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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: General market question. Jim Cramer is suggesting that while Coronavirus persists as potential disruptor that can't be quantified, more subjectively valued stocks like those in the cloud - say TTD, AYX etc - or those like Tesla will see gains as people buy on growth and momentum. His belief is that these stocks are being bought based on growth alone whereas the market would hold more traditional companies like Cisco, Caterpillar or Home Depot to account based on potential impact of the virus disrupting sales.

My question is whether you agree with his thesis that the cloud stocks will continue to do well as Corona uncertainty lingers or if they stand to fall the most if worst case fears are realized.

As a follow up, if one were to keep only one of Home Depot, TTD or Cisco in current times, which would you hold?
Read Answer Asked by Tim on February 14, 2020
Q: Hi. Currently UTX is about 3.2% of my portfolio and I am considering bumping it up to 4.5% as part of a portfolio restricting exercise. The question is, should I do it now or wait until it splits into three separate companies. I usually try to keep my portfolio at 20 stocks and this split doesn't help with that goal, but I have read that stocks which split tend to do well post-split. I would greatly appreciate your views. thanks, J
Read Answer Asked by John on February 14, 2020
Q: The purchase of Sprint by T-Mobile was approved. The stock is at a new high on the news. Would this be a good time to buy? Can you please advise if analysts’ target revisions support the current price, are earnings expected to accelerate or have there been earnings suprises recently? Grateful if you would also advise on free cashflow, debt, and whether it is expecting a lot of growth from 5G. Thanks again for your valued views and insights.
Read Answer Asked by TOM on February 14, 2020