Investment Q&A

• Agilent Technologies Inc. (A $146.01)
  • $146.01 P/E (TTM): 34.28X Cap: $41.01B
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Q: Can you comment on their latest earnings report and valuation? Stock is down after hours and am wondering if this is a decent entry point. Thanks

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Read Answer Asked by Michael on November 23, 2021

• iShares Russell 2000 Growth ETF (IWO $326.29)
  • $326.29 P/E (TTM): 22.34X Cap: $13.20B
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Q: In reflecting on the next direction to place some funds I looked at the performance of the Russel 2000 fund in your growth portfolio. Then looked at some alternatives in the Vanguard family of US based small cap and Russel ETFs. Going more mid or small cap seems appealing but where would your preference lies or is it in the current ETF you hold in the growth portfolio?

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Read Answer Asked by Greg on November 22, 2021

• Twitter Inc. (TWTR)
  • Cap: $41.09B
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Q: Hello,

Can you please commend on the recent drop in Twitter price per share. At these levels would you consider the current price as a good entry point. Thank you!

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Read Answer Asked by Irek on November 22, 2021

• Digital Turbine Inc. (APPS $6.08)
  • $6.08 Cap: $682M
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Q: Peter; Has there been any changes in the company that would account for the continuing selling and would you add at this level? Thanks .Rod

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Read Answer Asked by Rodney on November 22, 2021

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Hello 5i. Thank you for your service. Has anything changed at Square? Couple o f insiders have sold, and the stock has fallen quickly. To-day it is down 5% on a very up day for US Stocks. Your comments appreciated.

Thank you

Steve

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Read Answer Asked by Steve on November 22, 2021

• Broadcom Inc. (AVGO $363.35)
  • $363.35 P/E (TTM): 94.29X Cap: $1.71T
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• Fortinet Inc. (FTNT $85.95)
  • $85.95 P/E (TTM): 34.43X Cap: $67.06B
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• Williams-Sonoma Inc. (DE) (WSM $191.62)
  • $191.62 P/E (TTM): 21.81X Cap: $23.66B
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Q: Your thoughts on these 3 stocks at this point in time.

Thank you
Mark

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Read Answer Asked by Mark on November 22, 2021

• Honeywell International Inc. (HON $196.14)
  • $196.14 P/E (TTM): 21.21X Cap: $125.56B
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• Lockheed Martin Corporation (LMT $484.81)
  • $484.81 P/E (TTM): 27.39X Cap: $113.91B
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• 3M Company (MMM $160.55)
  • $160.55 P/E (TTM): 26.6X Cap: $86.38B
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• Canadian National Railway Company (CNR $133.02)
  • $133.02 P/E (TTM): 18.52X Cap: $83.89B
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• Trane Technologies plc (TT $440.04)
  • $440.04 P/E (TTM): 34.54X Cap: $98.96B
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Q: I am looking to reduce my industrial holdings which are LMT (4.7%), CNR.TO (4.4%), MMM (3%), HON (3%) and TT (2.8%). Please rank in sell order and comments.

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Read Answer Asked by Steven on November 22, 2021

• Apollo Global Management Inc. (APO $133.00)
  • $133.00 P/E (TTM): 23.15X Cap: $70.90B
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Q: Hello your thoughts on APO

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Read Answer Asked by George on November 22, 2021

• Illumina Inc. (ILMN $118.45)
  • $118.45 P/E (TTM): 28.47X Cap: $18.33B
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• Intuitive Surgical Inc. (ISRG $540.06)
  • $540.06 P/E (TTM): 70.58X Cap: $195.08B
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• Veeva Systems Inc. Class A (VEEV $291.85)
  • $291.85 P/E (TTM): 59.92X Cap: $47.97B
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• Teladoc Health Inc. (TDOC $8.13)
  • $8.13 Cap: $1.44B
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• Guardant Health Inc. (GH $98.34)
  • $98.34 Cap: $12.46B
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Q: GH, TDOC, VEEV: Which stock is your favorite and would you buy all 3. If there are other you prefer over these, please list them? Risk is not an issue so no dividends. Would you purchase now or wait until things settle down?

Thanks for your service!

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Read Answer Asked by Ozzie on November 22, 2021

• Netflix Inc. (NFLX $1,093.01)
  • $1,093.01 P/E (TTM): 46.74X Cap: $467.45B
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• Exact Sciences Corporation (EXAS $71.94)
  • $71.94 Cap: $12.68B
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• The Trade Desk Inc. (TTD $47.98)
  • $47.98 P/E (TTM): 60.58X Cap: $24.01B
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• Roku Inc. (ROKU $105.74)
  • $105.74 Cap: $16.05B
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• Guardant Health Inc. (GH $98.34)
  • $98.34 Cap: $12.46B
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Q: Down on these two names and considering harvesting the losses.
Are there any reasonable proxies you could recommend for each?

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Read Answer Asked by Andrew on November 22, 2021

• Lucid Group Inc. (LCID $16.46)
  • $16.46 Cap: $5.11B
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Q: Thoughts on this stock: valuation/growth?

Buy?

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Read Answer Asked by Max on November 20, 2021

• Apple Inc. (AAPL $268.57)
  • $268.57 P/E (TTM): 36.15X Cap: $3.97T
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• Meta Platforms Inc. (META $638.39)
  • $638.39 P/E (TTM): 28.71X Cap: $1.60T
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• NVIDIA Corporation (NVDA $203.92)
  • $203.92 P/E (TTM): 57.69X Cap: $5.02T
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: Which 3-4 companies would be best recommended to play the developing metaverse space?
Thanks
Dick

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Read Answer Asked by dick on November 20, 2021

• Affirm Holdings Inc. (AFRM $72.19)
  • $72.19 P/E (TTM): 599.0X Cap: $23.47B
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Q: Hi, could you please comment (and briefly explain) AFRM latest news on selling $1.25B (now 1.5B ?) of convertible senior notes in a private offering ? What is your opinion on that move and how this could affect latest stock momentum ?

Thank you,

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Read Answer Asked by Luc on November 19, 2021

• Gilead Sciences Inc. (GILD $119.76)
  • $119.76 P/E (TTM): 23.82X Cap: $151.44B
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• AbbVie Inc. (ABBV $213.20)
  • $213.20 P/E (TTM): 104.33X Cap: $374.43B
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• Duke Energy Corporation (Holding Company) (DUK $124.01)
  • $124.01 P/E (TTM): 20.21X Cap: $96.16B
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• Realty Income Corporation (O $56.44)
  • $56.44 P/E (TTM): 56.29X Cap: $53.21B
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• Verizon Communications Inc. (VZ $39.42)
  • $39.42 P/E (TTM): 8.49X Cap: $166.42B
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Q: Hi
I am looking for 5 US Income producing stocks to provide US funds to travel with. This will be long term investments, looking for low to moderate risk, good income stream and somewhat diversified although that's not a huge criterion.
Thank you, Len

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Read Answer Asked by Leonard on November 19, 2021

• Rollins Inc. (ROL $58.58)
  • $58.58 P/E (TTM): 53.84X Cap: $28.35B
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Q: What are thoughts on Rollins? Is it a long term hold? Any reason why it hasn't performed well this year? Could this company be a play on climate change.

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Read Answer Asked by Nick on November 19, 2021

• Balchem Corporation (BCPC $152.59)
  • $152.59 P/E (TTM): 33.64X Cap: $4.95B
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Q: Could I have your current view on this company please. I see there have been no questions since 2019. Thanks.

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Read Answer Asked by Jocelyne on November 19, 2021

• Cintas Corporation (CTAS $181.40)
  • $181.40 P/E (TTM): 40.73X Cap: $73.15B
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Q: What is your opinion of this company. It seems to be a solid hold. I rarely hear it mentioned.

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Read Answer Asked by David on November 19, 2021

• eBay Inc. (EBAY $81.46)
  • $81.46 P/E (TTM): 17.87X Cap: $37.41B
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• PayPal Holdings Inc. (PYPL $66.53)
  • $66.53 P/E (TTM): 13.94X Cap: $63.94B
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• Affirm Holdings Inc. (AFRM $72.19)
  • $72.19 P/E (TTM): 599.0X Cap: $23.47B
  • View AFRM Profile
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Q: Is there an underlying reason for Paypals continuing slide? I was thinking it would be a good long term hold, but now having second thoughts
Thanks as always

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Read Answer Asked by steve on November 19, 2021

• Blackstone Inc. (BX $144.38)
  • $144.38 P/E (TTM): 39.53X Cap: $106.45B
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• Carlyle Group Inc (The) - Ordinary Shares (CG $52.10)
  • $52.10 P/E (TTM): 15.59X Cap: $18.73B
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Q: Considering taking a position in one of these two companies would appreciate your opinion on both and why you would choose one over the other.
Thanks John

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Read Answer Asked by John on November 19, 2021

• MarketAxess Holdings Inc. (MKTX $159.66)
  • $159.66 P/E (TTM): 26.9X Cap: $5.94B
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Q: MKTX has an attractive long term performance.
Why has MKTX gone down so much in 2021? In what market condition does it do well.
Thanks
Nick

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Read Answer Asked by Nick on November 19, 2021