Investment Q&A

• InMode Ltd. (INMD $14.06)
  • $14.06 Cap: $977M
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Q: Share price is still falling like a rock ever since reporting good numbers… what gives? Thanks

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Read Answer Asked by Scott on September 18, 2023

• Digital Turbine Inc. (APPS $4.34)
  • $4.34 Cap: $486M
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Q: Hi, is there any hope for this loser? Thanks.

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Read Answer Asked by peter on September 18, 2023

• ResMed Inc. (RMD $250.75)
  • $250.75 P/E (TTM): 24.97X Cap: $36.60B
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Q: Thoughts on whether this stock is a buy/sell/hold...thanks.

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Read Answer Asked by dan on September 15, 2023

• Transocean Ltd (Switzerland) (RIG $3.89)
  • $3.89 Cap: $4.28B
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Q: Thoughts on Transocean Ltd right now?
Thanks

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Read Answer Asked by Neil on September 15, 2023

• Masimo Corporation (MASI $149.25)
  • $149.25 Cap: $8.01B
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Q: Been some time since a Q was asked about this company - please provide your thoughts on its valuation (particularly relative to peers) and growth prospects going forward. Thx for all you do, John

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Read Answer Asked by John on September 15, 2023

• Illumina Inc. (ILMN $123.85)
  • $123.85 P/E (TTM): 27.48X Cap: $18.92B
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• Pacific Biosciences of California Inc. (PACB $2.22)
  • $2.22 Cap: $531M
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• Exact Sciences Corporation (EXAS $100.90)
  • $100.90 Cap: $19.11B
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Q: I haven't seen any questions on this company for a while. Please provide your assessment of its prospects. Is it a buy at current rates? Please provide two or three other prospects in this space.

Thanks,
Fred

Upvote 1

Read Answer Asked by Fred on September 15, 2023

• SoFi Technologies Inc. (SOFI $25.19)
  • $25.19 P/E (TTM): 44.48X Cap: $30.37B
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Q: I was told that the gov't moratorium on student loans restricted sofi's growth for the past few years. Can you see what % of business is tied to student loans? I was also told that the Supreme Court ruled against government on the moratorium and that interest charges would be payable from Sept. 1. How big of a catalyst do you see this being for sofi?
Thank a lot.

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Read Answer Asked by TOM on September 15, 2023

• Berkshire Hathaway Inc. (BRK.B $504.04)
  • $504.04 P/E (TTM): 17.18X Cap: $1.08T
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Q: How big of a position would you take in BRK in a portfolio?

Thx

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Read Answer Asked by blake on September 14, 2023

• Marriott International (MAR $295.84)
  • $295.84 P/E (TTM): 31.8X Cap: $75.77B
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• Booking Holdings Inc. (BKNG $4,768.00)
  • $4,768.00 P/E (TTM): 29.86X Cap: $153.69B
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• Delta Air Lines Inc. (DAL $58.57)
  • $58.57 P/E (TTM): 7.89X Cap: $38.24B
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• Southwest Airlines Company (LUV $32.80)
  • $32.80 P/E (TTM): 45.16X Cap: $16.96B
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• Hilton Worldwide Holdings Inc. (HLT $274.48)
  • $274.48 P/E (TTM): 38.31X Cap: $63.01B
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Q: Looking for an investment other than BKNG to take advantage of the resurgence in travel. I don’t like airline stocks. I know in the past you were favourable on WYNN. Would you recommend that or something else?

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Read Answer Asked by Bryan on September 14, 2023

• RTX Corporation (RTX $169.68)
  • $169.68 P/E (TTM): 35.47X Cap: $227.12B
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Q: What is your opinion of Raytheon? With its engine recall the stock is sinking.

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Read Answer Asked by V on September 14, 2023

• Dell Technologies Inc. Class C (DELL $122.51)
  • $122.51 P/E (TTM): 16.87X Cap: $82.37B
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Q: Hi - do you have any comments on DELL's prospects from the perspective of making an investment.

Upvote 1

Read Answer Asked by Doug on September 14, 2023

• Visa Inc. (V $327.98)
  • $327.98 P/E (TTM): 31.74X Cap: $631.59B
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Q: Can you comment on Visa’s announcement about removing restrictions on its class B shares? I really have no idea what this means and how it impacts the class A shares owned by the public. Thanks.

Upvote 0

Read Answer Asked by Dan on September 14, 2023

• Blue Owl Capital Corporation (OBDC $12.34)
  • $12.34 P/E (TTM): 8.53X Cap: $6.30B
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Q: I dip my toe on this sort of fairly diversified financial,my reasons is the divi,9+,the payout ratio at 60% fairly big at 5g.,they did increase the DIV since 2019,and this is my only doubt 4 years history ? Bought some on my TSFA strictly as income, i'm 80.
Your opinion ?

Thanks again

Dan

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Read Answer Asked by DANIEL on September 14, 2023

• Cadence Design Systems Inc. (CDNS $300.58)
  • $300.58 P/E (TTM): 78.07X Cap: $81.81B
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• Marvell Technology Inc. (MRVL $77.45)
  • $77.45 Cap: $66.76B
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• Axcelis Technologies Inc. (ACLS $76.88)
  • $76.88 P/E (TTM): 17.52X Cap: $2.38B
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• Super Micro Computer Inc. (SMCI $32.19)
  • $32.19 P/E (TTM): 24.85X Cap: $19.21B
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• ASML Holding N.V. (ASML $966.57)
  • $966.57 P/E (TTM): 44.01X Cap: $380.13B
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• InMode Ltd. (INMD $14.06)
  • $14.06 Cap: $977M
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• Palantir Technologies Inc. (PLTR $154.85)
  • $154.85 P/E (TTM): 519.15X Cap: $369.07B
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• Snowflake Inc. (SNOW $234.03)
  • $234.03 Cap: $79.28B
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Q: I am considering the above companies. Are there any that you would not purchase at this time. Would you kindly order them in terms of quality and potential growth.

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Read Answer Asked by Catherine on September 14, 2023

• Tesla Inc. (TSLA $391.09)
  • $391.09 P/E (TTM): 263.49X Cap: $1.30T
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• Telsa Yield Shares Purpose ETF (YTSL)
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Q: Tesla (TSLA) Yield Shares Purpose ETF. With some 'risk' funds I've made an investment in this stock. With a 15% yield it's likely "too good to be true". Can you give me some pros & cons about this ETF.

Upvote 1

Read Answer Asked by Graham on September 14, 2023

• Eli Lilly and Company (LLY $1,059.70)
  • $1,059.70 P/E (TTM): 51.04X Cap: $1T
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Q: Considering the dramatic rise in LLY's SP this year, is there more room to run. Thinking of switching ABBV for LLY. Thoughts?

Carl

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Read Answer Asked by Carl on September 14, 2023

• Automatic Data Processing Inc. (ADP $253.12)
  • $253.12 P/E (TTM): 24.59X Cap: $102.37B
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• Home Depot Inc. (The) (HD $343.32)
  • $343.32 P/E (TTM): 22.6X Cap: $341.73B
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• Lowe's Companies Inc. (LOW $234.29)
  • $234.29 P/E (TTM): 18.74X Cap: $131.39B
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• PepsiCo Inc. (PEP $146.33)
  • $146.33 P/E (TTM): 27.78X Cap: $200.08B
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• Philip Morris International Inc (PM $155.24)
  • $155.24 P/E (TTM): 28.15X Cap: $241.65B
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Q: Could you suggest some US dividend stocks that you think are a buy right now and that may do well over the next year. Thanks

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Read Answer Asked by Pat on September 13, 2023

• Booking Holdings Inc. (BKNG $4,768.00)
  • $4,768.00 P/E (TTM): 29.86X Cap: $153.69B
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Q: Hello, what would be a good entry point for BKNG ?

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Read Answer Asked by Robbie on September 13, 2023

• Alphabet Inc. (GOOG $299.65)
  • $299.65 P/E (TTM): 28.63X Cap: $3.61T
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• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 51.46X Cap: $4.34T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $4,768.00)
  • $4,768.00 P/E (TTM): 29.86X Cap: $153.69B
  • View BKNG Profile
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• Constellation Software Inc. (CSU $3,291.41)
  • $3,291.41 P/E (TTM): 73.14X Cap: $69.75B
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• BRP Inc. Subordinate Voting Shares (DOO $90.43)
  • $90.43 Cap: $6.60B
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• Ulta Beauty Inc. (ULTA $515.58)
  • $515.58 P/E (TTM): 19.06X Cap: $23.11B
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• Five Below Inc. (FIVE $155.03)
  • $155.03 P/E (TTM): 30.14X Cap: $8.54B
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• Topicus.com Inc. (TOI $127.60)
  • $127.60 P/E (TTM): 1064.16X Cap: $10.55B
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Q: Do you see any pound the table buys out there? I am holding bn, ge and cpng as they appear to have a nice risk - reward ratio. What I am looking for are stocks that have potential and present attractive entry points. I was considering Nxst for example.

Thanks as always.

Jason

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Read Answer Asked by Jason on September 13, 2023

• Amphenol Corporation (APH $131.60)
  • $131.60 P/E (TTM): 43.45X Cap: $161.08B
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Q: Any recent thoughts on Amphenol?

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Read Answer Asked by Gregory on September 13, 2023