Investment Q&A

• NVIDIA Corporation (NVDA $186.03)
  • $186.03 P/E (TTM): 37.28X Cap: $4.48T
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Q: ARM Holdings Any thoughts on this IPO? Is it too risky to start a position.
Thank you
Gordo

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Read Answer Asked by gord on September 18, 2023

• Super Micro Computer Inc. (SMCI $31.79)
  • $31.79 P/E (TTM): 23.51X Cap: $19.04B
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Q: Any reason with the drop today? I was looking to purchase this. Curious if i should wait now?

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Read Answer Asked by sean on September 18, 2023

• InMode Ltd. (INMD $13.14)
  • $13.14 Cap: $840M
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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 $3.77)
  • $3.77 Cap: $462M
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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 $240.15)
  • $240.15 P/E (TTM): 25.02X Cap: $35.99B
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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 $6.31)
  • $6.31 Cap: $6.79B
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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 $175.47)
  • $175.47 Cap: $9.15B
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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 $121.50)
  • $121.50 P/E (TTM): 22.72X Cap: $18.70B
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• Pacific Biosciences of California Inc. (PACB $1.35)
  • $1.35 Cap: $471M
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• Exact Sciences Corporation (EXAS $103.40)
  • $103.40 Cap: $19.73B
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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 $18.53)
  • $18.53 P/E (TTM): 49.45X Cap: $23.32B
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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 $493.57)
  • $493.57 P/E (TTM): 0.04X Cap: $1.06T
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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 $326.38)
  • $326.38 P/E (TTM): 34.62X Cap: $88.25B
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• Booking Holdings Inc. (BKNG $4,322.42)
  • $4,322.42 P/E (TTM): 26.73X Cap: $138.46B
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• Delta Air Lines Inc. (DAL $59.14)
  • $59.14 P/E (TTM): 7.92X Cap: $38.71B
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• Southwest Airlines Company (LUV $41.85)
  • $41.85 P/E (TTM): 50.03X Cap: $21.03B
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• Hilton Worldwide Holdings Inc. (HLT $296.85)
  • $296.85 P/E (TTM): 49.58X Cap: $68.41B
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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 $207.26)
  • $207.26 P/E (TTM): 41.98X Cap: $278.61B
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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 $147.37)
  • $147.37 P/E (TTM): 19.13X Cap: $95.29B
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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 $308.96)
  • $308.96 P/E (TTM): 29.67X Cap: $602.45B
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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.

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Read Answer Asked by Dan on September 14, 2023

• Blue Owl Capital Corporation (OBDC $11.17)
  • $11.17 P/E (TTM): 9.2X Cap: $5.67B
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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 $294.16)
  • $294.16 P/E (TTM): 73.41X Cap: $79.96B
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• Marvell Technology Inc. (MRVL $90.44)
  • $90.44 P/E (TTM): 32.51X Cap: $81.28B
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• Axcelis Technologies Inc. (ACLS $86.22)
  • $86.22 P/E (TTM): 22.12X Cap: $2.52B
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• Super Micro Computer Inc. (SMCI $31.79)
  • $31.79 P/E (TTM): 23.51X Cap: $19.04B
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• ASML Holding N.V. (ASML $1,386.68)
  • $1,386.68 P/E (TTM): 59.41X Cap: $533.18B
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• InMode Ltd. (INMD $13.14)
  • $13.14 Cap: $840M
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• Palantir Technologies Inc. (PLTR $151.60)
  • $151.60 P/E (TTM): 248.3X Cap: $361.32B
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• Snowflake Inc. (SNOW $179.43)
  • $179.43 Cap: $59.99B
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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 $407.82)
  • $407.82 P/E (TTM): 369.15X Cap: $1.49T
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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 $999.84)
  • $999.84 P/E (TTM): 43.94X Cap: $946.09B
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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 $213.00)
  • $213.00 P/E (TTM): 21.45X Cap: $87.52B
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• Home Depot Inc. (The) (HD $350.84)
  • $350.84 P/E (TTM): 24.12X Cap: $355.54B
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• Lowe's Companies Inc. (LOW $246.88)
  • $246.88 P/E (TTM): 20.71X Cap: $140.86B
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• PepsiCo Inc. (PEP $160.15)
  • $160.15 P/E (TTM): 26.92X Cap: $219.72B
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• Philip Morris International Inc (PM $166.84)
  • $166.84 P/E (TTM): 23.86X Cap: $269.10B
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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 $4,322.42)
  • $4,322.42 P/E (TTM): 26.73X Cap: $138.46B
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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