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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: Would like to take a position in either Aspen Technology or Verisk Analytics. Any advice of which one would be your preference and if you think it's an investment with potential for 2-3 year hold. Appreciate your exceptional service.
Read Answer Asked by Dr Lorraine on September 19, 2019
Q: I bought Square in October last year after the CFO left. I’m down on the stock but still like it. Because the rest of my portfolio has risen this is now slightly <1% position. I want to add to the position up to 2% but don’t want to throw good money after bad. How do you like square over the next 5 years?
Read Answer Asked by Dennis on September 18, 2019
Q: I have very recently equally invested in MHK, KEYS, PAYC and ULTA. Do you these companies offer better safety combined with potential then investing in AYX, TEAM, CRWD and DOCU.
Read Answer Asked by Imtiaz on September 18, 2019
Q: Hello,
Due to spin offs in the past couple of years, I have ended up with equal shares of CTVA, DOW, and DD. Would it be a good idea to sell one or two of them and just hold one? If so, which one?
Thank you,
Dorthy
Read Answer Asked by Dorthy on September 16, 2019
Q: Would a shift from SQ to these other 3 at this stage be prudent given the current moment on SQ and the pull back on the other 3?
Read Answer Asked by Mark on September 16, 2019
Q: This is further to my question dated July 30, 2019 regarding Blackstone.
The Hong Kong Exchange has just made a conditional offer to buy the London Stock Exchange but, included in it's conditions, is that the London Stock Exchange end it's plan to buy Refinitiv.
Are you aware of any breakoff fee that Refinitiv might receive if the Hong Kong/London deal went through?
Read Answer Asked by Larry on September 13, 2019
Q: Hi team ,
I am down 24% on square . Is it time to sell, hold , or buy more? In my opinion it’s being punished for no real reason, and still believe in its growth rate and potential disruptor status .

Call this a 2 part question as well and charge me credits accordingly . Do you believe in this current “market rotation” gimmick ? To me the current growth companies are still the current growth companies . It seems these days that the big traders on the market get together for a coffee before market open and conspire together to decide “what’s the theme of the week today ?”. I don’t understand it all but this last Monday for example was grossly obvious how crooked the “market “ can really be . Ayx for example : you can’t tell me that over the weekend that company is suddenly worth 15% less come Monday morning . In my opinion it’s a sad platform we all play on here , but at the end end of the day it seems the best strategy is to buy a best in class company and hold it long term , unless the fundamentals change , cause the market is so obviously manipulated every day .

Your thoughts please would be appreciated . ThAnks !
Read Answer Asked by Shane on September 13, 2019
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