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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: Invesco has an etf with downside hedge, pdhg.
I see it performed well in march 2020. Would you have an opinion on this as part of the more defensive side of portfolio?
Thanks
Read Answer Asked by Daniel on November 05, 2021
Q: Good Morning

Could you please provide your top 6 US picks regardless of sector.

Thank you
Read Answer Asked by Marty on November 05, 2021
Q: I'm befuddled about classifying VEEV as in the HealthCare sector. But VEEV" provides industry-specific cloud-based software solutions to address the operating and regulatory challenges of life sciences companies". Seems to me, VEEV is really a software provider and for this reason, I would classify VEEV in the Technology sector. I'm curious what your take is as I want to ensure I get it right for my portfolio analysis....Thanks for you input......Tom
Read Answer Asked by Tom on November 05, 2021
Q: Is there a reason why TSM has been flat while other semi's like NVDA, AMD, AVGO have been on fire. I wanted to buy NVDA but missed the recent move higher and looking for another semi that will catch up to these other names. Is TSM a good candidate? Thanks!
Read Answer Asked by Keith on November 04, 2021
Q: I am holding a small position in TSM that is currently at a 2% loss. The share price has been trading sideways for some time. I also own SMH which has TSM as one it's top holdings. I am inclined to sell TSM and use the money for something else. I plan to keep holding SMH which has made good gains for me. Both are in the same taxable margin account. Should I keep holding TSM for the longer term, or should I let it go? I am also holding MRVL, AMD, QCOM and NVDA for the long term.
Read Answer Asked by Maureen on November 04, 2021
Q: Out of the above companies (CRWD, ROKU, SNAP, PATH, DDOG, TWLO) - which do you have the most conviction for? How would you rank them? Are there any of this list that you would avoid?
Read Answer Asked by Stephen on November 04, 2021