Q: I initiated a half position in NVDA recently when it dipped below $200. I know you really like it. I see that the US is asking Taiwain to help with chip shortage and the last 3 months TSM has lost ground. Two questions: Between the two which would recommend to add/start a half position for 1. Short term and 2. long term? Thanks again.
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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: Interested in buying semis here…can you give me your thoughts on TSM and QCOM? Is there a preference and is there much/any overlap in their businesses? Thank you.
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Analog Devices Inc. (ADI $242.67)
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Texas Instruments Incorporated (TXN $216.16)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $232.78)
Q: Dear 5i,
do you like any of these TXN, ADI, TSM?
If yes, how would you rank them from best to least favourite.
Can you give general reasons for your selection please.
thanks
do you like any of these TXN, ADI, TSM?
If yes, how would you rank them from best to least favourite.
Can you give general reasons for your selection please.
thanks
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Broadcom Inc. (AVGO $277.82)
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NVIDIA Corporation (NVDA $163.16)
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QUALCOMM Incorporated (QCOM $159.16)
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Freeport-McMoRan Inc. (FCX $45.92)
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Ivanhoe Mines Ltd. (IVN $11.29)
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Copper Mountain Mining Corporation (CMMC $2.49)
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SPDR Semiconductors ETF (XSD $263.92)
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iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $243.87)
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Aura Minerals Inc. (ORA $37.53)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $232.78)
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VanEck Vectors Semiconductor ETF (SMH $285.59)
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Global X Copper Miners ETF (COPX $45.11)
Q: Good afternoon,
Could you please pass along on how best to take advantage of rising copper prices both using an equity( s) and etf.
Same question as it applies to the semi conductor space.
Please feel free to deduct 2 credits as I have posed 2 questions.
Thank you,
Brad
thank you.
Could you please pass along on how best to take advantage of rising copper prices both using an equity( s) and etf.
Same question as it applies to the semi conductor space.
Please feel free to deduct 2 credits as I have posed 2 questions.
Thank you,
Brad
thank you.
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Broadcom Inc. (AVGO $277.82)
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NVIDIA Corporation (NVDA $163.16)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $232.78)
Q: I don't have any semiconductors in my portfolio which I think would be a good addition to diversify my portfolio. What would you recommend at this point in time? Thanks for your ideas.
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Applied Materials Inc. (AMAT $195.82)
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Broadcom Inc. (AVGO $277.82)
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Intel Corporation (INTC $23.31)
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NVIDIA Corporation (NVDA $163.16)
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QUALCOMM Incorporated (QCOM $159.16)
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Texas Instruments Incorporated (TXN $216.16)
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Advanced Micro Devices Inc. (AMD $138.89)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $232.78)
Q: Hi,
I read an article called “The World Relies on One Chip Maker in Taiwan, Leaving Everyone Vulnerable” that appeared on the WSJ.
Apart from TDM, NVDA & INTEL, are there any others names in the industry that you could share or recommend?
Thanks,
I read an article called “The World Relies on One Chip Maker in Taiwan, Leaving Everyone Vulnerable” that appeared on the WSJ.
Apart from TDM, NVDA & INTEL, are there any others names in the industry that you could share or recommend?
Thanks,
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Broadcom Inc. (AVGO $277.82)
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NVIDIA Corporation (NVDA $163.16)
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QUALCOMM Incorporated (QCOM $159.16)
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NXP Semiconductors N.V. (NXPI $229.02)
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ASML Holding N.V. (ASML $798.69)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $232.78)
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.
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Broadcom Inc. (AVGO $277.82)
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NVIDIA Corporation (NVDA $163.16)
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Ichor Holdings (ICHR $23.51)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $232.78)
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Ultra Clean Holdings Inc. (UCTT $24.84)
Q: What stocks would you look at that could be expected to benefit from the apparent shortage in chips? I have a 3-5 year horizon.
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NVIDIA Corporation (NVDA $163.16)
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QUALCOMM Incorporated (QCOM $159.16)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $232.78)
Q: Taiwan is in worst drought in decades. TSM is in Taiwan and much water is needed to make Chips. Should I sell TSM and purchase another Chip Company. What company should I purchase NVDA, AMD, MRVL, QCOM, INTC ?
China is also a threat to Taiwan and is currently sending War Planes over Taiwan. This is another problem facing Pres. Biden.
RAK
China is also a threat to Taiwan and is currently sending War Planes over Taiwan. This is another problem facing Pres. Biden.
RAK
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NVIDIA Corporation (NVDA $163.16)
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QUALCOMM Incorporated (QCOM $159.16)
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Advanced Micro Devices Inc. (AMD $138.89)
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Marvell Technology Inc. (MRVL $71.90)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $232.78)
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VanEck Vectors Semiconductor ETF (SMH $285.59)
Q: Currently I own all of these semi conductor related companies in my taxable account. QCOM, AMD and MRVL are still at a loss since the March downturn. All others are in positive territory, especially SMH. Should I continue to hold them all as core holdings for the long term or would you trim or delete any? Is it still a good idea to hold SMH because the ETF owns a number of companies like ASML, AMAT, an MU that I do not hold?
Q: PINS where it is today; TWAIWAN SEMI-CONDUCTORS where it is today;
3 months from where they are today - which one will be higher? Second time around with PINS it was a pick on Market Call a couple of years ago and so I am thinking of taking the loss again and moving on. Answering this question will provide me guidance. I notice a lot of stocks have a big pop after earnings and then give it all back (eg. SHOP). What is your take on this? Relying on your good advice.
3 months from where they are today - which one will be higher? Second time around with PINS it was a pick on Market Call a couple of years ago and so I am thinking of taking the loss again and moving on. Answering this question will provide me guidance. I notice a lot of stocks have a big pop after earnings and then give it all back (eg. SHOP). What is your take on this? Relying on your good advice.
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NVIDIA Corporation (NVDA $163.16)
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Advanced Micro Devices Inc. (AMD $138.89)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $232.78)
Q: We keep hearing chip shortages lately, and will imagine that "AMD', TSM', NVDA'....chip names will do well as a result of strong demand and price power etc. But most of these chip names are all well below their February highs. Could you help us understanding the share price and demand divergence observed? If we buy any of these names, will we be rewarded? If yes, which one or ones you like? Thanks
Q: I am either going to buy into NVDA or TSM. Which might be the better option for two year growth. Or might it be prudent to buy both in equal measure. It appears the chip manufacturing will heat up with global shortages. Thnks
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Photon Control Inc. (PHO $3.60)
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Applied Materials Inc. (AMAT $195.82)
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Micron Technology Inc. (MU $122.42)
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NVIDIA Corporation (NVDA $163.16)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $232.78)
Q: What is the best semiconductor stock for growth going forward? Are they as a g group over priced now?
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Applied Materials Inc. (AMAT $195.82)
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Broadcom Inc. (AVGO $277.82)
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NVIDIA Corporation (NVDA $163.16)
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Advanced Micro Devices Inc. (AMD $138.89)
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iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $243.87)
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SEACOR Marine Holdings Inc. (SMHI $5.55)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $232.78)
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VanEck Vectors Semiconductor ETF (SMH $285.59)
Q: Can you please give me your thoughts on what stocks or ETF's you like in the semiconductor space? Thanks
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Meta Platforms Inc. (META $734.89)
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Alphabet Inc. (GOOG $178.61)
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CVS Health Corporation (CVS $66.38)
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Oracle Corporation (ORCL $234.91)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $232.78)
Q: I have held CVS for approx. 6 months and virtually it is flat. There have been many recommendations from the street however I have 22,000.00 which seems to be dead money. Should I sell and buy some tech stock like Oracle or Taiwan semiconductor. Do you have a suggestion other than these 2?
Cheers, Doug
Cheers, Doug
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Costco Wholesale Corporation (COST $976.27)
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Alphabet Inc. (GOOG $178.61)
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Intuit Inc. (INTU $773.01)
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Booking Holdings Inc. (BKNG $5,666.92)
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The Walt Disney Company (DIS $120.89)
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Nike Inc. (NKE $73.92)
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Veeva Systems Inc. Class A (VEEV $282.01)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $232.78)
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CrowdStrike Holdings Inc. (CRWD $507.70)
Q: Current market volatility has me seeking companies that have 'wide moats' making them somewhat less susceptible to market noise. I would appreciate it if you would suggest the names of some American companies that you would consider to be 'wide moat' types of companies. If there are some that currently provide value this would be a bonus.
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Accenture plc Class A (Ireland) (ACN $295.28)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $232.78)
Q: Initiated positions in both companies late last fall (before the Alibaba market difficulties). Would appreciate your short and long term outlook for both, recognizing the China market is not in your immediate ballyhoo!
ed in montreal
ed in montreal
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Amazon.com Inc. (AMZN $222.61)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $104.05)
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Baidu Inc. (BIDU $88.62)
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iShares S&P Global Clean Energy Index Fund (ICLN $13.62)
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Trimble Inc. (TRMB $78.93)
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ARK Next Generation Internet ETF (ARKW $148.73)
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WELL Health Technologies Corp. (WELL $4.76)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $232.78)
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KE Holdings Inc American Depositary Shares (each representing three Class A) (BEKE $18.18)
Q: Hi,
Could you comment on my profolio for a 5 year hold? Should I add/remove/replace any of the stocks?
Also, Cathie Wood said she is expecting a drop of the market this year. However I currently have ZERO cash position. Do you think I should trim my profolio to have some cash? If yes how much percent do you recommend?
Thanks!
Could you comment on my profolio for a 5 year hold? Should I add/remove/replace any of the stocks?
Also, Cathie Wood said she is expecting a drop of the market this year. However I currently have ZERO cash position. Do you think I should trim my profolio to have some cash? If yes how much percent do you recommend?
Thanks!
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NVIDIA Corporation (NVDA $163.16)
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QUALCOMM Incorporated (QCOM $159.16)
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Advanced Micro Devices Inc. (AMD $138.89)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $232.78)
Q: Good morning.
I am looking to buy one of the 4 listed. My distillation of reading your responses to questions is that you would recommend NVDA. Is this correct? Thanks.
I am looking to buy one of the 4 listed. My distillation of reading your responses to questions is that you would recommend NVDA. Is this correct? Thanks.