Investment Q&A

• InMode Ltd. (INMD $15.08)
  • $15.08 Cap: $1.04B
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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 $4.15)
  • $4.15 Cap: $497M
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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 $271.63)
  • $271.63 P/E (TTM): 27.33X Cap: $39.57B
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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 $5.39)
  • $5.39 Cap: $5.93B
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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 $139.15)
  • $139.15 Cap: $7.47B
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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 $119.72)
  • $119.72 P/E (TTM): 30.79X Cap: $18.29B
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• Pacific Biosciences of California Inc. (PACB $1.82)
  • $1.82 Cap: $588M
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• Exact Sciences Corporation (EXAS $103.18)
  • $103.18 Cap: $19.54B
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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 $20.86)
  • $20.86 P/E (TTM): 34.75X Cap: $26.26B
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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 $508.09)
  • $508.09 P/E (TTM): 16.11X 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 $333.24)
  • $333.24 P/E (TTM): 34.44X Cap: $87.60B
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• Booking Holdings Inc. (BKNG $4,457.17)
  • $4,457.17 P/E (TTM): 28.95X Cap: $143.67B
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• Delta Air Lines Inc. (DAL $75.35)
  • $75.35 P/E (TTM): 9.83X Cap: $49.20B
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• Southwest Airlines Company (LUV $54.26)
  • $54.26 P/E (TTM): 76.1X Cap: $26.65B
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• Hilton Worldwide Holdings Inc. (HLT $314.38)
  • $314.38 P/E (TTM): 44.74X Cap: $70.79B
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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 $198.66)
  • $198.66 P/E (TTM): 40.24X Cap: $266.35B
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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 $121.05)
  • $121.05 P/E (TTM): 15.06X Cap: $80.21B
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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 $331.58)
  • $331.58 P/E (TTM): 32.27X Cap: $635.30B
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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 $11.46)
  • $11.46 P/E (TTM): 7.74X Cap: $5.85B
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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 $283.52)
  • $283.52 P/E (TTM): 69.8X Cap: $77.17B
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• Marvell Technology Inc. (MRVL $80.28)
  • $80.28 P/E (TTM): 26.04X Cap: $68.08B
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• Axcelis Technologies Inc. (ACLS $86.08)
  • $86.08 P/E (TTM): 19.26X Cap: $2.64B
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• Super Micro Computer Inc. (SMCI $34.38)
  • $34.38 P/E (TTM): 24.29X Cap: $20.52B
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• ASML Holding N.V. (ASML $1,413.01)
  • $1,413.01 P/E (TTM): 60.38X Cap: $555.71B
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• InMode Ltd. (INMD $15.08)
  • $15.08 Cap: $1.04B
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• Palantir Technologies Inc. (PLTR $135.90)
  • $135.90 P/E (TTM): 309.55X Cap: $323.90B
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• Snowflake Inc. (SNOW $168.43)
  • $168.43 Cap: $57.63B
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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 $411.11)
  • $411.11 P/E (TTM): 264.81X Cap: $1.54T
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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 $1,058.18)
  • $1,058.18 P/E (TTM): 49.94X 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 $231.36)
  • $231.36 P/E (TTM): 23.1X Cap: $93.15B
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• Home Depot Inc. (The) (HD $385.15)
  • $385.15 P/E (TTM): 26.08X Cap: $383.42B
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• Lowe's Companies Inc. (LOW $278.38)
  • $278.38 P/E (TTM): 22.76X Cap: $156.15B
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• PepsiCo Inc. (PEP $170.49)
  • $170.49 P/E (TTM): 31.85X Cap: $232.99B
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• Philip Morris International Inc (PM $182.81)
  • $182.81 P/E (TTM): 32.91X Cap: $284.56B
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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 $4,457.17)
  • $4,457.17 P/E (TTM): 28.95X Cap: $143.67B
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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 $323.10)
  • $323.10 P/E (TTM): 32.71X Cap: $3.90T
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• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 42.65X Cap: $4.50T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $4,457.17)
  • $4,457.17 P/E (TTM): 28.95X Cap: $143.67B
  • View BKNG Profile
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• Constellation Software Inc. (CSU $2,434.02)
  • $2,434.02 P/E (TTM): 56.66X Cap: $51.58B
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• BRP Inc. Subordinate Voting Shares (DOO $106.44)
  • $106.44 Cap: $7.68B
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• Ulta Beauty Inc. (ULTA $690.37)
  • $690.37 P/E (TTM): 26.02X Cap: $30.62B
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• Five Below Inc. (FIVE $202.61)
  • $202.61 P/E (TTM): 34.78X Cap: $11.17B
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• Topicus.com Inc. (TOI $94.72)
  • $94.72 P/E (TTM): 822.13X Cap: $7.88B
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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 $136.23)
  • $136.23 P/E (TTM): 42.54X Cap: $166.75B
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Q: Any recent thoughts on Amphenol?

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Read Answer Asked by Gregory on September 13, 2023