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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: 1. What percentage do you advise allocating to discretionary sector.
2. Included are non-US names because of pricing power/ controlled supply. If I missed any from your favs, please add to the list.
3. Recently you answered my question on industrial stocks based on
a) core [large, defensive names]
b) high growth regardless of size
c) recent strength and positive momentum.
Applying that to my list of discretionary stocks, please rank in each category (1-3, with 1 strongest)
Thanks
Sam

Read Answer Asked by sam on February 05, 2024
Q: Looking for an investment other than BKNG to take advantage of the resurgence in travel. I don’t like airline stocks. I know in the past you were favourable on WYNN. Would you recommend that or something else?
Read Answer Asked by Bryan on September 14, 2023
Q: I am interested in companies that might benefit from an Amtrak vacation boom.
I am open to any and all ideas.
And do you think this is a reasonable investment theory.
Read Answer Asked by Kyle on July 30, 2023
Q: Hi,

What is your perspective on the travel industry, and what are your recommendations on stocks or ETF US or Canadian or international for 5-10 hold?

Best,
Matt
Read Answer Asked by Matt on June 05, 2023
Q: What's your favorite pick for travel, when this COVID finally ends. MAR has future earnings forcast to grow 53% from what i have read, but coming off terrible numbers maybe that isn't so great.
thanks
Read Answer Asked by Gordon on September 28, 2020
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