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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'm 50% down on both of these companies. I'm ready to throw in the towel on either if not both. Do you believe they will recover in the next 2 years? Would you rather sell one and buy the other, would you just hold for now, or would you sell both and buy something else? Take as many credits as needed. Thanks
Read Answer Asked by Ziaad on July 07, 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: 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
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