skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: USIO, at first glance, is one among many payment processing firms. Is it worth a long-term hold position? My portfolio is currently low in tech stock for valuation reasons.
Read Answer Asked by David on November 23, 2021
Q: Hi, do you have any compelling purchases from the stocks that have recently achieved 52 week low status? The negative momentum is not an ideal buying strategy but perhaps tax loss selling has pushed some of these stocks to this status, warranted or not. (AT, Well, VFF are a few that hit this status today...and that I have on a watch list).
Do you see these or others that have this recent status as a buying opportunity or should one wait to see more positive momentum?

Cheers,
Steve
Read Answer Asked by Stephen on November 23, 2021
Q: In reflecting on the next direction to place some funds I looked at the performance of the Russel 2000 fund in your growth portfolio. Then looked at some alternatives in the Vanguard family of US based small cap and Russel ETFs. Going more mid or small cap seems appealing but where would your preference lies or is it in the current ETF you hold in the growth portfolio?
Read Answer Asked by Greg on November 22, 2021
Q: Hi
I own the listed stocks and at this point time they are all profitable .
They are all off of their highs and appear to be heading downward .
Are these stocks that you would suggest to hold for the long term ,

Thank you
Howard
Read Answer Asked by Howard on November 19, 2021
Q: At what point does this become too compelling to ignore? I am assuming we are seeing tax=loss related selling here right now.
Read Answer Asked by Robert on November 19, 2021
Q: Hi 5i - what is your take on today's press release from VERY? The announcement about the revenue increase seems fine, but it appears the market is not pleased with the individual loans that the company has made to its executives (despite a 9% interest rate? Why would the CEO borrow at such a high rate when he could presumably find cheaper money elsewhere, from a bank for example).

Thanks!
Tom
Read Answer Asked by Tom on November 18, 2021