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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: Could you explain why VGT seems to perform better than QQQ. And why you recommend the latter more often than not.
Thank you.
Read Answer Asked by Peter on April 06, 2020
Q: Hello Team, Considering the strength and outlook, would you prefer to Add to ZS or you see better opportunities - AAPL, FB, AYX, ROKU, NOW that had dropped in price but offer better risk reward. I own all of these but wanted to add money to 1 or 2. ( without sector consideration) . Thanks
Read Answer Asked by RUPINDER on April 03, 2020
Q: I own all of the above stocks in the 'growth' portion of a well balanced portfolio. I don't need to sell any and the volatility doesn't bother me. Are there any I should sell because their fundamentals have changed in this correction? Any I should add too?
Read Answer Asked by Larry M. on April 03, 2020
Q: Can you tell me what you think of Restoration Hardware... how it is priced (PE etc or whatever multiple you think is relevant), if you like it etc?

It has fallen a LOT (understandably) but I think it could do well once this is over.... also i think a lot of people are spending a lot of time in their house finding things they hate about it and will probably want to do some reno's after this is over!
Read Answer Asked by Max on April 03, 2020
Q: i have owned this stock for 2 years. Looking at the insider buying, The CEO and Chairman have been buying large chunks of shares over the past year (and as recent as last week) as the stock has dropped from +/-$6 to $1.40 .... is it worth a buy at these levels.
Read Answer Asked by Colin on April 03, 2020
Q: I read an article that suggest that the US has essentially moved the FED's role to the Treasury Dept, thereby giving control (more at least) to the Trump admin. First, do you see this as the case, and second, if they were to devalue the US dollar as Trump has often called for to better compete with the world, and this brought structural support to the political move away from China and ROTW imports and boosted a reemergence of the US manufacturing/supply-chain system, what companies would look like a steal today ten years from now?
Read Answer Asked by Rick on April 02, 2020
Q: Question about ZM,

I know you mentioned in an old comment that ZM is trading at a crazy ~20x sales multiple... is that forward sales estimates and is that incorporating the recent surge of sales due to COVID?
I know it is a hyped stock, but in the last 2 weeks I went from not knowing about zoom to all my work life being through zoom and now my social life as well though group zoom chats. I know from a work perspective I will keep using zoom... it seems like a large chunk of the developed world has been recently introduced to their product (and it is a good product)

When have estimates been revised, what are the forward sales and earnings multiples now, and do you think it is a buy?
Read Answer Asked by Max on April 02, 2020
Q: You had previously given the following criteria to judge momentum stocks: "For momentum we like a rising stock price with increasing volume, positive earnings surprises, accelerating earnings, analysts' upgrades and target prices. "

Would I be correct in assuming that in the current markets, we need to think more like value investors, however, than momentum investors? If my observation is correct how does one then analyze value stocks?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on April 02, 2020
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