Investment Q&A

Q: What is your outlook for OLED? Buy Hold or Sell?

Q: I have just read about this company which trades on the Nasdaq.
see attached link:https://www.forbes.com/sites/afdhelaziz/2018/07/24/how-loop-industries-is-becoming-the-intel-inside-of-the-circular-plastics-economy/#6a5d3d1e1fd7.
I would be interested in hearing your views and whether or not you think this would be a good company to invest in. We know that we are drowning in plastic and this company seems to have the technology to do something about it.
Look forward to your comments.
Shirley

Q: I am trying to understand the ins and outs of the 11 billion special dividend from VM Ware VMW I hold the stock in my registered accounts. My thinking is that the stock will drop following the payment by a like amount, but I will be subject with US withholdings on the dividend, netting significantly less. Even though I think VMW is a good stock, doesn't seem like a good play for me. I am thinking of selling and possibly buying later. Your thoughts would be appreciated.

Q: With this big market downturn, I have a couple of US watch lists and these 4 stocks ESTY, CHGG, NFEC and RARK are humming along like it is still a Bull market. Could I get an opinion of these from you? They are US but I find US is the only market in the world that is still making money. Thanks Dennis

Q: Thinking of buying IIPR. May I have an updated opinion.

Q: Would you provide me with your view on LADR, the space/sector, and whether or not you have alternate suggestions that you would prefer.
Best of the Season,
Terry

Q: Who knows, with the recent news on Costco and JNJ which one would be better going forward today for the short-term?

Q: I believe JPM is your preferred US bank based on a prior question. I'm wondering if you can compare and contrast it to Wells Fargo and make the case for one over the other? I'm curious as P/E difference seems insignificant between the two. The Buffet backing of Wells Fargo is interesting as well. Can you comment on why he prefers it? Take 2-3 credits as needed! Thanks

Q: YOUR OPINION FOR BUYING THIS STOCK AT THIS IS APPRECIATED.
THANK YOU

Q: Hello -

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 :)

Thanks.

Jim

Q: Hello Peter, Ryan, and team:

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: Is there US HISA for US account and what is the ticker?
Season Greetings
Ebrahim

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: Hello Team,
Could you give me your analysis on this company and is it a buy at this time.
Thank You,
Barry

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.

Jason

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: What would explain Boeing's large negative PB ratio in your company report?