Investment Q&A

Q: What do you think of
Buying biontech or moderna? Is it to late?

Q: Hi,
In Eddy Elfenbein's latest CWS Market Review, he mentions Mueller Industries as a great company that gets almost no coverage. I didn't find any previous questions on MLI here.

From my limited sources, it seems to have a low P/E and relatively low debt, and a high margin between earnings and dividend payouts. Earnings growth this year looks excellent and next year not bad.

What's your take on the company? Does it look like a good long-term investment? Thank you. Michael

Q: Hello. How would you rank these companies and which would you be buying now (if any) and why?

Thanks in advance!!

Q: What on earth is happening to IHI today? For a supposedly safe ETF, the price has fallen through the floor. Has there been a share split I don't know about?

Q: Barron’s article recommended investing into stocks related to synthetic biology(e.g. genetic programming to make designer yeast that synthesize commercially important compounds). ZY, AMRS, SNRG were mentioned. I am interested in seeing your top choices in this space.

Q: Any thoughts on these three for growth? Buy, hold or sell?

Q: Is tomorrow's NVDA 4 way split a good buying opportunity?

Q: For the last 3 months it is going down. Is it market or company related?
Could you please comment on their outlook?

Thanks,
Milan

Q: Any good stocks to get on this drop ( Delta variant scare ).

If I had to choose one cruise out of CCL, RCL and NCLH, which one would you choose ?

Any one airline stock ?

Or any other high risk-high gain opportunity ?

Q: Which of the above would you choose today?

Thank you!

Q: Just an update to ensure the long term thesis is still valid. Are they down due to a growth to value move? Does it look like crypto currency’s weakness is dragging the share price down? Buy, sell or hold?

Q: What are your thoughts currently on Redfin? Any recent developments to be concerned about or the thesis is still strong to start a new position? Thanks.

Regards,

Shyam

Q: Good afternoon,

What companies (maybe 3) does your firm believe are at the leading edge of artificial intelligence? Please, if possible, explain what their foci may be and perhaps suggest what they may have a comparative advantage to their nearest competitors,

Q: Could I have your thoughts on Chart Industries .
Thank-you.

Q: I've been looking for stocks with favourable value metrics which also demonstrate solid earnings growth and have come up with the above list. It's a little heavy on the retail end which worries me somewhat with covid still being a thing. At the same time, retail stocks are enjoying solid sales and anecdotally, it seems to me that people are anxious to get out there and spend.

With respect to Doo, H&R Block, WSM, and BBY, these have seen decent levels of share repurchases which is appealing for obvious reasons.

What do you think of my list with a view to holding and forgetting for at least one year? Anything you would cut out? I don't like foot locker as a store for instance but the financials appear attractive. Thank you as always,

Jason

Q: What do you think of the above two companies with ST as a EV play and STNE as an economy recovery play in Brazil?

Q: What is your view on how Chinese companies listed in US exchanges are being affected by the delisting threats and the Chinese government response. Has this increased investment risk in Chinese companies? I currently have a position in XPEV and am trying to reassess if I should continue holding it.

Q: Strangely, this firm doesn't appear to be in your database; however, its numbers, on the face of it, seem too good to ignore. Can you please comment? CCAP:Nasdaq.

Q: Australia seems uniquely positioned to join and / or lead the green energy wave with both ample green resources and rich mineral deposits.
Whereas electric may have "won" the automotive market, still up for grabs are the heavy industrial applications - trucking, shipping, aviation, steel production....
Reference the Fortesque move into green steel production via green hydrogen.
Do you see any opportunities here, how to participate? When will this put pressure on conventional steel like LIF?

Thanks,

Jim

Q: I recently cashed out of IWO (nearly doubled) but in violation of your rule against selling anything just because the price is too high. It is now a bit below where I sold. Wondering if I should go back in, wait for a stabilized rising trend, or pick something similar (SPY?) that you like better for 2-3 year hold? Thanks Jim