Q: Your thoughts on ASML
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Morning guys:
Please comment on earnings .
Thx
Mark
Please comment on earnings .
Thx
Mark
Q: do you have any thoughts on dnr
Q: Hi Guys,
Please provide highs/lows of the most recent quarter.
Thanks
Jim
Please provide highs/lows of the most recent quarter.
Thanks
Jim
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DaVita Inc. (DVA $123.69)
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M&T Bank Corporation (MTB $185.86)
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Charter Communications Inc. (CHTR $219.86)
Q: Hi team,
Looking for growth, grateful for your views on DVA, MTB and CHTR. Would you buy them now ? If not, what would be better alternatives ?
Gratefully yours,
Jacques IDS
Looking for growth, grateful for your views on DVA, MTB and CHTR. Would you buy them now ? If not, what would be better alternatives ?
Gratefully yours,
Jacques IDS
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Applied Materials Inc. (AMAT $230.07)
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NVIDIA Corporation (NVDA $188.15)
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Advanced Micro Devices Inc. (AMD $233.54)
Q: Dearr 5i
What are the expected earnings growth rates for AMAT , AMD and NVDA over the next 1-2 years and which would you recommend for an RRSP assuming a balanced portfolio .
Thanks
Bill C.
What are the expected earnings growth rates for AMAT , AMD and NVDA over the next 1-2 years and which would you recommend for an RRSP assuming a balanced portfolio .
Thanks
Bill C.
Q: I just received an email from Citron talking about SDGR. They feel it is the second coming of TSLA but of course, in a different industry.
They are a brand new IPO and are up 20% today, but would this be worth purchasing in the event that it pulls back to prior to the letter and held for a period of time.
In a nutshell they recap it thusly:
"Through use of artificial intelligence and a world class scientific team that is unmatched by ANY public company, Schrodinger has created a software platform that integrates predictive physics-based methods with machine learning to become the leader in molecular simulation that 1) reduces the average time and cost required to identify a drug development candidate and 2) increases the probability of drug discovery programs entering clinical development.
With the global pharma industry spending approximately $180 billion on R&D annually, this innovative software platform is completely disrupting the drug development process."
Would you invest in this concept yourselves, once you research more about it.? I know its not a p/e , value play it may or may not be TSLA of 10 years ago.
Thanks
Sheldon
They are a brand new IPO and are up 20% today, but would this be worth purchasing in the event that it pulls back to prior to the letter and held for a period of time.
In a nutshell they recap it thusly:
"Through use of artificial intelligence and a world class scientific team that is unmatched by ANY public company, Schrodinger has created a software platform that integrates predictive physics-based methods with machine learning to become the leader in molecular simulation that 1) reduces the average time and cost required to identify a drug development candidate and 2) increases the probability of drug discovery programs entering clinical development.
With the global pharma industry spending approximately $180 billion on R&D annually, this innovative software platform is completely disrupting the drug development process."
Would you invest in this concept yourselves, once you research more about it.? I know its not a p/e , value play it may or may not be TSLA of 10 years ago.
Thanks
Sheldon
Q: Do you have a view on this company. Many years ago in a previous job I dealt with them extensively but do not recall them pushing their public company status. My experince was they tended to regularly buy out rising competitors. Looking for analysis of the key metrics.
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Alphabet Inc. (GOOG $279.70)
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Microsoft Corporation (MSFT $496.82)
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QUALCOMM Incorporated (QCOM $170.89)
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Medtronic plc. (MDT $92.20)
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Atlassian Corporation (TEAM $157.83)
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The Trade Desk Inc. (TTD $43.00)
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Alteryx Inc. Class A (AYX)
Q: I was wondering what US stocks will do well in the short term.
-Jay
-Jay
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iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $294.38)
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VanEck Vectors Semiconductor ETF (SMH $348.12)
Q: Do you have a preference here or do you prefer a different semi conductor ETF? Tha nks
Q: Looking to increase my American technology positions. I'm interested in taking a position in Adobe. What do you think the future holds for this company, short term, (1 year) and long term (5 years). I'm trying to decide between ADBE and MSFT. Which do you think is the best investment or would you buy both? Would they complement each other? Are there other U.S. tech. companies you like as well or better?
Q: While you have not been particularly enthusiastic to this point, I would appreciate your analysis of their latest results. Clearly the market was very impressed as it cracked both the highest gainers and most heavily traded lists yesterday.
BEVERLY, Mass. and TORONTO, Feb. 19, 2020 (GLOBE NEWSWIRE) -- Hamilton Thorne Ltd. (TSX-V:HTL), a leading global provider of precision instruments, consumables, software and services to the Assisted Reproductive Technologies (ART) and developmental biology research markets, today reported preliminary selected unaudited financial results for the fourth quarter and year ended December 31, 2019.
Based on preliminary unaudited results, 2019 revenues increased 21% to a record $35.3 million with adjusted EBITDA for the year of approximately $7.1 million (14.6% year over year growth). Fourth quarter sales increased 34% to $10.8 million, with adjusted EBITDA estimated to increase 27% to approximately $2.2 million. Organic growth on a constant currency basis was approximately 15% for the year and approximately 20% in the fourth quarter, largely driven by sales increases of equipment and consumables. Gross profit margins were approximately 53.8% for the year and 56.4% for the fourth quarter.
BEVERLY, Mass. and TORONTO, Feb. 19, 2020 (GLOBE NEWSWIRE) -- Hamilton Thorne Ltd. (TSX-V:HTL), a leading global provider of precision instruments, consumables, software and services to the Assisted Reproductive Technologies (ART) and developmental biology research markets, today reported preliminary selected unaudited financial results for the fourth quarter and year ended December 31, 2019.
Based on preliminary unaudited results, 2019 revenues increased 21% to a record $35.3 million with adjusted EBITDA for the year of approximately $7.1 million (14.6% year over year growth). Fourth quarter sales increased 34% to $10.8 million, with adjusted EBITDA estimated to increase 27% to approximately $2.2 million. Organic growth on a constant currency basis was approximately 15% for the year and approximately 20% in the fourth quarter, largely driven by sales increases of equipment and consumables. Gross profit margins were approximately 53.8% for the year and 56.4% for the fourth quarter.
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Vanguard Total Stock Market ETF (VTI $330.09)
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Eaton Vance Tax-Managed Global Diversified Equity Income Fund of Beneficial Interest (EXG $9.14)
Q: Hi,
I would welcome your thoughts on this - the MER seems high, but then again, so is the dividend, both of which makes me wonder if there are better options out there? Or, is this a solid investment? Always value your insight!
Dawn
I would welcome your thoughts on this - the MER seems high, but then again, so is the dividend, both of which makes me wonder if there are better options out there? Or, is this a solid investment? Always value your insight!
Dawn
Q: I'm a big fan of tech.
NVDA was my first chips play. The semis look very cyclical.
So I almost have a double with NVDA.
Not sure whether to take some off, half off.
I don't think that this is going to do a SHOP or a TSLA.
Your thoughts please.
Mark
NVDA was my first chips play. The semis look very cyclical.
So I almost have a double with NVDA.
Not sure whether to take some off, half off.
I don't think that this is going to do a SHOP or a TSLA.
Your thoughts please.
Mark
Q: Hi Peter, Ryan & Team,
What are your top 3 US stocks, regardless of sector, that you would recommend?
Thanks.
What are your top 3 US stocks, regardless of sector, that you would recommend?
Thanks.
Q: Hi Team,
What is your view of this company and it's current valuation? There is a lot of interest in this sector but I believe there is a strong secular tailwind in alternatives with these persistent low interest rates.
Thanks
What is your view of this company and it's current valuation? There is a lot of interest in this sector but I believe there is a strong secular tailwind in alternatives with these persistent low interest rates.
Thanks
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FLIR Systems Inc. (FLIR $57.34)
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Honeywell International Inc. (HON $194.07)
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Lockheed Martin Corporation (LMT $458.35)
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Roper Technologies Inc. (ROP $447.05)
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Raytheon Company (RTN $116.96)
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Raytheon Technologies (UTX)
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Xylem Inc. New (XYL $151.31)
Q: Currently have CNR, CAE, WSP and SIS in my Industrial Sector of my portfolio - I would like to add a couple of US names to compliment these - can you recommend some names that I can take a look at ?
Thanks
Thanks
Q: Can I please get your opinion of Applied Materials (AMAT). Thanks
Dave
Dave
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Amazon.com Inc. (AMZN $244.41)
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Starbucks Corporation (SBUX $85.57)
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Sherwin-Williams Company (The) (SHW $340.16)
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Visa Inc. (V $336.02)
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Constellation Software Inc. (CSU $3,385.76)
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Gildan Activewear Inc. (GIL $77.72)
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Descartes Systems Group Inc. (The) (DSG $118.37)
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TFI International Inc. (TFII $122.46)
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Boyd Group Services Inc. (BYD $213.02)
Q: Hi, Can you name a few companies say 3 Us and 3 canadian companies who have been prolific in creating value for their shareholders either by buying back shares/not increasing their share count while growing consistently. A small dividend if applicable but leaning more towards growth in earnings. Preferably with some sort of monopoly or advantage in their field. Thank you.
Shyam
Shyam
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Applied Materials Inc. (AMAT $230.07)
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Intel Corporation (INTC $38.13)
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Advanced Micro Devices Inc. (AMD $233.54)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $286.50)
Q: IWish to get a position in this area of the tech space,and would appreciate your input as to the best of the group.
Doug
Doug