Investment Q&A

• Electronic Arts Inc. (EA $197.93)
  • $197.93 P/E (TTM): 58.71X Cap: $49.25B
  • View EA Profile
  • View Questions on EA

Q: Your thoughts on their earnings? What was the highlight? I notice the stock is up a lot post market.

Upvote 0

Read Answer Asked by Cory on May 08, 2019

• CVS Health Corporation (CVS $76.33)
  • $76.33 P/E (TTM): 202.18X Cap: $95.51B
  • View CVS Profile
  • View Questions on CVS

Q: Hello,
I dont have a stock in health sector and I was looking for CVS. Valuation is cheap and their first quarter result is also good.Do you think it is good time to get into this now or do you have other better stocks to recommend.Im looking for 3 yr horizon?

Thanks for your advice.

Upvote 0

Read Answer Asked by sunday on May 08, 2019

• Invitae Corporation (NVTA)
  • Cap: $5M
  • View NVTA Profile
  • View Questions on NVTA

Q: Could you please comment on their results?

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on May 08, 2019

• American International Group Inc. (AIG $75.96)
  • $75.96 P/E (TTM): 13.28X Cap: $41.20B
  • View AIG Profile
  • View Questions on AIG

Q: Hello
Could you comment on AIG earnings and guidance?

EPS lower Y-o-Y but adjusted after tax EPS is higher? Not sure if one should be looking at adjusted in this case?

Thank you very much.
Stephane

Upvote 0

Read Answer Asked by Stephane on May 08, 2019

• NVIDIA Corporation (NVDA $171.88)
  • $171.88 P/E (TTM): 44.75X Cap: $4.23T
  • View NVDA Profile
  • View Questions on NVDA
• Advanced Micro Devices Inc. (AMD $192.50)
  • $192.50 P/E (TTM): 119.27X Cap: $313.39B
  • View AMD Profile
  • View Questions on AMD

Q: Hi peter, can you shade some information about this company. Are they making any money? Would you put your money. Thanks. Alnoor

Upvote 0

Read Answer Asked by Alnoor on May 08, 2019

• Beyond Meat Inc. (BYND $0.67)
  • $0.67 Cap: $302M
  • View BYND Profile
  • View Questions on BYND

Q: Been hearing a lot about this company and feel the trend is going to eating less meat however how do you feel about the stock? Would there be a best time to buy?
Thanks for your great info.

Upvote 0

Read Answer Asked by Bonnie on May 08, 2019

• Open Text Corporation (OTEX $31.22)
  • $31.22 P/E (TTM): 11.89X Cap: $7.86B
  • View OTEX Profile
  • View Questions on OTEX

Q: Open Text has performed well in the Growth Portfolio, and seems to have solid fundamentals with a 13.7 Forward P/E. I was surprised to see James Hodgins of Curvature Hedge Strategies (Arrow Capital) is shorting it. To paraphrase, he said: 'They have 2x debt-to-EBITDA. It's pretty expensive, and their access to capital will decline since we are late in the cycle.'

I should point out that many analysts love the stock, including you guys. I'd like to know your opinion because once in a while the shorts (depending on who they are) offer a valuable perspective.

Thanks! Elliott

Upvote 0

Read Answer Asked by Elliott on May 07, 2019

• NVIDIA Corporation (NVDA $171.88)
  • $171.88 P/E (TTM): 44.75X Cap: $4.23T
  • View NVDA Profile
  • View Questions on NVDA

Q: Given the pull back on NVDA over the past 2 days, would you suggest that anything has changed for long term view of here? Would you anticipate more drop leading up to the 16th?

Upvote 0

Read Answer Asked by Andrew on May 07, 2019

• Alphabet Inc. (GOOG $331.33)
  • $331.33 P/E (TTM): 33.63X Cap: $4.01T
  • View GOOG Profile
  • View Questions on GOOG

Q: This may be a silly question, but should GOOG be considered a "technology" stock or does it fit better with Telecommunications or possibly Consumer Discretionary? How would you count it in the allocation weighting?

Upvote 0

Read Answer Asked by Mike on May 07, 2019

• Vanguard Total Stock Market ETF (VTI $333.90)
  • $333.90 P/E (TTM): 25.7X Cap: $559.74B
  • View VTI Profile
  • View Questions on VTI
• Vanguard Growth ETF (VUG $458.88)
  • $458.88 P/E (TTM): 34.07X Cap: $193.97B
  • View VUG Profile
  • View Questions on VUG

Q: I don't have any U.S. exposure other than IWO as suggested in the growth portfolio.
Can you recommend an ETF group to give me proper broad exposure to this market ?
Thank you.

Upvote 0

Read Answer Asked by Ralph on May 07, 2019

• Ingredion Incorporated (INGR $118.89)
  • $118.89 P/E (TTM): 12.0X Cap: $7.50B
  • View INGR Profile
  • View Questions on INGR

Q: What do you think of this food ingredient stock? Value stock or value trap?

TIA!

Upvote 0

Read Answer Asked by Wayne on May 07, 2019

• Beyond Meat Inc. (BYND $0.67)
  • $0.67 Cap: $302M
  • View BYND Profile
  • View Questions on BYND

Q: Peter- Is there any public company that supplies all the veggies, like beets, to all the meatless companies that require them? Thanks. Rod

Upvote 0

Read Answer Asked by Rodney on May 07, 2019

• Watsco Inc. (WSO $405.94)
  • $405.94 P/E (TTM): 30.41X Cap: $16.46B
  • View WSO Profile
  • View Questions on WSO

Q: Your thoughts please. Ernie

Upvote 0

Read Answer Asked by Ernie on May 07, 2019

• Alteryx Inc. Class A (AYX)
  • View AYX Profile
  • View Questions on AYX

Q: Why Alteryx dropped this much today?

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on May 07, 2019

• Fluidigm Corporation (FLDM)
  • P/E (TTM): -4.8X Cap: $277M
  • View FLDM Profile
  • View Questions on FLDM

Q: Could you please comment on Fluidigm?

Upvote 0

Read Answer Asked by Mary on May 07, 2019

• Lyft Inc. (LYFT $15.84)
  • $15.84 P/E (TTM): 42.53X Cap: $6.32B
  • View LYFT Profile
  • View Questions on LYFT

Q: I thought that other members would find this article about ride sharing in other jurisdictions interesting considering all the recent ridesharing IPOs.

https://www.nytimes.com/2019/05/05/technology/ride-sharing-future-electric-motorbikes.html

Upvote 0

Read Answer Asked by Mark on May 07, 2019

• The Boeing Company (BA $236.95)
  • $236.95 Cap: $185.30B
  • View BA Profile
  • View Questions on BA

Q: I wish to buy some more Boeing. Read recent Q&A. Once future earnings are released and presumably less than past, and future litigation issues and costs, is it reasonable to expect prices below the current support level of $370?

Upvote 0

Read Answer Asked by Bob on May 06, 2019

• Corning Incorporated (GLW $112.79)
  • $112.79 P/E (TTM): 71.39X Cap: $94.04B
  • View GLW Profile
  • View Questions on GLW
• Silicon Motion Technology Corporation (SIMO $126.18)
  • $126.18 P/E (TTM): 45.44X Cap: $4.36B
  • View SIMO Profile
  • View Questions on SIMO
• Cadence Design Systems Inc. (CDNS $270.14)
  • $270.14 P/E (TTM): 69.38X Cap: $73.88B
  • View CDNS Profile
  • View Questions on CDNS

Q: How would you order these in terms of potential growth?

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on May 06, 2019

• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
  • View BYD.UN Profile
  • View Questions on BYD.UN
  • View Reports on BYD.UN
• Kinaxis Inc. (KXS $123.31)
  • $123.31 P/E (TTM): 73.06X Cap: $3.46B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $152.41)
  • $152.41 P/E (TTM): 87.52X Cap: $203.93B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Savaria Corporation (SIS $24.89)
  • $24.89 P/E (TTM): 28.83X Cap: $1.80B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• The Trade Desk Inc. (TTD $26.24)
  • $26.24 P/E (TTM): 31.34X Cap: $12.68B
  • View TTD Profile
  • View Questions on TTD
• Alteryx Inc. Class A (AYX)
  • View AYX Profile
  • View Questions on AYX

Q: Hi Peter
I'v god skier when CITRON published bad news about Shopify on 4th.April and I have sold all my SHOP same day. It was bad decision & I regret it. Now I have 130K to invest and I'm thinking to invest in all above stocks. All of the stocks accept for SIS & KXS are on their top and this skiers mi. Which one would you go as a first to invest and which one would you wait for better opportunity.
Andrew

Upvote 0

Read Answer Asked by Andrzej on May 06, 2019

• Macquarie Infrastructure Holdings LLC (MIC $4.09)
  • View MIC Profile
  • View Questions on MIC

Q: can you comment on quarterly results. I own this as part of a diversified us portfolio but it has been a bit of a roller coaster ride. Results look better on the surface - am i missing anything - other than the very large debt?

k,

Upvote 0

Read Answer Asked by kelly on May 06, 2019