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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: Any thought on this co. with a new insulin pump for diabetics
Read Answer Asked by george on November 26, 2024
Q: I have 1.5% positions in LLY and UFPT. Looking to combine into 1 position. Which would you select right now? Have larger positions in ISRG and VHI as well.
Thanks
Read Answer Asked by Neil on November 26, 2024
Q: I have seen comparisons drawn between DFH, as an 'early stage' version of NVR. With its recent branching out, to now include title insurance and mortgage broker services... would you see a big runway for growth for this company in the long term?
Read Answer Asked by Anthony on November 26, 2024
Q: Can I have your general thoughts on ATKR? Also, more specifically can you comment on 2 things 1) debt and2) timing. I have been watching it and can imagine some tax loss selling impact the share price. However the turn yesterday was interesting and I am tempted to take a half position now in case interest outpaces any tax loss selling and maybe add to it in late December or early January. Does this seem like a reasonable course of action? Please and Thank-you.
Read Answer Asked by Alex on November 25, 2024
Q: Can you suggest 3/4 software companies you feel would best benefit from AI? Thanks.
Read Answer Asked by Michael on November 25, 2024
Q: Hello 5i
Could I have your assessment of Rocket Lab please?
Thank you
Dave
Read Answer Asked by Dave on November 25, 2024
Q: Looking at my Communication names I am wondering if it isn't time to move on from PINS and ROKU as I try to streamline my portfolio. Currently down 55% on both names after 4 years.

Allocation aside, I am thinking of selling both and simply increasing my position in GOOG. Thoughts? High risk investor with a long investing horizon.

Thank you as always!
Read Answer Asked by Stefan on November 25, 2024
Q: I have been doing some research on the UCaas space. Ring (RNG) seems to have the best product but ZOOM has a better balance sheet. Or can Microsoft's teams eat both of their lunches (after all teams is free!) What is your opinion? I am leaning towards RNG. Should I be concerned with liquidity in 2026 when they have over $600 to be refinanced (or paid off)?
Read Answer Asked by Paul on November 25, 2024
Q: Good morning. Saw a question regarding RTX on Friday and was wondering if you would recommend solely holding this or would you prefer an ETF holding this and LMT, NOC, GD?
Thanks
Steve
Read Answer Asked by Steven on November 25, 2024