Navellier Growth: your source for market-beating growth stocks

 

• Q&A on Investing the Navellier Growth Way
• Q&A on Today's Market
• Q&A on Specific Stocks

Q&A on Investing the Navellier Growth Way

• Louie, I love some of the new features on the Blue Chip Growth site. But I have to admit, I miss being able to look at the PDF like I used to. Why did you stop offering it?
• It seems obvious to me that the commodity bubble has burst and money is flooding into financials. Why aren't we getting back into banks right now before they take off?
• Hedge funds and traders worldwide seem to dominate the financial markets, since these markets are increasingly short-term and volatile. The swings in price for virtually all of the stocks you recommend is significant, and gains can be wiped out in days. So when do we sell our gains...at 10%, 20%, 30%?
• I have 11 A-rated stocks that are down an average of 14.33%. What is going on? Is PortfolioGrader Pro missing something?
• Why do some of your oil and oil service stock picks drop if the price of crude is going up?
• I am invested in several stocks on the Blue Chip Growth Buy List. On one day last week when the market dropped, every single one was a loser! Normally, even in a serious downturn, at least some stocks in my portfolio reflect a gain. Help!
• Hi Louis, I'm worried about being too heavily invested in the oil sector. I'm reading all these articles of the oil bubble about to burst! What is your take on all this?
• As we move into volatile times of summer and have some huge gains in positions, would it be advisable to set stop orders to lock in gains if we have a sell-off and then buy back a position later?
• Louie, I've been a subscriber for some time now and I'm very satisfied with your service. But I can't help but wonder if your being unrealistically optimistic. Inflation, oil prices, a weak dollar, and low consumer confidence – the numbers just keep getting worse and worse. How can YOU afford to be so confident?
• As we move into volatile times of summer and have some huge gains in positions, would it be advisable to set stop orders to lock in gains if we have a sell-off and buy back a position later?
• Louis, I noticed that you own a lot of stocks from China and Brazil. What appeals to you about investing in these countries? Do you think they’ll peak and we’ll have to move on?
• Does it concern you that your major energy investments are in hurricane lane?
• You mentioned that you wanted us to be fully invested by mid-May at the latest, but doesn't history tell us that the stock market is usually down during the May to October period and has most of its gains during the November to April period? Can't even great growth stocks be hurt by this as well? I appreciate your coming explanation.
• Louis, thank you for your advice thus far, it has been very profitable for me. I’m wondering though, how can we reap the reward of a great gainer if we must scale it back to keep all of our stocks even?
• I know that you recommend a wide diversification with around a 30 to 40 stocks in your Emerging Growth portfolio, but what if I decide to concentrate on your top ten picks only?
• How much strength do you give to each of your eight grading points? Do you give more to some and less to others? Thanks!
• What should I do if I own more than one of your publications and you tell us to tell a stock in one but not in the other? Should I still consider it a buy?
• I have been with you for several years.  How do you recommend taking some profits off the table?
• Assuming that I stay properly diversified, do you recommend selling a “hold” or “buy” stock in order to have the funds to buy a “strong buy” stock?  Thanks.
• Hello, I know you suggest keeping holdings at 60% conservative, 30% moderately aggressive and 10% aggressive, but after that does it matter if we invest all of our money into one sector (like agriculture) if we can still meet the 60%/30%/10% guideline? Thanks.
• Dear Louis, I know that you always recommend equally weighting stocks, however, there’s some obvious “winners” and “losers” in our portfolio. Of course I’m always tempted to buy the winners with both hands and leave the rest behind. Though, there’s always that possibility of a rally, or extreme volatility by doing so. What do you recommend?
• I notice that in Global Growth you buy ADRs. What are ADRs, and why are they important?
• How much money do you allocate to each stock on your Buy List? Do you offer different strategies for investors depending on how aggressive they are? For example, would you recommend that someone with a smaller portfolio be more or less aggressive or is it all about investor personality?
• What is growth investing?
• What's your opinion on options?
• How do you know when to sell your winners? Isn’t success all about knowing when to sell?
• Does growth investing work in a market downturn?

back to top

Q&A on Today's Market

• You've talked a lot about commodity stocks and financials in the last few weeks, but can you give us your thoughts about the future of the other sectors–how about pharmaceuticals or the tech sector? Is the whole sector good or bad? Are there only a few bright spots and it's dependent on individual stocks?
• It seems obvious to me that the commodity bubble has burst and money is flooding into financials. Why aren't we getting back into banks right now before they take off?
• How are we going to know when to get out of the commodity stocks? I feel like we've waited too long.
• Hedge funds and traders worldwide seem to dominate the financial markets, since these markets are increasingly short-term and volatile. The swings in price for virtually all of the stocks you recommend is significant, and gains can be wiped out in days. So when do we sell our gains...at 10%, 20%, 30%?
• How much more are we going to face in this bear market? Are we at the bottom yet? -Carolyn
• In your opinion, how far will the SEC go to reign in naked short selling? -Steve
• What's going on in the market, and why are your stocks so volatile?
• Why do some of your oil and oil service stock picks drop if the price of crude is going up?
• I am invested in several stocks on the Blue Chip Growth Buy List. On one day last week when the market dropped, every single one was a loser! Normally, even in a serious downturn, at least some stocks in my portfolio reflect a gain. Help!
• Oil and agriculture stocks have been suffering for a couple of weeks. Is the party over?
• Hi Louis, I'm worried about being too heavily invested in the oil sector. I'm reading all these articles of the oil bubble about to burst! What is your take on all this?
• Many in the financial markets believe oil and commodity related stocks are either very long in their run or in a bubble that will soon burst. I'm really not in the mood to see these profits disappear from the value of my portfolio. Doesn't the current profile of at least some of these stocks suggest they should be sold?
• Why do some of our oil and oil service stocks drop if the price of crude is going up?
• Louie, I've been a subscriber for some time now and I'm very satisfied with your service. But I can't help but wonder if your being unrealistically optimistic. Inflation, oil prices, a weak dollar, and low consumer confidence – the numbers just keep getting worse and worse. How can YOU afford to be so confident?
• As we move into volatile times of summer and have some huge gains in positions, would it be advisable to set stop orders to lock in gains if we have a sell-off and buy back a position later?
• Louis, I noticed that you own a lot of stocks from China and Brazil. What appeals to you about investing in these countries? Do you think they’ll peak and we’ll have to move on?
• I have followed your stock recommendations for a long time but now am becoming concerned with all the oil and commodity stocks in my portfolio. I read that oil is coming down do to the slowing world economy and the restrictions being proposed on the hedge funds. Should we start to scale out of these stocks? Appreciate your thoughts.
• Does it concern you that your major energy investments are in hurricane lane?
• I’m just wondering why if the price of oil has continued to rise in the last 2 weeks and why the oil and oil service stocks have gone down approximate 10+% recently. I don't understand the correlation.
• You mentioned that you wanted us to be fully invested by mid-May at the latest, but doesn't history tell us that the stock market is usually down during the May – Oct. period and has most of its gains during the Nov. - April period? Can't even great growth stocks be hurt by this as well? I appreciate your coming explanation. Thanks!
• Are we going through a rotation out of agriculture stocks and into technology stocks?
• Louis, a lot of financial pundits are suggesting the dollar is done sinking and will rise against currencies like the euro.  Do you still see the dollar declining this year?
• Some commentators have been calling the current rise in the market a Bear Market Rally.  How can we distinguish a bear market rally from a rally that signals the first leg of a new bull market?
• Why aren’t you recommending more pharmaceutical companies, healthcare companies or durables? It seems to be a general consensus that these stocks survive best during a recession. Thank you.
• Louis I would like to invest in the gold and other commodity companies you talk about; however, am I too late to the party? Is this trend still going to be good for another 12-18 months?
• Hi Louis, I’ve heard you say that we should all be invested by mid-May. What about a retired individual? Should we also be following this advice?
• How do companies control the cost of their coking coal? I see that in the U.S. this is a big problem. Thank you.
• I'm having difficulty seeing the logic, in such a volatile market, in selling one "A" stock and replacing it with another "A" stock. Are some “A” stocks better than others?
• In Quantum I’ve noticed that you have at least three stocks from the medical industry. Do you view this sector as a market leader with room to grow? Should I be buying more medical stocks, or is this a flash in the pan?
• You have an abundance of Food and Beverage stocks on your Global Buy List. What’s the reason behind this? Are there any other hot sectors you foresee us investing in, in the near future?
• Hi Louis, at present I am just a little more concerned about the Energy and Metal sectors. There appears to be heavy selling in all of these. What are your thoughts?
• Do you think we're heading toward a recession?
• Do you see any upcoming trends investors should be watching?
• Do you have a strategy on how to best protect profits when the market gets volatile? Should I start Dollar-Cost Averaging?
• Can you explain why stocks are getting hammered? What makes them so susceptible to downward movement in this market environment?
• There is so much talk about the “crashing” of the U.S. economy in the media. I believe that inflation is actually far higher than the government says. What do you think is the truth given the weak dollar?
• You’ve mentioned that you frequently overweight hot sectors on your Buy Lists in order to profit from Wall Street's hottest sectors. Is there any one sector I should be putting the most money into? In other words, could placing my bets on one particularly hot stock ever be beneficial?
• Why wouldn’t the Fed want to cut short-term interest rates? Are there any sectors that could be hurt by a rate cut instead of helped?
• Are you always 'fully-invested' in the market?
• How do you identify stocks that need to be sold because they are losers?
• What do you think the prognosis is for the stock market in 2008?
• The technology and telecommunication sectors seem to be thriving. Could this be more than just a trend? Do you have any particular tech recommendations for new investors?

back to top

Q&A on Specific Stocks

• It seems obvious to me that the commodity bubble has burst and money is flooding into financials. Why aren't we getting back into banks right now before they take off?
• Hedge funds and traders worldwide seem to dominate the financial markets, since these markets are increasingly short-term and volatile. The swings in price for virtually all of the stocks you recommend is significant, and gains can be wiped out in days. So when do we sell our gains...at 10%, 20%, 30%?
• I received shares of John Bean Technologies (JBT) because of a spinoff. I wanted to see how the company ranks in PortfolioGrader, but it isn't there. Do you have an opinion on this company?
• I thought Gerdau (GGB) was rated an A! It's down like 50% in just a few months!
• Louis, please explain AK Steel (AKS). It's A rated in PortfolioGrader, a conservative, aggressive buy, and has lost big since July 1 on no news!
• What's going on with our solar stocks? Are the existing moratoriums on solar plants in federal land hurting our stocks? What's the future of solar in the U.S.?
• The report from Research in Motion (RIMM) a few weeks back seemed to be good. Why has the stock taken such a beating since then, and what strategies should be considered from here?
• What is going on with the shipping stocks, i.e. DryShips (DRYS)? They've tanked recently.
• What can you tell us about FLR? Do you expect its high performance to continue?
• What do you think about Apple (AAPL)? There seem to be a lot of negative opinions out there...
• You are high on MTL. What are your thoughts on the recent news that Russian authorities have met with the company and others in their industry about putting an export tax on their products?
• With all the talking heads on television suggesting to sell Apple when the 3G phone is announced I am wondering if you have a similar plan? Do you recommend selling into the news or would any dip around the announcement be a good time to add more shares of AAPL?
• Where do you see AMX headed? Thanks.
• Louis, what is happening to FSTR? I’m concerned that it may continue to sink lower. Thanks for your time and advice.
• Hi Louis, I am a Blue Chip Growth subscriber. I have purchased a position in First Solar on your recommendation. Generally your stocks have low P/E ratios and bargain valuations. I read that First Solar has a forward P/E of 100, among the highest in the solar realm. Yet, I figure there are reasons to make an exception in this case. Would you explain what it is about First Solar that justifies such a high price? Thank you.
• Louis, what happened to MTL? Did I just lose 2/3 of my shares?
• This question is about Raytheon (RTN). In spite of a recent good quarter and a relative recovery of the market, we are not seeing any movement in RTN. Other defense stocks are making good moves. Any thoughts on why RTN has stalled?
• I bought Deere on your recommendation, and have been watching it go down daily. They report on May 8th. Does the market know something I don't? Should I sell before earnings? Thank you.
• I recently bought DCO and GPRO per your suggestion and am pleased with their movement. What is your goal with these stocks? When should I consider selling them in order to make the most profit? Thanks.
• What is going on with SIGM? It was up recently on no news that I can find. I’m thrilled, but slightly confused.
• I bought FMC Technologies (FTI) as you recommended and it has done quite well. While reading their annual report, I found that they said that they will spin off the food and airport businesses around the middle of the year. Do you advocate selling spin offs, or will you offer an individual opinion when the spin off occurs?
• I am surprised to see that LB Foster (FSTR) is down so much after the recent earnings report. I did not see any comment about it in your last issue. Should I sell it or hold it?
• What is causing ISRG to tank after an excellent quarterly report?  I don’t understand it. Thanks.
• Please explain why CROX has done so poorly and why you were so bullish on it for so long? Now what do we do since its value is approaching single digits?
• Is it too late to buy POT and MOS? Thank you!
• Louis, could you share your current thoughts on GR? I’m worried about its future.
• Why does RIG continue to have such a low PE when its prospects seem so high?
• Dear Louis, I understand that consumer spending is down and money is tight for all of us right now. However, I’ve been having great success with Priceline.com (PCLN). Is there any rhyme or reason for this? Not that I’m complaining of course!
• Dear Louis, what are your feelings on Vimpel Communications (VIP)? Do you think it will rebound or should we cut it loose?
• What do you think about commodity prices coming down? Will or won't this have an affect on Monsanto’s (MON) earnings?
• On Feb 22, Michael Baker (BKR) lost 25% of its value, due to their announcement that they needed to re-state their financial statements for the first three quarters of 2007, and the associated news that Klafter & Olsen will be investigating their possible unlawful conduct. What are your opinions about this news?
• Do you still feel that Crocs (CROX) is going to be the next Hansen (HANS)?
• Regarding Monsanto (MON), Potash (POT) and Mosaic (MOS), do you believe that these stocks are headed in the same direction as Apple (AAPL)?
• What are your thoughts on Sigma Designs (SIGM)?
• I have taken a huge hit on SunPower Corp. (SPWR). Are you still hopeful for a rebound or should we cut our losses?
• Terra Nitrogen (TNH) and Bunge (BG) had excellent to good fourth quarter earnings. Why did both stocks take a substantial hit?
• Louis, what are your current thoughts on the stocks related to the housing bubble? Are stocks like Lennar (LEN) and Countrywide Financial (CFC) on your radar at this time?

back to top