Investment Q&A

Q: What are your thoughts of factor investing for this ETF ?

Q: Do you have any information on the impact Nvidia's share repurchases are making on the float or the comany's PE? Have they cancelled a significant % of shares? Is repurchase accelerating in any visible way with the current "pause" in share price increase? Thanks!

Q: I understand there has been some type of study which shows people who have taken the Shingles vaccine are less likely to develop Alzheimer’s like diseases. The scientific community seems not to know why this is so. There are a lot of unknowns on this study to say the least. Do you know any first rate Pharma companies that are leaders in the development and manufacturing the Shingles vaccines? I know there are a number of Shingles vaccines out in the marketplace, probably made by different companies. Does Bloomberg have anything to say on the subject? Any thoughts you have would be appreciated.
Jim

Q: Hello 5i,

We have listed a few Ugly Ducklings of the year below. Please rank the following stocks for purchase today with a longer-term view on growth.

CRM, MRVL, TRI, CSU, LMN, CROX, UNH, HD, GSY, FOUR, AVAV

Thank you for your sage advice.

D&J

Q: MCK has had significant declines in the last several days. Fortunately , I got out before there was too much damage and I am wondering at what price I should get back in? What is the reason for the drop?
Many thanks for your thoughts.
Ian

Q: US listed, decent dividend, what's your opinion?

Q: Tell me why WMT is doing so well compared to COST?
Thanks Again

Q: Thank you for recommending GENI. Today it move up 12% plus. Is there any reason for high move and volume also higher.

Srad also move up 5%. Which one would you recommend that I add more.

Thanks for the great service.

Q: Trex has declined significantly since March of 2024. I had purchased some stock just before the precipitous decline at the beginning of November this year and am now down about 50% on 1/2 a position.

This creates a question; is the stock now dead money until the US consumer economy sorts itself out (which I think is a few years away at least), or is this a buying opportunity today to fill the remainder of a position and wait it out?

Trex is a leader in its' market, yet requires new home and renovation build out to successful. The precipitous drop has now brought it to analysts attention as they try to resolve questions similar to my own.

Would you be a buyer, and if so with what time frame in mind, or would you sell and come back to it in a few years?

Thanks as always, and best of the season to you all!

Dave

Q: NDVA's price as of today $181.46
NCDA's fair value given by Morningstar $191.38
Given NVDA's incredible run in the past few years, I have a hard time wrapping my brain about the idea that NVDA is actually "cheaper" than its fair value.
Would you add to NVDA at this point?
I have a significant position in NVDA already so I am very invested.

Q: Hello, can you comment on their latest earnings? Thanks

Q: Hi... Could you review SPOT's last earnings? And your thoughts on the stock's recent decline? It's still expensive; is the growth still there to justify it? At what point what would you feel comfortable stepping in?

Thx, M

Q: Why the big drop in SP. Earningd looked good.

Q: What's the best way to play the GLP-1/Semaglutide bandwagon now that the WHO is encouraging its use as a way to better health through weight loss?

Q: Can you give me your opinion on the actual state of these shares Astera labs and Arista networks ? And how you see their possible evolution in the next future (1-2 years)?

Thank you in avance and thank you for your professional service

Q: I currently own MSFT and GOOG . MSFT is at a loss((down 20%) in a Registered Acct and I am reviewing switching to GOOG or AMZN for better returns. I am currently 10% of portfolio in on GOOG so am pondering the switch to GOOG. Do you think a bounce is expected with share price of MSFT in the next 6-12 months is possible?

Q: Better buy right now. HIMS or HROW? Thank you

Q: Iren announced a Proposed Offering of Ordinary Shares to Fund the Repurchase of Convertible Notes on Dec 1 after close. Is this good or bad? What could be the reasoning from both sides of the deal? Would it change a long term view or short term buy/sell/hold? Thanks

Q: Is ibrx a reasonable company to make a small investment in?
Its treatment anktiva is approved for some cancers already and appears to have broader applications. The patents seem to have about 10 years to run.
Thank you for your research and opinion.

Q: I’ve held CPRT for about 15 years, and at the current price of around $39–$40, my return is roughly 1100%. Since the stock is now trading near its previous all-time high from November 2021, could this level act as a potential support? I'm debating whether to simply hold my current position or add about 20% more at the current price. Do you think CPRT could experience similar long-term growth over the next 15 years?

thank you