Investment Q&A

Q: Hi,
One of my industrial holdings is Honeywell. I am thinking of replacing it with Vertiv Holdings. Could you please comment on the trade offs and risk/return potential?
Thank you, Michael

Q: What are your thoughts on their strong Q2 earnings? Would this be a good entry point? It may finally be ready to rally over the next quarter.

Q: Hello Peter,
I am trying to decide to between Disney , Vertiv Holdings, and AOS smith.. I know they are in different industries, However, based on risk and reward which is a better stock.. Are you able to suggest a ranking based on value play versus growth.. Much appreciated.

Q: can tou please suggest a few US mid cap defense sector stocks or ETFs. Thanks

Q: Please evaluate clbt is it similar to magnet forensics and is it a good time to buy?

Q: Could you please review the ratios as I am interested to know what has brought the stock up about 10% recently. Thanks

Q: What is your opinion of SOXX or SOXQ as a means of entering the semiconductor space at this point?

Thanks.

Debrah

Q: Can you comment on the recent price performance and outlook for Medpace’s?

Q: Contemplating buying into VRT or Uber for a three to five year hold. Which would you suggest and why?

Q: Can you please comment on earnings? In your Q & A on Sep 20 2023 it included this comment: "Consensus calls for a decline in earnings this year and only about 9% growth next year." Are there any further negative surprises over the past year?

Q: Good Morning

What are your thoughts on VEEV recent earning?
Do you think that finally better these results will finally get them out the doldrums?

Thks
Marcel

Q: I have been living under a rock during all this AI frenzy, is NVDA exploring and expanding for the post AI era, or are they “all in” with chips and AI?

Q: Regarding Benoit’s question August 29, SPGI
And MSCI what would be good entry points thank you

Q: Can you please share your thoughts on OLPX, thanks. Also what is the story with Private Equity firm Advent International owning 75 percent of OLPX and still allowing OLPX to be publicly traded?

Q: My holding of Paypal is at about -40%. I’ve had it since 2020. At this point, would you recommend disposing it and add to other Fintech names ex: Google, MA, Meli?

Looking at the charts of PayPal vs MA vs Google vs Meli, I cannot help but regretting buying into PayPal. And it looks like PayPal is currently having nothing going for it.

Q: Am I correct that it appears SMCI wants to delay, but not redo, its 10K Filing? It appears a 10K Filing is required by the SEC and is far more detailed than an annual report. A delay in filing suggests there is weakness in Senior Management which is a definite negative. I don't believe in coincidences so I think it likely the Hindenburg report, posted 1 day before SMCI announced the filing delay, have sniffed out something. According to SMCI there is a problem with "the design and operating effectiveness of its internal controls over financial reporting". A pretty general statement if ever I saw one! If they have been evading sanctions that could spell serious trouble. SMCI has a reputation in Silicone Valley as a "sweat shop" according to my son-in-law who once worked for them. Anyways I'm lightening my long position on the up days as I just don't want to sell into panics. Any comments you might have would be appreciated.
Regards,
Jim

Q: Can I get your view of UHS? I own some and am thinking of buying more.

Q: Results looked good, why the huge drop in share price?

Q: Could you review ESTC earnings and call? And if your feelings about the company remain strong.

Thx, M

Q: Morning, could you compare the earnings of these two companies and indicate your preference and why.

Thx, M