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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 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: If you go back in time anywhere from today to a few months, a lot of stocks have a previous low whereas with NVDA and AMD it is not the case, they continue to make lower lows for a lot longer than a few months ago. Have you got a reason why? SW has been performing very well for quite some time but I didn't buy it because 5i has not been too fond of it. Is this still the case? Thank you
Read Answer Asked by Dennis on July 07, 2022
Q: Good Morning. In your response to Mike this morning you stated: "NVEI is slightly cheaper than a large-cap tech name such as GOOG (one of IYW's top holdings), but NVEI has a much stronger growth profile, but at the cost of longevity uncertainty." Did you mean that NVEI has a much stronger growth profile than GOOG or IYW ?
Thank you,
Dennis
Read Answer Asked by Dennis on July 06, 2022
Q: Everyone, I never believed the multiple at $160 per share and I don’t believe the multiple at $25 per share. What is the appropriate multiple for today and one year from today. I have held the stock since the summer of 2019 and I have added many times since. I believe the strategic plan the company has changed for the better, with added features to the software. Clayton
Read Answer Asked by Clayton on July 06, 2022
Q: I have losses in these four equities (between 10% and 25%) and was contemplating selling them. Would you continue to hold onto these equities or would you sell? What order would you sell them in?
Read Answer Asked by David on July 06, 2022
Q: Hi Peter,

Everything is down these days…..

I have a bunch of Shopify, and FB

Your thoughts on getting rid of SHOP and FB and move that money to GOOG ?

Do you think SHOP and FB will come back ?

Your suggestions on what to buy on selling SHOP and FB ? Something that is down and has more upside and better fundamentals….

Thanks
Read Answer Asked by HARRY on July 06, 2022
Q: Since I have no interest in fossil energy stocks and don't need Real Estate stocks since I hold properties. Where should I overweight to get a decent weighting in other categories?

Thanks

Yves
Read Answer Asked by Yves on July 06, 2022
Q: Hi!
I got into CIX a few months ago at around $20. I am happy to hold and wait to break even at least. Would you be able to suggest how long that will wait will be? Also, are the fundamentals still in place for CIX for the market to pay $20 for CIX.
Not to worry...it wasn't a massively concentrated position or anything! : )
Read Answer Asked by D on July 06, 2022
Q: I live in a city where every other car seems to be a Tesla. I noticed on teslas loan page that they only deal with the three banks mentioned above when it comes to financing.

Will this materially move the needle for any of these institutions in the long run?

Thanks
Read Answer Asked by dan on July 06, 2022
Q: In this uncertainty in the market is gic a good place to invest in?
Read Answer Asked by Larry on July 06, 2022
Q: hi, 5i
I hold these 4 in my USD account. META is down 28%, PFE up 48%, other 2 are break even. thinking of positioning for an eventual recovery, and surviving any further downturns, do you like these? would you sell any, and if so, what would you replace them with? cheers, chris
Read Answer Asked by chris on July 06, 2022
Q: We owned Onex since 2006, we are from $20 to$ 64. Not that great given the meagre dividend. It is about 1% of total portfolio. we have some newly realized cash and wonder if we should augment the position to 3% given the low valuation now.
could you suggest other well priced private equity or conglomerate, (Claivest?) We are looking at the long term.
Thank you.
Read Answer Asked by francois on July 06, 2022
Q: Hi, Any comments/change about our Energy Sector Holdings strategy of 7.5-10% weighting, in light of Oil prices tumbling below US$100 today. Oil and Gas equities are taking a big hit and now trading back at the most recent lows made a few weeks ago when oil price dropped to $104. Do you think, sector could see more pressure in coming weeks/months, with fear of recession growing ? Is any action warranted ?Thank You
Read Answer Asked by rajeev on July 06, 2022
Q: As it appears to me we are probably headed toward some level of recession it seems likely that an economic slowdown will be negative for energy stocks such as TOU. First of all do you agree with me that a recession is possible, maybe probable, and secondly if you do do you agree the it may be timely to unload stocks such as TOU or are you of the opinion that energy prices will remain high in view of world wide need for energy, Russia etc
Gord
Read Answer Asked by Gordon on July 06, 2022
Q: Good morning. The thought crossed my mind a couple weeks ago that we could be in for a tough winter and thought of putting in a wood burning stove to offset natural gas usage in my home. With nat gas prices hitting the headlines with a 700% price increase.
What do you see for consumers of same across North America this heating season? Are regional shortages a possibility? I know this is a but unusual as a 5i question but your input would be appreciated. If you were to invest in nat gas stocks, or etf's where would you put your money, or has that horse left the trading barn already ? Thanks David. Please take as many questions as necessary.
Read Answer Asked by David on July 06, 2022
Q: Hi Guys
I'm looking to purchase a Small Cap Mutual Fund in the next 12 Months.
It can include US companies also. Can you give me your favorite Small Cap Mutual Fund Company and Symbol that's available to retail investors.
Thanks Gord
Read Answer Asked by Gordon on July 06, 2022
Q: I hope the 5i team and readers enjoyed a nice holiday weekend. Looking ahead to the second half of the year, what do you think we’re in for with the markets? I realize prognostications are hard to make (maybe I should say they are easy to make but hard to get right!). I get nervous because I keep seeing more doom and gloom forecasts which reference the tightening of fiscal policy in the US and ongoing inflation. I would appreciate hearing your general comments at this time. Thank you.

Jason
Read Answer Asked by Jason on July 06, 2022
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