Investment Q&A

• Netflix Inc. (NFLX $1,188.44)
  • $1,188.44 P/E (TTM): 50.64X Cap: $504.99B
  • View NFLX Profile
  • View Questions on NFLX
• Mastercard Incorporated (MA $580.41)
  • $580.41 P/E (TTM): 39.14X Cap: $524.69B
  • View MA Profile
  • View Questions on MA
• Align Technology Inc. (ALGN $131.56)
  • $131.56 P/E (TTM): 22.15X Cap: $9.53B
  • View ALGN Profile
  • View Questions on ALGN
• Arista Networks Inc. (ANET $139.39)
  • $139.39 P/E (TTM): 54.66X Cap: $175.19B
  • View ANET Profile
  • View Questions on ANET
• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
  • View GRUB Profile
  • View Questions on GRUB

Q: I want to invest 20 K USD into my TFSA portion of US stocks.
I already have FB 3.6%,SHOP 6.1%,CGNX 5.1%,AMZN 3.3%,NVDA 4.7%, SQ 4.7%.
Im thinking of buying MA & NFLX. Please provide me with an idea of 2 or 3 additonal
US stocks with growing trend like the one I mentioned in my portfolio. What is your
opinion of adding MA & NFLX in contest of my existing US portfolio.

THANKS ANDREW.

Upvote 0

Read Answer Asked by Andrzej on February 28, 2018

• abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI $21.24)
  • $21.24 Cap: $1.71B
  • View BCI Profile
  • View Questions on BCI

Q: Gentlemen Good Morning,
Please can you comments on BCI.
I don't have commodities on my PF, I wish to add 2%.
Any alternative to BCI ?
Thanks
Best Regards

Upvote 0

Read Answer Asked by Djamel on February 28, 2018

• AMC Entertainment Holdings Inc. Class A (AMC $2.81)
  • $2.81 Cap: $1.44B
  • View AMC Profile
  • View Questions on AMC

Q: I'm down on my position in AMC almost from the day I bought it. Can you tell me when they report results. General views on co. And dividend payout ratio
Thx for great service

Upvote 0

Read Answer Asked by Todd on February 28, 2018

• United Parcel Service Inc. (UPS $84.35)
  • $84.35 P/E (TTM): 12.57X Cap: $71.49B
  • View UPS Profile
  • View Questions on UPS

Q: After the recent decline, what do you think of UPS?

Upvote 0

Read Answer Asked by Jerry on February 28, 2018

• Amazon.com Inc. (AMZN $228.15)
  • $228.15 P/E (TTM): 34.78X Cap: $2.43T
  • View AMZN Profile
  • View Questions on AMZN
• Paychex Inc. (PAYX $135.11)
  • $135.11 P/E (TTM): 29.5X Cap: $48.67B
  • View PAYX Profile
  • View Questions on PAYX

Q: Hi 5i:

Two questions: (1) I think you said in response to a recent query that AMZN could be put in the consumer cyclical category. Is that correct?
(2) Paychex has been mentioned several times recently on BNN. What is your assessment of this company for the next two years, say. How robust to a downturn would it likely be?

Many thanks RT

Upvote 0

Read Answer Asked by Roland on February 28, 2018

• Medical Properties Trust Inc. (MPW $5.13)
  • $5.13 Cap: $3.08B
  • View MPW Profile
  • View Questions on MPW

Q: Can I please get your opinion of Medical Properties Trust (MPW).

Thanks

Dave

Upvote 0

Read Answer Asked by David on February 28, 2018

• Okta Inc. (OKTA $90.34)
  • $90.34 P/E (TTM): 103.84X Cap: $15.92B
  • View OKTA Profile
  • View Questions on OKTA

Q: My investing pal Joe laid this one on me out of the blue and he is killing with it. What can you tell us? The company is OKTA and it doesn't appear to be in your database.

Thanks

Kim

Upvote 0

Read Answer Asked by Kim on February 28, 2018

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ

Q: Just wondering what you thought of SQ's earnings, guidance, and current valuation. Is Square in good shape? :)

Upvote 0

Read Answer Asked by Peter on February 28, 2018

• Moody's Corporation (MCO $512.31)
  • $512.31 P/E (TTM): 43.56X Cap: $91.90B
  • View MCO Profile
  • View Questions on MCO

Q: Moody's chart shows consistent and steady growth. It has shrugged off recent correction and is an all-time high. Is MCO in the financial sector? Please update your previous answer regarding it being considered a candidate for investment. Thanks

Upvote 0

Read Answer Asked by Shah on February 28, 2018

• Snap Inc. Class A (SNAP $7.34)
  • $7.34 Cap: $12.40B
  • View SNAP Profile
  • View Questions on SNAP

Q: How do you feel about Snap given that its been public for close to a year and is sitting on the Kylie Jenner pullback? I dont own any similar stock but am planning on watching and likely getting into Spotify when it becomes available, if that influences your thoughts at all.

Upvote 0

Read Answer Asked by david on February 28, 2018

• Ares Capital Corporation (ARCC $22.30)
  • $22.30 P/E (TTM): 10.88X Cap: $15.72B
  • View ARCC Profile
  • View Questions on ARCC

Q: Can I please get your opinion of Ares Capital Corp.

Thanks

Dave

Upvote 0

Read Answer Asked by David on February 28, 2018

• Signet Jewelers Limited (SIG $91.07)
  • $91.07 P/E (TTM): 30.67X Cap: $3.72B
  • View SIG Profile
  • View Questions on SIG

Q: Hi , can I get your opinion on this company. Valuations are good but do you think is worth investing? thanks.

Upvote 0

Read Answer Asked by Pradip on February 27, 2018

Q: Interested in your thoughts on ARLP. The company is in a sector - coal that nobody other than Trump seems to love. It pays a solid dividend which is well covered by its cash flow, and it paid a dividend through the Obama years, despite some of the regulations brought in at that time. Do you see a place for this company in a well diversified portfolio with some emphasis on safety of capital. Thanks

Upvote 0

Read Answer Asked by Chuck on February 27, 2018

• Computer Task Group Incorporated (CTG)
  • P/E (TTM): 307.85X Cap: $168M
  • View CTG Profile
  • View Questions on CTG

Q: What are your thoughts on Computer Task Group? Is it a good medium to long term hold?
Thanks.

Upvote 0

Read Answer Asked by RICHARD on February 27, 2018

Q: Hi, I am quite excited about Spotify hitting the market sometime soon. When this happens what is the recommended approach for investing in this? This could be another Netflix...Your advice is much appreciated. Thanks.

Shyam

Upvote 0

Read Answer Asked by Shyam on February 27, 2018

• Universal Display Corporation (OLED $136.51)
  • $136.51 P/E (TTM): 26.66X Cap: $6.48B
  • View OLED Profile
  • View Questions on OLED

Q: Can you comment on OLED’s earnings report? It is taking a hit downward today apparently on forward guidance.
Thanks.

Upvote 0

Read Answer Asked by Dan on February 27, 2018

• Johnson & Johnson (JNJ $178.06)
  • $178.06 P/E (TTM): 19.04X Cap: $428.82B
  • View JNJ Profile
  • View Questions on JNJ

Q: Your opinion on JNJ, please. Does recent correction put it in a buying range? Perhaps you might mention 2 or 3 other large American blue chips (regardless of sector) you like as well or better. take credits accordingly. Thanks. Jim

Upvote 0

Read Answer Asked by jim on February 27, 2018

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR
• Fluor Corporation (FLR $41.01)
  • $41.01 P/E (TTM): 1.68X Cap: $6.62B
  • View FLR Profile
  • View Questions on FLR
• JX Luxventure Limited (LLL)
  • P/E (TTM): -0.1X Cap: $2M
  • View LLL Profile
  • View Questions on LLL
• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
  • View UTX Profile
  • View Questions on UTX
• Xylem Inc. New (XYL $141.55)
  • $141.55 P/E (TTM): 36.86X Cap: $34.45B
  • View XYL Profile
  • View Questions on XYL
• Itron Inc. (ITRI $119.54)
  • $119.54 P/E (TTM): 20.43X Cap: $5.40B
  • View ITRI Profile
  • View Questions on ITRI

Q: Please provide your top 3 large cap US industrial stocks and your top 3 mid cap US industrial stocks.

Best,
Don

Upvote 0

Read Answer Asked by DONALD on February 26, 2018

• Sylogist Ltd. (SYZ $7.51)
  • $7.51 Cap: $175M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Ebix Inc. (EBIX)
  • P/E (TTM): 7.25X Cap: $35M
  • View EBIX Profile
  • View Questions on EBIX

Q: Can I get your opinion on these please. Which would you choose for a long term hold and why?

Upvote 0

Read Answer Asked by david on February 26, 2018

• Applied Optoelectronics Inc. (AAOI $27.07)
  • $27.07 Cap: $1.68B
  • View AAOI Profile
  • View Questions on AAOI

Q: May I have your thoughts on AAOI's quarter and prospects going forward at today's price?

Upvote 0

Read Answer Asked by Rick on February 26, 2018