Q: Broadcom has slipped a bit lately. Is this just profit taking in advance of their quarterly report 04 March?
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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: You no doubt recognize parts of this list from a recent write up u did.
I have owned Kirkland gold for quite some time
If I wanted to add to my above gold position with the ones I have listed above , would u rank your favorites please.
I quite like photon, is there another in the space u would look at to purchase at this time.
I am quite enthusiastic about XBC which has fallen from its high, should I perhaps add more
At this time . Do u continue to like it and is there a competitor to it Cdn or US you would recommend to buy. Thank u always for being there with good info and clarity
I have owned Kirkland gold for quite some time
If I wanted to add to my above gold position with the ones I have listed above , would u rank your favorites please.
I quite like photon, is there another in the space u would look at to purchase at this time.
I am quite enthusiastic about XBC which has fallen from its high, should I perhaps add more
At this time . Do u continue to like it and is there a competitor to it Cdn or US you would recommend to buy. Thank u always for being there with good info and clarity
- Analog Devices Inc. (ADI)
- Applied Materials Inc. (AMAT)
- Broadcom Inc. (AVGO)
- NVIDIA Corporation (NVDA)
- Xilinx Inc. (XLNX)
- Advanced Micro Devices Inc. (AMD)
- ASML Holding N.V. (ASML)
- United Microelectronics Corporation (NEW) (UMC)
- Vishay Intertechnology Inc. (VSH)
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
- Analog Devices Inc. (ADI)
- Broadcom Inc. (AVGO)
- Micron Technology Inc. (MU)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- NXP Semiconductors N.V. (NXPI)
- STMicroelectronics N.V. (STM)
Q: Looking to add semi-conductors into my portfolio, as there is a shortage of product and high demand in the Automotive and Electronics industries. Interested in your perspective on Analog Devices, NXP Semi-Conductors, STMicrelectronics and Micron Technologies, as they have all had a great run, but still have high Buy ratings. If you think these have had a great run, and has some risk, what alternatives would you recommend. Thanks
- Broadcom Inc. (AVGO)
- Cisco Systems Inc. (CSCO)
- NetApp Inc. (NTAP)
- AbbVie Inc. (ABBV)
- Citigroup Inc. (C)
- KeyCorp (KEY)
- Prudential Financial Inc. (PRU)
Q: Please provide your top 10 ranked Canadian and US stock that are dividend aristocrats (at least 5 years of increases annually to their dividend or distribution) in the order you would purchase them.
- Broadcom Inc. (AVGO)
- KLA Corporation (KLAC)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Texas Instruments Incorporated (TXN)
- Marvell Technology Inc. (MRVL)
- VanEck Vectors Semiconductor ETF (SMH)
Q: I would like to add some coverage in semi conductors. What are your thoughts on these stocks? Is investing in the ETF a better bet? Any valuation concerns with SMH? Do you have other suggestions that are not overvalued?
Q: Good morning. Broadcom results seem fine yet Morningstar report has then as a sell?
Comments please. Stephen S
Comments please. Stephen S
- Broadcom Inc. (AVGO)
- Micron Technology Inc. (MU)
- Booking Holdings Inc. (BKNG)
- Pfizer Inc. (PFE)
- Verizon Communications Inc. (VZ)
- Atlassian Corporation (TEAM)
Q: I am an experienced investor and for years have been selling short strangles, in the money puts and out of the money calls around some of my core position stocks, such MSFT, UNH, SRPT etc with good success.
Last week, I sold naked positions around NFLX, picking Jan 15/2021 expiration, which is before they report earnings and expecting NFLX to be substantially range bound until then.
Sold NFLX 01/15/21 455 PUT at 15.10
Sold NFLX 01/15/21 515 CALL at 16.10
The trade is profitable between $424 and $546 and in an unlimited loss position outside the range (a risk I am prepared to accept).
My question is, do you have any stock recommendations, for stocks whose prices are not likely to fluctuate a great deal over a a defined period of time, or any screening methods to identify such stocks, so as to trade puts and calls as I described?
Thanks in advance for your insights.
Last week, I sold naked positions around NFLX, picking Jan 15/2021 expiration, which is before they report earnings and expecting NFLX to be substantially range bound until then.
Sold NFLX 01/15/21 455 PUT at 15.10
Sold NFLX 01/15/21 515 CALL at 16.10
The trade is profitable between $424 and $546 and in an unlimited loss position outside the range (a risk I am prepared to accept).
My question is, do you have any stock recommendations, for stocks whose prices are not likely to fluctuate a great deal over a a defined period of time, or any screening methods to identify such stocks, so as to trade puts and calls as I described?
Thanks in advance for your insights.
- Broadcom Inc. (AVGO)
- Micron Technology Inc. (MU)
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Lattice Semiconductor Corporation (LSCC)
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
Thanks John
Q: Like the AMD management but got me to thinking I'm not well-versed on semis...what would be your top 3 names and why? Thanks
Q: hello 5i:
I hold AVGO, and have done very well with it, but the valuation is beginning to look stretched. I'd like to stay in the same sector, but most tech valuations look high. INTC and LRCX look "reasonable". While not completely similar (subsectors differ), can you give me your opinion of these two companies? I've reviewed other questions eg you like NVDA, but with a PE of 90, as compared to INTC's 9, I can't see this as a contest (yes, I realize there is more to valuation than just looking at PEs). We also own CSU, OTEX, and PANW in this technology, with a small position in PHO. Normally, we're very long time holders eg. bought CSU at $115 (no, not a misprint). Look forward to your comments, as I really dislike stock gains to evaporate, unless they're being held for income.
thanks
Paul L
I hold AVGO, and have done very well with it, but the valuation is beginning to look stretched. I'd like to stay in the same sector, but most tech valuations look high. INTC and LRCX look "reasonable". While not completely similar (subsectors differ), can you give me your opinion of these two companies? I've reviewed other questions eg you like NVDA, but with a PE of 90, as compared to INTC's 9, I can't see this as a contest (yes, I realize there is more to valuation than just looking at PEs). We also own CSU, OTEX, and PANW in this technology, with a small position in PHO. Normally, we're very long time holders eg. bought CSU at $115 (no, not a misprint). Look forward to your comments, as I really dislike stock gains to evaporate, unless they're being held for income.
thanks
Paul L
- Broadcom Inc. (AVGO)
- Cisco Systems Inc. (CSCO)
- Roper Technologies Inc. (ROP)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Open Text Corporation (OTEX)
Q: I own the following 6 tech names (ROP is technically an industrial but fast moving into software) in my RRSP, each at about 2% weighting. I am thinking of gradually adding one or two FANG names to round this up. I am looking at MSFT and/or GOOG. If these makes a good complement, do you consider one or the other a better buy today?
- Broadcom Inc. (AVGO)
- Intel Corporation (INTC)
- Microchip Technology Incorporated (MCHP)
- NVIDIA Corporation (NVDA)
Q: hi there,
I own a basket of chip companies including AVGO, Nvidia, Microchip in my US 401K and am looking to add Intel based on research that they have the best AI chips out there and will set them up for new technology going forward. Your thoughts. It would bring my total position to 5% of my portfolio.
I own a basket of chip companies including AVGO, Nvidia, Microchip in my US 401K and am looking to add Intel based on research that they have the best AI chips out there and will set them up for new technology going forward. Your thoughts. It would bring my total position to 5% of my portfolio.
- Broadcom Inc. (AVGO)
- Duke Energy Corporation (Holding Company) (DUK)
- JPMorgan Chase & Co. (JPM)
- NextEra Energy Inc. (NEE)
- AT&T Inc. (T)
Q: Can you give me 5 US based companies with perpetual preferred shares. Safety is the most important factor.
Thanks
Thanks
Q: Would you consider Broadcom a good stock to buy at this point considering its financial fundamentals and growth opportunities. Thanks.
Q: I hold NVDA and I am looking to buy another US semi. I am medium risk tolerant, looking for capital appreciation and no need for dividends. 2 or 3 suggestions please with reasons.
Thanks, Tim.
Thanks, Tim.
Q: Q: Could I please get your thoughts on those company and whether you think it’s a good buy? Thanks Claude
Q: I have held pho for about a year and thinking of selling pho and buying nvda as they are down the same thus increasing the quality of my semi conductor exposure. Also I have made a lot of money from csu and kxs and have sold them and bought a small exposure to msft for the same reason. Does this make sense to you....thanks for the great service
- Broadcom Inc. (AVGO)
- Microchip Technology Incorporated (MCHP)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Texas Instruments Incorporated (TXN)
Q: Hi there,
I inherited all 5 of these positions in my US portfolio and looking to reduce to 3. i am leaning to NVDA, AVGO and QCOM but I know very little about MCHP. I am also concerned about letting go of TXN given their role in converting analog to digital signals. YOur thoughts. I am looking for a balance of growth and a stable dividend.
Cheers
I inherited all 5 of these positions in my US portfolio and looking to reduce to 3. i am leaning to NVDA, AVGO and QCOM but I know very little about MCHP. I am also concerned about letting go of TXN given their role in converting analog to digital signals. YOur thoughts. I am looking for a balance of growth and a stable dividend.
Cheers
Q: I am up about 12% on Broadcom. It is close to historical highs. Do you feel it still has some room to grow. I’m wondering if I should take some profits now or let it ride.
I would appreciate your opinion. Thanks.
AJ
I would appreciate your opinion. Thanks.
AJ