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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: Good Afternoon,

I am overweight in tech. Which of these would you reduce/sell first?

Thanks.
Read Answer Asked by Janet on February 19, 2021
Q: MTLO Q3 just released. Microsoft DEM and the integration of GSX seems to be the future for this company. Legacy revenues are shrinking. Do you believe the growth rate for DEM (17% Q3 over Q2) is high enough to make a real difference? Their stated outlook says " will grow this 60% by year end 2022. In number terms that is
$1.85 mil + 60% growth = $2.9 mil (rev from DEM in Q4 2022) This seems like high growth but still relative. What is your take... are they really moving to a viable, profitable company?
Read Answer Asked by Harry on February 19, 2021
Q: Which stock has the most upside over the next two years and which one do you think has the least downside from where we are today? Thank you.
Read Answer Asked by Richard on February 19, 2021
Q: Since CSU and Topicus are somewhat similar, the latter with a European focus, would you think it to be able to take the same path to growth that CSU took years ago? In other words, do you look at TOI as being a mini-CSU with (hopefully) a similar story of acquisitions and long term success? Lastly, is Management of TOI considered "top notch"? Thanks as always!
Read Answer Asked by Doug on February 19, 2021
Q: I’m looking at Hydrogen & Clean Energy ETF’s. Can you rank these 3 BLDP, FCEL, & BE ? Also looking at ICLN ETF. What are your thoughts on all 3 as well as the ETF. Thanks.
Read Answer Asked by Derek on February 18, 2021
Q: "Quantum computers would provide the computing power required to solve problems that are currently intractable for classical computers—at least in a timeframe that’s practical." Analytic Insights Magazine.
It lists top 10 quantum computing co in 2020 by alphabetical orders: Accenturre-ACN, Alibaba-BABA, AMZN, GOOG,, MSFT, INTC, IBM, BAIDU, AT&T, Atos Quantum. Your thought on 2021 on my preferences: IBM, GOOG and ACN
Read Answer Asked by Nhung on February 17, 2021
Q: I have substantial holdings in the US technology sector. The only stock underwater is Unity Software. Would you continue to hold or shift the funds to one of CRWD, SE, MU or PLTR in which I have only partial positions? Which would be your second choice if I were to divide the funds?
Thank you.
Read Answer Asked by Peter on February 17, 2021
Q: What are your thoughts on BL earnings. Stock is down 15%. Is it still buy, hold or sell. I still hold half position and sold half last week due to run-up. I am still up 30% should I continue to hold, buyback half position, or sell.

Thanks for the great service
Read Answer Asked by Hector on February 17, 2021
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