Q: Hi,
I'm puzzled by the recent drop in price - is it something of a concern? Any thoughts or news you might have would be appreciated.
Thanks for all you hard work!
Dawn
Q: What would be your one pick of smci, shopify or bkng? I see these are all liked by you. I am looking to add one more growth name to my holdings and not not concerned about what sector. I am leaning towards smci which I have bought and sold in the past but have not held as it seems to have big ups and draw downs which makes me nervous. Thanks,
Q: What news/reason for the drop in TFII? Is there any reason to believe the recent decline will continue? Is this a time to reduce one’s position with an eye on buying back later?
Thanks
Dan
Q: Amneal Pharmaceuticals spiralled downward in October 2018, and has been essentially flatlining in the $4-$5 range since 2020. In the generic pharma business, one would think this should be doing somewhat better than it is. Any signs of a recovery on this one? Thanks.
Q: Hi group...If we assume the conflict in middle east is going to escalate. What are you thoughts on a strategy to take advantage ...I am thinking we might test last Oct lows...What your thoughts on this?.
I have $100,000) cash waiting to invest at some point... do you suggest entry soon? and if so what is your top 10 picks regardless of sector or market. Thanks for your insight
Q: There haven't been many questions on RA of late. Now yielding a mind boggling 18% . That a lot for a fund based on real assets ..... Something happened in late August that took a third of its' value off . I believe that was a dividend cut ? What was the reason behind the cut ? With 73% of the fund invested in fixed income I don't understand the volatility .....Please review the structure and its' holdings and give me a fresh perspective of what this fund holds and its' investment quality. And explain why such a structure pays such a high dividend ? And if the new dividend faces the likelihood of another cut ? ......... Thanks Garth ....
Q: Sooner than later the US Congress and Senate will have to deal with the US debt ceiling. One option is to cut expenditure for certain categories, like health care or medical expenditures. With this in mind, I searched for revenue from the US Federal Government for each of the health stocks that I hold but with no luck. Did this as I think that if such revenue is cut for such healthcare stocks the price of the stock could decline. Can you estimate such revenue received for each of these stocks - ABBV, ABT, BSX, ISRG, SYK, UNH and ZTS? Or do you know a source for such information? .......Thanks for the assistance.......Tom
Q: Looking for any ideas for U.S. specific sector exposure, are there any sector ETF's similar to ZUB and ZUH but in other sectors of the U.S. market and similarly Can. $ hedged? Thanks. Brian