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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: Can you please tell me the best book to read to learn about Japanese candles. Thank you. Bob
Read Answer Asked by cecile on July 26, 2021
Q: Modest amount of funds in trust for teenagers. Plan to sell Alteryx at small loss. What would you suggest for USD purchase please? I was looking @ VTRS. Not keen on debt levels but will it provide downside protection in this volatile market? Time horizon 1.5 years. Could you also please identify growth oriented names. VEEV already owned. Also ETF ideas to look @ please. Please deduct question credits as appropriate.
Read Answer Asked by Joel on July 26, 2021
Q: Thanks 5i for your valuable inputs. I owe KHC for about past 4 to 5 years and am down about 50%. For a long term hold with appetite for risk would you recommend to hold and ride it out or suggest something better in the same sector.

Thanks as usual
Read Answer Asked by Nimish on July 26, 2021
Q: I have done very well with each of these stocks. The news from China is a concern. I know you are not experts in Chinese stocks, but I would like to hear your opinion on whether to sell or hold.
Read Answer Asked by Elaine or Gerry on July 26, 2021
Q: If you were adding a dividend producing ETF to a pipeline, insurance and bank-focused portfolio (North American bias), which ETF would you use for:
a) dividend/total return
b) diversification?
Read Answer Asked by David on July 26, 2021
Q: I figured if this name was safe enough for Charlie Munger and Mohinsh Pabrai, that it would be safe enough for me. However, I always get week knees when I start to lose money. My guess is that China will not want to kill a golden goose like Baba and Im therefore hoping to look past the noise about CCP regulation which seems to be driving down the price of Chinese stocks indiscriminately. I know you do not closely follow overseas stocks but do you suggest I hold this name or move on to North American names which do not face the same regulatory dangers. I’m only down $7 at the moment. Thank you.

Jason
Read Answer Asked by Jason on July 26, 2021
Q: Hello. I am looking at buying stock in one of these three companies. I recognize that these selections are in very different sectors. I would very much appreciate your opinion as to which one seems to hold the best potential as a long-term hold (5+ years). Thanks.
Read Answer Asked by Kyndryl on July 26, 2021
Q: Hello Peter and Staff

For a small starter position medium risk acceptable -5-10 year hold which of the 3 above would you recommend and why?

Also would the “runner up” be better same parameters than any of U, ENGH or SYZ already held in small positions

Thanks for all you do
Dennis
Read Answer Asked by Dennis on July 26, 2021
Q: Were do you see the US markets going in the next 5 months?
Read Answer Asked by Clayton on July 26, 2021
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