Investment Q&A

• Alphabet Inc. (GOOG $324.25)
  • $324.25 P/E (TTM): 32.91X Cap: $3.99T
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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 $29.35)
  • $29.35 P/E (TTM): 17.67X Cap: $26.03B
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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)
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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
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• NVIDIA Corporation (NVDA $182.38)
  • $182.38 P/E (TTM): 43.22X Cap: $4.17T
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• Open Text Corporation (OTEX $32.79)
  • $32.79 P/E (TTM): 12.08X Cap: $7.86B
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• Electronic Arts Inc. (EA $199.85)
  • $199.85 P/E (TTM): 57.39X Cap: $49.53B
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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 $21.95)
  • $21.95 P/E (TTM): 28.72X Cap: $1.12B
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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 $75.48)
  • $75.48 P/E (TTM): 43.21X Cap: $8.30B
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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 $33.62)
  • $33.62 P/E (TTM): 34.28X Cap: $3.79B
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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 $58.91)
  • $58.91 P/E (TTM): 12.24X Cap: $14.60B
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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 Holdings Inc. (IRTC $148.27)
  • $148.27 Cap: $4.72B
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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 $63.74)
  • $63.74 P/E (TTM): 32.93X Cap: $92.82B
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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 $228.35)
  • $228.35 P/E (TTM): 45.13X Cap: $37.99B
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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 $2,135.28)
  • $2,135.28 P/E (TTM): 12.84X Cap: $26.41B
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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 $46.40)
  • $46.40 P/E (TTM): 10.04X Cap: $198.59B
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• Xcel Energy Inc. (XEL $75.13)
  • $75.13 P/E (TTM): 23.23X Cap: $45.02B
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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)
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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

• The Trade Desk Inc. (TTD $26.31)
  • $26.31 P/E (TTM): 31.34X Cap: $12.68B
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Q: Hi team,
TTD 's 12% drop in the last few days are regular profit taking? or something we should be concerned about?
Thanks!

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Read Answer Asked by Issaku on March 26, 2019

• The Trade Desk Inc. (TTD $26.31)
  • $26.31 P/E (TTM): 31.34X Cap: $12.68B
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Q: TTD has been taking a tumble. Any idea why?

Thanks, Peter

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Read Answer Asked by Peter on March 26, 2019

• Tailored Brands Inc. (TLRD)
  • Cap: $18M
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Q: This company seems to be quite cheap. Please give me your thoughts on TLRD, their growth prospects, and the sustainability of the dividend. Thank you.

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Read Answer Asked by Marco on March 26, 2019

Q: Seems to be alot of talk about not being in US banks and some are saying even shorting the sector. Your thoughts? Canadian banks to fair any better?
Thanks for your help

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Read Answer Asked by Dale on March 25, 2019

• SVB Financial Group (SIVB)
  • P/E (TTM): 4.2X Cap: $6.27B
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Q: I am down on SVB about 20%. I tend to hold stocks 3-5 years and even longer so do not mind volatility. However is it time to consider selling this stock?

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Read Answer Asked by Bill on March 25, 2019

• Clorox Company (The) (CLX $118.06)
  • $118.06 P/E (TTM): 18.49X Cap: $14.22B
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• Kimberly-Clark Corporation (KMB $104.35)
  • $104.35 P/E (TTM): 17.46X Cap: $34.60B
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• Procter & Gamble Company (The) (PG $159.31)
  • $159.31 P/E (TTM): 22.9X Cap: $368.60B
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• Unilever PLC American Depositary Shares (each representing One) (UL $71.93)
  • $71.93 P/E (TTM): 26.06X Cap: $158.48B
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Q: Hi, currently hold, PBH, ATD.B and WMT for my Consumer Staples allocation.
For yield , some growth and some safety, which is the better investment to add to my current holdings, KMB, PG, UL, or CLX in my RRSP. Thank-you in advance.Sam

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Read Answer Asked by sam on March 25, 2019