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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: Hello,

I took a 1% position, total, in these 3 names about a year ago, as a speculative buy. They have all declined, rather significantly since my initial buy, making all 3 names less than 1% of my total portfolio. I have however noticed some recent relative strength. Would you move on or do you see this area as an interesting speculative buy? To note, I also own a 1.5% position in Illumina. Thanks as always
Read Answer Asked by Aaron on March 11, 2019
Q: Hi, I see that Knight is at a two year low. I like the company for it’s conservative ways, comfort if recession hits, and large cash position. (Has it ever given a one time special dividend while waiting?). I will be buying more in the near future.
Is now a good time to buy or would you wait and if it hits the low RSI ,as momentum is weak? I have a 4% position
Thanks,
Read Answer Asked by Brad on March 09, 2019
Q: What is your opinion of this company? I feel like with social trends moving in the direction of "pets are more a part of the family" that people are willing to do what they can for their fur babies. Also with the trend of more meat and other live stock increasing in the diets around the world do you see this company as a good long term hold with the stock price increasing?
Thanks
Read Answer Asked by Kolbi on March 04, 2019
Q: I saw your comments on GUD and they make sense. But if I told you I owned a stock that has been down 25 percent for 2 years and that it continually disappoints shareholders, (GUD took in only about 11 million in REVENUE last year, despite a market cap of 1.1 billion and 750 million cash sitting on the balance sheet. This is mind boggling, really) I think your answer would be that it's dead money and that I should move on. So while this might end up being a good long term investment for 'my grandchildren', it really doesn't seem to fit with your overall philosophy, does it?
Read Answer Asked by Alex on March 01, 2019
Q: I have been looking at CVS in the last few days as a long term hold, the dividend is quite attractive. The share price has dropped to what looks like a 5 year low, the Forward PE is at 8.6. How would you evaluate the long term prospects of CVS? Could the large merger it has gone through make future dividend increases doubtful?
Read Answer Asked by Mike on March 01, 2019