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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: As more data centres start to come on line, running the equipment will likely offer an opportunity for the likes of Entegris to benefit. I'm curious about what you think of this stock now and what sort of timeline you'd expect to see an increase in demand for their products. I am also curious as to your current thoughts on ASML, KLAC, LRCX, APLD, CECO and LSCC. Lots of names, feel free to take points accordingly. Many thanks!
D
Read Answer Asked by Dawn on January 15, 2026
Q: Entegris seems to be in an interesting niche in the semi space, providing specialty engineered chemicals and materials required in the manufacturing process.

Stanley Druckenmiller recently initiated a new position.

Revenues have shrunk 2% over the past year. Wouldn't you expect that with the huge cap ex spend going towards AI right now that they'd be growing? Other semis like KLAC, ASML, LRCX have grown revenues ~25% over the same period.

Why hasn't ENTG participated in this?
Read Answer Asked by Adam on August 22, 2025
Q: These stocks are my US non registered portfolio, and are all at a loss, to varying degrees. Which stocks would you hold, which ones to sell, and what would you replace them with? Any sector, moderate risk
Read Answer Asked by Linda on January 31, 2024
Q: Pls comment on the earnings of each and if you would buy more, hold or move on. Thank you.
Read Answer Asked by Paul on February 09, 2021
Q: Could you provide your views on the following U.S. small caps and any other you consider having more promising growth ?

entg-q, exp-n, logi-q

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on September 30, 2020
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