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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: While Disney is a great company is it a great stock? I am down considerably on the stock as video streaming... have not met my expectations. Do you have any alternatives in this sector that would upgrade my portfolio or would you stay with Disney?
With appreciation,
Ed
Read Answer Asked by Ed on April 30, 2024
Q: What is your opinion on this company? Are they in the midst of a turnaround? I read somewhere that the CEO has stock options that won't vest until the stock reaches 36 per share. Does this sound like motivation to get the house in order?

Thanks
Read Answer Asked by Kolbi on April 21, 2023
Q: Hello Peter,

Your thought on adding one of the above names to my portfolio. I hold a bit of WBD from the AT&T spin-off and is ready to trade it with another stronger performer. Thank you!
Read Answer Asked by Nhung on May 31, 2022
Q: I have these three stocks in my margin account currently at a loss. When does it make sense to realize the loss for tax loss selling and buy another proxy. I know most of tax loss selling usually happens later in the year, but does it ever make sense to do it earlier in the year if the stock is down? What would be good proxies for EGLX, DIS and APPS? Thanks!
Read Answer Asked by Keith on May 04, 2022
Q: Hoping that your easter was/is enjoyable

I have received shares in the subject stocks and want to decide to add to them creating a partial position going forward. My two questions(oe each) is do I sell these stocks outright at my zero cost or do I consider adding into the position. They both are trading at attractive levels, have analysts' projected earnings increase but do not pay a dividend. Your wise thoughts and any recommendations please
Peter
Read Answer Asked by Peter on April 18, 2022
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