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 :)
I'm making some tweaks to my U.S. holdings, and I'm considering selling my Micron shares (at a significant loss) to buy Trade Desk. Do you think this is a reasonable move at this time?
Thanks,
Brad
Q: In relation to an earlier question regarding bonds you said,
TLT, for example, has returned close to 4% in the past month alone.
Sorry for the return question but I don't have any idea what TLT is?
thanks
Q: Considering the market volatility, I have retained cash to eventually purchase some solid stocks. How would you assess LYB vs EMN for a longer term hold? What cyclicality do these companies have?
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
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!
Q: I've done pretty well by simply selling short any company targeted by Spruce Point. XPO is their latest target. It's already had a bad day. What are your thoughts on a short at this entry point? Thank you as always in advance for your answer.
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?
Q: My daughter has a business that develops websites for small businesses. She sees most of her clients using SurveyMonkey. What is your opinion regarding SurveyMonkey as an investment?
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
Q: I was wondering if you could give me your thoughts on this stock which is in its very early stages. At what stage would it be wise to consider as an investment or is it something 5 I would be interested in?
Thank you for your time.
Q: Good Morning. Diana Shipping is offering to buy back shares for $3.60. This is slightly ahove the current share price and slightly below what I paid for my shares. I know this is a US company, but any advice. My inclination is to retain the shares. Thanks, Don
Do you think the possible blacklisting of Huawei from many western countries is a significant event wrt the 5g rollout? If so, which non-China competitors do you think stand to benefit most.