Investment Q&A

Q: Do you know of a company that is marketing 5G technology

Q: I'm looking to reduce the overall amount of positions. Of my tech names which would you suggest selling?

From what I can gather you prefer NVDA to AMD and would suggest one of either SHOP or LSPD. Is this accurate? Other suggestions or ideas to pair down?

Thank you very much

Q: Can you please give me your thoughts on what stocks or ETF's you like in the semiconductor space? Thanks

Q: Hi Peter, in the semi space we have AMD, NVDA, QRVO, ON, and MKSI. Knowing that NVDA is your favorite would you exit or trim any of these ? In Tech what do you think happens if/when the big guys AAPL, GOOGL etc and then the smaller guys report more good earnings numbers ? Will this boost them or are we past that for now ? Thanks for all you do !

Q: Could you rate these 3 stocks, looking to purchase one of them in my TFSA. Do you have a favourite or would you suggest another.
Thanks John

Q: Liking the semi conductor and related space, which of the companies listed would you suggest to hold for greatest growth over the next 3-6 months. Provide other companies names if you feel are better

Q: Can you comment on AMD earnings results.

Q: Good morning.
I am looking to buy one of the 4 listed. My distillation of reading your responses to questions is that you would recommend NVDA. Is this correct? Thanks.

Q: First of all, thank you for your amazing work. Cannot express how helpful my 5i subscription has been. Life-changing in all honesty.

My positions in LSPD (17.3%) and GSY (12.7%) have gotten a little out of hand. I was fortunate to pick them up near their lows in April. I've already trimmed both a couple of times, but I am really struggling to sell more given the positive outlook 5i has of both for the future. I've seen similar questions asked about trimming and selling positions with phenomenal growth and seen your responses suggesting to trim positions to reasonable weightings. I thought I might have an easier time doing so if you suggested some positions to add to or some new ones viewed as favourably as LSPD and GSY.

I have the following companies in a TFSA and have included the weightings only of positions I think might warrant a second look. While I anticipate a comment about weightings needing to be personal what would YOU suggest as the highest weighting for LSPD and GSY? And, again, please suggest some positions to add to or new ones.

Feel free to take question credits as you see fit.

DOO (2.1%), ATZ (2%), AW.UN, BYD
ATD.B
BMO, BRK-B:US, GSY (12.7%)
WELL (4%), VEEV:US (1.3%)
CAE, DAL:US, AC (1%), XBC (3%)
LSPD (17.3%), KXS (7.6%), DSG (3%), CSU, PHO (1.1%), AMD:US, CRWD:US (2.4%), U:US (2.1%), NVDA:US (0.83%), TTD:US(1.2%)
ROKU:US (1.9%), TTWO:US (1.2%), PINS:US (1.5%)
AQN, BEP.UN
REAL

Thank you again

Q: Hi Peter & Team
I am considering buying either AMD, NTC Intel or TSC Taiwan Semiconductor.
Please explain which one you would choose and way.
I value your expertise.
Ron

Q: Hi guys - when (if ever) does it make sense to sell individual stocks and replace them with a focused ETF? For example, I hold the 3 chip stocks above (though only for about 3 months, so only modest gains) since I expect AI, gaming and 5G to be areas of growth in the next few years. Would it make sense to sell these and replace them with SMH, which holds 25 semi-conductor stocks? These 3 are among the top SMH holdings and SMH holds other interesting stocks like TSM, ASML and MRVL. Obvious downsides are that buying SMH would add stocks that aren't currently doing so well (INTL) and would dilute my concentration in these 3. For a non-professional, part-time investor does this simplification make sense or does it significantly limit the upside?

Q: I have the above U.S. tech companies thanks to your help.
Medtronics hasn't done much in the past year - should I hang on to it?
Am wondering about purchasing VEEV or Unity Software.
If I were to add to the above positions, in what order would you do this?
Thank you so much for all your valuable help!
Margaret

Q: We are looking to adds some US positions to our TFSA. We currently have AMD, DAL, DOCU, BRK-B, and ROKU. Could you suggest 5 growth names for long term holds that you would feel comfortable entering new positions in today? And would you add to ROKU at present?

Thanks in-advance.

Q: I am looking to buy semiconductor company. Was wondering what you thought of the three that I have been following. Could you please rank them in order of preference and if you have one or two others you can include It would be appreciated.
Thanks John

Q: Hi 5I team.
My question is about healthcare and diversification in the space. I have been attempting to keep my position around the 16% portfolio weighting and currently hold ABBV, AMD, AMGN(4.8%), LLY(3%), PFE, MRNA, and WELL positions. Although I do not want to abandon the PFE/MRNA freight trains, I am looking at adding/shifting to what may be a longer term/higher dividend return avenue with the use of GILD(attractive entry and solid div), CRISPR(awaiting a pull back to $90 if it comes), and even MDT(under $103 if it comes)

How do you feel about this strategy and the switch out of AMGN/LLY to GILD/MDT?

Thank you

Peter

Q: Hi,

I hold a 2.5% position in NVDA after selling half to lock in my original costs. I'd like to pick up another high growth chip maker/developer/fabricator, and the listed companies are on my watch list. Ideally the company would have a great balance sheet (net cash), a pipeline of great products and great opportunity for growth - no dividend needed. Can you endorse one or two and/or recommend something not on the list?

Cam

Q: Apple's new Macs will be using its own in house processor chips.What effect will it have AMD?Any reason for AMD's recent weakness. Your opinion on purchase of Xillin Sense that the market is not that receiptive.Txs for u usual great services & views

Q: I have been following AMD and MU for some time now. They have both been expanding their horizons. I am looking for a company with potential for growth and both of these seem to be going in that direction. If you were to buy one today which one would be your choice and why?

Thanks John

Q: Hi 5i team,
This morning AMD announced its long rumoured takeover offer for XLNX. XLNX shareholders get 1.7 shares of AMD. CNBC reports it as a valuing XLNX at $143 per share, although AMD is under some pressure in the pre-market. I assume the long closing date of end 2021 is also a drag on XLNX upside. I may or may not hold onto XLNX. Is AMD a good buy here, with some pressure on it, in the fight against INTC or are there better growth candidates in the chip sector?
Thanks again for the insight.
Dave

Q: NVDA up 200%, AMD up 180%, TSM up 79% and QCOM up 70% in one year. Can I have your opinion on which would have more legs for continued share rise given current conditions within these companies, etc. Thanks so much. Dam Dan