Investment Q&A

Q: has had a recent run up seems to be in the right end of the technology industry your opinion please

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

Q: Hi Peter and Team
Your advice on options, specifically covered calls is very much appreciated. Some time ago you had advised on opportunities in the US market for selling covered calls. As I believe that with the US election done that there may be some return to normal, is this a good time to again consider selling calls and could you advise 3 Canadian and 3 US shares that might offer good premiums ?
Thanks so much for the ongoing advice. Peter

Q: Hi,

I hold a 2.5% position in NVDA after selling half to lock in my original costs. I'd like to pick up another high growth chip maker/developer/fabricator, and the listed companies are on my watch list. Ideally the company would have a great balance sheet (net cash), a pipeline of great products and great opportunity for growth - no dividend needed. Can you endorse one or two and/or recommend something not on the list?

Cam

Q: I have been following AMD and MU for some time now. They have both been expanding their horizons. I am looking for a company with potential for growth and both of these seem to be going in that direction. If you were to buy one today which one would be your choice and why?

Thanks John

Q: I am thinking of adding the following positions to my portfolio at about 2.5% each, would like your opinion on prospects for the following companies: bidi (Baidu); SONO; Mu (Micron); AMBA (Ambarella);; espo (VanEck e gaming etf); find (global fintech etf). These are all a play on the 5G rollout/stay at home revolution/play at home, your comments would be most welcome

Q: Ifn the event we are seeing a shift from growth to value stocks could you identify five value stocks in Canada and the US that would make good investments at this time?

Thanks for your advice.

Q: Do you believe the cyclic trade is back for real and if so, can you recommend 3 stocks Each in the US and Canada? Thanks!

Q: Hello Peter,
Any of the above mentioned stocks you would consider rotating out of/reduce in favour of buying some value such as GE, KHC or any other that you would suggest?

Q: Would it be benefiitial to replace MU for VEEV in a RIF account witch contain GOOGL, ,AYX, DOCU, TEAM, NVDA, ROKU AND IGM as ETF.
Thank you for your exceptional services.
Yves

Q: I hold these 2 US stocks in a well diversified CAN/US portfolio. They have not performed as well as many of their peers and I am wondering if they are "best of breed" and worth holding or if there are better opportunities for growth elsewhere. Could you please comment on the future prospects of these 2 stocks and if its best to keep them or redeploy the funds elsewhere. If redeploy, what would you recommend as replacements in the US, sector allocation aside with a focus on growth

Q: Hello team,
Due to market conditions, noted exchange postponed the major indexes re-balancing, Tech is near 1/4 of S&P index,
1 What may effect the most sectors weighting post re-balancing? how does it work?
2 Earning season just kicked in, major tech earnings will be coming out next week, what's your predictions for the tech sector in general?
Thanks

Q: Good morning,

I have some cash to add to 3 new US technology positions. I am looking for growth, and I am comfortable with volatility. Looking out 5 years what would be your favourites from the list above at current valuations. Any concerns with the list above? I already own MSFT, SQ, RPD, DOCU, AYX. If you have other suggestions please do share. Thanks in advance.

Q: I have some U.S. cash to invest. I feel the U.S. market is going a little bit lower over the next few weeks and this will provide a great opportunity to capitalize on. Which of the above would you consider to have the best outlook ( or would you suggest buying a little bit of all four )??
Ed in Montreal

Q: Governments are going to put a lot of money into the system because of the corona virus. I have been told that this can lead to inflation. Which sectors,and companies, will benefit?

Q: Hi I asked this question earlier. You answered with dividend paying stocks (thanks). but if your were not considering only dividend payers, what would be your choices?
thanks

thanks as always for your level headed thinking. I have a number of CAN dividend stocks as the core of my holdings. I now have cash that I want to deploy over the next couple of months. what are your top 5-10 US stocks (no regard to sector) that you recommend based on a 5 year hold.
Michele

Q: Hi,
What is their balance sheet?
Would you start buying them and in what order?

Thanks,
Milan

Q: I own the above stocks and under water. Do I hold or go sell at a loss for possible gains in a better us co. If so, what would you recommend.

Thanks

Q: I bought a smallish position in MU after Peter had it as a top pick on BNN last year. It has done well thank you. I always considered it as a trade rather than a long term hold. Your BNN comments today confirmed this. I am aware of your views on market timing. What conditions or at what point would it be best to trigger a sale or partial sale? I hold it in an RRSP so here are no tax consequences. Thanks very much, Frank

Q: We have a small 1% weighting in both MU and KEYS and we are thinking of selling MU and buying more KEYS with the proceeds. We already have a 4.2% weighting in NVDA plus substantial positions in CSU, ENGH and SYZ to a lesser degree.
While MU is showing good momentum now it seems to be more cyclical than KEYS. NVDA also seems to be somewhat cyclical, charting similar to MU, at least looking back over 2019. I realize KEYS is much smaller than MU so by switching to KEYS we could be taking on more risk however with a 2% weighting it is maybe not too dangerous.
The other option would be to sell SYZ and use the proceeds to bump up both MU and KEYS. This would reduce our dividend income of course but I think we could manage with less dividend.
Any recommendations?
Your website lists a KEYSW:US without any questions on the stock. Has KEYS sold warrants? I can't find a listing on RBC direct investing.
Thanks,
Jim