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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: What is your opinion of Clean Harbors after the recent earnings report? Would you think it a worthwhile addition to WCN in the waste management space or better to go with a different company? Thanks.
Read Answer Asked by Michael on February 24, 2025
Q: What are your thoughts currently on VRNS?
In your previous answer you wrote “We think there are better opportunities in the market that look more interesting.” Can you please elaborate more specifically which companies you are thinking of? Thank you.
Read Answer Asked by MG on February 24, 2025
Q: I'm long GE and am looking to add to the Aero & Defense sector. Could you recommend 3 companies in order with preferred entry prices that could compliment my position in GE? Thank You.
Read Answer Asked by Michael on February 24, 2025
Q: Hi Peter and gang,

I raised this question about a week ago but it seems to have fallen through the cracks.

Please comment on FCX which hasn't been doing much of anything over the past 3 years. Is it a hold, buy or sell now? If indeed it is a "sell", please recommend a replacement in material/mining sector.

As always, much appreciated.
H
Read Answer Asked by Harry on February 24, 2025