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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: I'm looking for your updated views on Inseego as it has been fairly flat since your last question in September. Their CEO was on Mad Money last week and I found the story he told to be compelling. I wonder if you could please describe what their position is within the market, who their main competitors are and what the total addressable market is as 5G gets rolling? Are we in the first or the fifth inning in terms of where INSG can run? At 1.5 billion in what I gather is a huge potential market it would be nice to know if you would rate it is a buy? Perhaps for good measure you can suggest if this has more or less room to run than Marvell and how they are different.

Thanks
Read Answer Asked by Tim on December 15, 2020
Q: Hi 5i team,
There are a ton of 5G companies that you mention from time to time. One that comes up less frequently is MRVL. MRVL had a virtual investor day today, which I attended, but kept it on in the background. A number of executives gave their views on their major markets, technology and growth rates, which as expected was all positive. The stock traded up for a while but then faded. I did not pay that close attention but was not overly impressed with the day. What say you on MRVL and what is the real point of investor days if there is nothing that noteworthy?
Thanks again for the insight.
Dave
Read Answer Asked by Dave on October 09, 2020
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
Read Answer Asked by Danny on May 13, 2020
Q: Hello 5i team,
Do you know the semiconductor company name that produces the G5 RF chip for cell phones?
Thank you.
Read Answer Asked by Elisabeth on April 28, 2020
Q: In anticipation of migration and implementation of 5G next year, what would you recommend as the top 3 semiconductor companies on your action buy list at the point in time
thank you
Read Answer Asked by rajinderpl on November 29, 2019
Q: With the recent moves to zero commissions in the US IBKR has taken a significant hit in price. Would you suggest selling this company and putting money in something like SYF or MRVL. Concern is IBKR growth is going to be very limited over the next few years.
Read Answer Asked by RALPH on November 07, 2019
Q: Hi !
Being overweight in tech (holding those above roughly in equal amounts), could you indicate, in order, which one you would let go to create some cash ? I also hold the following ETFs: igv, vgt, iusg which may create some duplication.
Thanks as always,
Jacques, Īle-des-Soeurs
Read Answer Asked by Jacques on September 16, 2019
Q: Could you suggest stocks that would benefit to 5g?
Thankyou
Read Answer Asked by Frank on August 12, 2019
Q: Hi Team, can I have your take on MRVL - Marvell Technology Group Ltd.
would this company be classified in the same industries as INTC, NVDA or TXN. Does it have a good growth prospect. I realize that you do not follow US stocks, but been hearing of this company for the first time in the last weeks and last couple days keeps coming up on US sites. Thank You in advance. Sam
Read Answer Asked by sam on November 30, 2017
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