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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: With the NASDAQ at a 3 week low and technology stocks seemingly being used as a source of cash to fun other sectors, do you think it is a good idea to start researching big technology in the U.S. Names like MSFT, NVDIA and GOOGL? While they may not be in favour for a quarter or two, it seems like they will still have strong earnings momentum for years to come. Your thoughts?

Thank you,
Jason
Read Answer Asked by Jason on February 23, 2021
Q: Hi,
This is a three part question, so take as many credits as you need. I know that when MRVL bought IPHI the deal was 66.00 cash per IPHI share + 2.323 shares of MRVL stock per IPHI stock held - at the time, estimates valued IPHI at around 157.00 per share - is that correct? If yes, then since the announced buyout, shares in both companies have risen. How does this affect the value of the buyout? It appears that due to the increase in share value, the math has improved somewhat - or was the buyout based on a fixed value of either IPHI or MRVL shares at the time of the takeover? The 2nd part of this question is this - if you feel it is best to hold IPHI until the deal is closed, would you continue to hold MRVL shares, buy more or sell them once the takeover is completed? The 3rd part is would you just sell IPHI now, considering they are starting to drop? As always, thanks for your input - much appreciated!
Dawn
Read Answer Asked by Dawn on February 23, 2021
Q: Hi, These companies are generally liked by 5i and we have holdings in each as follows
TIXT 0.5%,
DND 1% and
NVEI 1.5%
TIXT was recently added to your Growth Portfolio with 2.5% position.
Although, they operate in different areas of technology, from the future Growth perspective, how would you rate them in order, if we have some cash to add. Also, it would help, if you could provide rationale behind your decision to add TIXT to Growth portfolio, vis a vis DND and NVEI. Thank You
Read Answer Asked by rajeev on February 19, 2021
Q: Can I have your opinion on MVMD (Mountain Valley holdings)
Read Answer Asked by arnold on February 19, 2021
Q: Good Afternoon,

I am overweight in tech. Which of these would you reduce/sell first?

Thanks.
Read Answer Asked by Janet on February 19, 2021
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