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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: I have considerable difficulty justifying TDOC’s fall from around $300 to present day levels of about $9, after a further low, in the absence of malfeasance, some sort of conceptual shortfall or some other equally catastrophic event. While I also disagree with much of what Warren Buffet says the exception is his dictate “know your company”, as each commitment of your “hard earned” funds is a commitment in that particular company. While that achievement may take a while it is essential.

On this side of the border we have WELL which is involved in a similar industry, and for want of a better description continues to disappoint after a significant (four year) gestation period during which it should have found its feet, which I suggest indicates an undeclared conceptual difficulty which was either not anticipated or whose execution has taken much longer than anticipated to adjust to and accommodate.

Your observations and prospects for WELL would be appreciated along if possible with some indication of TDOC fortunes. I look forward to your response.
Read Answer Asked by Mike on October 04, 2024
Q: I believe that the traditional "weight loss advisory" firms will recover especially once some of the attendant health risks from such drugs as Ozempic become better known. Does this theory resonate with you and, if so, which Weight Watcher-type firms do you like?
Best regards,
David
Read Answer Asked by David on October 04, 2024
Q: I hold shares of Jacobs Solutions Inc. (J). My online broker informed me that for each share of Jacobs Solutions Inc. I own, I will receive one share of Amentum (AMTM). What should we do with these new Amentum shares? What is the outlook for Amentum compared to Jacobs Solutions? Thank you for your help
Read Answer Asked by Gervais on October 03, 2024
Q: hi and thanks
what are your thoughts on TMDX? I see my screen shows a PE of 4397. Is the price a little ahead of itself?
Read Answer Asked by Joe on October 02, 2024
Q: I have positions in these companies. some of the names have pulled back recently. Would you be adding to any of these names? What entry point would you be adding?

Thank You
Tim
Read Answer Asked by Timothy on October 02, 2024
Q: As you noted in a previous question, Amentum Holdings was spun off from Jacobs Solutions. From your response it appears you are positive on Jacob Solutions.

My question is what to do with Amentum Holdings. Is the stock worth holding?

Thanks
Read Answer Asked by J Stephen on October 02, 2024
Q: Peter and His Wonder Team
I realize this is a speculative stock. Please just give me your best speculative answer. I own it and not sure to hold for another few quarters or just move on! I would be upset if it crashed. Thanks...your opinions are always helpful!
Read Answer Asked by Ernest on October 01, 2024