Q: Given 92% of the world's leading edge chips are manufactured in Taiwan, and China's accelerating efforts to retake the island, what companies would benefit if the US decides to build capacity in semiconductors?
Any Canadian candidates?
I sold my shares in Alphabet a few months back (which I now regret!) and have some U.S. cash sitting in my RRSP account. I have purchased SBUX and MSFT but want to add some U.S. holdings. I am near retirement, however have a DB pension plan so I can tolerate average to above average risk. I would appreciate your suggestions.
Q: Wondering if for maximum growth, should I continue to own NVDA or switch to GOOG. Own in TFSA and enjoy some high risk since the low risk income stocks are in cash account. Thanks so much.
Q: PureCycle Technologies, Inc. (PCT) and Rekor Systems, Inc. (REKR)
I'm not sure if you've ever heard of either of these two companies listed on the NASDAQ. I'm always on the look-out for "moaty companies". Would you have any opinion on these two?
You can get Michael Taylor's view here between minutes 35:00 and 46:30........
https://www.youtube.com/watch?v=VmIV5sluKOg
Q: I have owned BBY for a few years now and it has done reasonably well. Curious on your long term view for the company and if you would continue to hold or switch to another name with a similar dividend. Currently have a position in Costco, HD, AMZN, PBH, ATD.B and MG for consumer names.
Q: As retired farmers we have owned Caterpillar, Cummins and John Deere in our industrial sector for many years. We prefer companies to which we can understand and relate.
Have you suggestions of additional larger solid U.S. industrial companies with growth potential? We also are shareholders of aerospace sector companies NOC and RTX.
Thank you so much for your great service!!!
brian
Q: In answering another question you indicated price appreciation was likely already baked in for MRNA however at 6x earnings, a huge cash position, people not willing to get vaccines and the probability of ongoing covid variants, is this stock not a screaming buy? Your analysis please.
Q: A computer science friend of my in Israel mentioned Playtika (PLTK) a recent IPO involved in game development. Apparently it has a very capable team. Can you offer your view on the company.
Your insight is much appreciated, Peter
Q: Hello,
Could you asses how much is the recent ICHR stock run-up based on expected fundamentals vs pure speculation?
Do you still feel UCTT is a good company to invest in?
Q: I’m underweight in the health care sector. What is your opinion of adding SKY to my U$ Unregistered account or do you have any other suggestions either U$ Or C$ account.
Q: Haven't heard much about Alteryx lately. I'm thinking of adding it to my portfolio. Do you think this is a good time to start a position? Also, could you give me a concrete example of a company that. would use its service and how that would help the company to become more successful?