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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: Following ASPN for an entry point and sense that there are concerns amongst investors about ASPN going forward despite the excellent last quarterly report. Is there concern about the LNG aspect of business given that Democrats, in particular, want to temper natural gas use and further development? Best to wait until after the upcoming quarterly report?
Read Answer Asked by John on July 31, 2024
Q: Is now a good time to start picking at some of the Magnificent 7 stocks or wait?
Read Answer Asked by Ben on July 31, 2024
Q: What is your opinion of this ETF for a current buy? It would seem that defence spending is not going down for the forseeable future. Thank you. Cheers
Read Answer Asked by Hans on July 30, 2024
Q: What is your current opinion of RDVT (i.e. Red Violet)?
Read Answer Asked by David on July 30, 2024
Q: What would you recommend for ideas to raise USD dividends I have room in both registered and non registered accounts.
Read Answer Asked by Michael on July 29, 2024
Q: Can you pls recommed 3 hedged CDN ETFs that focus on US high dividend stocks, with an estiated 10% yield including both dividend and capital appreciagtion for over the next 1 year?
Read Answer Asked by Ron on July 29, 2024
Q: Tech is the second largest weighting in my portfolio (at 20%). I have 3/4 of a position in PANW, with most of my initial investment out, and am up 474% on the remainder. I also own NVDA, AMD, APPL, FISV, MSFT and a few other small, high risk non-cyber security positions.

With the outage crisis this week with CRWDI decided to take advantage, understanding the potential overhang. I opened a position in 2 tranches; buying in the $256-$265 range.

My question: Now I have approximately 1.5 positions in the cybersecurity sub-sector. Would it make sense to sell off some or all of PANW, generate cash to create a full position in CRWD as it bounces along in the $250 range, or is the better move to stay with the two positions?

Read Answer Asked by Dave on July 29, 2024