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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: 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
Read Answer Asked by Donald on September 19, 2022
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
Read Answer Asked by chris on August 10, 2022
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%
Read Answer Asked by Alexandra on July 29, 2022
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.
Read Answer Asked by Helen on July 29, 2022
Q: Good afternoon - I am about break even on a full NVDA position and am considering selling and purchasing QCOM. Both are well down from their highs and while NVDA may have a higher ceiling, QCOM does pay a dividend which I am eyeing with interest. What do you think, and why? Thank you
Read Answer Asked by alex on June 29, 2022
Q: I sold NVDA to accrue a tax loss and I can now buy it back. You were extremely high on the company 12 - 18 months ago but you have been naming other semi-conductor companies lately - QCOM and AMD specifically when asked about the sector. Have you cooled on NVDA and should I just stay with my proxy, AMD, or I am splitting hairs here and would you be comfortable with returning to NVDA for the long term?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on June 21, 2022
Q: If you were planning to deploy some new money into a few growth-oriented names today, which names would end up on your shortlist? (CAN or US)
Read Answer Asked by Andrew on June 21, 2022
Q: In what order would you buy them today for 3 years?

On separate note, I am wondering when 5I started and how long I am member.
It was exciting ride over many years and without your help I would not survive.


Thank you for great service.
Milan
Read Answer Asked by Milan on June 17, 2022
Q: We hold the following in a registered/US$ account . The list shows % each represents of our total portfolio and current Gain/Loss position. Considering selling U and redeploying into one or more of the names already held in US$ account.
1. Are there others that you would consider selling ?
2. Your thoughts please on which, if any, of the existing positions to re-deploy into, OR should the cash be held for later use ?

APPS 1.6% -61%
BKNG 1.1% -2%
CROX 0.3% -26%
CRWD 2.5% -25%
FB 0.55% -6%
MSFT 2.8% +72%
MTTR 0.25% -77%
NVDA 3.65% +38%
QCOM 4.4% +81%
TEAM 2.1% +11%
U 1.3% -67%

Many thanks, as always.
Read Answer Asked by Alexandra on May 18, 2022
Q: Could I please have your views on the best mid to large cap buys out there tor a long term hold, with a focus on USA. What do you think has the most potential upside with the least downside? Though call I know. I was looking at Amazon, Shopify, lspd, upst, Etsy, salesforce and square as candidates. Thank you.
Read Answer Asked by Jason on May 16, 2022
Q: Good day team,

I know that you always suggest trading/buying into positive momentum but if you were to choose some stocks (regardless of sectors), on both the CDN and US sides, what would they be? As we are all aware, there is a lot of red out there in certain sectors.
Read Answer Asked by Seamus on May 13, 2022
Q: Good morning Ryan, Peter, and Team,

These are some of the stocks in my "growth" basket that have been most decimated in recent weeks. In which order might you sell, or would you suggest staying the course at this stage, given the dramatic share price drops? If selling, where might you move some of the cash for a (hopeful) rebound potential over the next six months? Thanks. Brad

Read Answer Asked by Bradley on May 12, 2022
Q: Happy Friday,

With the current dip and a further downside expected are there any income equities that you would classify as very attractive.

Looking for some new ideas. I have lots of banks, pipes, telcos, utilities, insurance cos, etc. but am not immune to buying more.

Anything in the US really strike you fancy?

Thanks very much and have a great weekend.
Read Answer Asked by Dave on May 10, 2022
Q: I am down about 30% with Keysight. I am thinking of selling it to harvest the loss and purchasing Qualcomm in place.

QCOM is much bigger and has a noticeably lower P/E (14.87 v. 27.10) somewhat better Price to Cash Flow (17.9 v. 21.3);

But QCOM has a higher P/B (12.18 v. 6.87) and while not worrisome, a noticeably higher Debt / Equity ratio( 1.8 v. 0.53).

Which matrix would you use to evaluate these 2 companies?

Which of the 2 do you see having a better prospect going forward?

Thank you for your excellent service.
Read Answer Asked by Leonard on May 06, 2022
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