Investment Q&A

Q: Disappointed with Crox. What are some other options if I don’t want to wait around?

Q: Hello,
I recently mentioned taking a position in MDLZ for part of my international holdings, not realizing MDLZ is actually US-based. Knowing you don't follow international stocks, are you generally aware of other internationally-based consumer defensive companies listed on a major US stock exchange? I looked at Nestle, but it seems to be only buyable OTC, and I am not too keen on that market. Another thought was DEO, do you see any red flags with it?
Thanks again, Michael

Q: Your comments on earnings? Is TEAM still a buy, sell or hold? It is getting hit after hours. Thanks.

Q: I'm an INMD shareholder and like most aspects of the company. The one part I don't love is mgmt's choice to hold so much cash and not buy back shares at these historically prices for the share price. In the recent conf call the CEO was asked again about buybacks and the growing cash hoard. He replied with some very non technical anecdotal examples of him seeing some random companies in the past that bought back shares and the share price never went up. So because of this he feels buybacks are not a good use of capital. He also states they are still looking for m&a. This makes me question the mgmt a bit. It makes me wonder if he's the best steward of capital for the company. Strong mgmt in the companies I own is important to me and something like this makes me wonder if he will end up chasing some m&a deal because they won't look at buybacks at such an opportune time for the company. What are your thoughts on the ceo's comments and do comments like this from mgmt make you second guess their abilities? Thx

Q: Hi,

What would you do with LNTH at this time after the quarterly report?

Rajiv

Q: Hello 5i
I have been thinking about selling Crox for a tax loss and buying Atz with the proceeds, as Crox won't likely go anywhere soon, whereas Atz might. But, I noticed in the answer to one of the questions that you don't seem to be too warm towards Adz. Do you think it is a wait and see stock, or would this be a reasonable approachÉ

thanks

Q: Any insight as to why it down 5% today when the S&P is up almost 2%?

Q: Do you still consider Crocs a strong buy for growth, or has it entered "wait and see" territory with the new cut in outlook? Thanks

Q: How do you feel about SEDG today? Hold/sell/buy? I thought that solar was a big part of our future. What happened to SolarEdge Technologies?

Q: It keeps falling. Is there any news.

Thanks,
Milan

Q: Please comment on the latest Q
It appears the market is not impressed

Q: Thoughts on Disney and Apple? Would you be a here at these prices?

Q: Do you think this company has enough cash to survive? Do they have much debt and can they service it? Thanks.

Q: What is the market did not like for the last quarter? Down 13% yesterday, down 40% in 3 months…

Thanks

Q: Prospects for this co?

Q: Wondering if these companies are Buy, Sell or Hold and why.
Thank you!

Q: This stock can't seem to find a floor. Would you still consider it a buy (and at what price?)

TIA!

Q: Hi , between CRM -ARM if you had to buy one which one would it be? And why?
Thanks. Alnoor

Q: US banks have not well lately.
Looking to take a position in Morgan Stanley. Can you give me your short and long price range for this stock
Thanks Al

Q: BRK.B is off its one year high by ~10%. According to RBC DIRECT INVESTING the PE seems to be attractively low at 8.6 x. AND of lots of cash on hand.

This appears to be a bargain at this point in time. I already own it in 2 funds.

Do you agree on the timing of adding more given the current metrics.

Thanks.