-
Micron Technology Inc. (MU)
-
Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
-
Premium Brands Holdings Corporation (PBH)
-
Novo Nordisk A/S (NVO)
-
ON Semiconductor Corporation (ON)
-
Nutrien Ltd. (NTR)
Q: I am underwater significantly (-20 %to 30%) on the above 5 companies. I have a well balanced portfolio so am looking to either sell the above and replace them or add to them. Can you please give me your thoughts on which ones you would ditch and which ones (if any) you would add to. If you have any suggestions as replacements for any that you consider should be sold I would appreciate it. Thanks for your ongoing great insights. Peter
Q: Hi,
As is my custom, I reviewed Q&A using symbol search and read your answers going back to Oct 2024. You have consistently given your "nod" to MU.
Of course it has been slipping even though it is not really in the same AI realm as NVDA. In one of the answers you even preferred MU to AMD! (That surprised me I must say).
Anyway, I initiated a position sometime ago. Didn't average down!
The questions are simple: Is this a good time to add slowly? Up to 2-3%. What about the law suits it is facing? Value stock or value trap?!
(With these companies that seems to the dilemma one is facing, especially trying to pick some good companies at a discount.)
As is my custom, I reviewed Q&A using symbol search and read your answers going back to Oct 2024. You have consistently given your "nod" to MU.
Of course it has been slipping even though it is not really in the same AI realm as NVDA. In one of the answers you even preferred MU to AMD! (That surprised me I must say).
Anyway, I initiated a position sometime ago. Didn't average down!
The questions are simple: Is this a good time to add slowly? Up to 2-3%. What about the law suits it is facing? Value stock or value trap?!
(With these companies that seems to the dilemma one is facing, especially trying to pick some good companies at a discount.)
Q: Hi everyone,
I have a hard time using the MARKET DATA to compare similar companies. For example, which ratios would you use for NVDA, AMD, MU, and others in the same space if you wish. It would be nice to have the same info for other industries, so we might be a bit more self-reliant . P/E are sky-high these days and seem not to matter anymore. Thanks.
I have a hard time using the MARKET DATA to compare similar companies. For example, which ratios would you use for NVDA, AMD, MU, and others in the same space if you wish. It would be nice to have the same info for other industries, so we might be a bit more self-reliant . P/E are sky-high these days and seem not to matter anymore. Thanks.