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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: Hi
Would like to get your opinion on which of the following blue chips is a good buy at current valuation and financial health/future growth.

KHC, TAP, DEO, CPB, BUD, PM

Thanks
Ninad
Read Answer Asked by Ninad on October 29, 2018
Q: Hi 5i,

With the market correction, I am looking to add to some positions while things are on sale. I am looking at TSLA, which reposted good results last week and thus the stock started to rise. It also did pretty well today in a negative market. I have read your other answers on TSLA. Has you opinion become more positive after the recent results. Thanks 5i
Read Answer Asked by Jim on October 29, 2018
Q: Looking at Microns history it has been quite volatile. Between the end of 2014 and mid 2016 it fell over 70% which ended up being a fantastic buying opportunity. Looking at it now, it has fallen over 40% since its most recent peak. If it were to fall a similar % as 2014-2016 it could go all the way to 20 bucks.

Looking at the most recent balance sheet however, the company paid down a massive amount of debt in 2018, and generated a ton of cash. Is there any estimates of how much cash/share this company could have at the end of 2019? If 2019 is anything similar to 2018 it looks like a decent % of the market cap could be in cash, which makes me think a similar decline as 2014-2016 is unlikely . Is the risk/reward getting increasingly interesting here?

Thanks!

Read Answer Asked by Joel on October 29, 2018
Q: ABBV share price has slumped from approx. $95 to $82.50 in the past 5 days. Marinol was recently approved by the FDA. ABBV currently has a Forward P/E ratio of 10.72. I understand that the industry's average Forward P/E is 15.85.

What is your view of this stock. Seems like it might be an opportune time to buy and play the marijuana angle from a safe distance.

The Webinar yesterday was great. I hope there are more. Thank you for your services.
Read Answer Asked by Grant on October 26, 2018
Q: Bloom Energy: This is a new company having an innovative type of fuel cell technology. Has some powerful backers and great customers. Was not able to pull up this company in your database..possibly because it is recently listed in NYSe. Can you tell me thoughts on this.and take a look at their financials
..I think this could be a disruptor...Thanks again. Great Webinar as usual.
Read Answer Asked by Shyam on October 26, 2018
Q: Hi, you had a comment on AT&T late July and I was wondering, with recent weakness, what the fundamentals look like for this company now. Do you see long term value here? If you think this is a stock with limited prospects going forward, do you have another US income stock (any sector) that might make for a better replacement? Many thanks. Michael
Read Answer Asked by Michael on October 26, 2018
Q: I bought PATK not very long ago because I like the mgmt, they have a good history of compounding capital, and they have made some nice acquisitions, Also good fundamentals. However my timing was pretty bad and its dropped 25% since then due to trade war concerns, US economy concerns and the motorhome/rv sector getting beaten up since people don't buy recreational vehicles if the economy struggles. I planned on holding through at least this quarter to see if good earnings could set it above the sector headwinds. It reported great earnings and beat on many metrics, popped 6% this morning, now oddly is down 3%. That concerns me. Should I get out of PATK, do you think the head winds will be too much for this sector? So far its looking like no matter how positive things are with the company, the sector will just beat PATK down with the rest of the RV stocks.
Read Answer Asked by Adam on October 26, 2018
Q: Hi, wrt Q&A on 'Asked by Wes on October 25, 2018', can you pls add this stock to your db/coverage. I did a 'Company' search and it was not in the db. I'd like to see/review their 'key ratios' that you provide.
Further, they had continued good growth in their 3rd quarter results ie Record Revenue and Net Income, can you comment further on this please? Similar results were seen for the 1st and 2nd quarters as well but the stock has lost a bit of ground in the last 1-3 months. ...though still up on the year. Could just be profit taking?
Would it be ideal to take an initial 1/3 position in this stock at this time? Or does it just warrant a watch during the current (market) downtrend?

Thanks,
Steve
Read Answer Asked by Stephen on October 26, 2018
Q: Both stocks down after earnings. How do the results look to you?

I find it odd that Amazon can earn $2.88 billion or $5.75 per share which is over 80% higher than estimates of $3.14 per share, but sales were $500 million lower then estimates ($56.6 billion vs $57.1 billion)... less then 1% miss... with concerns over high valuations in tech stocks, Amazon in particular trading at a high P/E ratio, to crush earnings and go down seems like an overeaction.
Read Answer Asked by Michael on October 26, 2018
Q: I own NVDA, FB, BOX, AMZN and GOOG in my son's RESP and he is still in the green. Would you briefly comment on each stock's potential rebound and rate them? Thanks.
Read Answer Asked by Steven on October 25, 2018
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