Investment Q&A

• Microsoft Corporation (MSFT $485.92)
  • $485.92 P/E (TTM): 34.64X Cap: $3.62T
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• Xilinx Inc. (XLNX)
  • P/E (TTM): 51.66X Cap: $48.41B
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• Medtronic plc. (MDT $96.51)
  • $96.51 P/E (TTM): 25.99X Cap: $123.91B
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• Pfizer Inc. (PFE $24.96)
  • $24.96 P/E (TTM): 14.53X Cap: $142.08B
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Q: Could you please give me 2 US healthcare and 2 US technology stocks i am trying to follow your asset allocation suggestions! Thanks. Dimitrios

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Read Answer Asked by Dimitrios on April 01, 2019

• Lyft Inc. (LYFT $19.36)
  • $19.36 P/E (TTM): 50.39X Cap: $7.71B
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Q: I don't think any questions have been asked on LYFT...what is your opinion of the stock?

Thanks!
Dave

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Read Answer Asked by David on April 01, 2019

• Vertex Pharmaceuticals Incorporated (VRTX $455.32)
  • $455.32 P/E (TTM): 32.15X Cap: $115.12B
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Q: What is your opinion on VRTX?

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Read Answer Asked by Arthur on April 01, 2019

• BlackBerry Limited (BB $5.19)
  • $5.19 Cap: $3.06B
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• The Trade Desk Inc. (TTD $38.44)
  • $38.44 P/E (TTM): 44.13X Cap: $18.43B
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• Rapid7 Inc. (RPD $15.36)
  • $15.36 P/E (TTM): 44.03X Cap: $1.02B
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Q: Which of the three do you have more confidence in for growth , for a long term investment.
Can you compare the current valuations. Realizing they are expensive.

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Read Answer Asked by Andrew on March 29, 2019

• Applied Materials Inc. (AMAT $257.74)
  • $257.74 P/E (TTM): 30.31X Cap: $206.14B
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• NVIDIA Corporation (NVDA $188.04)
  • $188.04 P/E (TTM): 46.7X Cap: $4.55T
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Q: Hi Team,
I have held AMAT for just over a year now and am currently down by about 20%. I am thinking of switching from AMAT to NVDA and would like to get your thoughts on this intended move.
Thanks,

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Read Answer Asked by Harry on March 29, 2019

• Netflix Inc. (NFLX $94.13)
  • $94.13 P/E (TTM): 39.33X Cap: $397.37B
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Q: I need a push to just sell this stock and be done with it. Can you provide said push. I'm basically even at this point. (Looking to replace with Fiera Capital)

Thank you!
Harrison

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Read Answer Asked by Harrison on March 29, 2019

• Alphabet Inc. (GOOG $315.00)
  • $315.00 P/E (TTM): 31.04X Cap: $3.78T
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Q: Thank you.Why is dropping down last few days
Ebrahim

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Read Answer Asked by ebrahim on March 29, 2019

• STMicroelectronics N.V. (STM $26.10)
  • $26.10 P/E (TTM): 15.67X Cap: $23.40B
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Q: STMicroelectronics has been getting crushed recently, down much more than the semiconductor index. I am wondering if there is any reason. This company is touted by several US research companies as a top pick in the Internet of Things sector.

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Read Answer Asked by ROB on March 29, 2019

• Cloudera Inc. (CLDR $15.99)
  • $15.99 Cap: $4.73B
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Q: very curious about this company- what do u think?

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Read Answer Asked by Jarrod on March 29, 2019

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X Cap: $74.28B
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• NVIDIA Corporation (NVDA $188.04)
  • $188.04 P/E (TTM): 46.7X Cap: $4.55T
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• Open Text Corporation (OTEX $44.75)
  • $44.75 P/E (TTM): 17.42X Cap: $11.38B
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• Electronic Arts Inc. (EA $204.82)
  • $204.82 P/E (TTM): 59.55X Cap: $50.96B
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Q: I am interested in adding one more E Sports company to my portfolio. I already own NVDA and OTEXT. Which would you choose, EA or ATVI? Or, if there is another that you would recommend instead?
Thanks for your great service....
Jen

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Read Answer Asked by Jennifer on March 28, 2019

• Eaton Vance Enhance Equity Income Fund II (EOS $23.52)
  • $23.52 P/E (TTM): 27.76X Cap: $1.22B
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Q: Your feelings on EOS please

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Read Answer Asked by Tom on March 28, 2019

• Agree Realty Corporation (ADC $72.22)
  • $72.22 P/E (TTM): 42.43X Cap: $8.32B
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Q: Bot in Oct. 2018 = currently up 22%. What is your opinion of this company/stock ? , a hold or a sell ?

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Read Answer Asked by Gerald on March 28, 2019

• Tanger Inc. (SKT $33.67)
  • $33.67 P/E (TTM): 35.71X Cap: $3.92B
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Q: Your opinion please - down 10%

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Read Answer Asked by Gerald on March 28, 2019

• Alcoa Corporation (AA $53.04)
  • $53.04 P/E (TTM): 11.32X Cap: $14.08B
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Q: Hi Team,
May I please have your thoughts your AA for a half to a full position? Thanks.
Harry

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Read Answer Asked by Harry on March 27, 2019

• iRhythm Technologies Inc. (IRTC $178.40)
  • $178.40 Cap: $5.75B
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Q: IRTC has plunged today.. what has caused this?

Thanks,
Susan

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Read Answer Asked by Susan on March 27, 2019

• Nike Inc. (NKE $63.77)
  • $63.77 P/E (TTM): 31.39X Cap: $90.45B
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Q: Is NKE still attractive as a medium-long term buy after the pullback? Seems like they are still doing well in China in spite over all the trade issues going on.

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Read Answer Asked by David on March 27, 2019

• Keysight Technologies Inc. (KEYS $204.87)
  • $204.87 P/E (TTM): 42.13X Cap: $35.39B
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Q: can you give us your thoughts on KEYS as related to 5G and its position in the supply chain and growth prospects? Thanks as ever

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Read Answer Asked by michael on March 27, 2019

• Markel Group Inc. (MKL $2,161.94)
  • $2,161.94 P/E (TTM): 13.7X Cap: $27.41B
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Q: Curious to hear your thoughts on starting a position in Markel (about a 3% position). The stock has got beaten up lately and from what I've read some of this weakness seems to be from the Equities they hold being down with the rest of the market when they reported earnings last. Many of these have recovered well. It looks like a good US stock for a TFSA because it doesn't pay a dividend. Planning to hold for 15+ years.

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Read Answer Asked by Dennis on March 27, 2019

• Verizon Communications Inc. (VZ $40.93)
  • $40.93 P/E (TTM): 8.65X Cap: $171.60B
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• Xcel Energy Inc. (XEL $74.17)
  • $74.17 P/E (TTM): 22.6X Cap: $43.88B
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Q: I realize these companies market caps are quite far apart,but I consider them both utilities which one would you buy for a 2-4 year hold and why ,could you me tell about both as far as management,cash flow and growth thank you

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Read Answer Asked by Greg on March 27, 2019

• Infinera Corporation (INFN)
  • Cap: $1.57B
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Q: i would like to know you idea about buying the stock of Infinera (INFN:US), as the price has continuously dropped recently, do you think if it is a good point to jump in or not.

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Read Answer Asked by john on March 27, 2019