Investment Q&A

Q: On a scale from 1 to 10, what number would you assign the following eight stocks where 10 represents the most upside and 1 the least, and what letter grade would you give them where an A represents the least risk and an F the most?

NVDA, VRT, MU, DELL, QCOM, MRVL, ON, AMAT

Q: How would you rank the following Ai-related companies (best first) with an outlook of at least a year or two?

VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM

Q: 1. Please let me know your thoughts on the best choices of Semi Conductor and Related Companies to own going forward...

2. What would be the Core Holdings going into this Ai moment +

3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...

4. How do you feel about the Valuations and Stock Price of the Current companies listed...

5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...

Thanks in advance,
M

Q: What is your opinion of ON semiconductor after its recent price drop. Is a screaming buy at these price levels. Thanks for your expertise.

Q: good afternoon,

Can I have your view on this company. Looked at a few reports on it and it doesn't look to compelling. Something else to look at ?

Thanks,

Happy Holidays to the Crew,

Q: Looking to take tax losses and not sure which to pick ? Some of them I can sell and not rebuy ? Please rate them as sell, hold, sell and rebuy. Thanks guys.

Q: These names are common top ten holdings in US small cap growth mutual funds. In your opinion, which of these companies look most attractive to start a long term position today?
Thanks

Q: What is your opinion on ON Semiconductor. What is its forward multiple and growth prospects in this market. Are there other stocks in the sector that you prefer. Thanks for the info.

Q: What did you think of earnings? Recent news seems very positive. Do you have any thoughts about silicon carbide (SiC) chips and the outlook for ON? Thanks

Q: I am considering a purchase of ON Semiconductor. It has been pulling back significantly and this is making me question if I should buy. What factors would you highlight for buying or staying away?

Q: Hello Peter,

I think the market either goes down some or takes a breather for a couple of weeks as it digests the probability of a higher peak interest rate. I would like your opinion please.
In that context I am thinking of taking some profit on some of my long term positions that have rebounded with the intention of raising cash and legging in again as the rebound happens. At the same time I like them a lot and do not want to keep chasing after I sell. Just want to manage my risk without options.
In the semiconductor space I have a full position in NVDA and QCOM and half positions in ON and AMD. How would you suggest I trim, or should I go along for a bumpy ride?
As regards CRWD, I am in a conundrum. I like the space and it is my only holding there. It is also expensive. How would you suggest I manage the risk from here- I do not trade options.
Looking forward to your suggestions.
Regards
Rajiv

Q: Will you please provide an update for these companies to your December 13, 2021 response?

Thanks very much,

Mike

Q: Could you comment on earnings, what are the important takeaways here?

Q: Could you please comments on ON's last quarterly results. Would you consider it to be a buy at this time? Is there another company in this sector that you would prefer?

Q: can you tell me the growth prospects for these stocks?

Q: Thoughts on earnings and forcast for both ? Thank you.

Q: Can you comment ON's recent earning please? I noticed they have bought a big 12" fab from global foundry in 2019. Is that mean they might have better position compared to other Semiconductor companies with enough capacity for future growth? Any other thoughts on this company can you share?

Thanks very much!

Q: Which Semi's (if any) have all manufacturing independant of China and Taiwan ? Thanks.

Q: Hi Peter, what are the expectations for QRVO & ON next week ? One would think that with the chip shortage results for all these companies would be good and reflect max output. Is that the case or are supplies muffled by the most restricted component of a particular end users product ? Thank you.

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 !