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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: Hi folks,
I am looking at VIACOM - it's down over 50% since March 22nd - can you give me your opinion as to whether it would be a buy at the current price for a long term hold. Doesn't look like anything has really changed fundamentally with the company other than the hedge funds dumping their stocks.
Thanks
Read Answer Asked by JOHN on March 30, 2021
Q: Good Morning, I recently read in the FP that the new CEO of Intel Pat Gelsinger declared that "Intel is back" - Do you think that he can turn things around to participate in the huge demand for chips, and is this the time to invest?
I also know that you are not a huge fan of SPACS, however I am intrigued about investing along side in Bill Ackman's Pershing Square Tontine - thoughts?
With thanks JS
Read Answer Asked by JORDAN on March 29, 2021
Q: Any thoughts about ARKX, should I buy it soon or wait?
Read Answer Asked by William on March 29, 2021
Q: Can you comment on Coherent deciding to walk away from the offer by LITE and to pay a 217M penalty fee. LITE is up substantially since the announcement. Does this mean if the deal had gone forward, it presented serious risk to LITE and the market was relieved the bidding war ended this way? How significant is the 217M fee? How do you rate LITE going forward?


Read Answer Asked on March 29, 2021
Q: Please briefly describe the major differences between the services these 2 companies offer. Are they direct competitors or are they complementary i.e. diversify exposure. If wanting to add exposure to cybersecurity is one preferable? is there a better long-term growth option in this space? This would be for a long term hold. Thank you.
Read Answer Asked by Barbara on March 29, 2021
Q: Hello Peter,
In the current market conditions,
1) what is your opinion on adjusting the portfolio by decreasing growth and an increase in defensive stocks; at least for the next six months.
2)If so, what do you think of Charter Communications?
3)I understand that you are not a proponent of frequent portfolio adjustments and prefer to ride out based on long term fundamentals. I feel that in addition to algorithmic trading, markets are more efficient with processing information and price it in a very short span of time. Your comments on this thesis as well is appreciated.
Regards.
Rajiv
Read Answer Asked by Rajiv on March 29, 2021
Q: I'm down ~15-20% on these names and contemplating a tax loss swap.
For each of these, do you think there are suitable proxies or are they are hard to replace?
For FLNT in particular, I'm considering dumping it all together, so a similarly battered small-cap name you think will perform better will work as well.
Finally, when it comes to tax-loss selling, do you have a rule of thumb on the % down a name should be before it makes sense, or it's generally situation dependant?
Read Answer Asked by Andrew on March 29, 2021
Q: I got an avalanche of questions on small cap companies that you probably don't even cover but I've been doing some research and this one popped up. What are the metrics you like about it? What do you think of the industry? And it's competitors. CEO seems to have been doing alot of buying and a huge surprise upside on the last earnings release. Thanks.
Read Answer Asked by James on March 27, 2021
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