skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello -

Being aware that you don't necessarily cover US stocks to any great extent, are you able to tell me what UPS's valuation is compared to it's past, on metrics you find useful?

Is debt concerning to you for this type of industry?

This company's stock has dropped off a lot - likely some to do with current market conditions and partly with Amazon supposedly taking over this industry, and the rest of the world while they're at it :)

Thanks.

Jim
Read Answer Asked by James on December 17, 2018
Q: Hi team,
I was waiting for volatility to subside before I asked this question, but that may never happen. I was reading the transcript of the SQ conference call some time ago and something caught my attention, but this is not a SQ question. It is an EB question. In her comments on the financials, Friar noted It was Square’s 1st Q of GAAP profitability with a net income of $20M. She said the reason for the positive quarter was SQ marking to market their investment in EB after its recent IPO. Otherwise, SQ had a loss of $70M. What are your thoughts on EB? Despite the tech wreck the fall, EB has held up quite well. I have read some positive reports on it and SQ has invested in it. By the way, I am not likely to buy EB at this time, as there are a lot of great stocks on sale lately. Just curious on your thoughts for the future.
Thanks again,
Dave
Read Answer Asked by Dave on December 14, 2018
Q: Could I get your opinion on RCL? Looking at it as a 'dividend grower' for the long term. Right now the stock is trading close to a P/E close to 5-year low, stock price down close to 15% for last 12 months, and the Yield at a 5 year high. Should I be concerned about any impending economic downturn that may affect discretionary spending? And it has a LOT of debt (those ships aren't cheap).
Thank you!
Read Answer Asked by Mike on December 14, 2018
Q: Crypto mining has driven NVDA's stock price for some years now, but its currencies' decline will surely take a heavy toll on GPU sales into that market. Yes, AI and autonomous vehicle applications could expand, and consumers will continue to play video games, but are these enough to create actual earnings growth, or is NVDA more likely to tread water for a few years?
Read Answer Asked by John on December 13, 2018
Q: Hi
What would the BE portfolio performance be without CSU Constellation Software be as holding over time? What if it was a company listed outside of Canada. With this thought, are there any companies outside of Canada that you would consider the same caliber as CSU (same sector is not important to me)? Sorry for the outside of Canada question but I am hoping to add some diversification over the next few years.
Thank you
J
Read Answer Asked by Jeremy on December 13, 2018
Q: If you we’re looking to buy 5 US stocks with strong growth prospects for. 5 year hold what names would you consider?
Read Answer Asked by Ian on December 12, 2018