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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: I am an invested in the above companies and would appreciate your current view on energy prices given the recent turmoil in the Middle East.

In your opinion, should a conservative, long‑term investor be holding, reducing, or selling positions at this time, and what key risks or indicators are you watching?

Thank you for your guidance.
Rick
Read Answer Asked by Rick on March 02, 2026
Q: Do you see, in the next 3-5 years,significant upside for these stocks?If so what would see as a good entry point for each?
Thank you
Read Answer Asked by John on March 02, 2026
Q: Please rank nvda,shop and cls for total return and risk over the next 18 months. Thank you
Read Answer Asked by Richard on March 02, 2026
Q: I understand NVDA is putting 2Billion each into both COHR & LITE. I’m happy with COHR, up almost 400% now at a 5% weighting. Probably should start to look at selling some to keep the weighting down. Is LITE investable with its 220 P/E? One other question is NVDA getting shares for their 2 Billion?
Jim
Read Answer Asked by James on March 02, 2026
Q: I have a question about alternatives to the 60/40 equity fixed income portfolio. Many years it seems that the fixed income portion is a large drag on the portfolio. What are other options that can provide balance to returns when equity markets tank? Does crypto currency and precious metal exposure provide some offset? What would be a reasonable portfolio exposure? Do you recommend any long short or alternative asset funds to replace fixed income exposure? Or, in your opinion is a well diversified portfolio with exposure to several industries enough diversification. I know everyone's situation is different, but I would like some suggestions for alternatives to fixed income exposure.
Thanks
Read Answer Asked by Brad on March 02, 2026
Q: The sector rotations in the markets are wreaking havoc on my portfolio balance, mostly in a good way. The healthcare sector overall is down and the limited successes seem expensive. Also, the US government is pushing pharma to reduce their margins.
Do you feel that it is a good time to invest in healthcare and if so could you recommend stocks and etfs for broader exposure? For years, the etfs seem to have underperformed.

Thank you!
Read Answer Asked by Peter on March 02, 2026
Q: With all the beaten down stocks that are assumed to be "doomed" by AI (i.e. SHOP, TRI, etc.) what are your top 2-3 buying opportunities for an investor with a 5+ year investment horizon?
Read Answer Asked by Cam on March 02, 2026
Q: Now that the WOOD PILE is getting bigger with once HIGH FLYING STOCKS, and the turtle moving utilities having a great year, how much farther with lower interest rates can these sleep at night stocks go.
Thanks Again
Read Answer Asked by eugene on March 02, 2026
Q: I realize this is a high speculative gold exploration company that has just IPO’d but could you give me your thoughts on its management team, geological assertions and general thoughts on the company fundamentals? Its sounds like this part of Nevada has some positive gold and silver history.
For a small quarter position would this be a reasonable investment or this more of a “stay away” scenario?
Thanks for all you do during these tumultuous times!
Read Answer Asked by Josh on March 02, 2026
Q: what are your 2 favorite mid cap gold companies for risk and growth as of today.awhile back you gave me aris which i own as well as barrick and iamgold.dave
Read Answer Asked by david on March 02, 2026
Q: Greetings,

Do you think charting a 200 day SMA and 50 day SMA over 5 years continues to be useful or less so in these volatile times when it's challenging for a line chart to settle down?

Maybe connected, Is there a way of knowing how many individual retails investors are now trading as opposed to 6 years ago? i.e I am wondering if the many who started trading many small amounts for free are making the market more fickle and unstable? (If they still existed, I would ask my shoe shine boy if he had any stock tips!)

Cheers
A
Read Answer Asked by Arzoo on March 02, 2026
Q: With the increasing focus on the “space race” and ongoing defense spending innovations I am looking for promising investment candidates to take advantage of those themes.

Could you please provide your assessment of Redwire as an investment option.

Thanks as always,

Dave
Read Answer Asked by Dave on March 02, 2026
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