Q: Would you average down and buy more AMT here? I know it is expensive on a valuation basis but is there any other fundamental issues that causes you concern? Do you think Keysight Tech would be a better way to play 5G? Thanks
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Can I please have your thoughts and analysis on this companies recently announced earnings. Your input would be appreciated. Thank You.
- Apple Inc. (AAPL)
- QUALCOMM Incorporated (QCOM)
- Xilinx Inc. (XLNX)
- American Tower Corporation (REIT) (AMT)
- Keysight Technologies Inc. (KEYS)
Q: Do you know of a company that is ready to roll out the 5G technology. Thanks. Ernie
- QUALCOMM Incorporated (QCOM)
- Skyworks Solutions Inc. (SWKS)
- Keysight Technologies Inc. (KEYS)
- CEVA Inc. (CEVA)
Q: How do rate Ceva as an Internet of things and 5g play? Which companies would you prefer in these sectors? Regards greg
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Skyworks Solutions Inc. (SWKS)
- Keysight Technologies Inc. (KEYS)
Q: Am interested in Biotechnology, 5G and AI, can you recommend some of the leaders in the US?
Art
Art
- Garmin Ltd. (Switzerland) (GRMN)
- QUALCOMM Incorporated (QCOM)
- NextEra Energy Inc. (NEE)
- Procter & Gamble Company (The) (PG)
- Keysight Technologies Inc. (KEYS)
Q: i have to be aware of the one answer begets another question syndrome but when you say
While we are not scared of high valuation stocks we prefer to do this on more-reasonably priced companies in case the entire market rolls over.
i have to ask what specific companies you might have in mind?
thanks
While we are not scared of high valuation stocks we prefer to do this on more-reasonably priced companies in case the entire market rolls over.
i have to ask what specific companies you might have in mind?
thanks
- QUALCOMM Incorporated (QCOM)
- Skyworks Solutions Inc. (SWKS)
- American Tower Corporation (REIT) (AMT)
- Keysight Technologies Inc. (KEYS)
- Marvell Technology Inc. (MRVL)
Q: I know that there is people always talking about how 5G companies are going to be the next big thing. Besides QCOM would you have any other companies that come in mind that will have big growth in the next 2 to 3 years. Thank you and your answers are always appreciated.
- QUALCOMM Incorporated (QCOM)
- Skyworks Solutions Inc. (SWKS)
- TELUS Corporation (T)
- Keysight Technologies Inc. (KEYS)
Q: Will Telus be a major player in the 5G roll out? What companies do you suggest?
- Sangoma Technologies Corporation (STC)
- ATS Corporation (ATS)
- Keysight Technologies Inc. (KEYS)
- Just Eat Takeaway.com N.V. (GRUB)
- Alteryx Inc. Class A (AYX)
Q: Good morning. I own the above in my TFSA. I'm up a bit on KEYS, down a bit on GRUB, and more or less even on the others. There was a recent question on which technology companies you would buy right now and I own everything on your Canadian list but only NVDA on your American list. My question is, which of my holdings would you consider replacing with something off of the American suggestions.
Thanks for your advice.
Thanks for your advice.
- Apple Inc. (AAPL)
- QUALCOMM Incorporated (QCOM)
- Xilinx Inc. (XLNX)
- American Tower Corporation (REIT) (AMT)
- Keysight Technologies Inc. (KEYS)
Q: I am considering to start investing in the 5 G technology companies ( 2/3 companies for 3 to 5 years) . What are your thoughts on which sector: hardware, software... and which companies would be a good start. I realize this is a broad question, please take as many credits as needed.
Thank you!
Thank you!
- Apple Inc. (AAPL)
- QUALCOMM Incorporated (QCOM)
- Xilinx Inc. (XLNX)
- American Tower Corporation (REIT) (AMT)
- Keysight Technologies Inc. (KEYS)
Q: good morning,
I'm reading a lot of rather breathless prose about the potential of 5G and am interested on your thoughts for the potential of this technology. The names that pop up include Apple, Qualcomm, Nokia, Siemens, Skyworks, Crown Castle ( I believe that may have been a 5i suggestion) and even ( gasp) Blackberry. What companies would you suggest are best positioned to take advantage of the projected growth, both US and Canadian. Thanks.
I'm reading a lot of rather breathless prose about the potential of 5G and am interested on your thoughts for the potential of this technology. The names that pop up include Apple, Qualcomm, Nokia, Siemens, Skyworks, Crown Castle ( I believe that may have been a 5i suggestion) and even ( gasp) Blackberry. What companies would you suggest are best positioned to take advantage of the projected growth, both US and Canadian. Thanks.
Q: Keysight is down big time today after it's earnings announcement. It has been fairly flat in 2020. I am still up on this stock but am thinking of moving on. Can I please have your thoughts on Keysight and any comments you may have. If I sell I would put 50% of the proceeds into REAL and the other 50% into Well. Thank You.
Q: I have a 4 % position in keys since April of 2019. The stock has done nothing ?
Do you see it as a compelling hold or would you let it go?
If you would sell, can you please suggest 3-4 mid to large cap US equities ( non tech, non financial ) where you would put new money to work ?
Thanks
Do you see it as a compelling hold or would you let it go?
If you would sell, can you please suggest 3-4 mid to large cap US equities ( non tech, non financial ) where you would put new money to work ?
Thanks
- QUALCOMM Incorporated (QCOM)
- American Tower Corporation (REIT) (AMT)
- Keysight Technologies Inc. (KEYS)
Q: I'm looking for a US or Canadian company to compliment American Towers and semiconductor stock, like Qualcomm because of the 5G theme. Wondering if there is a quality company with growth potential that would complement the existing positions that you would suggest I consider
.....Thanks....Tom
.....Thanks....Tom
- QUALCOMM Incorporated (QCOM)
- Skyworks Solutions Inc. (SWKS)
- Xilinx Inc. (XLNX)
- American Tower Corporation (REIT) (AMT)
- Baylin Technologies Inc. (BYL)
- Keysight Technologies Inc. (KEYS)
- Nokia Corporation Sponsored American Depositary Shares (NOK)
Q: Good morning: could you please give me 3 to 5 names, both Canadian and US that might bode well with use of 5G technology?
Thanks
Thanks
Q: Can you please comment on these two companies recently announced earnings. Thank You.
- Akamai Technologies Inc. (AKAM)
- QUALCOMM Incorporated (QCOM)
- Xilinx Inc. (XLNX)
- American Tower Corporation (REIT) (AMT)
- NXP Semiconductors N.V. (NXPI)
- Keysight Technologies Inc. (KEYS)
- Marvell Technology Inc. (MRVL)
- Defiance Next Gen Connectivity ETF (FIVG)
Q: Dear Sir,
Hearing a lot about the upcoming 5G system boosting economic activity. Can you suggest companies in the robotics, communications, chips manufacturer, etc. sectors that one can invest in to benefit from the 5G roll out? Alternatively, an ETF that covers this space would also be helpful. Thank you.
Regards,
Danny
Hearing a lot about the upcoming 5G system boosting economic activity. Can you suggest companies in the robotics, communications, chips manufacturer, etc. sectors that one can invest in to benefit from the 5G roll out? Alternatively, an ETF that covers this space would also be helpful. Thank you.
Regards,
Danny
Q: In February you stated that you consider KEYS:US to be a weak buy. Do you still consider it to be a weak buy? What are the company negatives? I notice the company's stock appears to have weathered the Covid crisis better than other companies even though the stock is still down from its pre-crisis high.
Thanks,
Jim
Thanks,
Jim
Q: Please comment if these companies are * BUYS* for a 3 years hold. Thanks a lot .
- QUALCOMM Incorporated (QCOM)
- Xilinx Inc. (XLNX)
- American Tower Corporation (REIT) (AMT)
- Keysight Technologies Inc. (KEYS)
Q: I'm interested in investing in any North American companies that would benefit from the 5G network infrastructure that is being put in place in the world. I'm thinking of companies that would build 5G networks but it could also be companies that would benefit from 5G. Can you please list your top 3 choices? Thanks.