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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. Today, in answering a question comparing Uber and ISRG, you implied that Uber was a cyclical company (or at least that is how I understood your answer). But I don't understand how or why Uber would be considered cyclical. Can you clarify?
Read Answer Asked by David on November 12, 2024
Q: How would you rank the above listed companies today for a long term hold?
Read Answer Asked by Andrew on November 12, 2024
Q: Hello, I keep missing the boat on BKNG, I know I asked this question recently, but, it never came down to its adjusted price I was hoping for. Would you dive in at current prices or does EXPE make more sense ?

Thanks.
Read Answer Asked by Robbie on November 12, 2024
Q: So Elon's gamble of aligning himself with the Donald, appears to have been good for his stock. My 3% position in TSLA is now finally above even - which is the point I said I would sell and buy a tech ETF instead. But as TSLA might keep climbing, I'm now wondering if selling just my upside periodically, and keeping my position at 3%, might work - until the knife starts to fall again. In other words, is a bird in hand really worth two in the bush, and how hard is it to catch a falling knife?
Read Answer Asked by Olaf on November 12, 2024
Q: A while ago you guys offered up an interview with Chris and Peter. They were talking about the ideal stocks and why Peter selects them.

The recco from Peter during that episode was Axon and why it was so amazing. Well, everything Peter stated has proven to be right and stock is up close to 100%.

Does Peter have another stock he loves as much as Axon was loved during that interview?

With thanks

Sheldon
Read Answer Asked by Sheldon on November 12, 2024
Q: I have a question regarding the ticker CORZ. I know you have provided information on MARA and would like your opinion on this name. I have bought some for my grandkids and am wondering with the election now decided and the new incumbent being pro crypto and the possibility of the government setting up a Bitcoin Reserve, is this a name you would be comfortable with? They just reported earnings yesterday. Thank-you!
Read Answer Asked by Lesley on November 12, 2024
Q: Good afternoon,
I have a full position in ITA, would a switch to XLI which has 22% Aerospace & Defense be wise at this juncture for the added diversification while still having defense stock exposure or do you see defense outperforming?
Read Answer Asked by Craig on November 11, 2024
Q: Do you think post-election sentiment on solar is overly negative? At what point might solar investments start to look appealing again? Would you consider Enphase as a preferred investment option in this scenario? If not, could you recommend a solar stock with strong potential should sentiment improve.
Read Answer Asked by Colum on November 11, 2024
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