Universal Display Corporation (OLED)

Universal Display Corporation (OLED $155.49)
- $155.49 Fwd P/E: 32.78X Cap: $7.49B
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Brookfield Infrastructure Partners L.P. (BIP.UN $44.29)
- $44.29 Fwd P/E: 547.41X Cap: $29.39B
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Decisive Dividend Corporation (DE $7.90)
- $7.90 Fwd P/E: 62.05X Cap: $156M
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Universal Display Corporation (OLED $155.49)
- $155.49 Fwd P/E: 32.78X Cap: $7.49B
- View OLED Profile
- View Questions on OLED
BMO Europe High Dividend Covered Call ETF (ZWP $19.22)
- $19.22 Fwd P/E: 6.29X Cap: $823M
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Q: Good day,

What are your outlooks for OLED and ZWP? I bought OLED some time ago and figured their patent library should have caused some movement with everybody going OLED these days... And with ZWP, do you see a recovery coming? Or is it still a sit and wait?

I've been watching DE on and off for some time, and they seem to continue to act on what drew me to them in the first place. Are they a buy right now? Anything else you would suggest in its place? (I have ATS after a previous question)

BIP seems pretty beat up, are they a buy for you now? Or would you still suggest BN? In a registered account, is BIP better than BIPC? Would you move from BIP to BIPC as they come closer to par?

Thanks!

Read Answer Asked by James on November 24, 2023

Universal Display Corporation (OLED $155.49)
- $155.49 Fwd P/E: 32.78X Cap: $7.49B
- View OLED Profile
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SBA Communications Corporation (SBAC $228.80)
- $228.80 Fwd P/E: 30.79X Cap: $24.58B
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Energy Recovery Inc. (ERII $13.16)
- $13.16 Fwd P/E: 37.17X Cap: $723M
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Atomera Incorporated (ATOM $4.77)
- $4.77 Cap: $165M
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DigitalBridge Group Inc. (DBRG $10.84)
- $10.84 Fwd P/E: 27.33X Cap: $1.86B
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Q: Any of these businesses look interesting to you as a long term investment?
Thanks

Read Answer Asked by Curtis on November 01, 2023

Texas Instruments Incorporated (TXN $221.25)
- $221.25 Fwd P/E: 41.6X Cap: $199.55B
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Universal Display Corporation (OLED $155.49)
- $155.49 Fwd P/E: 32.78X Cap: $7.49B
- View OLED Profile
- View Questions on OLED
Tower Semiconductor Ltd. (TSEM $45.29)
- $45.29 Cap: $5.02B
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Rambus Inc. (RMBS $64.06)
- $64.06 Fwd P/E: 33.82X Cap: $6.95B
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Wolfspeed Inc. (WOLF $1.33)
- $1.33 Cap: $314M
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Q: Could you please give me a brief list of your top chip manufacturers with production outside of China/Taiwan, and your preference(s).

Read Answer Asked by Danny on October 27, 2022