Q: I hold shares of Jacobs Solutions Inc. (J). My online broker informed me that for each share of Jacobs Solutions Inc. I own, I will receive one share of Amentum (AMTM). What should we do with these new Amentum shares? What is the outlook for Amentum compared to Jacobs Solutions? Thank you for your help
Q: What are you thoughts about the class action lawsuit against LULU? Can you give an assessment of the management, how significant the allegations are if true, and in your experience whether more negative findings will come to light?
Q: can you comment on the extent to which first solar may face competition from China, which of course, subsidizes its solar industry and engages in empty competitive practises? I am interested in the name but I worry about the above issue when it comes to the solar space. Thank you.
Q: Structure Therapeutics was mentioned in Barron’s as an up and coming GLP-1/ozempic style drug provider. What is your opinion of GPCR and this space, in general?
Q: I am lucky as I bought this stock less than two weeks ago, and it has risen around 40 percent since then on no news. Is this a short squeeze, and should I say the course until they have covered. Feels like once in a lifetime as they had close to 30 percent of the float shorted.
Q: I have positions in these companies. some of the names have pulled back recently. Would you be adding to any of these names? What entry point would you be adding?
Q: As you noted in a previous question, Amentum Holdings was spun off from Jacobs Solutions. From your response it appears you are positive on Jacob Solutions.
My question is what to do with Amentum Holdings. Is the stock worth holding?
Q: Inmode announced today, the departures of President of North America, Chief Medical Officer and VP of Sales USA as part of a global reorganization strategy. Thoughts on the short term and long term potential of this stock and company now?
Q: Peter and His Wonder Team
I realize this is a speculative stock. Please just give me your best speculative answer. I own it and not sure to hold for another few quarters or just move on! I would be upset if it crashed. Thanks...your opinions are always helpful!