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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: 1. What percentage do you advise allocating to discretionary sector.
2. Included are non-US names because of pricing power/ controlled supply. If I missed any from your favs, please add to the list.
3. Recently you answered my question on industrial stocks based on
a) core [large, defensive names]
b) high growth regardless of size
c) recent strength and positive momentum.
Applying that to my list of discretionary stocks, please rank in each category (1-3, with 1 strongest)
Thanks
Sam

Read Answer Asked by sam on February 05, 2024
Q: Hi,

I have had Heico on my watchlist for quite some time but never purchased any because of the premium valuation. Everything I read about it (including the questions/answers on 5i) is positive so I'm wondering if it is one of those stocks that warrants a premium valuation, ie. will always be expensive?

I do own some Ferrari (RACE) shares which have done well for me and are also at a premium valuation, but it seems (at least so far) that it deserves the premium. Same story for my Tesla shares. So I am wondering if Heico is similar to RACE and Tesla in that way? Would you consider a purchase of Heico for a growth investor with a long time frame?

Thank you,
Read Answer Asked by Doris on July 20, 2023
Q: Hi, A follow-up to your response to Valtar’s recent question about the debt vs. cash flow for Race:

In Euros, RACE has net debt of E1.3B, vs rolling 12-month cash flow to March 31 of E1.3B.

In layperson language, could you comment on these numbers? I’m not sure how to interpret them. Thanks,
Read Answer Asked by Doris on May 18, 2023
Q: Could you please share your top 3 picks in the luxury goods "sector"? Please order starting with the best and a (very) brief reason for the pick (if I'm not asking too much and the time allows). Got interested because, it seems to me, that the wealthy and the luxury companies they're buying things from are doing just fine, recession or not.
Many thanks!
Read Answer Asked by Iulian on November 29, 2022
Q: Ignoring taxes, cash requirements, and sector allocation, on a straight-up basis, for a minimum of a one year hold, which of these companies would it be prudent to currently sell, buy, or hold? Thank You.
Read Answer Asked by Harold on January 27, 2020
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