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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: I have a small position purchased quite a while ago. Since purchasing it has been up and down, most of time was under water, now it is up about 30%. I am thinking of switching it to a better one with potentially more growth and stable. Could you please provide your comments?

Thanks,

Lin
Read Answer Asked by Lin on July 18, 2024
Q: Greetings 5i,

LRCX reported recently. What are your thoughts on these numbers and the company in general? Who are thier main competitors? What will be the main drivers of growth for the next few quarters and are they positioned correctly to take advantage of any tailwinds from global AI demand expansion.

Cheers!
Read Answer Asked by Duane on April 29, 2024
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
Q: Hi Team. I have taxable losses in CSV (-36.5%) and UCTT (-53.9%) I am thinking of selling them and replacing CSV with PLC ( I appreciate the later is C$) and UCTT with MKSI. The switch depends on whether the substitutes have similar expectations going forward. The alternative is to simply sell CSV and UCTT and wait 30 days to buy them back. Which strategy do you think makes more sense at the present time?
Read Answer Asked by Ken on October 13, 2022
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?
Read Answer Asked by Harry on August 23, 2022
Q: I am a retired investor with some room for growth in our portfolio.

I 'like' MKSI, am underwater on my investment, and recognize the challenges the chip sector has been and is facing. I would appreciate 5i's thoughts on this firm's solid long term potential for profitable growth.

What does 5i 'see' in the delay in acquiring Atotech? How important does 5i view the acquisition to MKSI's strategic position?

Given the importance of the China market, does 5i see MKSI proceeding with the acquisition without China's approval?

Would 5i recommend selling the shares for a tax loss now, with a view to buying them back in 30 days?

Thank you for your comments.
Edward
Read Answer Asked by Edward on July 07, 2022
Q: With the chaos in the US market in Q1 2022, im considering adding some quality growth names to my portfolio. Which US growth names do you think are attractively valued in the current market environment?
Read Answer Asked by Patrick on April 06, 2022
Q: Hi Research Team

I"m interested in Tech companies with good to great Free Cash Flow going forward?
Does your team have a list of 10 U.S. Tech companies and 5 Canadian Tech companies that would fall into this criteria?
Thanks
Cal
Read Answer Asked by cal on January 27, 2022
Q: I own Broadcom and was wondering what tech/semi stocks you would recommend to compliment the name? Thanks!
Read Answer Asked by Michael on September 02, 2021
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