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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: With the drop in Chewy today, how would you rank it with the above Consumer Cyclical stocks?
Read Answer Asked by Neil on September 03, 2021
Q: Can you please provide a list of your top 5 growth US stocks that are must have if we were to purchase today?
Thank you
Read Answer Asked by Gurleen on September 03, 2021
Q: Advanced Drainage Systems Inc (WMS) and Xylem Inc (XYL).

Due to Climate change forest fire, drought, flood is on the rise and effecting water supply. These companies with the U.S. government infrastructure bill will be benefiting?
Read Answer Asked by vipin on September 03, 2021
Q: Good morning team. I recently exited ATVI with all the sexual harassment allegations directed at the management. Didn’t sit well with me from an ethnical point of view. I did however do well with the stock. Wondering if you could suggest a couple of comparable companies to replace it. I do like the space. Thanks. Happy long weekend.
Read Answer Asked by christopher on September 03, 2021
Q: thanks for Thursday's Market Update...the narrative and charts put reduced tapering with interest rate increases clearly in front of me...and now is making me wonder, especially about a possible window of opportunity later in the year, if I should wait until later to top up to full positions in ISRG and SYK, both heath care US stocks in a LIRA and to be held for the long-term, or do it now....what would you suggest I do or consider?.....oh, the funds used would move health care closer to the Portfolio Analytic target for this sector........thanks for the insights....Tom
Read Answer Asked by Tom on September 03, 2021
Q: Hello Peter,

Following the quarterly results from Docusign Veeva and Crowdstrike, would you consider them worthy of an overweight position?
Appreciate your opinion as always.
Regards
Rajiv
Read Answer Asked by Rajiv on September 03, 2021
Q: Could you list in order your thoughts for high growth and long term hold, high risk tolerance.

thanks Dave
Read Answer Asked by Dave on September 02, 2021
Q: What is causing the sell off of Mastercard lately?
What is your outlook on the stock and what would be your entry point ?

Can I also get your view on visa too.
Thank you

Read Answer Asked by Kristelle on September 02, 2021
Q: VEEV has taken a big tumble. I can find this " VEEV slips as burgeoning industry headwinds offset strong Q2", plus several analysts who have raised their target, anywhere from $295 - $340. VEEV is part of my growth portfolio, I'm still up 25%. I have most of the growth stocks talked about regularly, except AFRM and NVEI. Looking at momentum/growth rather than sector, would you warrant a switch from VEEV to one of the others, and if so, which one, considering there would be a currency swap involved in NVEI. Thanks!
Read Answer Asked by Kim on September 02, 2021
Q: I own Broadcom and was wondering what tech/semi stocks you would recommend to compliment the name? Thanks!
Read Answer Asked by Michael on September 02, 2021
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