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Q: CNR. Have you heard any news re the potential reason for the downhill trajectory in the stock over the course of the last 2 weeks?

PLTR. In an opposite sense, any news re the upside being experienced by this company over the course of the last 2 weeks. I did see a target price of $29 recently but everything I've heard is that the company's forecast was ok (nothing special), I've heard many analysts reiterate that the companies stock was overvalued, ...

Would you be a buyer for either of the above at current prices? If not, would you wait for a better price? Thanks.
Read Answer Asked by Walter on June 19, 2024
Q: Thanks to your sage advice, I am up significantly (again) on NVDA. Last year, I let it run up to 10% of my holdings, sold half and purchased VRT (now up 30%). NVDA has now increased to 8% of my portfolio. I understand there are multiple drivers currently at work turbo-charging the price of this stock (earnings, stock split, upcoming DOW listing, forced acquisition by ETFs, etc.). All this prompts three questions. How large would YOU let your NVDA grow as a percentage of your portfolio before trimming? Assuming you wanted to trim, when do you think the stock price will start leveling off (assuming the absence of black swan events)? If you wanted to take some profit and invest it outside tech, what would be your three highest conviction US stocks today? AMZN, MSFT, VRT, GOOG, V, and J already held. Thank you.
Read Answer Asked by Maureen on June 20, 2024
Q: Morning,
Looking for growth idea for US stocks. Have some money to add to 1/2 position in either CCJ, BWXT or something else you recommend.
Already have full position in CELH, VRT,PLTR and PWR. Trimming NVDA
Thanks for this service
Read Answer Asked by Craig on June 10, 2024
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