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Q: Do you still like WIRE? According to one of the Globe's recent guest columnists (a Mr. Teich at Avenue Investment Management) "We've never seen a business with this strong of a balance sheet". He says the market cap is US $2.8 billion which is down from your April commentary. Has the stock been really weak? Are they a copper miner or more of a fabricator?
Any thoughts you have would be appreciated.
Read Answer Asked by James on November 01, 2023
Q: Please rank these companies, or suggest alternatives, as investment opportunities in the build out of the electric grid to accommodate changes in energy delivery - based on their current stock valuations.
Read Answer Asked by John on October 30, 2023
Q: I have funds to put towards an aggressive attempt at obtaining an average 20% annual return over the next 3-5 years (own CSU, NVDA, GOOG, BN and few others with such potential). Not looking for a detailed analyses or commentary, but do any of these choices seem to be unlikely candidates for the desired outcome - ADBE, INTU, WIRE/ATK combo, HEI/TDG combo, ZTS, BX, LVMUY?
Read Answer Asked by John on October 10, 2023
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