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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: Massive drop in zcl today. You mention in an earlier response that zcl has 'stopped growing'. Management however states that 10% growth target will not be achieved this year due to poor q3, however should resume by next year. Essentially, the take away is that growth prospects should still be intact, notwithstanding this quarter. Am I getting this right? And if so, why consider removing it from the GP?
Thank you.
Read Answer Asked by Karim on November 03, 2017
Q: Good Morning Peter and Team, great job on the site ! The above are our laggers (vs a much longer list of out performers; thank you !). I'm assuming that unless they have strong news they will struggle into next year with tax loss selling. In what order would you part with them if you wanted to move on ? Which one or 2 do you think have the best potential that you would even add to them ? Thank you.
Read Answer Asked by Paul on November 03, 2017
Q: I tried to read your answer to a question on Wayfair from August 5/16, but it wouldn't open. (Maybe a glitch with the new site.) I'm just wondering what you think of this stock going forward, especially considering today’s carnage. Goldman Sachs recently endorsed it as one of their top 23 “secular growth stocks”.
Read Answer Asked by Brian on November 03, 2017