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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: Hi Peter,

I recently discovered ABC company. I hadn't heard of it before. Upon further investigation, I was impressed by its consistent outperformance of estimates and excellent track record. It reminds me of CSU. What is your opinion on this company? Could you provide some pros and cons for long-term investment? Also, are there any other better options in the medical industry?

Best,
Matt
Read Answer Asked by Matt on May 15, 2023
Q: ABC recently reported its annual and 4th qtr results. Operations looked good but they booked a massive reserve for their opioid problem which completely wiped out the company's equity. Yet some analysts have upgraded their forecasts. Presumably this didn't breach any loan covenants but I worry that it might impede future borrowings or restrict future dividend payments etc. I understand that actual payments are to be spread over many years but I still worry that it is a big negative.
Your thoughts will be appreciated.
Ian
Read Answer Asked by Ian on November 12, 2020
Q: greetings - i have owned this for about 5 years and the stock has really not done much other than increase dividends although still at a relatively low level (1.79%). Your thoughts on switching this out for either higher dividend paying stock or one with growth and a smaller dividend. Near retirement so....

Read Answer Asked by kelly on September 16, 2020
Q: The inception date for the model equity portfolio is Mar 18, 2014. How do you manage this going forward? I notice that you rebalance the current stocks when thief weight in the portfolio varies too much. Will you start over again with a new list of companies in March of 2015? Please explain.
Thanks so much.
Ron
Read Answer Asked by Ron on January 19, 2015
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