Q: I know that Peter would not characterize himself as as a “Value” investor, but some recent articles have indicated conditions (interest rates, inflation, growth or lack of) may be setting up for an outperformance for value stocks. If that thesis turned out to have validity, can you give me an idea of what your Value Portfolio might look like? If you could choose some from different sectors, and throw in a few US choices, so much the better. Thank you.

Q: For the following stocks, can you provide a quick assessment of each and whether or not you believe they are a buy at current levels?

NVMI
RCII
NNDM
AHCO (AdaptHealth Corp. - doesn't show up in the dropdown menu)

Thank you!

Q: Hello 5i
In March of this year you thought HRI looked pretty good. It has risen 40+% since then. Do you still like it or has it become too expensive? Any other name in the same space that you like more?
Thank you so much!
Dave