative news releases for the most part. Most are positive in nature
- Seems like a bit of a sleeper in the investment community with little attention...
- I would like your opinion on whether a buy more, hold or sell... I am currently in at around $24 and stock is at $15

2. Lightspeed - I know you are constantly bombarded with questions on this one, But my cost base is 95 CDN and 65 US in various accounts
- What price would you be comfortable buying at, in the current environment to average down , catch a falling knife??
- I heard negative news/opinions on CNBC this week with regards to payment related stocks, but I'm thinking contrarian at this point...
- Am I Nuts? or should I hold on ...?

Thanks in advance,
M

Q: I have done very well with ABBV. Thank you. Is it time to reduce or sell outright now, please?

Q: Could you please comment on the huge decline in HD in the last three months. Your comments continue to recommend it, in what time frame would you see it move in a positive direction? Thank you,
Maria

Q: Do you think the selling in US banks is overdone? They have really taken a big hit lately. I would think with rising rates, they would be going up instead of dropping. Is this because of the war in Ukraine and their interests in Russia, or are there other factors at play here?

Which one is your favourite right now? I don't own any of them, but am thinking of starting a position.

Q: Adobe is well off its 52 week high. I am considering easing into this stock. Am I on the right track? Any comments you have on this security would be appreciated. Thank You.

Q: To protect an account could you purchase a put (leap) for the SPY etf? Also how large does to put purchased need to be per $1m in equities.

Q: Nutrien's stock fortunes have been rapidly diverging from that of the big American fertilizer companies over the last month. To what do you attribute this?

Q: Morning ,

What are some ideas to invest in autonomous vehicles for the future ?

Thanks,

Greg

Q: What are your pros/cons about investing in Parker-Hannefin for a long term hold in my $US RRSP?
Thanks

Q: What do you think of Tesla, they are just stretching such a big lead on the next guy and it continues, the first quarter numbers are up and its insane, they put out 310000 cars in the last quarter, mustang put out 58000 all of last year, this year they want to triple it but already they are out of chips. Tesla spends 3 times the RD per car that other builders do. They had 14 cars left in inventory at the end of the last quarter. They are sold out until 2023. Two huge additions will come on line this year, Giga Berlin ( already going and putting out a "sold" car every 150 seconds, Giga Texas coming in the next few months. They are secure in their access to nickel. Seeing Giga Berlin build cars is just fantastic, incredible automation, the giga press. It seems all is roses and just starting to ramp up, do these incredible numbers make a statement for the stock? buy, sell or hold?
thanks, Jean

Q: DEUTSCHE POST AG seems like a international UPS type stock that's interesting. Can you tell me anything about the financials and does it look interesting to you from the view of a dividend payer? Thanks!