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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: Good Day,


Rough day in the markets Thursday. After mine and other questions, getting a sort of analysis paralysis trying to make the 'right' move. Some (potentially) attractive dips, and Looking to set up the accounts for the next couple months.

Current concerning holdings. Hold, Sell, or add?

ASPN
ATS
CELH
CRNT
CROX
SMCI
TMDX

For the adds and holds, please rank with the following names in terms of highest conviction and total returns in the coming year. Knowing you can't get personal, what would be the highest portfolio percentage you would think would be appropriate for each given the nature/stage of the lifecycle each is in?

GOOG NTR ATD LUG GAU AEM WPM BCE SHOP ISRG

Thanks for everything!

James
Read Answer Asked by James on November 01, 2024
Q: I currently just have ABBV in my portfolio so was thinking about adding an Healthcare ETF. You often mention IYH and XLV in your QandA; do you have any others that you would recommend with a higher dividend as I am an income investor who want some growth? IYH has a 3% div on 5i site, but 1% on most other sites - could you explain that? Was also thinking about adding MRK. Can you comment for a longer term hold. Thank you.
Read Answer Asked by Pat on November 01, 2024
Q: Hi group on my last question to you I asked for 2 stocks in US and Cad (financials+ I also asked for 2 financial ETFs stocks same sector- I did not get the US and Cad etf sugestions...can you please revisit the question. has you stock pics picks on the financial stocks changes as of todays sell off ?...appreciate your help
Read Answer Asked by Terence on November 01, 2024
Q: Hi gang, again thanks for answering all Q's on Hammond, I like your SBC comparison to other big companies and your adjusted EBITDA response to mine.

So I promise this to be my last Q on the Hammond roller-coaster;)

Can you provide an update on growth drivers, YoY and forward looking for this co,pany. Is the underlying thesis still strong, with all the electrification needed in NA. And what support levels do you see? I'm looking to leg into a full position, but based on Apr - Jun levels of mid 90's it looks like we could have more floors down to go.

Thx
Read Answer Asked by Christopher on November 01, 2024
Q: How closely would you consider the bitcoin craze with that of tulipmania in Holland centuries ago? Should bitcoin turn out to be a tulip, how will that reverberate around the markets?
Read Answer Asked by Stephen on November 01, 2024
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