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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: Hi I’ve held BN for some time. I feel it’s an exceptional business with little price action. Are my expectations too high? fundamental concern?

Buy/hold/sell?

If selling is an option, what would you purchase as a replacement? Thanks
Read Answer Asked by Nick on March 05, 2024
Q: Do you see the recent dip in PGNY as an opportunity or did the recent results indicate something worrying? Do you agree with the assessment that there could be long-term, above-average growth possibilities and PGNY is emerging as a leader rather than just simply another OK investment?
Read Answer Asked by John on March 05, 2024
Q: Hi, this is a group of the top S&P performers for the last five years. Although I don't know what the next few months will bring, the first year after a general US election is normally very bullish. Still I'm nervous buying anything that's gone up so much. Can you pick 4 of these choices you think still have long term growth potential without insane volatility?
Read Answer Asked by Graeme on March 05, 2024
Q: Nvidia, Constellation Software and Broadcom (in that order) have pulled away from the other stocks in our portfolio. We know how you view NVDA and CSU and wonder how you would rate AVGO to overweight in the portfolio as well? We hold AVGO in two registered accounts for the nice dividend.
Thank you
Read Answer Asked by J on March 05, 2024
Q: Hi 5i,

While looking into the stock, I found that it has very high stock based compensation. This seems quite concerning to me. I know you like the stock, so is it something that is justified because of its growth?

https://www.macrotrends.net/stocks/charts/ESTC/elastic/stock-based-compensation

TIA
Read Answer Asked by Wayne on March 05, 2024
Q: Reading a recent Q and A on MGNI I was reminded of APPS which was once viewed positively. It seems TTD is a winner, MGNI I maybe a rebound candidate and that APPS is just dead? Do you see any potential in this as being a high upside play when rates are lower?
Read Answer Asked by Tim on March 05, 2024
Q: Hi,
Would you have any concerns for CRWD's upcoming earnings report? Given that PANW got hit fairly hard after their recent earnings, I am wondering if we might see something similar on CRWD, and whether or not today's drop is a bit of a heads' up something is about the change? Any thoughts you can offer would be much appreciated!
Thanks,
Dawn
Read Answer Asked by Dawn on March 05, 2024
Q: Hi All,

I have a really nice gain shorter term gain on LLY thanks to your recommendation of 125% which is down a little from the high.
Is LLY on the over valued side now and starting to correct? Should I sell it and move into another Healthcare name and if so I'd love a few recommendations. I already own a partial position in UNH and ABBV. I see UNH has dropped and may have some issues with the government should they be stayed away from for now? Thanks for your service.
Read Answer Asked by Harry on March 05, 2024
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