Investment Q&A

Q: Good morning!

Would you be comfortable buying in on POWL at its current valuation? A half position and watching for momentum to change following its decline on deepseek etc.

Please provide your thoughts and entry price.

Thank you.

Q: Is this company getting any traction ?

Many Thanks

Greg

Q: What is your opinion on this stock, doesn’t seem to be in your data base.

Q: I would appreciate your comments on these ETFs [plus Capital Group Growth which did not register- CGGR] - my earlier question was too broad. How to go about assessing them one against the other. Would appreciate guidance on which ones are keepers for long-term hold. How would you evaluate them. Thanks

Q: Quantum Computing.

Is there a Quantum Computing stock that you would be interested in buying?

Thank you.

Q: To the gentleman who responded to my earlier question on this issue - the revenue for the past quarter was $168.6M vs $152.7M estimated, although I am not sure where the latter figure came from, but the forecast revenue for Q4 is only $132M which is down substantially, and not up, from their current revenue of $168.6M; hence my question and concern. Rational analysis indicates that the prevailing rate of growth will not be sustained in Q4 and the past quarter(s) was/were an aberration for reasons unknown to me for certain. Can you please elaborate.

Q: This T Rowe Price ETF is a US equity only .31% MER broad based ETF spun out from a Lipper and Morningstar award winning fund that was approximately 60% equity with a variety of fixed income holdings making up the remainder. David Giroux the manager is highly respected. Could you look at the holdings and the long record of the fund that gave birth to this ETF and provide your critical review. I would like to average in to at least a 10% holding as I see this as a strong long term sleep at night well managed reasonable cost candidate. Thank you.

Q: I've held XYZ in a reg account for a while now awaiting a recovery (down 50%) that never seems to take hold. I have to imagine there are much better opportunities, particularly in the US tech space. What would be some suggestions for replacement I could explore. I've had my eye on FOUR for a while, thoughts on this one as well would be very much appreciated. Thanks so much.

Q: Just wondering if you have any thoughts regarding two companies that operate in the footwear category: Deckers and Skechers. These companies appear attractive because of their offerings in the marketplace. Deckers owns the hugely popular HOKA brand while Skechers has developed the step in technology which, I think, is a game changer.

Are you comfortable with either or both for small positions in an otherwise diversified portfolio.

Thank you

Brad

Q: Is PCG a BUY. It is cheap but has had a lot of problems in California with forest fires caused by them . Is California a too risky place to invest People are leaving CA and with the recent devastation this will continue to be the pattern RAK

Q: Hi there,

GS has had a nice run up in response to their latest earnings reports.

All things considered do you think it’s still an ADD/BUY at this point?

Ok thanks!

Q: What does CLBT do. ? Do they deal with many countries What Countries ? What is outlook for Company Growth Rates . Is it a strong Buy RAK

Q: Using your SMID rotation theme in the i2i report, please suggest a basket of stocks that fit this theme and an entry price if it's beneficial to wait for a pullback. Would you look at buying, for example, 5 or so at 2%? Thanks!

Q: Can you name a handful of ETF options for long term holds in my son's RESP account. Growth, dividend, and balanced. Looking for exposure in Canada and USA. I don't want the headache of managing stocks for this portfolio. I'd rather have something that I can just buy and not look at it for 15 years until he needs it.

Q: Earnings are up but outlook is down - possibly because of Kennedy appointment - would appreciate your comment as I do not seem able to access their earnings statement recording.

Q: HON. plans to spin off parts of the company 1. will HON shareholders receive common stock in each of the 3 entities. 2. will the creation of the 3 new companies occur at the same time. 3. has HON declared the date that the spin offs will take place. 4. if I buy HON now will qualify for shares in the 3 new companies thanks Richard

Q: Can you walk through possible reactions of the market when NBIS reports next. Given that the financials are reflecting both the old Yandex and the very new NBIS there is a severe disconnect and fog about what is happening.
Who is buying the stock now and will the market be able to sort out a clear picture of a stock which will apparently show a dramatic drop in revenue in the report.

Q: Good morning,

I have read a fair bit on PLTR and would like your opinion on it's future prospects and what you think of the companies balance sheet/debt ect..

Could PLTR be like Tesla or Netflix from the early 2000's? I remember looking at both of those companies and stocks and at the time using a value approach and just couldn't buy them prices were 24$ and 16$ at the time, those were some missed opportunities. Could PLTR be that or is it a GAME STOP stock?

Thanks

Q: One of your readers noticed that you made a great call on this one! Now that it's more in the public eye, would it still be worth jumping in after it's sudden and rapid price increase? If not, what are two or three other US stocks that you see as high growth over the relatively short-term to midterm?

Q: Hi. I totally missed the boat on Palantir. When the stock was in the high 20s, my beliefs and lots of what I read was confirming that the stock was over priced (at least that is what I thought), and I felt same as the stock rose to the 30s, 40s, .... and now over a hundred. And I still feel that the stock will need to correct at some time, as it has a trailing P/E in excess of 500 and possibly a P/E of at least 300+ looking forward. I made exactly the same mistake with many other companies such as Netflix, Facebook, .... I know that small, newer companies can exponentially increase their profits as they grow up but there is no guarantee that they will be successful (let alone be excessively successful).
So my question is three fold (please deduct necessary credits).
1. What did I do wrong here? I watched the stock go up and up and never pulled the trigger, thinking it was always too expensive. I sometimes feel it is more of a meme stock.
2. Would you buy Palantir at these prices / why?
3. Do you feel that there may be some other companies out there that may be in their early days (or well established) with lots of room to grow. If yes, your listing a few of your top convictions, along with a sentence (or two) explaining your rationale and intuition would be greatly appreciated.
Thank You.