Q: Would now be a good time to start a position in CRUS? With the iphone 13 coming out soon and all.

Q: I have owned Russel 2000 Growth, as per your model growth fund for several years and over the long haul it has been a good performer. Thanks so much as usual!

I have recently read a couple of different articles referencing the potential for small cap value to perhaps outperform the market over the coming period of economic growth (ever the optimist). In particular, Simon Consable's article yesterday in the Wall Street Journal "Small ‘Value’ Stocks Are Down but Not Out" These stocks are still amongst the markets biggest losers year to date. What are your thoughts on this hypothesis and would adding the Russell 2000 value be a reasonable way to play this? Are there any individual stocks that you currently like that would fit this thought that are yet to rally?

As always, thanks for the great advise and service,

John

Q: Your analysis and commentary please on CRUS. Your input would be very helpful. I am looking for growth. CRUS has low PEG, good ROIC and seems to have attractive metrics. The market seems to be undervaluing CRUS and I wonder what I am missing. Thanks