Investment Q&A

Q: Hi 5i Team,
If you can only buy one of them, Broadcom and AMD, which one would you prefer?

Q: Is it time for a switch from NVDA (even a partial) to AMD and/or INTC? If a switch or addition, are there others to consider?

Q: AMD is down quite a bit. Is it worth holding onto at this uncertain time? Comments on its prospects haven’t been positive.

Q: Hi 5i,

Provided the long term business models for these stocks remains intact, and seeing a sale happening now, what would be attractive sales prices for each going into earnings?

Thx

Q: I am down about 19 percent on MU and thinking of selling as it seems to be out of favor these days. Could I have your opinion and what would be a better growth option or two. Thanks

Q: Your thoughts if this a good entry point to invest in AMD. My tech savy son and his buddies feel it is a winner.. Short term and long term..

Q: Hello, considering that AI is still in the early stage and accelerating, which one has the higher potential future return for a TFSA account for a 25 year old? And, with the PC refresh cycle, would AMD benefit more than NVDA?
Thanks
Carlo

Q: At today's current valuation and forward outlook which do you prefer? A short explanation would be great, plus how long do you thing these "picks and shovels" stocks have to go before spending slows down? Would you prefer the companies with the access to the "data" to be more of a longer term AI strategy? Thx.

Q: AMD’s share price has been going downwards, a direction opposite to most other major semiconductor companies. AMD’s business model seems sound and its newer chips, expected later this year, are said to be slimmer, more heat-efficient and much faster. Those chips should thus be in higher demand by manufacturers of PCs, and servers. Newer AI-equipped PCs need more powerful semis, and AMD is major supplier. Although AMD’s share price was up significantly in recent years, I have a rather large holding and large loss (down 22% in months-- unusual for semi companies). I read numerous analyst reports, 10Ks , other SEC filings and miscellaneous financial reviews. AMD sounds like a great business , so I wonder what I am missing. Granted, the business’ recent financials were poor , and unexpectedly below expectations. I am undecided whether to add to my position or harvest a tax loss. I am reluctant to sell just for tax reasons. Could be hard to get back in as good , high growth companies tend to run away from you.

1. I would appreciate your insight (substance please).
2. Financial ratios I have seen vary more than usual , surprisingly so, including data in otherwise reliable sources. Please, what do you show for :
Trailing P/E,
Forward P/E,
PEG ratio
3. Are you reasonably confident in AMD’s business model, and demand for its upcoming products-- the company's prospects?
Many thanks.

Q: Can you please compare the fundamentals of AMD vs QCOM for a five year hold? Which one would you recommend to hold? Thank you.

Q: What is driving these stocks down today?

Q: Hi, Is too early to bet on INTC after their new AI chip announcement? What would be a good wait-and-see period?

Q: What emerging AI companies do you recommend getting into and do you think Nvidia is still one to invest in at this time? First time investor.

Q: I have some nice gains on above listed companies. I am thinking of selling a few shares and use the proceeds to invest into related companies for diversification purposes.
What do you think of this strategy and what would be one or two suggestions for companies related to my list.
Thank you!
Albert

Q: Is AI becoming big enough to warrant its own category? I'm trying to find out what your recommendations are on AI companies going forward.

Q: I own this stock, have bought it at a low price so I'm still even on it. Don't need the cash but don't want a dog either. Do you think this has long term upside ? Buy, sell or hold ?

Q: I used to own NVDA at <$100/share and foolishly sold it around $300 USD before it started to climb vertically. I am now too chicken to buy back in. What would be some names to own in the AI and Semi conductor theme that are still reasonably priced? Or would you suggest sitting out of this theme for now?
I already own MSFT and GOOG.

Q: I thought yesterday was my last question on AMD. I can't reconcile your 40x and 26x numbers using the concensus eps on your web pages nor on G&M's numbers, so where are you getting your forward eps? Thx

Q: Thx for your answer earlier on results but I forgot to ask about your forward valuation and opinion on holding, and or buying more at a certain price level.

Q: Please opine on yesterday's results. It looks like a meet expectations release and sell-off for no reason. Thx.