Investment Q&A

Q: Could I please get your thoughts on Apple’s recent announcement that they will start using their own inhouse developed modem to replace the presently used Qualcomm modem. I presently have a 50% gain. At this time would you recommend Sell, Hold or Buy. Thanks … Cal

Q: Besides TSLA and GOOG, what would be some companies that will benefit the most from autonomous vehicles?

Q: I sold my full positions in APPL and NEE plus sold half my position in VERT this morning. I would like 2 good dividend payers with a growth metric, and 2 small/ mid caps for a 2-3 year hold.
Other positions currently held are: MSFT, SYK, AMZN, ISRG, GOOG, ABBV, JPM, PRU, AGX, CRS.
Thanks for all the above over the years. David

Q: Hi There,

I own the first 3 companies in equal weightings and have done reasonably well with each. I’d like to buy AVGO but I need to sell one of the three.

All things considered which 1 do you think I should sell with a 5 year horizon.

Thank you!

Q: Hello Peter,
Is there a reason by First Solar is declining daily? Given investor activism and potential of Qualcomm showing interest, is Intel a good bet right now? Thanks very much

Q: Hello,

Given the anticipated AI growth could you provide some names of companies with the largest short to long term growth potential in the following categories:

1. Chip Design
2. Data Processing
3. Business Application Design
4. Data Centers
5. Power Supply (for the Data Centers)

Thank you!

Q: Hi,
I reviewed Q&A on INTC post "melt down"! I can understand your words of caution.

My question is based on a recent comment by a guest on BNN Bloomberg (Mark Sebastien) who said that INTC's fabrication unit alone is worth 22$. With QCOM and hedge funds circling around and the technical pattern indicating the possibility of island gap reversal, worth taking a small position for a quick 20-30% profit?
(22 to 30$ jump).

Am I dreaming or being delusional?!

Q: I am presently down 61% on SMCI . What do you think of this company and is it a sell or hold ? I also hold QCOM, but not under on this one. Any thoughts on this one ?
LRCX , I'm down 17%, the chart looks good on it .Sell or hold ? If I were to sell any of them, please give me 5 choices of stocks in the same categories. Thanks guys.

Q: Can you please provide current valuation and forward outlooks on those names ? And what price do you think it would be a good entry point?

Thank you!

Q: Follow Up from my recent question.

A couple questions weren't answered, but can the following one be addressed?

4. AMD. Is it worth holding the 2nd fiddle? Would it be better used in something in 1st in a different space? like AVGO or QCOM?

With your answer to SMCI from my previous question, do you have an idea based on multiples, etc that you could see an achievable price target at for 12 months?

And Finally, the last couple weeks have been ROUGH. In the other answers I've seen you mention issues with the Election, Recession fears, and just general fear with earnings coming. Are we in for a rougher ride? I know that not being invested for the few key days in a period of time drastically reduces total returns over a period, but do you foresee one of those key days coming say, by the end of the year? Would it be prudent for an investor in times like these to say, go to say 25, 50, or 75% cash? Which?

I picked up PRL and ASPN after your response to mine and other questions, and am 10 and 20% down. Did I jump the gun? Worth going to a full position in the current turbulence? Or is it worth a steadier broad market etf or energy Utility until things calm down?

Q: I have less than 1% positions in the above companies and am trying to reduce holdings. Can you please rank them buy, sell or hold. Thanks Stew

Q: Hi Team,
Under current market conditions, could I have your top 3 sectors to invest in today along with 4 (2 cnd and 2 US) of your favorite names from each sector.

Thanks,
Shane.

Q: As far as Ai is concerned, to what extent will the performance of the following stocks be dependent on the fortunes of NVDA? Please rate each of them with a number from 1-10, with 10 representing the highest correlation to NVDA.

VRT, MU, MSFT, META, MRVL, AVGO, QCOM, AMAT

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: Can you please compare the fundamentals of AMD vs QCOM for a five year hold? Which one would you recommend to hold? Thank you.

Q: Would you please please order the tech stocks in order of preference for long term hold with a brief explanation of each.
Would you consider CEG comparable to NEE?

Q: I presently have $66,000 to invest and am looking at these stocks to buy. Please place them in order of preference . Best choices first and if there is some you would not buy at present prices ? I could have an extra $5,000 available if I sold my DDOG. Is it a hold or sell ? Thanks for your help !

Q: QCOM What could be the reasons behind the recent jump in share price?

Thanks,

Q: Hi there,

Qcom has seen a large uptick in share price. Is it still at a reasonable price or getting overvalued?

Thanks!