Investment Q&A

• Mitek Systems Inc. (MITK $9.27)
  • $9.27 P/E (TTM): 27.02X Cap: $416M
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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): 14.28X 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 $154.43)
  • $154.43 P/E (TTM): 28.38X Cap: $10.82B
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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 $230.52)
  • $230.52 P/E (TTM): 107.71X Cap: $396.54B
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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 $59.79)
  • $59.79 P/E (TTM): 24.93X Cap: $3.88B
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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 $284.52)
  • $284.52 P/E (TTM): 37.85X Cap: $4.22T
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• Amazon.com Inc. (AMZN $232.35)
  • $232.35 P/E (TTM): 33.03X Cap: $2.50T
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• Meta Platforms Inc. (META $639.59)
  • $639.59 P/E (TTM): 28.38X Cap: $1.63T
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• Alphabet Inc. (GOOG $320.82)
  • $320.82 P/E (TTM): 31.11X Cap: $3.81T
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• Microsoft Corporation (MSFT $478.79)
  • $478.79 P/E (TTM): 34.62X Cap: $3.64T
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• NVIDIA Corporation (NVDA $179.45)
  • $179.45 P/E (TTM): 51.26X Cap: $4.40T
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• International Business Machines Corporation (IBM $303.18)
  • $303.18 P/E (TTM): 36.48X Cap: $282.08B
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• Advanced Micro Devices Inc. (AMD $217.51)
  • $217.51 P/E (TTM): 109.22X Cap: $350.41B
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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 $92.94)
  • $92.94 Cap: $14.51B
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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 $1,031.70)
  • $1,031.70 P/E (TTM): 51.76X Cap: $988.98B
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• Thermo Fisher Scientific Inc (TMO $580.75)
  • $580.75 P/E (TTM): 33.8X Cap: $218.04B
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• UnitedHealth Group Incorporated (DE) (UNH $340.49)
  • $340.49 P/E (TTM): 16.86X Cap: $293.98B
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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 $230.52)
  • $230.52 P/E (TTM): 107.71X Cap: $396.54B
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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 $50.90)
  • $50.90 P/E (TTM): 13.05X Cap: $2.32B
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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 $446.60)
  • $446.60 P/E (TTM): 24.45X Cap: $103.14B
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Q: LMT …has been straight down over 40$ 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 $89.59)
  • $89.59 P/E (TTM): 28.22X Cap: $4.42B
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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 $54.04)
  • $54.04 P/E (TTM): 25.81X Cap: $28.12B
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• Dick's Sporting Goods Inc (DKS $227.74)
  • $227.74 P/E (TTM): 14.54X Cap: $16.77B
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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 $54.09)
  • $54.09 P/E (TTM): 14.55X Cap: $388.41B
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• Citigroup Inc. (C $106.78)
  • $106.78 P/E (TTM): 14.44X Cap: $184.63B
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• JPMorgan Chase & Co. (JPM $312.03)
  • $312.03 P/E (TTM): 15.29X Cap: $838.13B
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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 $320.82)
  • $320.82 P/E (TTM): 31.11X Cap: $3.81T
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• Microsoft Corporation (MSFT $478.79)
  • $478.79 P/E (TTM): 34.62X Cap: $3.64T
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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 $66.95)
  • $66.95 P/E (TTM): 31.59X Cap: $46.32B
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• MGM Resorts International (MGM $35.55)
  • $35.55 P/E (TTM): 221.5X Cap: $9.66B
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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 $40.72)
  • $40.72 P/E (TTM): 8.71X Cap: $171.22B
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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 $569.50)
  • $569.50 P/E (TTM): 74.95X Cap: $203.51B
  • 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 $175.78)
  • $175.78 P/E (TTM): 35.03X Cap: $2.83B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $63.31)
  • $63.31 P/E (TTM): 19.95X Cap: $4.25B
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• Vanguard S&P 500 Index ETF (VFV $169.81)
  • $169.81 P/E (TTM): 27.07X Cap: $27.71B
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• INVESCO QQQ Trust (QQQ $623.43)
  • $623.43 P/E (TTM): 36.83X Cap: $404.82B
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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