Investment Q&A

Q: I own Broadcom and was wondering what tech/semi stocks you would recommend to compliment the name? Thanks!

Q: Do you consider mksi a buy at these levels?

Q: MKSI reported earnings July 28. Sell MKSI? Buy more MKSI? Supply chain issues are having an impact on their business.

Thanks!

Q: Which stock i.e MKSI, UCTT, or ICHR would be a good replacement for PHO, with the similar characteristics of growth, risk, etc. If you have other preferences, please list them also with similar growth and risk.
Thanks for your service!

Q: MKS is buying PHO. Would it make sense to buy MKS? Would the growth/risk/balance sheet be similar? What are the differences? Would you recommend a purchase of MKS or would you choose another company? If so, which one(s)?

Thanks for your service

Q: MKSI announced its intention to buy the German chemical company Atotech. What are your thoughts on this move? It is a large acquisition and the initial market reaction does not seem enthusiastic
Many thanks.
Mike

Q: Hi Peter, in the semi space we have AMD, NVDA, QRVO, ON, and MKSI. Knowing that NVDA is your favorite would you exit or trim any of these ? In Tech what do you think happens if/when the big guys AAPL, GOOGL etc and then the smaller guys report more good earnings numbers ? Will this boost them or are we past that for now ? Thanks for all you do !

Q: Hello,

MKSI had a nice earning report last week, also raised earning guidance for next one. Why the stock dropped meaningfully recently? I have a 2% position, should I hold, sell or buy more? Thanks.
Lin

Q: Pls comment on their earnings/guidance last week. Would you purchase any now ? Thank you.

Q: Hello,
Could you please comments on MKSI Q4 results and outlook. Do you think if it is worth hold? If not, could you please recommend two US stocks in semi sector.
Thanks
Victor

Q: I'm not happy with MKS (down 28%) and considering selling in favour of BOX or GRUB. Can I have your thoughts on this move and which do you prefer at the moment? I do not need income and am OK with reasonable risk over a 3-4 yr period.

Q: Hello,
Could you please comments on BRKS and MKSI earning and outlook. I have both BRKS and MKSI. Should I switch to MU?

Thanks

Victor

Q: Hi,
Could you please comment on the recent results. Do you still like the company?
Thanks
Luke

Q: "MKSI" share price dropped more than 7% yesterday, what happened? Shall I hold or sale my position? Is "MKSI" a leader in the sector? or what is their ranking in the sector? Who is holding a leadership role? What is your view to the company's future? Is this a expensive stock?

Thanks,
Lin

Q: For an investment in the technology/industrial sector in the U.S., which would you choose at this time between Cognex and MKS Instruments ?

Thanks,

Tim

Q: Hello,
Could you please comments on MKSI 4Q result and 2018 outlook? Is MKSI valuation cheap? Which one is a better buy among BOX, MKSI, BRKS, ICHR?
Thanks
Victor

Q: Hello,
What are your thoughts at this time for this company? It seems to be having a hard time getting any traction lately. Is it still worth holding?
Thanks
Luke

Q: Hi Team,

My U.S account is extremely heavy in the Tech sector and it’s time to scale back a couple of names to properly diversify. After making significant money on the listed names what do you suggest me dropping?

Thx
Marco

Q: Good day,
What is going on with mksi today? I can’t find any news.
Thanks
Luke

Q: Hello everyone.. could you please comment on the latest earnings? Thx