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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: Dear Peter et al:

Your answer to Jacques' question that included SMCI is rather outdated now, right?! The question probably made its way to yur in box today!
No one expected such a deep drop this morning!

BUT at least one of the BIG heads has paid the price. Not sure if there is some more heads will roll besides the chief accountant.

Is the worst behind SMCI? At 35% growth as your answer indicates, worth nibbling here? Or does your "cockroach theory" still hold?!
Read Answer Asked by Savalai on October 30, 2024
Q: Crox got crushed. How does it look going forward?
Read Answer Asked by sean on October 30, 2024
Q: According to Portfolio Analytics, my current allocation to Health Care sector is too low. Here are the names of 12 major US pharmaceutical companies. How would you rank them? If possible, please provide a short comment on each of them: Pfizer, Johnson and Johnson, AbbVie, Amgen, Gilead Sciences, Eli Lilly, Merck, Vertex Pharmaceuticals, Regeneron Pharmaceuticals, Abbott, Biogen, Bristol Myers Squibbs. Thank you
Read Answer Asked by Gervais on October 30, 2024
Q: Hi there. As always, I appreciate your insight into stocks and have really benefited from your advice over the years. My question today is about the company EPRT- who own and manage primarily single-tenant properties leased to middle-market companies. With rates slowly coming down and wanting to have some exposure to real estate would this be a name you would consider going forward? Looking at a minimum 2-year hold and adding on weakness.

Thanks
Read Answer Asked by Lesley on October 30, 2024
Q: I am looking for a mid-cap ETF (listed in USA only) that:
-Has not more than 300 companies (the fewer the better).
-Constituents listed anywhere , although prefer constituents listed in developed markets) .
-Includes *ONLY* profitable companies
-Constituents chosen based on key factors such as: ROE, ROCI, FCF, good gross and net margins.

I have a small position in XMHQ but ETFdb.com is somewhat lukewarm towards it. Therefore, rather than add to XMHQ I wonder if you could recommend one or more suitable ETFs that meet most, if not all, the above-noted criteria. (I am fine adding to XMHQ if you believe it to better than other ETFs available in the US; however XMHQ does not quite meet above criteria. ao:sab
Read Answer Asked by Adam on October 30, 2024
Q: Hi,

I find the 3 following stocks interesting: doc-n, clbt-q,smci-q How would you rate them for strong growth in a period of 3 years and why ?
Any other you like better in these sectors at this moment ? Why ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on October 30, 2024
Q: Hello Team,

I am re-balancing my portfolio and I have a bit of cash to invest. Of the 12 stocks listed, can you please rank in order you would add to an existing stock. Looking for a 3-5 year hold and not worries about risk and or industry. Thanks again.
Read Answer Asked by Kevin on October 30, 2024
Q: I have received my cash payment for the shares in AW.UN. I would like to reinvest the funds and was thinking of investing in either the Keg or Boston Pizza fund. Can you please compare the two funds and advise which would be more stable and have some potential for growth.. Any other suggestion in the food services industry would be welcomed. Thank you for your great service.

Stella
Read Answer Asked by Stella on October 29, 2024
Q: What would be your top 3 buys in the Aerospace & Defense sector and why? Or would you just go with an ETF like XAR/PPA/ITA? Thanks!
Read Answer Asked by Michael on October 29, 2024
Q: Making some adjustments in the growth portion of a registered account held in US$ by trimming NVDA & selling CROX which still has a good profit but may languish for awhile. Would you rank the above 4 picks please (highest = 10) and suggest entry price. Also, would you pick just 1 from each of the 2 sectors represented or would you prefer some of each and if so, divide equally or ??
Many thanks as always.
Read Answer Asked by Alexandra on October 29, 2024
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