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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: Looking at Microns history it has been quite volatile. Between the end of 2014 and mid 2016 it fell over 70% which ended up being a fantastic buying opportunity. Looking at it now, it has fallen over 40% since its most recent peak. If it were to fall a similar % as 2014-2016 it could go all the way to 20 bucks.

Looking at the most recent balance sheet however, the company paid down a massive amount of debt in 2018, and generated a ton of cash. Is there any estimates of how much cash/share this company could have at the end of 2019? If 2019 is anything similar to 2018 it looks like a decent % of the market cap could be in cash, which makes me think a similar decline as 2014-2016 is unlikely . Is the risk/reward getting increasingly interesting here?

Thanks!

Read Answer Asked by Joel on October 29, 2018
Q: Hi, wrt Q&A on 'Asked by Wes on October 25, 2018', can you pls add this stock to your db/coverage. I did a 'Company' search and it was not in the db. I'd like to see/review their 'key ratios' that you provide.
Further, they had continued good growth in their 3rd quarter results ie Record Revenue and Net Income, can you comment further on this please? Similar results were seen for the 1st and 2nd quarters as well but the stock has lost a bit of ground in the last 1-3 months. ...though still up on the year. Could just be profit taking?
Would it be ideal to take an initial 1/3 position in this stock at this time? Or does it just warrant a watch during the current (market) downtrend?

Thanks,
Steve
Read Answer Asked by Stephen on October 26, 2018
Q: Both stocks down after earnings. How do the results look to you?

I find it odd that Amazon can earn $2.88 billion or $5.75 per share which is over 80% higher than estimates of $3.14 per share, but sales were $500 million lower then estimates ($56.6 billion vs $57.1 billion)... less then 1% miss... with concerns over high valuations in tech stocks, Amazon in particular trading at a high P/E ratio, to crush earnings and go down seems like an overeaction.
Read Answer Asked by Michael on October 26, 2018
Q: I own NVDA, FB, BOX, AMZN and GOOG in my son's RESP and he is still in the green. Would you briefly comment on each stock's potential rebound and rate them? Thanks.
Read Answer Asked by Steven on October 25, 2018
Q: Please comment and rate the four US stocks listed along with your opinion of the USD-CAD pricing as of today and over the next two years.
Thanks.
Read Answer Asked by Steven on October 25, 2018
Q: I am a recent subscriber to your service, and I find it to be excellent. Thank you.

I am in the process of looking for a low risk US stock. Dividends are not necessary. I was considering IBM given its leadership in analytics. What is your view? Do you recommend other US stocks, with a 2-5 year time horizon?
Read Answer Asked by Dale on October 23, 2018
Q: Artificial intelligence is a trendy topic. What recommendations do you have for a senior who wants to participate in this space?
Read Answer Asked by Victoria on October 22, 2018
Q: I've noticed that SHOP has consistently made lower lows and lower highs over the last 6 months. It's a high flier and I don't completely understand the company but do have it as a holding.
Is the revenue growth slowing? Is there any reason to be concerned?

Completely different stock but BNS has been consistently making lower lows and lower highs for the last year. Looking deeper at the chart, I see that the stock did nothing for 5 years from 2011 to 2016 (admittedly, comparing a peak to a trough) Canadian Banks have generally become accepted as a 'no brainer' investment based on the monopoly and returns over the last 30 years. Most industries seem to get disrupted over time, is it reasonable to expect Canadian Banks to have the same growth over the next 10/15/20 years?

Thanks!
Read Answer Asked by Steve on October 22, 2018
Q: ATVI - Milan on October 15 questioned about ATVI and you said it was fine to buy. Also on October 15 there was an article that ATVI along with a joint venture with other companies were going to put 500 Veterans to work. Following that, over the next 2 days the stock dropped over 10%. Your thoughts on this drop.
TEAM - On October 19 John asked a question about the quarterly results, and you indicated you were fine with the results. Over the next 2 days, the stock dropped over 10%. How come?
Would I be better to sell ATVI and TEAM and add it to my holdings of ILMN and SQ? Thanks Dennis.
Read Answer Asked by Dennis on October 22, 2018
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