Q: Can you recommend a few small cap. tech companies tied to AI that could have outsized gains due to their unique potential with higher but OK debt that may provide further leveraged gains with interest rate declines?
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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: This one year new ETF holds around 100 US small caps and tries to select the most profitable in the field thus ideally removing what many experts lament as the main issue with holding broadly the Russell 2000 namely the large number of high debt unprofitable companies therein. Would appreciate your view on the strategy, the managers, and the holdings of this ETF and of course any other comment. Thank you.
Q: Has there been any news on Roku? It's up over 40% in the last 6 weeks. Would you consider it a buy at this level? Thanks.
Q: I recently purchased a small amount of SMCI when it dropped a few weeks ago. It seems the stock isn’t very popular right now. I’m wondering if I should hold onto it or sell it. Is it a good investment? My small investment in SMCI is starting to show some gains. I’m thinking about investing more if the long-term outlook is promising. I’d appreciate your thoughts. Thanks in advance!
Q: have a question regarding 2 stocks in the housing sector. GBRK and BLBD- both have done very well but is it reasonable to think that you could start a new position in one of these if there is a drawdown this month? The idea being to start a position and build from there.
Thanks, Lesley
Thanks, Lesley
Q: IBM keeps moving up in value and I'm not sure why ? Please let me know what is going on and would you buy it at these prices ?
Q: Is ILMN a buy, sell or hold in your view?
Thanks for your service!
Thanks for your service!
Q: Just bought UBER and down 5% after my first week. Not an auspicious start! Can you please provide estimates for growth over the next 12, 18 and 24 months? Also list some of the key drivers that will either propel or hinder UBER's growth during this time and indicate the likelihood of each. Thank you.
Q: What do you see for the growth of BWLP through 2025 and potential risks given they pay a high dividend. Is the Dividend secure.
Q: Can you please provide your assessment of investment into these two companies.
Q: Medpace is down approx. 135$ in the last three months.Is it attractive here at 325$?
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Broadcom Inc. (AVGO)
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Intuit Inc. (INTU)
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Tractor Supply Company (TSCO)
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Ingersoll Rand Inc. (IR)
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Eli Lilly and Company (LLY)
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Rollins Inc. (ROL)
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AAON Inc. (AAON)
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Tetra Tech Inc. (TTEK)
Q: In a recent Market Update (Aug 22) you spoke of the power of compounding and the key characteristics of a high compounding stock such as higher volatility, strong sales growth, lower dividends, premium valuations, etc. As a follow up to this topic could you please provide the 5 best US companies (or more if you wish) which you consider to fit these characteristics for long term compounding. Many thanks. Cal
Q: Hi,
PLTR’s price has really jumped as of late. The stock was already very expensive from a valuation standpoint. Do you think it’s gotten ahead itself?
Thanks for all that you do!
Kerri
PLTR’s price has really jumped as of late. The stock was already very expensive from a valuation standpoint. Do you think it’s gotten ahead itself?
Thanks for all that you do!
Kerri
Q: Price change one month--Goog -8.37%,Nvda -2.34% ,Amzn +5.16%. I hold all 3. Is it timely to add?Please rank in order of Best first.Please advise good entry price of their Cdr,i.e. Can$. Txs for U usual great services & views.
Q: Can you please provide current valuation and forward outlooks on those names ? And what price do you think it would be a good entry point?
Thank you!
Thank you!
Q: could you comment on both and whether you would invest in them
Q: Good morning,
Thoughts on GOOG here. Lots of anti-trust noise recently, and -10% over the last week? Hold for the time being?
Thanks as always.
Thoughts on GOOG here. Lots of anti-trust noise recently, and -10% over the last week? Hold for the time being?
Thanks as always.
Q: any comments on this small co. after FDA approval recently of an insulin pump.
Q: Hi Team,
Knowing you don't give personal advice, how high of a weight would YOU be comfortable holding ISRG.
Thanks
Knowing you don't give personal advice, how high of a weight would YOU be comfortable holding ISRG.
Thanks
Q: There have been no questions on this small cap for quite awhile. It has caught some buying interest lately. Could you give us an update and share your thoughts as to whether you see it as a buy at this point.
Thank you
Thank you