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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: Eddy Elfenbein recently wrote a detailed review of Veeva Systems (he also did one on The Trade Desk a few weeks ago for those that want to better understand that company). In general, he likes the company and its prospects but felt it was quite overpriced. I know that many tech growth stocks have seen share price reductions and Veev seems in line with those drops. I have owned the stock for a while and intend to continue to own it. What do you think my expectations should be going forward - slow and steady growth, high growth or it flatlines for several months as it grows into its current valuation?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on May 28, 2021
Q: Would appreciate your updated thoughts on Voyager Digital and their recent quarterly report. Would you be a buyer here?
Read Answer Asked by Jeff on May 28, 2021
Q: Is Merk unjustifiably cheap or is it a value trap? Which of MRK, JNJ, MDT (or other suggestion) would you recommend as a buy and forget cornerstone healthcare holding for someone looking for long term capital appreciation and dividend growth. My only other healthcare position is ABBV. Please also explain the rationale. Thank you!
Read Answer Asked by Matthew on May 27, 2021
Q: Hi,

AirBNB is even lower than the IPO price now. What do you think of this company? Why the COVID is almost gone, but now dropped to the lowest price? Do you think the concept is over and go back to fundemental? Should I consider it is just a hotel stock? How can I tell the reasonable price to get in? Many thanks

Read Answer Asked by kwokwai on May 27, 2021