Investment Q&A

Q: I am contemplating a switch from Rockwell Automation into Eaton. It seems like I would be moving into a better asset. But am I making the classic mistake of selling a name that has nothing but bad news baked into its stock for a stock that has perfection baked into its price? Does Rockwell getting 'less bad' have more upside than Eaton 'keeping on' and I am making a bad switch? Thoughts?

Q: 1. What percentage do you advise allocating to discretionary sector.
2. Included are non-US names because of pricing power/ controlled supply. If I missed any from your favs, please add to the list.
3. Recently you answered my question on industrial stocks based on
a) core [large, defensive names]
b) high growth regardless of size
c) recent strength and positive momentum.
Applying that to my list of discretionary stocks, please rank in each category (1-3, with 1 strongest)
Thanks
Sam

Q: My wife is thinking of selling a chunk of her SHOP and buying AMZN instead, mostly because she wants to own what she knows.

She asked for my opinion and I, in turn, ask for yours.

Q: What will be the catalysts in the next few years for the stock? Any reasons for one to continue holding the stock?

Thanks,

Q: Everyone, recently the US senate held a hearing with the largest social media companies and the politicians gave an earful from motivated politicians. Knowing that legislation takes years and the original legislation will get watered down. Will the political motivation for change (and maybe legislation) have any effect on the companies stock price in the short term? Clayton

Q: Would now be a good time to sell IBM? I bought it years ago as a long-term hold, but it's way up, and I don't know if there's any more upside to it. If so, which US-listed company (or two) would you replace it with?

Q: Dear Peter et al:

Your consistent positive answers about PLTR and your courage of conviction is admirable. Whether fellow subscribers pose questions on PLTR lumping it with other technology companies (different fields) or on its own (in Nov/Oct 2023) you have always expressed your positive endorsement of PLTR.

But it has been slipping recently despite positive AI environment and Govt contracts. Whilst it has recovered from its low , it hasn't taken off like other AI darlings. (especially today when Meta added 200B in a day!!)

From your consistent previous answers I know:

You are not a fan of "averaging down".
Yet some times you suggest one take 1/3 or 1/2 position and then take a full position later.
You also have cited studies that suggest taking a full position has better outcome in long term instead of averaging down or up.

I know you answer to fellow subscribers' questions based on the way they pose the question.
That may explain the apparent conceptual contradictions. I understand that.

What are your words of wisdom about PLTR taking above points into consideration. Take a full position/or do a 1/2 now and 1/2 later, wait for a while? Will it reach it's once peak of 40+$? Who are it's real competitors? Should one switch?


Many thanks.

Q: would appreciate your view on AIP arteris on nasdaq.
thank you

Q: If I have to trim Tech to get more diversification, what would be your top three picks in each of Basic Materials, Utilities and Industrials. They can be either Cdn or US companies or a combination thereof. Thanks

Q: My investment club was looking at buying into Triton International only to realize that it was acquired by Brookfield but still has preferred shares listed from the original company.

The original intent was that we are a buy-and-hold type group and were looking for a reliable dividend payer in the shipping industry. We are interested in still going through with purchasing the preferred A shares but the group is all pretty new to DIY and do not have experience with this type of holding.

Are there any additional unknowns that we should be watching out for here? Do these preferred shares have an expiry or carry any additional risk?

Thanks

Q: I am trying to purchase 5 american companies to hold in an AI-focussed portfolio, probably for 5 years or so through this next bull market. I already own the megacaps and so I am specifying less than $200 billion market cap for each of these. Can you give me your top AI-related plays with these criteria? Thanks.

Q: NVDA now compromises 9% of my total portfolio. What's the maximum weight YOU would be comfortable with? Alternatively, would you consider selling - say - 2% of NVDA and buying VRT? If yes, can you please compare potential risk/reward for both NVDA and VRT over the next two years on a scale of 1-10? Thank you.

Q: Could you comment on Meta's results and whether, with the jump in price, you would inititate a position here? Thanks.

Q: Can you please comment on the recent earnings, today's drop, and your views of it moving forward (buy, sell, hold). Thanks so much!

Q: Crystal ball question. What has a better return over the next ten years, Apple or S&P 500? I’m debating whether it’s time to move on.
Thanks

Q: Would investing in both Amazon and Shopify be too much overlap?

Thanks.

Q: Can you explain why American Tower had a sharp increase in share price recently and now seems to be in a steady decline. Has there been material changes to the company that I'm not aware of. Also could you advise on what its current and forward PE is and would you consider it a buy at these levels. Thanks for your help.

Q: Hi 5i,

Would you please comment on recent quarterly results from NXT?
Is this a good time to add to a small position or hold on for some consolidation?
Thanks!

Q: Is a crunch coming again to Regional Banks with exposure to commercial Property.

A lot of empty space and people are not coming back to offices. I BM said come back or find another job. How bad is it. Is it wise to avoid all Banks fir the next few months.

* heard that South Korean Pension Funds ate deeply exposed to U S Commercial Buildings as are Regional Banks

New York and California are a disaster

Avoid or start to accumulate on weakness

What banks look good to you ?

RAK

RAK

Q: Hi,
Kicking myself in the butt for not buying SMCI a few months back after humming and hawing about it. I guess because I have a large NVDA and GOOG position already so didn’t want too much AI exposure.

For some of these names that have run hard over the last 3-6 months, would you add or initiate new positions? I own NVDA, HPS.A and TVK and have nice gains but want to slightly add for long term. I’m reluctant now to buy these new daily highs in SMCI and VRT, afraid of a sharp pullback. How would you proceed? For all the stocks mentioned, what inning do you think we’re in for each? Still long runways? And I know it’s hard, but what would be good price targets to buy if they pulled back? Thanks!