Q: What are your views on this U.S. retailer? Would now be a good entry point? Looking to diversify my portfolio by increasing consumer discretionary (I currently have TOY & HD).
Thanks.
Q: I have a question about 722
Hi 5i,
Can you tell me the PE? The EPS estimate on the companies page says about 5 bucks. Would that make the PE around 15? That seems incorrect.
Q: Could I please get your top 3 USA consumer discretionary (mid-large caps) and top 3 health care names (mid caps). All with a growth tilt. Thanks as always.
Q: What is your view on NFLX at this point? The recovery has been very nice, but I am wondering it is getting close to pull-back again. The increase in pricing will help earnings, but could they be doing that to offset a slowdown in sign-ups? Also, competition seems to be coming fast and furious now. Your thoughts?
Q: Hello
Is there a low volatility ETF traded in US similar to BMO's ZLU?
It is my understanding that if the Canadian dollar appreciates against the US dollar the increase in value of the ZLU will be eroded. Am I right on this?
Thank you for your ongoing assistance
This stock has not recovered at all and seems to be heading down further. I have owned for a long time but this trading pattern seems a bit unusual. Is there some news i have missed. From what i can tell from the last quarters report, all of its business lines are expected to continue growing for the next 3+ years.
ROKU crashed last fall with a lot of tech. It is a very volatile stock, even for tech, as it reacts to every headline. I bought a small position again a couple of weeks ago, before the CES, expecting some positive announcements. There were several, including active users and streaming hours up nicely, a new partnership with Westinghouse TV and a new partnership with TCL on 8K TVs. Then, as usual, the rally was cut short by Andrew Left with a negative tweet about it regarding further AMZN inroads. He keeps going long or short on ROKU, I assume just after he bought or sold short.
Cord-cutting keeps accelerating, and ROKU has a strong position but in a highly competitive field with AMZN, NFLX and now Hulu gaining traction. It is also viewed in the M&A picture for a bigger tech/media player this year. What are your thoughts on it at this point?
Q: What would you replace ALGN with in a non-registered semi-growth focused account? I already own ISRG and am looking for something in the US health care sector with some good growth.
Thanks Nancy
Q: I read somewhere that the world airlines will need 100,000 new pilots in future years . China is a factor with so many Chinese travelling. Do you like CAE. Flight Simulators Any others?
Also Baby Boombers aging and taking Cruises. Who benefits the most here ? . Do you like this industry ?
RAK
Q: Watching the new Planet Earth series on Netflix, I noticed the incredible footage being done with drones flying through the trees and between mountain crevices etc. Also, it seems they are somehow getting video cameras on the backs of birds. Crazy amazing footage. Is NVDA involved in this technology?
Q: I have been watching Weight Watchers (WTW) ever since Oprah put her considerable marketing support behind the company and it seemed to beat estimates quarter after quarter. I felt like I missed the boat when it went from $12 to $105 from Jan 2017 - June 2018. Ever since it has dropped like a rock to its present $35 price. My questions are 1) what caused this huge fall and is it over sold? 2) what are the current EPS estimates and PE? 3) when do they report next? 4) what is their debt load and is it manageable? and finally 5) do you think it offers a compelling entry point?