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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: Peter, I have weighting of 20% in Tech (which I want to keep) and it is split evenly between CSU, DSG, ESL and ZQQ. Right now there appears to be more interest in KXS and OTC vs. ESL or DSG. I have a 135% gain in ESL in my taxable account. What do professional do when faced with this? Sell a great company (ESL); pay taxes and buy a faster growing company that investors like at the current time, or keep the great company?
Read Answer Asked by stephen on August 11, 2016
Q: I am building a growth portfolio to mimic 5I -- and separate from my other holdings. I own BOS, CXR, DBO, KXS, PUR, SH and RRX at roughly 3% each.

Are all the holdings within the portfolio "buyable" at this time? i.e, do you have a preference in terms of 2 companies to add at this time, which might have more immediate "oomph". (For lack of a better word. I'm still caffeine-challenged at this time of day.)

Thanks for your excellent service.
Read Answer Asked by Sylvia on August 11, 2016
Q: I notice sometimes you suggest selling after a security rises quickly and sharply, but for the most part suggest selling related to fundamental changes or portfolio weighting.

For shopify my weighting is fine, but has risen $36 to $51 quickly. With limited info that it's around 3.5% of a diversified portfolio, is this one to take a little off the table or let ride given fundamentals & weighting?
Read Answer Asked by John on August 09, 2016
Q: I patiently hold AVO (at an approx 20% loss) and see that it is still maintained within the growth portfolio. You've mentioned previously that it is a frustrating name. What would it take to lose your interest? Is there any sign(s) that it will begin to behave better or should I be prepared for a long, patient wait with this name? I like the space that it is in and can't see why it doesn't perform better.

As always, I appreciate you insight.
Read Answer Asked by mike on August 08, 2016