Investment Q&A

• Mitek Systems Inc. (MITK $9.21)
  • $9.21 P/E (TTM): 28.28X Cap: $421M
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Q: This company is Delinquent in its filings. Should I sell it? I noticed in a previous question you were positive on this stock as a hold, do you remain so?

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Read Answer Asked by John on April 28, 2023

• Newmont Corporation (NGT $116.00)
  • $116.00 P/E (TTM): 14.33X Cap: $126.89B
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Q: What are your thoughts on Newmont for a long term hold? I'm holding ARIS and thinking to swap out as I'm an income investor.

Any thoughts on timing the trade? Should I wait to see the Newcrest deal close? When is it due to close?

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Read Answer Asked by Robert on April 28, 2023

• Align Technology Inc. (ALGN $135.27)
  • $135.27 P/E (TTM): 22.21X Cap: $10.03B
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Q: How does align look after earnings ?
How compelling of a buy is it to you ?
How does it rank amongst your favorite growth stocks ?
Thank you

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Read Answer Asked by Amir on April 28, 2023

• Redfin Corporation (RDFN)
  • Cap: $1.43B
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Q: I have this as very small percentage of porfolio. Is there any hope or reasons to hold it or else take the tax loss and move to more attractive risk/reward. Could it recover well in a lower rates environment?
Thank you.

Upvote 1

Read Answer Asked by francois on April 27, 2023

• AbbVie Inc. (ABBV $217.11)
  • $217.11 P/E (TTM): 107.72X Cap: $403.12B
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Q: Hi There, would you be a buyer of ABBV right now?

Thanks,

Rob

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Read Answer Asked by Robert on April 27, 2023

• Lantheus Holdings Inc. (LNTH $55.02)
  • $55.02 P/E (TTM): 14.9X Cap: $3.77B
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Q: Peter; What are the street estimates for LNTH next week ? Thanks.
Rod

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Read Answer Asked by Rodney on April 27, 2023

• Apple Inc. (AAPL $271.25)
  • $271.25 P/E (TTM): 40.93X Cap: $4.02T
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• Amazon.com Inc. (AMZN $248.02)
  • $248.02 P/E (TTM): 35.11X Cap: $2.37T
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• Meta Platforms Inc. (META $661.11)
  • $661.11 P/E (TTM): 27.27X Cap: $1.67T
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• Alphabet Inc. (GOOG $280.97)
  • $280.97 P/E (TTM): 29.34X Cap: $3.40T
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• Microsoft Corporation (MSFT $522.04)
  • $522.04 P/E (TTM): 39.7X Cap: $3.90T
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• NVIDIA Corporation (NVDA $206.90)
  • $206.90 P/E (TTM): 58.99X Cap: $4.93T
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• International Business Machines Corporation (IBM $311.48)
  • $311.48 P/E (TTM): 49.87X Cap: $289.82B
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• Advanced Micro Devices Inc. (AMD $258.57)
  • $258.57 P/E (TTM): 152.62X Cap: $413.56B
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Q: I am interested in investing in companies that are leaders in developing AI. So far I have identified GOOG, MSFT, NVDA, and AMD. Do you agree with this list and are you able to add to it? I have seen AMZN, AAPL, IBM and META with regard to AI, but are they simply users of AI rather than developers?
Thank you.

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Read Answer Asked by Dennis on April 27, 2023

• Roku Inc. (ROKU $112.54)
  • $112.54 Cap: $14.73B
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Q: Hello

Could you comment on ROKU earnings?
Many thanks.

Stephane

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Read Answer Asked by Stephane on April 27, 2023

• Eli Lilly and Company (LLY $843.61)
  • $843.61 P/E (TTM): 53.17X Cap: $799.28B
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• Thermo Fisher Scientific Inc (TMO $556.76)
  • $556.76 P/E (TTM): 32.29X Cap: $210.03B
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• UnitedHealth Group Incorporated (DE) (UNH $342.45)
  • $342.45 P/E (TTM): 15.39X Cap: $312.28B
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Q: I have held this stock for a few years and I am getting impatient. I guess I bought it at the wrong time, I am considering getting out. If I do exit do you have another health care company that you would recommend. Your overall thoughts please. Thanks

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Read Answer Asked by Brian on April 27, 2023

• AbbVie Inc. (ABBV $217.11)
  • $217.11 P/E (TTM): 107.72X Cap: $403.12B
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Q: Wow!!! The market really doesn't like the earnings report. Were they that bad and what is the outlook going forward. Long term holder of ABBV

Thanks Jimmy

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Read Answer Asked by Jimmy on April 27, 2023

• Tecnoglass Inc. (TGLS $58.21)
  • $58.21 P/E (TTM): 15.27X Cap: $2.83B
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Q: Sorry about the keyboard error on previous question. My question was intended to be about TGLS. Tecnoglass
Terry

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Read Answer Asked by Terry on April 27, 2023

• Lockheed Martin Corporation (LMT $487.42)
  • $487.42 P/E (TTM): 27.25X Cap: $114.33B
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Q: LMT …has been straight down over 40$ since its earnings beat.What’s the problem?/prospect for this name?

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Read Answer Asked by Kim on April 27, 2023

• Crocs Inc. (CROX $79.82)
  • $79.82 P/E (TTM): 22.71X Cap: $4.50B
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Q: What is happening whit CROX?

Thanks,
Milan

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Read Answer Asked by Milan on April 27, 2023

• Tractor Supply Company (TSCO $53.87)
  • $53.87 P/E (TTM): 26.63X Cap: $28.68B
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• Dick's Sporting Goods Inc (DKS $217.79)
  • $217.79 P/E (TTM): 15.75X Cap: $18.05B
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Q: How would rate these 2 today for a buy today?
Thanks again

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Read Answer Asked by eugene on April 27, 2023

• Bank of America Corporation (BAC $52.93)
  • $52.93 P/E (TTM): 15.42X Cap: $392.79B
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• Citigroup Inc. (C $100.17)
  • $100.17 P/E (TTM): 14.66X Cap: $184.49B
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• JPMorgan Chase & Co. (JPM $310.91)
  • $310.91 P/E (TTM): 15.67X Cap: $850.88B
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Q: I note that CITI Group looks cheap with a P/E of 5.7X. It also has a nice yield of 4.16% and a Book Value twice that of it's share price. I would appreciate you opinion of this company as a long term hold. Also, I would appreciate your opinion regarding the significance of P/E and Book Value.

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Read Answer Asked by Dennis on April 26, 2023

• Alphabet Inc. (GOOG $280.97)
  • $280.97 P/E (TTM): 29.34X Cap: $3.40T
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• Microsoft Corporation (MSFT $522.04)
  • $522.04 P/E (TTM): 39.7X Cap: $3.90T
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Q: Yesterday both GOOG and MSFT reported first quarter results. Considering this limited information which company would you invest intoday for a 2 year hold. Would you consider that MSFT results are reduced by a large "extraordinary charge" for termination of employees that is not expected to be incurred in the future in making this opinion. Thanks. Mike

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Read Answer Asked by Michael on April 26, 2023

• Las Vegas Sands Corp. (LVS $58.80)
  • $58.80 P/E (TTM): 29.84X Cap: $39.85B
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• MGM Resorts International (MGM $31.02)
  • $31.02 P/E (TTM): 17.15X Cap: $8.40B
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Q: Reading your recent comments on LVS (somewhat expensive), do you have preferred recommendations in the group that may consider the Far East, Las Vegas, digital etc.? Thanks

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Read Answer Asked by Michael on April 26, 2023

• Verizon Communications Inc. (VZ $39.01)
  • $39.01 P/E (TTM): 9.37X Cap: $164.27B
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Q: I am considering the addition of VZ given what I consider to be solid numbers: it's P/E of 7.4X, RSI of 0.34 and yield of 6.77%. I would appreciate your opinion of this company over the long term, and the sustainability of the dividend.
Thank you.

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Read Answer Asked by Dennis on April 26, 2023

• Intuitive Surgical Inc. (ISRG $535.66)
  • $535.66 P/E (TTM): 74.87X Cap: $189.99B
  • View ISRG Profile
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Q: At what share price would you consider buying ISRG?

Thank you,

Mike

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Read Answer Asked by Michael on April 26, 2023

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $178.67)
  • $178.67 P/E (TTM): 35.03X Cap: $2.85B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $64.30)
  • $64.30 P/E (TTM): 35.55X Cap: $4.27B
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• Vanguard S&P 500 Index ETF (VFV $170.75)
  • $170.75 P/E (TTM): 27.07X Cap: $27.43B
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• INVESCO QQQ Trust (QQQ $632.53)
  • $632.53 P/E (TTM): 36.04X Cap: $408.05B
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Q: Good afternoon,

I am starting a RESP for our grandsons: one born in 2021, the other born in 2023.

To maximize the CESG grant I contribute just over 2500$/year.

How would you suggest to invest the funds ? 2 or 3 index funds?
Would you include a NASDAQ -100 index fund such as XQQ, ZQQ or HXQ or even XIT (Canadian tech ETF)?

I would appreciate your guidance.
Kind Regards

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Read Answer Asked by Elaine on April 26, 2023