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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 have a position in ROKU, which is currently trading a dollar or two below my cost. My time horizon is roughly 3 years plus. The stock has taken a beating since it announced its quarterly results earlier this month, which I thought were quite good. May I please get your thoughts.

Thanks,
Read Answer Asked by ilie on August 31, 2021
Q: The large toy companies have warned there will be big shortages of toys this fall and winter and that prices will be higher. What industries will be the winners and losers? If people choose not to spend on toys where do you think that money will be spent on, assuming it will be spent?
Read Answer Asked by Murray on August 31, 2021
Q: Hi there, in a recent question you mentioned that 'owning insurance companies provides a bit more protection from higher interest rates.'

Please suggest a couple of US insurance companies that you'd consider for this purpose and which one you'd choose and why.

thanks a bunch, M
Read Answer Asked by Mark on August 31, 2021
Q: What are your thoughts on MSFT, specifically their cloud computing sector of their business? I would assume that in the long run, eventually every company will be operating on the cloud. Seems like it's AMZN, MSFT and GOOG as the big 3. Does anything have a competitive advantage in this space at this time?
Thanks for all your great insights.
Marc
Read Answer Asked by Marc on August 30, 2021
Q: Hi Peter and Staff
I've learned that sector reallocations can sometimes be cured by changing your allocation % to sectors or by moving a hybrid company from one sector to another. Having said that what would you say a proper allocation between technology and consumer discretionary is for Amazon?
thanks for all you do
Dennis
Read Answer Asked by Dennis on August 30, 2021
Q: I was looking at a list of your past picks that haven't been mentioned for awhile but they seem to be doing quite well. In fact, they have as good a track record as some of the US stocks you mentioned recently. Mastercard which I own is under water over the past year, I am thinking of selling it and the above 2 look like good replacements. Preferably, ZS. Do you still pay attention to these 2?
Read Answer Asked by Dennis on August 30, 2021
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