Investment Q&A

• InMode Ltd. (INMD $14.69)
  • $14.69 Cap: $1.03B
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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 $5.00)
  • $5.00 Cap: $565M
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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 $240.87)
  • $240.87 P/E (TTM): 24.86X Cap: $35.15B
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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 $4.13)
  • $4.13 Cap: $4.54B
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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 $130.06)
  • $130.06 Cap: $6.98B
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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 $131.16)
  • $131.16 P/E (TTM): 30.99X Cap: $20.04B
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• Pacific Biosciences of California Inc. (PACB $1.87)
  • $1.87 Cap: $564M
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• Exact Sciences Corporation (EXAS $101.56)
  • $101.56 Cap: $19.30B
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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 $26.18)
  • $26.18 P/E (TTM): 47.89X Cap: $33.44B
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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 $502.65)
  • $502.65 P/E (TTM): 0.02X 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 $310.24)
  • $310.24 P/E (TTM): 33.17X Cap: $84.57B
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• Booking Holdings Inc. (BKNG $5,355.33)
  • $5,355.33 P/E (TTM): 35.45X Cap: $174.93B
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• Delta Air Lines Inc. (DAL $69.40)
  • $69.40 P/E (TTM): 9.8X Cap: $45.27B
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• Southwest Airlines Company (LUV $41.33)
  • $41.33 P/E (TTM): 59.59X Cap: $21.34B
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• Hilton Worldwide Holdings Inc. (HLT $287.25)
  • $287.25 P/E (TTM): 42.37X Cap: $67.50B
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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 $183.40)
  • $183.40 P/E (TTM): 37.87X Cap: $246.71B
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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 $125.88)
  • $125.88 P/E (TTM): 16.64X Cap: $83.41B
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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 $350.71)
  • $350.71 P/E (TTM): 34.77X Cap: $675.37B
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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 $12.43)
  • $12.43 P/E (TTM): 10.03X Cap: $6.35B
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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 $312.58)
  • $312.58 P/E (TTM): 82.1X Cap: $85.08B
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• Marvell Technology Inc. (MRVL $84.98)
  • $84.98 P/E (TTM): 32.89X Cap: $72.07B
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• Axcelis Technologies Inc. (ACLS $80.34)
  • $80.34 P/E (TTM): 19.34X Cap: $2.56B
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• Super Micro Computer Inc. (SMCI $29.27)
  • $29.27 P/E (TTM): 23.69X Cap: $17.47B
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• ASML Holding N.V. (ASML $1,069.86)
  • $1,069.86 P/E (TTM): 47.07X Cap: $421.65B
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• InMode Ltd. (INMD $14.69)
  • $14.69 Cap: $1.03B
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• Palantir Technologies Inc. (PLTR $177.75)
  • $177.75 P/E (TTM): 438.52X Cap: $423.65B
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• Snowflake Inc. (SNOW $219.36)
  • $219.36 Cap: $75.06B
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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 $449.72)
  • $449.72 P/E (TTM): 306.43X Cap: $1.51T
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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.

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Read Answer Asked by Graham on September 14, 2023

• Eli Lilly and Company (LLY $1,074.68)
  • $1,074.68 P/E (TTM): 52.78X Cap: $1.02T
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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 $257.23)
  • $257.23 P/E (TTM): 25.61X Cap: $104.03B
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• Home Depot Inc. (The) (HD $344.10)
  • $344.10 P/E (TTM): 23.7X Cap: $344.79B
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• Lowe's Companies Inc. (LOW $241.16)
  • $241.16 P/E (TTM): 20.18X Cap: $136.41B
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• PepsiCo Inc. (PEP $143.52)
  • $143.52 P/E (TTM): 27.42X Cap: $197.11B
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• Philip Morris International Inc (PM $160.40)
  • $160.40 P/E (TTM): 29.28X Cap: $252.09B
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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 $5,355.33)
  • $5,355.33 P/E (TTM): 35.45X Cap: $174.93B
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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 $313.80)
  • $313.80 P/E (TTM): 31.04X Cap: $3.77T
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• NVIDIA Corporation (NVDA $186.50)
  • $186.50 P/E (TTM): 50.25X Cap: $4.53T
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• Booking Holdings Inc. (BKNG $5,355.33)
  • $5,355.33 P/E (TTM): 35.45X Cap: $174.93B
  • View BKNG Profile
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• Constellation Software Inc. (CSU $3,301.40)
  • $3,301.40 P/E (TTM): 77.88X Cap: $69.96B
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• BRP Inc. Subordinate Voting Shares (DOO $97.05)
  • $97.05 Cap: $7.17B
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• Ulta Beauty Inc. (ULTA $605.01)
  • $605.01 P/E (TTM): 23.21X Cap: $26.92B
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• Five Below Inc. (FIVE $188.36)
  • $188.36 P/E (TTM): 33.88X Cap: $10.40B
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• Topicus.com Inc. (TOI $127.15)
  • $127.15 P/E (TTM): 1068.4X Cap: $10.46B
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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 $135.14)
  • $135.14 P/E (TTM): 45.63X Cap: $166.71B
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Q: Any recent thoughts on Amphenol?

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Read Answer Asked by Gregory on September 13, 2023