Q: How does a Uruguayan payments co. Such as DLO stack up against such firms as STNE, PAGS, or, to a lesser extent, MELI? Thanks for your excellent input!

Q: How would you rate these firms/etfs from a growth potential, financial well-being and diversification perspective. My portfolio is currently 40% MAW104 with bank, insurance, pipeline, and telecom stocks making up the remainder.

Q: Hi Gentlemen ,

My US portfolio has a few laggards in it that have underperformed the market. I'm not sure if their underperformance is a temporary blip or a permanent tumor.

I'll list them below so I can get a fresh perspective from you on them and whether you think that they are worth holding or not.

Many thanks.


ALRM
ASUR
BAND
DOMO
NEWR
PAGS
Please deduct the number of credits you think is fair.

Thanks

Sheldon