Investment Q&A

Q: GILD is down 10% after its phase 3 trial of Trodelvy in a lung cancer trial failed to meet its primary end-point. Is this just "noise" or a reason for a long-term shareholder to sell?

Q: AXON CDRE VTSI support law enforcement/ defense and provide solutions. I have a less than full position in AXON. If one wanted to increase funds to this area, could you provide guidance on where you would put your money.

Q: I'm looking to invest some funds...

Question 1 :
- I own ARM,GOOG,MSFT,PLTR, CSU,COST, ATD
- Should I Add to my current positions ?
- Which ones?

Question2 :
- What companies should I add to my portfolio?
- Screaming Buy And/Or Must Have in my portfolio ??
- Rank 1 Screaming Buy...then...

Thanks,
M

Q: Hi ,
CAN YOU PLEASE SHADE SOME INFORMATION ON TYSON . Is it a good point to get in ?
Thanks. Alnoor

Q: Good Day,

I picked up CALF and HPS.A based on your last answer to my questions. CALF was EXACTLY what I was looking for in that space. HPS.A looks really intriguing, and despite the constant highs on highs providing a bit of apprehension, I think I'll look back later and be happy. Thanks.

Through looking in to NXT as an option, came across FLEX, which it was spun out from, as well as TOI (and CSU by proxy) when looking at LMN.

Would FLEX or NXT have a better future outlook and why? What would you rank the risk and growth potential for each? Are there any other companies like FLEX that you would recommend? Also, the Share price estimate for FLEX is showing a high of 35, which is significantly higher than current. are those pre-NXT spinoff estimates?

For LMN and TOI, same questions.

Q: Currently I have no exposure to real estate in my portfolio. This is because I have been very hesitant to buy into real estate for the last few years because of Covid, then high interest rates, office workers working from home effecting Office REITS and on-line sales effecting Retail REITs. Are there 3 safe REITs out there paying a 4 - 5% dividend that a retired senior can invest in or should I just continue to stay away from the whole sector for now?

Q: Hi ,
Can you please identify me with 3 US stocks and 3 canadian who have a monopoly over their business. ?
I already own CN . I hope it’s one of it?
Thanks. Alnoor

Q: Mitek has been dealing with the non-compliant issue and now has another hearing on March 19th. the company has prospects, but is this enough of an issue to keep it as a hold at the moment. Want to add to the position.
Matthew

Q: In answer to a question regarding the noted company you suggest the PE is still just 22 times even after the almost 35% increase on Friday. In the same answer you suggest 2023 earnings could be as high is $5.50 and 2024 earnings are projected to increase by 70%. Can you explain further please how you get a PE of 22? Thank you so much since I feel like I missed this one but if PE is that low perhaps not. John

Q: Hello Team,
For steady longterm growth, which would you choose and why from these two companies in the health care area.
Thanks,
Barry

Q: With AI currently being recognized as an energy hog - can you suggest investment strategies ( in comparison to garden variety search) to play this issue?

Q: Could you comment on SMCI's earnings? Do they change your (already positive) opinion of the comany's prospects?
Thanks.

Q: Could you please give me your assessment of this company. Thank you

Q: What can you tell me about this one please. How is this different from “regular” blackrock?

Q: Can you revisit AEIS ?
I would like to know your views since the last question in 2020. What would be a good technical entry point if you are ok to buy ?

Q: Good afternoon,

CELH had a nice bit of momentum interrupted this morning (I’m assuming) by the analyst downgrade because of concerns of growth slowing going forward. Do you think there's anything to it?

Thank you.

PS, has the estate selling finished yet?

Q: I know pharma stocks like LLY and NVO are hot (and expensive) now due to the success of their GLP-1 drugs but what about the other big pharma stocks like PFE and BMY that have been hammered post-covid and now yield up to 6%? PFE has bounced from $26 to about $28 today but is it too soon? Value traps? Dead money? What is your opinion of when to get in (if ever)? Thanks.

Q: What do you think the reason is for this massive sell off is just profit taking on news,seems like a good entry point would you agree and did this quarter start to show any of Pepsi partnership results or is that still possibly a massive international runway still coming,would you buy a half position at this price,low fifties Thanks for your thoughts on the quarter

Q: Why it is dropping this much today?

Thanks,
Milan

Q: CELH is getting pounded today. Any thoughts on the downgrade? Any change on your view of the stock? Thanks.