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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: Hello 5i

You are often asked if you could provide 2-3 "bargains" from the various portfolios - could you, given the current environment, provide
- 2-3 from the balanced / Income portfolios
- 2-3 outside of the portfolios (either Canadian or US please)
That you would consider a good opportunity to pick up at this time.

Thanks
Read Answer Asked by mike on May 10, 2022
Q: Hi 5i,

Looking for additional exposure in the semi-conductor market. I currently already have a 3% weighting in NVDA. I am looking to potential start a position in AMD or INTC.

Your previous answers to questions suggest you favour AMD (after NVDA) given the companies recent execution.

However, INTC seems to be turning a corner with there plans to build new plants in Arizona in the next few years and change in management. Based on its current valuation (cheap compared to AMD) the current tailwinds of 'on shoring' it seems to me a compelling buy compared to AMD.

Your thoughts would be greatly appreciated. Appreciate all you do.
Read Answer Asked by GREGORY on April 11, 2022
Q: Hi Peter

What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio


Thank you
Howard
Read Answer Asked by Howard on March 16, 2022
Q: Hello! When examining my portfolio there are definitely areas that are working and areas that clearly are not like emerging markets, gold, and high growth tech. These are a much smaller portion of my portfolio. However, does it make sense to exit these areas if one can get out with no loss/minimal loss and reallocate the money to something like Sunlife, Enbridge, BCE, etc.. if one also needs dividend income. The reason for owning gold, emerging markets/international equity and high growth was for diversification but if primary reason for investing is income/stability I'm just wondering if it makes any sense at all to own these other clearly more risky areas. Thanks and I look forward to your expertise!
Read Answer Asked by Neil on February 01, 2022
Q: Hi 5i Team - Could you provide some insight into the shortage of chips and the disruption this is causing. In particular is the lack of supply due to raw materials and if so which materials, manufacturing capabilities, transportation holdups, or any other factors. Also do you have an educated guess as to approximately when the situation could start to ease up. Thank you.
Read Answer Asked by Rob on January 10, 2022
Q: What are your thoughts on this etf? Are there any similar options to get exposure to these companies?
Read Answer Asked by Gary on January 09, 2022
Q: Please list around 5 TECH stocks that you like in US or CAD that are not 'expensive' when compared to the high fliers with little to no earnings. Please exclude the FB, GOOG, APPL, AMZN, NVDA and MSFT.
Thank you.
Read Answer Asked by Mike on December 17, 2021
Q: Hi, I have owned Intel for many years but lately it has been a disappointment, I sold half my position last year and purchased AMD which has done well. What's your advice, should I sell INTC and purchase SOXX or NVDA or continue to hold it, looking for the best growth prospects.

Thx
Read Answer Asked by Kim on December 14, 2021
Q: Hello team, from the list above could you please rank in order to:
1> Keep and or add for full position or
2> Sell now & move on, and
3> what would you replace the sale positions with?
Thanks
Carlo
Read Answer Asked by Carlo on November 15, 2021
Q: Given the recent run up in certain semi conductor and chip stocks, would it be prudent to use an ETF such as SMH to better diversify risk right now if only one position available in a portfolio? Or, going the individual stock route, how would you rank the following in a moderate risk portfolio QCom, AVGO, TXN, NVID, AMD, SWKS, INTC?
Read Answer Asked by Gerry on November 15, 2021
Q: Following up on your recent comments on Intel.
With there plans to build 2 new plants in the USA and the Congress in the process of passing a bill that would provide partial funding for these plants, at the current price and PE in single digit, is there not potentially great value at this price over the next few years? Plus a yield at 3% while you wait! I understand they are not the greatest growth play, but they are Intel? What am I missing??
Read Answer Asked by PETER on October 26, 2021
Q: Can you please suggest a few US listed companies in the semiconductor space who should see price appreciation as we come out of the supply chain issues / chip shortage over the next 12-24 months. Thank you
Read Answer Asked by Vineet on October 25, 2021
Q: hi can I have your opinion on Intel earnings/guidance. and can I get your top picks for a semiconductor stock please...
thx chris
Read Answer Asked by chris on October 23, 2021
Q: Hi 5i Team - Are there any Canadian companies in the semi-conductor space that would be of interest to you, including start-up companies, suppliers of materials, and any potential companies on the horizon. I sold my shares in Photon Control some time ago and am looking for some kind of replacement on the Canadian side. If the U.S. is the only way to go in this field could you please suggest a couple of top picks. l already have Nvidia. Thanks.
Read Answer Asked by Rob on October 21, 2021
Q: Hi there,

I am looking to buy 10 software stocks and 10 stocks in the semiconductor space. I am seeking out high growth names. Would you be able to provide me with your top recommendations? Thank you kindly,

Jason
Read Answer Asked by Jason on October 18, 2021
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