Investment Q&A

• Microsoft Corporation (MSFT $388.72)
  • $388.72 P/E (TTM): 24.98X Cap: $2.90T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $178.55)
  • $178.55 P/E (TTM): 37.13X Cap: $4.38T
  • View NVDA Profile
  • View Questions on NVDA
• Veeva Systems Inc. Class A (VEEV $186.65)
  • $186.65 P/E (TTM): 36.39X Cap: $30.25B
  • View VEEV Profile
  • View Questions on VEEV

Q: In the terms of growth and safety how do you rate these three companies.

Upvote 0

Read Answer Asked by don on October 07, 2020

• Alphabet Inc. (GOOG $305.52)
  • $305.52 P/E (TTM): 28.62X Cap: $3.72T
  • View GOOG Profile
  • View Questions on GOOG

Q: What is the difference between these two and why should you own one or the other ?
Most ETF 's list both of them and why ?

Upvote 0

Read Answer Asked by Frank on October 07, 2020

Q: Thought on VQS and ACU:US?

Upvote 0

Read Answer Asked by Colin I on October 07, 2020

• Planet Fitness Inc. (PLNT $76.11)
  • $76.11 P/E (TTM): 39.24X Cap: $5.89B
  • View PLNT Profile
  • View Questions on PLNT

Q: Hello,
I currently own Planet Fitness shares and am down 18%.
What are your thoughts given the current pandemic situation. Should I hold and wait for a better year or two ahead or should I absorb the loss.

Appreciate your input. Thanks.

Upvote 0

Read Answer Asked by Karim on October 07, 2020

• Alteryx Inc. Class A (AYX)
  • View AYX Profile
  • View Questions on AYX

Q: https://www.stockwatch.com/Quote/Detail?U:AYX
Could you please comment on the news of class action lawsuits against AYX and any relationship to the ~30% gain in stock price today? Thanks.

Upvote 0

Read Answer Asked by RANDALL on October 07, 2020

• Alteryx Inc. Class A (AYX)
  • View AYX Profile
  • View Questions on AYX

Q: Dear Peter and Ryan.
I have held AYX for a while. I realized the software company booked revenue/profit ahead of earning after last ER. Since then the stock was down significant from all time high of $185. It is up today. I think I should sell it. I like to get your advice on this from a long term investment perspective.

Upvote 0

Read Answer Asked by Yiwen on October 06, 2020

• Alteryx Inc. Class A (AYX)
  • View AYX Profile
  • View Questions on AYX

Q: Good morning - what's up with AYX today? Thanks!

Upvote 0

Read Answer Asked by Kim on October 06, 2020

• Microsoft Corporation (MSFT $388.72)
  • $388.72 P/E (TTM): 24.98X Cap: $2.90T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $178.55)
  • $178.55 P/E (TTM): 37.13X Cap: $4.38T
  • View NVDA Profile
  • View Questions on NVDA
• Salesforce Inc. (CRM $194.98)
  • $194.98 P/E (TTM): 25.04X Cap: $179.37B
  • View CRM Profile
  • View Questions on CRM
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.04)
  • $168.04 P/E (TTM): 138.45X Cap: $221.77B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Tesla Inc. (TSLA $381.01)
  • $381.01 P/E (TTM): 369.69X Cap: $1.47T
  • View TSLA Profile
  • View Questions on TSLA

Q: Hello Folks:
I have 200,000 cash in my account and wondering where best to invest.
I currently own amazon and apple in my tech. sector and considering adding shopify or tesla. Do you have an opinion as to the potential of each of these, or do you have other suggestions? I prefer larger cap companies.
Thanks for everything
brian

Upvote 0

Read Answer Asked by Brian on October 06, 2020

• The Trade Desk Inc. (TTD $23.49)
  • $23.49 P/E (TTM): 27.86X Cap: $11.20B
  • View TTD Profile
  • View Questions on TTD
• Magnite Inc. (MGNI $12.52)
  • $12.52 P/E (TTM): 14.35X Cap: $1.83B
  • View MGNI Profile
  • View Questions on MGNI

Q: Good day to you MGNI
What is your opinion on the future of this Co.? should we hold sell or buy ??
thanks

Upvote 0

Read Answer Asked by georges on October 06, 2020

• St. Joe Company (The) (JOE $69.05)
  • $69.05 P/E (TTM): 35.22X Cap: $4.05B
  • View JOE Profile
  • View Questions on JOE

Q: Could I get your thoughts on this stock please? Thanks

Upvote 0

Read Answer Asked by Daryl on October 06, 2020

• PENN Entertainment Inc. (PENN $14.26)
  • $14.26 Cap: $1.84B
  • View PENN Profile
  • View Questions on PENN

Q: What do you think about this stock ? Thanks.

Upvote 0

Read Answer Asked by Norman on October 06, 2020

• Invesco Solar ETF (TAN $56.87)
  • $56.87 P/E (TTM): 18.45X Cap: $1.53B
  • View TAN Profile
  • View Questions on TAN
• SolarEdge Technologies Inc. (SEDG $45.29)
  • $45.29 Cap: $2.70B
  • View SEDG Profile
  • View Questions on SEDG
• Renewable Energy Group Inc. (REGI)
  • P/E (TTM): 16.47X
  • View REGI Profile
  • View Questions on REGI
• Enphase Energy Inc. (ENPH $44.69)
  • $44.69 P/E (TTM): 34.65X Cap: $5.67B
  • View ENPH Profile
  • View Questions on ENPH
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.59)
  • $55.59 Cap: $8.01B
  • View BEPC Profile
  • View Questions on BEPC
• First Trust Global Wind Energy ETF (FAN $24.01)
  • $24.01 P/E (TTM): 39.4X Cap: $233M
  • View FAN Profile
  • View Questions on FAN

Q: Hi gang, any suggestions on this two company’s . Is one better than the other. Or any other suggestions? Or Maybe couple of ETFS . Thanks. Alnoor

Upvote 0

Read Answer Asked by Alnoor on October 06, 2020

• Invesco Solar ETF (TAN $56.87)
  • $56.87 P/E (TTM): 18.45X Cap: $1.53B
  • View TAN Profile
  • View Questions on TAN

Q: 7 days ago you suggested TAN in which I took a full position, I just wanted to say thanks because TAN has gone up 18.81% since I baught it. Excellent advice as usual

Upvote 0

Read Answer Asked by James on October 06, 2020

• Plug Power Inc. (PLUG $2.39)
  • $2.39 Cap: $3.23B
  • View PLUG Profile
  • View Questions on PLUG

Q: Is it too late to plug into this? Thanks!

Upvote 0

Read Answer Asked by Austin on October 06, 2020

• Biogen Inc. (BIIB $183.70)
  • $183.70 P/E (TTM): 21.03X Cap: $26.75B
  • View BIIB Profile
  • View Questions on BIIB
• Gilead Sciences Inc. (GILD $141.36)
  • $141.36 P/E (TTM): 21.33X Cap: $175.40B
  • View GILD Profile
  • View Questions on GILD
• Illumina Inc. (ILMN $127.14)
  • $127.14 P/E (TTM): 22.09X Cap: $18.79B
  • View ILMN Profile
  • View Questions on ILMN
• Intuitive Surgical Inc. (ISRG $480.26)
  • $480.26 P/E (TTM): 61.34X Cap: $169.65B
  • View ISRG Profile
  • View Questions on ISRG
• Regeneron Pharmaceuticals Inc. (REGN $738.12)
  • $738.12 P/E (TTM): 18.3X Cap: $78.66B
  • View REGN Profile
  • View Questions on REGN
• AbbVie Inc. (ABBV $205.75)
  • $205.75 P/E (TTM): 93.12X Cap: $368.38B
  • View ABBV Profile
  • View Questions on ABBV
• Bristol-Myers Squibb Company (BMY $58.34)
  • $58.34 P/E (TTM): 17.26X Cap: $120.90B
  • View BMY Profile
  • View Questions on BMY
• Medtronic plc. (MDT $86.83)
  • $86.83 P/E (TTM): 24.7X Cap: $111.96B
  • View MDT Profile
  • View Questions on MDT
• Merck & Company Inc. (MRK $114.36)
  • $114.36 P/E (TTM): 15.92X Cap: $283.08B
  • View MRK Profile
  • View Questions on MRK
• Pfizer Inc. (PFE $27.54)
  • $27.54 P/E (TTM): 20.18X Cap: $155.40B
  • View PFE Profile
  • View Questions on PFE
• DexCom Inc. (DXCM $67.29)
  • $67.29 P/E (TTM): 32.21X Cap: $26.03B
  • View DXCM Profile
  • View Questions on DXCM
• Guardant Health Inc. (GH $89.30)
  • $89.30 Cap: $11.44B
  • View GH Profile
  • View Questions on GH

Q: I currently have PFE, GILD, MDT and ABBV in my Healthcare sector. I am looking to add a couple of names - I have been looking at MRK and BMY - your opinion please on these AND can you provide some other US healthcare companies that might be of interest to you at this time. Greatly appreciate your comments.
Thanks

Upvote 0

Read Answer Asked by JOHN on October 06, 2020

• Twilio Inc. Class A (TWLO $127.28)
  • $127.28 P/E (TTM): 634.4X Cap: $19.17B
  • View TWLO Profile
  • View Questions on TWLO
• ServiceNow Inc. (NOW $113.28)
  • $113.28 P/E (TTM): 69.81X Cap: $118.94B
  • View NOW Profile
  • View Questions on NOW
• Okta Inc. (OKTA $80.81)
  • $80.81 P/E (TTM): 61.35X Cap: $13.87B
  • View OKTA Profile
  • View Questions on OKTA
• Bandwidth Inc. (BAND $15.43)
  • $15.43 Cap: $470M
  • View BAND Profile
  • View Questions on BAND
• Fastly Inc. (FSLY $26.36)
  • $26.36 Cap: $4.08B
  • View FSLY Profile
  • View Questions on FSLY
• CrowdStrike Holdings Inc. (CRWD $427.83)
  • $427.83 Cap: $110.52B
  • View CRWD Profile
  • View Questions on CRWD
• Datadog Inc. (DDOG $129.94)
  • $129.94 P/E (TTM): 415.71X Cap: $46.44B
  • View DDOG Profile
  • View Questions on DDOG

Q: Please rank them according to the potential. TWLO move up so much on Friday. Should I wait for a pull back . Thanks a lot.

Upvote 0

Read Answer Asked by Lai Kuen on October 06, 2020

• Carnival Corporation (CCL $24.93)
  • $24.93 P/E (TTM): 12.42X Cap: $35.18B
  • View CCL Profile
  • View Questions on CCL

Q: Would you kindly let me know what you think of this company or other cruise liners as investments?

Upvote 0

Read Answer Asked by Joseph on October 05, 2020

• INVESCO QQQ Trust (QQQ $593.08)
  • $593.08 P/E (TTM): 33.2X Cap: $384.90B
  • View QQQ Profile
  • View Questions on QQQ
• Vanguard Mega Cap Growth ETF (MGK $377.20)
  • $377.20 P/E (TTM): 36.68X Cap: $29.15B
  • View MGK Profile
  • View Questions on MGK

Q: I am trying to get as much FAAMG content as possible and comparing the two ETFs, they seem very similar but MGK has less volume but a lower MER. Would you have a clear favorite between the two? Thanks

Upvote 0

Read Answer Asked by Martin on October 05, 2020

• Zillow Group Inc. (Z $45.60)
  • $45.60 P/E (TTM): 500.56X Cap: $10.96B
  • View Z Profile
  • View Questions on Z
• Uber Technologies Inc. (UBER $75.65)
  • $75.65 P/E (TTM): 16.45X Cap: $157.77B
  • View UBER Profile
  • View Questions on UBER
• Lightspeed Commerce Inc. Subordinate (LSPD $8.87)
  • $8.87 Cap: $1.24B
  • View LSPD Profile
  • View Questions on LSPD
• Asana Inc. Class A (ASAN $6.71)
  • $6.71 Cap: $1.59B
  • View ASAN Profile
  • View Questions on ASAN

Q: Your thoughts on these 4 new companies for my speculative portfolio, long term hold 5 years. Thank you!

Upvote 0

Read Answer Asked by Nhung on October 05, 2020

• Honeywell International Inc. (HON $229.13)
  • $229.13 P/E (TTM): 31.44X Cap: $146.15B
  • View HON Profile
  • View Questions on HON
• RTX Corporation (RTX $200.11)
  • $200.11 P/E (TTM): 40.99X Cap: $275.33B
  • View RTX Profile
  • View Questions on RTX

Q: Hello, when one reads the company profiles of both HON and RTX, there are some similarities but it seems that RTX is more government dependent (government IT contractor, defense, intelligence). If you had to buy just one of these companies, which one would it be? Thanks, Gervais

Upvote 0

Read Answer Asked by Gervais on October 05, 2020