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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: Good morning - can you suggest some US S & P 500 ETF possibilities along with a recommended choice. Many thanks

al
Read Answer Asked by alex on November 06, 2023
Q: Your thoughts on FTNT in relation to other cyber security stocks, following its latest quarter would be appreciated.

Leo
Read Answer Asked by Leo on November 03, 2023
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
Read Answer Asked by Michael on November 03, 2023
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
Read Answer Asked by Adam on November 03, 2023
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
Read Answer Asked by joseph on November 03, 2023
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