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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: Your response to my question on ROIC would be very difficult for me to calculate. You mention that very few paid sites would provide this which would imply that some do. Can you give me some paid sites? Thanks
Read Answer Asked by hal on June 05, 2023
Q: If one was willing to accept the smaller cap size risk and the much lower yield, could you endorse a switch from MG to DOO to stay (technically at least) in the same sector in the hopes of realizing a higher total return in the long run (5-10 years)? When I look at the history, Magna is about where it was 7 or 8 years ago, and DOO is up about 4 fold. I realize the past doesn’t predict the future, but still…..
Read Answer Asked by Stephen R. on June 05, 2023
Q: Good morning, At times you guys talk about a good company that has a long runway in the future but for now the investor will have to be patient. Wouldn't it make more sense to sell these stocks for the time being and invest in something that should have more short term potential? Typical of an Opportunity cost. A couple examples would be Aritzia and Brookfield, BN
Read Answer Asked by Pat on June 05, 2023
Q: Hello:

Are the "Market, Model Portfolio, and Report Updates!" emails archived on the website?

Thank you.
Read Answer Asked by ST on June 05, 2023
Q: If one already has a 10% weighting in ITOT would an additional position in a small cap fund be warranted? Which ETF is preferred for small cap exposure and why - IJR or IWM? It appears IJR has outperformed on all timelines. Is this due to its more concentrated approach? Is there a global small cap etf that is recommended?
Read Answer Asked by Matthew on June 02, 2023
Q: I would like to get exposure to the semiconductor industry but am reluctant to buy NVDA because of its recent runup. I am considering SMH or SOXX. Do you have a better idea or would it be wise to stay on the sidelines for a while? This may not be relevant but I do hold Fortinet. Your thoughts and comments would be appreciated. Thank You.
Read Answer Asked by Brian on June 02, 2023