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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: What is your view of ATVI as a long term hold for safety and growth? Are there any companies with better prospects that you would rather hold? If you were to sell ATVI to invest in these better prospects, would you do so now or wait until the MSFT acquisition is officially dead?
Read Answer Asked by David on May 03, 2023
Q: I do believe that our future will be elecrified, though it will take more than a decade to make real progress. Copper will be a key raw material but we will also need motors, batteries and control systems. Renewable power producers will also be needed of course, but I am more interested in the device side rather than the power production side.

If you wanted to start a mini-portfolio of companies that are likely to be key to an electrified world, how would you begin and can you suggest a few companies that will likely be key players?
Read Answer Asked by David on May 03, 2023
Q: Hi 5i
I like the (relative) stability of CSCO but I like the growth prospects of QCOM. I own both at near enough equal weights in an over-diversified portfolio.
Would you leave well enough alone at this time with these two or would you tilt the scales to increase QCOM and decrease CSCO a little?
Thanks
Read Answer Asked by mike on May 02, 2023
Q: Hi 5i Team - Could you give a brief explanation of what VMS is. Also is this the main component of all three: CSU, Topicus and Lumine. I have some understanding of the operations of these three companies but am still somewhat confused as to their differences from each other. Are there any major competitors and if so could you name a couple. Thanks.
Read Answer Asked by Rob on April 28, 2023
Q: Hi there, I've been holding nxpi at a loss for about 2 years now and I'm getting fed up. I am into it at about $200 a share. Would you suggest that I hold? It had a run up to the $180s in Feb but has since fallen back. I find it painful as it seems to fall all the time. Should I hold and wait and see or move on? Thank you,

Jason
Read Answer Asked by Jason on April 28, 2023
Q: Hi, I was interested to read the question and answer you had yesterday on whether you would pick google over Microsoft (you sided with google). I hold google at a loss (down around 15%). I have been concerned by the argument that ai search will ultimately harm google’s main income source - it’s search engine. One analyst even said google is at risk of cannibalizing its own business with its ai search engine. The other argument against google was that it has only market share to lose against the bing/Microsoft challenge. Can you address these arguments? The fear seems to be that google is a potential candidate for being the next yahoo or Kodak which of course is a little premature to call but that seems to be the bear argument on google.

Thank you.

Jason
Read Answer Asked by Jason on April 28, 2023
Q: I am interested in investing in companies that are leaders in developing AI. So far I have identified GOOG, MSFT, NVDA, and AMD. Do you agree with this list and are you able to add to it? I have seen AMZN, AAPL, IBM and META with regard to AI, but are they simply users of AI rather than developers?
Thank you.
Read Answer Asked by Dennis on April 27, 2023
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