Investment Q&A

Q: Good morning and happy Friday.

Here is a fun little exercise, if you had 1 million $ concentrated portfolio of 5-10 stocks and had a goal of an average 6%-8% return annually via combination of dividend and capital appreciation of holdings what stocks would you own? Canadian holding, and combo Canadian/U.S.A holdings. So 2x portfolio examples.

I realize this is just for fun and not financial advice. Thank you for the years of great service.

Q: After reading the article about KEYS in the Dec/22 Investor Suite this looks like a good long term hold. Will you please update ur comments of 1 yr ago comparing KEYS to LRCX and QCOM?

Thank you, Mike

Q: Hello Peter,

I think the market either goes down some or takes a breather for a couple of weeks as it digests the probability of a higher peak interest rate. I would like your opinion please.
In that context I am thinking of taking some profit on some of my long term positions that have rebounded with the intention of raising cash and legging in again as the rebound happens. At the same time I like them a lot and do not want to keep chasing after I sell. Just want to manage my risk without options.
In the semiconductor space I have a full position in NVDA and QCOM and half positions in ON and AMD. How would you suggest I trim, or should I go along for a bumpy ride?
As regards CRWD, I am in a conundrum. I like the space and it is my only holding there. It is also expensive. How would you suggest I manage the risk from here- I do not trade options.
Looking forward to your suggestions.
Regards
Rajiv

Q: I OWN LNG, NUE, LLY, ROK, APPS QCOM CRM, GOOGL, TSLA, NVDA, STZ....IN VARIOUS U.S. ACCOUNTS

I WOULD LIKE TO BUY MSFT AND COST

WHICH OF THE ABOVE WOULD YOU CONSIDER SELLING FIRST
ANY COMMENTARY ON THE OTHERS WOULD BE APPRECIATED. THANK YOU....

Q: Going over some losers from 2022.

Bauche
Converge
Enthusiast
Qualcomm
Topicus
Roblox


Please let me know your thoughts and also should I buy, hold or sell. Most are in registered accounts.
Thanks.

Q: It's time to add to my TFSA. I own ADBE, GOOG, AAPL, NVDA, PYPL, QCOM, CRM and TOL in this account, where longterm growth is the investment objective. Should any of these be switched? Please recommend replacements if so and ignore sector/market cap considerations. I wish to add to either NVDA or PYPL, which of these should I add to? Deduct as many credits as required. Thanks, and wishing you all the best for 2023.

Q: Peter; Does the Broadcom deal impact other chip companies, like NVDA? Is it a “ big”: deal in the chip market? Thanks
Rod

Q: What would be your preferences in semi-conductor companies?
Thanks Lorraine

Q: What would be your current 4-5 top picks in the Semiconductor space?
Could you rank them please along with a brief justification?

Thank you very much

Q: Which US, dividend paying, equites do you see as inviting these days? I have a lot of ABBV and SPG so perhaps other sectors. Thank you ( PS, I asked this question last week but received no reply.) Al

Q: I was interested in 5 U.S. stocks for a rif. Divs should be high with some risk is ok bit solid long term. Thx

Q: Hello 5i!
At this point in the cycle can you please rate the following as buy, sell or hold. I know you sometimes say in a different kind of market high growth can do well. Can you please comment on whether one should decrease technology holdings in general or just wait for tech to shine again one day. Thank you!

Q: Hi 5i Team - I hold the above stocks in three small U.S. accounts. I plan to keep NVDA, QCOM, AMZN, GOOG. My holdings in the other six are minimal due to the general sell-off over the past year: CRWD, UCTT, U, APPS, ROKU, UPST. I would like to combine these 6 into two, three at the maximum. Could you suggest which two or three should be kept. Or might it be best to sell all six and start over with a couple of different ones. My investment focus is growth with a three year timeline. Since it's the end of the week the answer can wait until sometime next week.
Thanks.

Q: QCOM has been dropped a fair amount more in recent weeks, perhaps due to news about a US policy about chips to China. While big on chip manufacturing, does QCOM in fact have more (eg IP assets) that would make the large drop because of the US policy announcement overdone?

In any event, does QCOM have good potential for a recovery in the next short while? Otherwise, I might take a tax loss and add to, say, MSFT; any comment about that move?

thank you for your excellent service

Q: I own shares in these 3 companies and am thinking of adding to one or all of them. Weightings are all still relatively modest. What do think of these stocks, is this a good time to add, and would you suggest adding to one, two or all. If not all, in which one or two would you prefer? With thanks, Don

Q: What are your semiconductor companies?
Thannk you Lorraine

Q: hi 5i,
can you give me your top pick for a semiconductor stock for long term hold. and if your pick is not Intel (which I assume it will not be ), can you advise re intel as a long term investment (I like dividends ). also, can you provide advice on Camtek ltd. (CAMT) please (it won't auto populate the "enter company" box above. cheers, chris

Q: We hold the following in a registered US$ 'growth' account . The list shows % each represents of our total US/CAN portfolio and current Gain/Loss position.

1. Anything in this list that you would toss out ?

2. With QCOM nearing 5% of portfolio and 100% gain, am thinking of reducing back to 2.5 and redeploying. Your thoughts on what to add to with proceeds – if anything ?

MTTR 0.2% -82%
CROX 0.4% -9%
META 0.4% - 25%
BKNG 1.0% -10%
APPS 1.2% -72%
U 1.2% -68%
TEAM 2.3% +22%
CRWD 3.0% -13%
MSFT 3.0% +85%
NVDA 3.7% +38%
QCOM 4.8% +92%

Q: With the chip bill being passed by Biden, which companies will benefit the most;
Intel, Cisco, Nvdia, Advanced Micro Device, Qualcom or other chip companies.

Q: hello 5i:
could you discuss the earnings for the above 2 companies, as well as the outlook from the CEO's? Looking to add to an existing CRM position; any red flags?
thanks
Paul L