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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 would be your current list of top 5 companies that you would consider your favorite, almost must own's, due to their potential, prior success, moats, or any other criteria you consider as most important, for the following investor:

- Relatively young with a long timeframe to save for retirement.
- Will not need the funds for a long time.
- Has no concerns with short term volatility.
- Irrespective of sector or geography.
- Looking to maximize chances of outperformance over time.

List can be shorter or longer if appropriate.

Thank you!
Read Answer Asked by Joel on November 13, 2023
Q: Hi Peter and Team
Now that the "B" word has been mentioned in reference to MPW I guess my buy and hold approach does not work this time. Could you suggest two or three possible stocks that could help toward a 60% recovery of funds in my RIF account .
Thanks
Read Answer Asked by Gary on November 13, 2023
Q: For the listed companies, what would be your ranking in-terms of attractiveness if adding to a portfolio today?
Read Answer Asked by Andrew on November 13, 2023
Q: I am having trouble making sense of their shareholders letter which is supposed to explain why PLUG has had difficulties this year; there seems to have been a shortage of H2 when PLUG makes the stuff, which makes their statements gobbledegook. What is going on - can you clarify please. I thought previous commentary had identified them as prime movers in a sector in which H2 was going to play a significant role.
Read Answer Asked by Mike on November 13, 2023
Q: Good morning 5i team, MKSI seems well positioned to participate in our world of Internet of Things, AI and miniaturization, with chips in high demand. The Atotech acquisition added significant debt just as rates started rising. MKSI has disappointed and is down significantly. Geopolitics and a cyber attack don't help. I would appreciate your assessment of management and the company's prospects. Would you recommend selling it to generate a tax loss? Thank you. Edward
Read Answer Asked by Edward on November 10, 2023