Q: Hi,
TDOC is down roughy 50% from its high while I am down ~20%.
This is the only health/telehealth stock I own within my portfolio.
I wanted to maybe sell out of TDOC and buy another stock within the same industry. I realize that this could be a foolish move as I would sell at a 20% loss only to acquire another stock that could drop too.
What would be your thought process and would you still be ok with TDOC?
Thanks,

Q: I have a large position in Tdoc relative to my portfolio which I’ve been holding at a loss since Feb. Can I get your comments please on the earnings? I’m wondering whether to hold and hope for a recovery. My average cost is $213. Thanks.

Q: Hi.
The list of stocks make’s up my overall portfolio. Last month, during the sell off, my portfolio was down ~40% and started recovering slightly and lost steam again since late last week.
I don’t have any intentions to sell in the short term and I will prefer to hold for minimum the next 3-5 years.
Looking at the list of my holdings, do you feel there is any stock that should not be there?
Thanks,