Investment Q&A

Q: Facebook is down over 3% in premarket trading. I have done very well on this stock. It is approximately 3.5% of my portfolio. Time to lighten up. Your comments would be appreciated. Thanks

Q: What do you think of this high yielding u s Reit.?
Thanks Phil
Wpg us reit

Q: ALGN is currently about 4% of my portfolio. I would like to increase it to 6%, but it keeps going up and our dollar is going down. What to do?

Q: Can I have your opinion on this transportation company? It has had a good run and I am considering adding it to my portfolio for diversification.
Thanks.

Q: Watched an interview with Jay Chaudhry CEO of Zscaler. Successful at building and selling tech companies. Do you have any thoughts on ZS.
Thx
Gerry

Q: For an investment in the technology/industrial sector in the U.S., which would you choose at this time between Cognex and MKS Instruments ?

Thanks,

Tim

Q: What is the reason for the recent drop in Monsanto share price?

Q: KMB’s shares keep declining. It just raised its dividend by 3.1%. On financial websites financial ratios differ significantly-- ODD. One premium site depicts ROE at over a thousand % ! Yahoo shows ROE at > 400% . Could be function of ROBO-Analysis (?). So, what do you see for PEG, ROE, div payout , FCF and debt?

KMB’s sales are down and yes it says it faces higher input costs. But are there OTHER contributing factors to the continuing decline in share price?
I do not want to fall into errors like the one I made on another long-distance P&G where I am down 30%.
Is KMB worth buying now at these better prices? Does risk-reward make sense here? What do you think of KMB’s prospects? Would you buy , if only as a bond proxy? If you have suggestions for some other reliable dividend growers , I would appreciate names.

Q: Could you suggest a way to short FAANG stocks with a 1 to 2 year time frame?
Thank you.

John

Q: Is THOR suitable for a conservative VALUE investor interested in SOME sales and dividend growth? Is debt manageable and is cash flow good? Financial data and ratios point to good value? I was puzzled to see share price down 2.5% today on no news--- one possible reason is aluminum tariffs (?). Tariffs I thought were on hold for now, except for China imports. But Thor would not have to rely on China for aluminum? Do you see the economy reasonably strong for non-essential products like those of Thor?

Q: Hi 5i thanks for the great service. I am thinking about a long term play on water and would like you opinion on some ways to play it? Some company suggestions would be nice and what do you think of this iShares etf?

Thanks for the great service

Q: CASA listed just 3 mths ago & already doubled.
Would you have any info?

Q: Gentlemen,
Your opinion on DLTR ?
What is the risk buying it ?
Thanks
Best Rgards

Q: My question is on SVB Financial Group. What do you know about this security? I am considering a purchase and any feedback would be appreciated. Thank You.

Q: Can you comment on Broadcom’s earnings and would you consider this a long term hold?

Q: Gentlemen,
With Spotify having it’s I.P.O. on April 03. Is their any way an individual investor like the majority on your site including myself can buy for the issued price? Or is that only a luxury for institutional investors to receive?
Andy

Q: Can you suggest some undervalued USA stocks one might want to look at picking up this week for short term profits?
Thanks!

Q: What is your option on this ipo?

Q: UNH.us has been doing well. I am reluctant to trim but to avoid personal bias I ask:
Is valuation now too high? On price to Free cash flow, it looks expensive vs. history. s PEG is ~2 but ROE looks attractive at ~24%. Is such ROE sustainable given competitive forces at play ... I worry its moat is now not good as it was in the recent --- am I wrong?
Do you think UNH will GROW its dividend?
Is debt manageable?

Q: Hi 5i,

Are both still regarded well by your team? What would you consider good entry points?

TIA