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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: Not that CLS has dropped so much, so quickly, do you think it's worth picking up right now? That is to say, or the fundamentals strong enough to start picking this up now, or is it likely to drop even further? As it seems to be connected to the EA industry, at a proceed to bubble, how do you foresee the next 3 to 5 years for this company?
Read Answer Asked by Lyle on September 09, 2024
Q: Hello,
Given decent results from constellation and Descartes Systems, any reason why the stocks have been declining.. Do you think it is simply profit taking and both are good long term investments? Much appreciated.
Read Answer Asked by umedali on September 09, 2024
Q: Blake on September 7th ask about valuations for CSU, LMN and TOI. If you inherited $10,000 and had to invest it by Monday evening, how would you allocate or split the difference between these three stocks?!? The usual thinking ahead three to five years. Thank you for what looks like a fine service!
Read Answer Asked by Lyle on September 07, 2024
Q: A week back or so you stated one might be lucky to get NVDA at 110, and now it appears to be approaching the 95 support level back in the spring. I realize these type of questions are predictive in nature, but here goes, what do you see as a long term floor for entry into NVDA.

Also please provide valuation metrics if it hits this target,
Thx
Read Answer Asked by Christopher on September 07, 2024
Q: When looking at this group how do the present values compare to the historical valuations ?

Thx
Read Answer Asked by blake on September 07, 2024
Q: Hi,

Haivision has announced a few new contracts or collaborations in the last few weeks and has hit a new 52 week high today (Sept 04).
Can you please provide your thoughts on the recent news and if they are significant (from a revenue/earnings view) going ahead.
They are due to report their 3Q soon I believe.
I currently have about a 1/3 position. Would you top up to a 1/2 position based on recent developments....assuming a diversified portfolio?
I recall ET had made a play for them awhile ago and assume that is now off the table given the increased share price.

cheers,
Steve
Read Answer Asked by Stephen on September 06, 2024
Q: Thanks for your answer of September 5th to my question on SCMI. You did not give me a guideline as to what you thought a good acceptable size would be. Currently it is 3%of my entire portfolio. Do you feel that is too large?

Also, to clarify, would you or would you not at this point sell OOM Covered calls on this positon, say 450 ,470 etc.

You felt due to the higher upside vs downside at this point you would hold the position.

Thanks in advance for your clarification



Sheldon

Read Answer Asked by Sheldon on September 06, 2024
Q: This stock has traded in the 30 plus dollar range this year until recently where it has taken a huge drop to19-20. Im not even sure if it may continue to slide. What's confusing is that it was undervalued in the thirties and now a big drop after a solid q2. Also the short position has recently increased to 29 percent. The shorts got what they wanted. Shouldn't they be covering. I want to buy but feel they might know something with such a huge number. Lastly they just came out with a release saying the price isn't reflected in the value and they will start buying back 43 million dollars worth of shares. Is this a great buying opportunity.
Read Answer Asked by Steve on September 06, 2024
Q: I am a long term owner of AAPL and have done well by it. I am wondering if a switch into GOOG for its projected growth is a better long term holding in your opinion. How would you compare the two? Perhaps the obvious solution is to sell half of AAPL for a GOOG purchase. My other tech names include MSFT, CSU, SHOP, LMN, NVDA and VRT with tech making up 25% of my overall portfolio. Many thanks.
Read Answer Asked by David C. on September 05, 2024
Q: I've taken a position in Celestica partly based on your reviews. In one of the recent questions about CLS you mentioned a desirable entry point, any guidance on a stop price?
Based on this chart i will set my stop limit just below the 200 SMA at $57.50
https://schrts.co/tRVNxnXs
Seem reasonable for downside protection?
With the BOC lowering rates i think that is positive for small caps like CLS however i'm still nervous about a broader market decline.
Read Answer Asked by Rob on September 05, 2024
Q: Wondering what your take on the quarterly reports are for these two, with one going up and the other going down after hours. Really interested on your take of ZS since it seems to have finally come down in valuation. Is this a good buying opportunity for us bargain hunters? How does its valuation stack up now against CRWD, PANW, and FTNT?
Read Answer Asked by Thomas on September 05, 2024
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