Investment Q&A

• DexCom Inc. (DXCM)
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• MEDIFAST INC (MED)
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• WW International Inc. (WW)
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Q: I believe that the traditional "weight loss advisory" firms will recover especially once some of the attendant health risks from such drugs as Ozempic become better known. Does this theory resonate with you and, if so, which Weight Watcher-type firms do you like?
Best regards,
David

Upvote 1

Read Answer Asked by David on October 04, 2024

• Cloudflare Inc. Class A (NET)
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Q: Peter; Would you add to NET at these levels? Thanks.
Rod

Upvote 1

Read Answer Asked by Rodney on October 04, 2024

• Jacobs Solutions Inc. (J)
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• Amentum Holdings Inc. (AMTM)
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Q: I hold shares of Jacobs Solutions Inc. (J). My online broker informed me that for each share of Jacobs Solutions Inc. I own, I will receive one share of Amentum (AMTM). What should we do with these new Amentum shares? What is the outlook for Amentum compared to Jacobs Solutions? Thank you for your help

Upvote 5

Read Answer Asked by Gervais on October 03, 2024

• lululemon athletica inc. (LULU)
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Q: What are you thoughts about the class action lawsuit against LULU? Can you give an assessment of the management, how significant the allegations are if true, and in your experience whether more negative findings will come to light?

Upvote 3

Read Answer Asked by Colum on October 03, 2024

• Powell Industries Inc. (POWL)
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Q: Can I have your opinion on this company. It seems to keep going up every day.

What would be a good entry point if there is a pullback in the market?

Upvote 2

Read Answer Asked by Marcela on October 03, 2024

• Riot Platforms Inc. (RIOT)
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Q: Hello,

Can you please comment on the recent performance of the stock. It's current performance is quite a bit lower than analyst ratings.

Looking forward to your comments.

Upvote 1

Read Answer Asked by Irek on October 03, 2024

• First Solar Inc. (FSLR)
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Q: can you comment on the extent to which first solar may face competition from China, which of course, subsidizes its solar industry and engages in empty competitive practises? I am interested in the name but I worry about the above issue when it comes to the solar space. Thank you.

Upvote 2

Read Answer Asked by Jason on October 03, 2024

• Eli Lilly and Company (LLY)
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• Novo Nordisk A/S (NVO)
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Q: Structure Therapeutics was mentioned in Barron’s as an up and coming GLP-1/ozempic style drug provider. What is your opinion of GPCR and this space, in general?

Upvote 1

Read Answer Asked by David on October 02, 2024

• GigaCloud Technology Inc (GCT)
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Q: I am lucky as I bought this stock less than two weeks ago, and it has risen around 40 percent since then on no news. Is this a short squeeze, and should I say the course until they have covered. Feels like once in a lifetime as they had close to 30 percent of the float shorted.

Upvote 2

Read Answer Asked by Steve on October 02, 2024

• Intuit Inc. (INTU)
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Q: Kindly comment on sprucepoint’s recent short announcement on Intuit.

It was a recommendation of your’s in the past and I am well up on it, thank you.

Regards.

Upvote 1

Read Answer Asked by Karim on October 02, 2024

Q: hi and thanks
what are your thoughts on TMDX? I see my screen shows a PE of 4397. Is the price a little ahead of itself?

Upvote 1

Read Answer Asked by Joe on October 02, 2024

• NVIDIA Corporation (NVDA)
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Q: How do you see the Cerebras IPO as being disruptive to NVDA, AMD, AVGO etc given their CEO’s claim of superior AI chip performance at lower cost?

Upvote 7

Read Answer Asked by John on October 02, 2024

• Apple Inc. (AAPL)
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• Amazon.com Inc. (AMZN)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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Q: I have positions in these companies. some of the names have pulled back recently. Would you be adding to any of these names? What entry point would you be adding?

Thank You
Tim

Upvote 15

Read Answer Asked by Timothy on October 02, 2024

• Jacobs Solutions Inc. (J)
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• Amentum Holdings Inc. (AMTM)
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Q: As you noted in a previous question, Amentum Holdings was spun off from Jacobs Solutions. From your response it appears you are positive on Jacob Solutions.

My question is what to do with Amentum Holdings. Is the stock worth holding?

Thanks

Upvote 2

Read Answer Asked by J Stephen on October 02, 2024

• InMode Ltd. (INMD)
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Q: Inmode announced today, the departures of President of North America, Chief Medical Officer and VP of Sales USA as part of a global reorganization strategy. Thoughts on the short term and long term potential of this stock and company now?

Upvote 2

Read Answer Asked by Andrew on October 02, 2024

• Apellis Pharmaceuticals Inc. (APLS)
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Q: There has been a precipitous drop in APLS in the last few days. Any news on the reasons and the prospects for the future.

Thanks

Thomas

Upvote 1

Read Answer Asked by Thomas on October 01, 2024

Q: Peter and His Wonder Team
I realize this is a speculative stock. Please just give me your best speculative answer. I own it and not sure to hold for another few quarters or just move on! I would be upset if it crashed. Thanks...your opinions are always helpful!

Upvote 1

Read Answer Asked by Ernest on October 01, 2024

• FTAI Aviation Ltd. (FTAI)
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Q: Hello 5i
Could I have your current assessment of FTAI
Aviation? I see it is a top five holding in IWO.
Thank you
Dave

Upvote 3

Read Answer Asked by Dave on October 01, 2024

• Cellebrite DI Ltd. (CLBT)
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• TransMedics Group Inc. (TMDX)
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Q: Forgetting that these two companies are in different fields, which one would you choose to put your money into? Or maybe neither?

Upvote 7

Read Answer Asked by Joe on October 01, 2024

• Empire State Realty Trust Inc. Class A (ESRT)
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Q: Thoughts on empire State, it was featured in Globe Advisor article today.

Upvote 1

Read Answer Asked by Craig on October 01, 2024