Investment Q&A

Q: Hi team,
New website looks great; cleaner and simpler to use. I own two of the FAANG stocks; FB and GOOG. I am overweight FB, but I don’t always trim my winners unless I see heightened risk going forward. Anyway, all FAANG stocks that reported earnings in past week or so, plus MSFT, crushed earnings. All FAANG and MSFT got some nice price gains and held those gains. FB did not and they had a blow-out quarter. It seems every quarter Zuckerberg warns of upcoming big spending on the next big issue. One quarter it was video. This quarter it is the need for much tighter security on ads with all the fuss about fake news and the Russians trying to influence the election. FB and GOOG have been dragged before Congressional committees, although FB seems to be getting most of the heat. FB has said it will hire another 10,000 employees to vet ads and stories for authenticity.
What is your view of FB going forward from here? What is the likelihood that Congress would come down hard on FB (and GOOG) and maybe regulate parts of their businesses? Or will Zuckerberg be able to deflect all this heat with the measures he is taking and FB’s earnings will power ahead without missing a beat?
thanks again,
dave

Q: I bought QCOM a couple of months ago with the intention of holding this longterm for the dividend. In light of the potential takeover by Broadcom, what should I do now and/or if/when it gets taken over? If I have to find a replacement, which US tech-sector stock would you endorse for a generous, stable dividend (preferably >3% if possible) and modest growth, for a longterm hold?

Q: I was thinking of buying zbh for a long term time horizon. I know it's not your area of focus but would appreciate any feedback you can provide.

Q: Hi RCII received another, lower offer, from same party as in past today. The stock is up significantly this morning, but ~20% to make between now and $13 offer price. Why do you think there is the large gap between market price and offer price?

Q: Hi Team, Every day for the last week I have been following this stock on the OTC website. My friend bought some 30 days ago at .30 cents, today the stock is $2.29 and he is now up 660%. How can this penny stock be rocketing into outer space with an average daily trade volume of 20,000s? I mean look at the OTC site...the share offerings are in the 100s. It seems to me it's breaking all the trading rules ever thought of. Up, up, and away.....how high will the stock go....and there is no news and no Insider trading?? CRAZY!!!
Can you explain to me both what is going on how is it going on with this stock? PS I have not bought any stock yet. Thanks Team, can't wait for your reply on NRBT.

Q: I tried to read your answer to a question on Wayfair from August 5/16, but it wouldn't open. (Maybe a glitch with the new site.) I'm just wondering what you think of this stock going forward, especially considering today’s carnage. Goldman Sachs recently endorsed it as one of their top 23 “secular growth stocks”.

Q: I am holding shares in ACIA. Do you see any future in this company 1 year out, or should I sell now.

Q: What is your opinion of the ETF, AIEQ
Thank you,
Helen

Q: i would like to buy home depot or lows. any thoughts? thanks .Alnoor

Q: Hi !

Have been trying to get to previous questions on Itron, but I never get to the answer even after many refresh "CTRL+F5".

In any case, why the huge drop on Thursday in the price of the action, and what is your assessment of that company now ? How do you see the future of the stock ? A buy or a sell for now ?

Thank you so much for your assistance,

Jacques

Q: Could you please comment on their results.
What is the reason for today's drop?

Thanks,
Milan

Q: Teva seems to be collapsing today. Is this tax loss selling or has the outlook gotten that much more bleak? Is not the market cap a lot lower than its assets? Thanks, Mark

Q: I have a half position in NWL, was waiting for results before adding the other half. They missed earnings and the stock is being punished today, down 25%. Do you think this is overdone and a good opportunity to add or is there something I'm missing and I should stay away? Greatly appreciate your service, thank you.

Q: Can you please comment on today's earnings release ? How does a blue chip, consumer staples company fall 25% in one day?
What is your outlook for the stock?
I hold a 2.5 % position (3.5% before today). I'm a patient investor. What do you suggest I do?
Thank you for your much appreciated advice.
Karim

Q: What are your thiughts on littlefuse lfus.us for a starting position in a rrsp? Or would u have an alterative or etf suggestion
Thks
Marcel

Q: What are your thoughts on Novanta's quarter?

Q: Any thoughts on the weakness in Ichor? Is this a buying opportunity?

Q: Could you please give me your opinion on Trupanion (TRUP on the NASDAQ).

Q: After reading why dividends are the most stable form of total returns, which ETF would be considered a “dividend aristocrat” in the US? I already own VYM high dividend yield, VGH dividend appreciation and VHT health care. I would replace or add to current etf. Thank you Kim

Q: Can you please give your thoughts on Rockwell. I own a bit and there was a small jump yesterday on a leak regarding interest from Emerson. As a manufacturing/robotic play would you choose ROK, or EMR or otherwise?

Thanks!