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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:


I am long term holder of CSCO. I have made decent profit. Sometime ago to my question, you mentioned that it can be held still didn't see any problem with it.
But more recently I am hearing rumblings that ANET is better suited for AI going forward? Should one switch? It is in my Regd a/c. So, no tax implications.
Read Answer Asked by Savalai on March 04, 2026
Q: When looking at technical analysis of this company, would one need to ignore the chart action prior to March 2022 because of its spin-off ? - i.e. is it irrelevant to use stock pricing before that date to establish overall long term trend lines and channels for T.A. purposes ?

How do you see this company as an investment going forward, and how do its valuation metrics compare now to the past?
Read Answer Asked by James on March 03, 2026
Q: May I have your thoughts on AEVA? They reported recently and it seems Barrons has stated the company has reached an “inflection point”, whatever that means. The stock has been strong since reporting it’s earnings last week.
I confirm I have clicked on Public Question so if it comes to you as Private Question there is some software glitch.
Regards,
Jim
Read Answer Asked by James on March 03, 2026
Q: Can I get your thoughts on Harrow's latest quarter please? And can you please rank HROW, ISRG, LLY and TMDX for purchase/hold?
Thank you
Read Answer Asked by Neil on March 03, 2026
Q: Hi 5i,

Thanks for your advise for BRK.B:US, you have mentioned that BUY at $450 (ClassB) would be a good price, and average target is $525 which seems about right to us.

Long time ago you have suggested the price buy-in around $500, seem you have getting more negative for this stock. Any reason you don’t feel positive, is that because due to the big cash $373 billion holding?
Read Answer Asked by kwokwai on March 03, 2026
Q: Do you think its worth holding on to Nike at this point? I can be patient but are there better places to be?
Read Answer Asked by Andrew on March 03, 2026
Q: Do you see, in the next 3-5 years,significant upside for these stocks?If so what would see as a good entry point for each?
Thank you
Read Answer Asked by John on March 02, 2026
Q: I understand NVDA is putting 2Billion each into both COHR & LITE. I’m happy with COHR, up almost 400% now at a 5% weighting. Probably should start to look at selling some to keep the weighting down. Is LITE investable with its 220 P/E? One other question is NVDA getting shares for their 2 Billion?
Jim
Read Answer Asked by James on March 02, 2026
Q: The sector rotations in the markets are wreaking havoc on my portfolio balance, mostly in a good way. The healthcare sector overall is down and the limited successes seem expensive. Also, the US government is pushing pharma to reduce their margins.
Do you feel that it is a good time to invest in healthcare and if so could you recommend stocks and etfs for broader exposure? For years, the etfs seem to have underperformed.

Thank you!
Read Answer Asked by Peter on March 02, 2026
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