Investment Q&A

Q: I currently hold MSFT, NVDA, AMZN, and GOOG. All are at a 5% weight, except for AMZN, which is at 3%. I have an additional 2% to invest. Would you suggest topping up AMZN to 5%...or purchasing another tech stock with the additional funds? If the latter, would you please provide three stocks ranked by both risk and potential profit...and explain why you have selected each? Thank you.

Q: For a 3 to 5 year hold, would you prefer ASML or NVDA?
What would be your reasoning?
Thanks!

Q: Which one do you like more for 3 to 5 years. ASML or ANET?

Q: I have capital gains from early in 2022 that can be offset by capital losses. I have losses in the following stocks. Of these pairs which would you sell to offset the gains? UCTT or ASML; CRWD or MAGT; SLF or BNS or POW.

Q: How about buying chips making companies? Which one do you like?
Lorraine
Thank you
Be happy.

Q: I am trying to compare valuation metrics on these two companies. With ASML we have RoE of 57%, P/E of 36, price to sales of 9.7
With MKSI we have RoE of 19.3%, P/E of 10.9, price to sales of 2.3
With these wildly different ratios can you help with comparisons. What numbers would you suggest for evaluation these two companies... which one holds the best reward for an investor?

Q: Hi team,

Looking for performing stocks with strong growth potential, and reasonable risks. What is your present evaluation of the followings: TH-Q, NEX-N, PGY-Q and ASML-Q ? Would you buy it now ? If not, what would be your favorite in the same sector ?

Have a good day,

Jacques IDS

Q: Can you comment on Asml here at Jan 24 pricing from an atactiveness point of view

Q: I've been lucky enough to own NVDA in the last year. Its now 4% of my portfolio. I'm considering buying a semi supplier like AMAT, LRCX,ASML, etc. What do you think? is it too much to own NVDA and a supplier? if so, which would you suggest?

Q: Good afternoon,
If you had new money to invest would you put it into ASML or UCTT?

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

Q: I own Broadcom and was wondering what tech/semi stocks you would recommend to compliment the name? Thanks!

Q: For growth, would you buy 1, 2 or all 3...and which?

Q: Hi 5i Team - Would you be able to provide a summary of resources/materials needed in the semi-conductor space. Out of these are there any that would stand out as being particularly important. And finally are there any companies, Canadian or American, that have a good track record of providing any of these resources/materials.
Thanks.

Q: I bought these semis over the past few years in different accounts at different times in both non-registered and registered accounts. All of them did very well for me. I added them up yesterday and noticed they are over 5% of all my invested assets. As much as I hate to sell winners I probably would have to trim soon. Do you have any suggestions as to the trimming methodology? Reduce each and every one by half (or third) of its current value. Selectively sell some and not others? Sell the ones in registered accounts as there is no immediate tax consequence. keep the ones in taxable accounts? Sell some and keep the promising ones (can you tell or predict?) ? Any other suggestions? I have a high degree of risk tolerance. Thanks.

Q: Given 92% of the world's leading edge chips are manufactured in Taiwan, and China's accelerating efforts to retake the island, what companies would benefit if the US decides to build capacity in semiconductors?
Any Canadian candidates?

Q: Liking the semi conductor and related space, which of the companies listed would you suggest to hold for greatest growth over the next 3-6 months. Provide other companies names if you feel are better

Q: I read over the internet that this European company has the only technology to produce the future generation of chips for the big manufaturers like intel and nvidia. I hear that they could be in a sort of monopoly situation because of the complexity of the machines that they manufacture. Is apple a customer of ASML with their chips ? Thanks for your opinion about this company.

Q: A fund manager on BNN gave these as top picks. i got the sense he knew what he was talking .please comment on ASML.in some detail
Also Costco briefly

Q: What is your opinion of these four companies? They seem to screen well financially and technically. Would you buy into them now?