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Qualcomm vs. Intel They hold the patent on the entire cell phone system. They have settled suits with China and Apple and are getting big payments. The stock has moved up nicely. 5G will be a boon for them globally. QCOM will continue to rise. Intel used to be the big leader in microchips until peers have overtaken them. But Intel will catch up, and the stock is now cheaply valued and pays a decent dividend. QCOM is for growth and Intel is a turnaround story. You can buy both.
Qualcomm vs. Intel QCOM holds the patent on the entire cell phone system. They have settled suits with China and Apple and are getting big payments. The stock has moved up nicely. 5G will be a boon for them globally. QCOM will continue to rise. Intel used to be the big leader in microchips until peers have overtaken them. But Intel will catch up, and the stock is now cheaply valued and pays a decent dividend. QCOM is for growth and Intel is a turnaround story. You can buy both.
BNS and TD have performed the best during his career. TD is well-managed and it expanded to the US at a good time, but loan opportunities in the US are not good. BNS has invested heavily in Latin America, and moving into digital banking with Tangerine. Latin American can offer upside, but is also risky. The overall bank industry faces concerns over loan losses during COVID--we'll see what happens. Markets will tend to fear over these losses, which he feels is overdone. This week, we'll see the data.