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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: Closed at 2.33 yesterday, then shortly after the company releases a prelim for Q3 of better than expected results than previously announced. They gave numbers that told an obvious story of improvement in all aspects. I consider this a load up scenario. I know your position is generally conservative but in this case isn't this a rare opportunity to buy in cheap with them giving you a glimpse of what is to come.



Read Answer Asked by Steve on October 20, 2023
Q: Good morning

I have small positions in the following technology companies: GIB.A; CRWD; HUBS; NVEI: OKTA;TOI:PANW: INTU: TTD: LMN. I would like to clean up this portion of my portfolio. Which of these would you sell, and which ones would you add to? Thanks for your ongoing great advise.

Peter
Read Answer Asked by Peter on October 20, 2023
Q: Hearing more and more cyber attacks are occurring. And sense as global economic tensions increase so will the severity and impact of these attacks. What are your top 3 companies that provide protection and solutions for this critical area of business?
Read Answer Asked by Chris on October 18, 2023
Q: I am interested in getting into the AI sector. What are your suggestions for something reliable and affordable?
Read Answer Asked by Catty on October 17, 2023
Q: KXS has been a slow mover the past while. At its current rate, its slowly moving towards its yearly low. I see then ast report dates back to Nov 2022. Can you provide a quick assessment as to strengths, weaknesses and what you see going forward 1, 2 and farther out? Are there any threats/risks that might arise? Is it still one of your top picks?
Read Answer Asked on October 13, 2023
Q: Please give your updated analysis of Block and Guardant Health. Would you put new money into either of them? Are they more of a speculative bet right now?

My previous question on CDRs was not intended to be private so please make it public if you wish.

Thanks in advance and please deduct credits for two questions.
Read Answer Asked by K on October 13, 2023
Q: How would you rank these three companies as to best value, moat, and revenue growth over the next 3 -5 years? I'm leaning toward Descartes Systems but their P/E is fairly high compared to peers and the industry. Thanks.
Read Answer Asked by Kevin on October 13, 2023
Q: I would appreciate your help with an investment decision.

I own Qcom and I’m down about 40%.

As you pointed out in answering a recent question the PE makes it look cheap. It’s got a decent dividend Howe.

However, it doesn’t seem to be or have any momentum,

Would I be better off selling QCOM and adding to either or both NVDA or Adobe both of which are up nicely.

Alternatively, would I be better off just buying an ETF for safety and diversification.

Thank you for your help.
Read Answer Asked by Donald on October 12, 2023
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