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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Ah! The widow and orphan stock.
What do you think? After all these years of never being able to gain traction, is now their time?
Just like nvdia when it did nothing for years and then became the darling of the street. Been burnt twice with Sierra but I sense a huge turnaround with 5G or a buyout!
Peter: your opinion! Thanks.
Read Answer Asked by Helen on July 07, 2021
Q: How would you characterize and rank the respective valuations and growth potentials for these 4 companies? Other suggestions for growth and diversification in an otherwise pipeline, bank, insurance company and telecomm-heavy retirement portfolio?
Read Answer Asked by David on July 06, 2021
Q: I invested in SWKS in tax-deferred account for potential gain in 5G (and perhaps 6G in future). I have two concerns: (1) AAPL accounts for a whopping 56% of SWKS revenues (according to Barrons recently). AAPL has the intellectual and financial resources to develop its own chips and thus be less of a hostage. (2) The second concern : SWKS seems to be overvalued now assuming I have the following correct: PEG sky high at 7.8 (ROE healthy at 28). I have been trimming reluctantly but just read in the Q & A that really like SWKS.

Would you agree with my concerns? If they are reasonably well founded, would you now withdraw much of your affection for this business... OR would you take the risk and keep loving her anyway?
Read Answer Asked by Adam on July 06, 2021
Q: Relative to payment methods for the purchase of goods, bank sponsored debit and credit cards employ intermediaries such as VISA or Master Card.
This appears to be increasingly disrupted by tech companies that are not financial companies themselves, however I understand, have a bank in the background.
My question is: If I own VISA should I also consider owning PAYPAL or other to take advantage of the tech side of things thus giving my self a barbell approach? This is not a question on VISA or PAYPAL but on the benefits of investing in the new entities that seem to be appearing in the financial payment system.
Thanks
Read Answer Asked by DAVID on July 06, 2021
Q: 1)Please rank these companies in terms of long term growth.
2)Would you have any concerns buying at current prices?
Read Answer Asked by Timothy on July 06, 2021
Q: I don't have any semiconductors in my portfolio which I think would be a good addition to diversify my portfolio. What would you recommend at this point in time? Thanks for your ideas.
Read Answer Asked by Pat on July 06, 2021
Q: Which stock i.e MKSI, UCTT, or ICHR would be a good replacement for PHO, with the similar characteristics of growth, risk, etc. If you have other preferences, please list them also with similar growth and risk.
Thanks for your service!
Read Answer Asked by Ozzie on July 05, 2021
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