Investment Q&A

• Apple Inc. (AAPL $273.76)
  • $273.76 P/E (TTM): 36.65X Cap: $4.04T
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• Gilead Sciences Inc. (GILD $124.91)
  • $124.91 P/E (TTM): 19.3X Cap: $154.71B
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• Garmin Ltd. (Switzerland) (GRMN $205.60)
  • $205.60 P/E (TTM): 25.34X Cap: $39.54B
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• QUALCOMM Incorporated (QCOM $173.43)
  • $173.43 P/E (TTM): 34.89X Cap: $187.22B
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• JPMorgan Chase & Co. (JPM $323.75)
  • $323.75 P/E (TTM): 16.23X Cap: $892.65B
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• McDonald's Corporation (MCD $308.53)
  • $308.53 P/E (TTM): 26.51X Cap: $221.25B
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Q: hi Peter, In my previous question, regarding good candidates for covered call strategy. I forgot to mention that interested in US stocks due to better option premium. Can you please provide 5-6 names . dividend payment would be bonus. Thanks

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Read Answer Asked by RUPINDER on July 27, 2018

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $63.01)
  • $63.01 P/E (TTM): 19.95X Cap: $4.27B
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• First Trust Dow Jones Internet Index Fund (FDN $271.78)
  • $271.78 P/E (TTM): 20.36X Cap: $6.63B
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Q: Hi,
Is there an ETF that holds only a higher concentration of the FAANG stocks? I looked at the FNG but it does not seem to hold FB (could only find top 10 holdings). I’d like exposure to these growth names and maybe now good time to start a position with the declines in Netflix, and FB.
Thanks,
K.

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Read Answer Asked by KERRI on July 26, 2018

• Global X S&P 500 Index Corporate Class ETF (HXS $97.67)
  • $97.67 Cap: $5.70B
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• Vanguard S&P 500 ETF (VOO $632.60)
  • $632.60 P/E (TTM): 26.09X Cap: $771.07B
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• Vanguard Total Stock Market ETF (VTI $338.39)
  • $338.39 P/E (TTM): 26.71X Cap: $552.92B
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Q: I'm looking for some US exposure. Is this ETF suitable for a RRSP account. Other US ETF's suggestions ? Thanks

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Read Answer Asked by David on July 26, 2018

• Ichor Holdings (ICHR $19.00)
  • $19.00 Cap: $651M
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Q: Anything wrong with ICHR. Short interest keep going up. Are they still buying back shares? It is down 30% since June 1st.

Thanks,

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Read Answer Asked by Stephane on July 26, 2018

• Raytheon Company (RTN $116.96)
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Q: can you explain their results ,are the pension problems so bad that its time to sell. thanks

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Read Answer Asked by andre on July 26, 2018

• Spotify Technology S.A. (SPOT $581.19)
  • $581.19 Cap: $118.47B
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Q: Good Morning any thoughts on SPOT earnings this morning?
Thank-you

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Read Answer Asked by Chris on July 26, 2018

• Stanley Black & Decker Inc. (SWK $75.14)
  • $75.14 P/E (TTM): 25.99X Cap: $11.67B
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Q: Stanley, Black & Decker has pulled back year to date after a good run last year. What are your thoughts on buying now for a long term hold?

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Read Answer Asked by Dan on July 26, 2018

• iShares U.S. Medical Devices ETF (IHI $62.62)
  • $62.62 P/E (TTM): 30.27X Cap: $4.16B
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• State Street SPDR S&P Health Care Equipment ETF (XHE $89.18)
  • $89.18 P/E (TTM): 28.97X Cap: $158M
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Q: Hi on july 18th you suggested to Gary IHI And XHE for medical device etf please explain and compare the two ,if you only have funds for one which would you chose thanks

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Read Answer Asked by Dale on July 26, 2018

• Owens Corning Inc New (OC $112.94)
  • $112.94 Cap: $9.34B
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Q: The earnings came in today and did not seem to be that bad. Am I missing something in the numbers/outlook?

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Read Answer Asked by Doug on July 26, 2018

• CSX Corporation (CSX $36.72)
  • $36.72 P/E (TTM): 23.93X Cap: $68.19B
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Q: DO YOU EXPECT A LOT MORE FROM CSX FROM THE HUNTER COST CUTTING PLAN BOTH IN TERMS OF EFFIENCENY AND ALSO THE STOCK PRICE? YOUR GENERAL THOUGHTS ON CSX WOULD ALSO BE APPRECIATED. WE HAVE TRIMMED TWICE BUT STILL HAVE A SIGNIFICANT STAKE. THANK YOU

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Read Answer Asked by John on July 26, 2018

• Vanguard S&P 500 ETF (VOO $632.60)
  • $632.60 P/E (TTM): 26.09X Cap: $771.07B
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Q: Hello,

1) As an investor, is there any benefit to holding BRK.A vs BRK.B
2) Would holding BRK.B provide diversification? I assume BRK.B owns underlying stock such American Express, Coke, Wells Fargo etc ?
3) What is the advantage or disadvantage of holding BRK.B vs a S&P 500 ETF?

Please deduct as many credits as appropriate.

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Read Answer Asked by Vee on July 26, 2018

• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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Q: Comments please on GRUB earnings, outlooks and competition in the space.
Thank you

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Read Answer Asked by Marty on July 26, 2018

• Meta Platforms Inc. (META $658.69)
  • $658.69 P/E (TTM): 29.38X Cap: $1.67T
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Q: Hey Guys,
What are your thoughts on Facebook?
Would you buy the stock after the price drop.
Thank you.
John.

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Read Answer Asked by John on July 26, 2018

• MKS Inc. (MKSI $162.81)
  • $162.81 P/E (TTM): 39.76X Cap: $11.02B
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Q: Hi,
Could you please comment on the recent results. Do you still like the company?
Thanks
Luke

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Read Answer Asked by luke on July 25, 2018

• Hi-Crush Partners LP representing limited partner interests (HCLP $2.30)
  • $2.30 Cap: $229M
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Q: Can I please get your opinion on HCLP? Recently announced a significant increase to their distribution.

Thanks!

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Read Answer Asked by George on July 25, 2018

• Hexcel Corporation (HXL $75.45)
  • $75.45 P/E (TTM): 89.56X Cap: $6.08B
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Q: I would appreciate any comments on earnings. I read it as a small miss. Management obviously has some confidence in that they increased the dividend. Would you still hold as a core industrial in a US growth portfolio? My other US industrial is UTX.

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Read Answer Asked by Paul on July 25, 2018

• Applied Materials Inc. (AMAT $263.05)
  • $263.05 P/E (TTM): 30.17X Cap: $207.67B
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• NVIDIA Corporation (NVDA $188.22)
  • $188.22 P/E (TTM): 47.28X Cap: $4.62T
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Q: Hi Team,
I am contemplating of switching my full position in AMAT to NVDA and would like to have your thoughts on this intended move.
Thanks,

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Read Answer Asked by Harry on July 25, 2018

• Intuitive Surgical Inc. (ISRG $575.40)
  • $575.40 P/E (TTM): 76.33X Cap: $203.97B
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• ServiceNow Inc. (NOW $154.58)
  • $154.58 P/E (TTM): 18.59X Cap: $159.79B
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• Apollo Global Management Inc. (APO $147.27)
  • $147.27 P/E (TTM): 21.65X Cap: $86.20B
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• Okta Inc. (OKTA $88.08)
  • $88.08 P/E (TTM): 86.87X Cap: $15.70B
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Q: On the US side of my portfolio I am going to be cautious about what I add. I will get an opinion from you before making a purchase. My last recent purchase which I watched for quite some time (Netflix), made the purchase, and 2 days later it was down $75.00 per share and it does not seem to be making a recovery. I am thinking of selling Netflix and along with some US cash I have, and I will list some US stocks that look good to me. APO, NOW, ISRG, OKTA, BIIB and SFTBY. Out of these, which ones would you purchase? Thanks again, Dennis

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Read Answer Asked by Dennis on July 25, 2018

• Ingersoll Rand Inc. (IR $80.90)
  • $80.90 P/E (TTM): 60.21X Cap: $32.22B
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Q: It has been awhile since anyone asked about this company. What do you see in this company for at least a five year hold, a little diversification into Europe and expected earnings in the next year or two?
Thanks so much!

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Read Answer Asked by Susan on July 24, 2018

• Ingersoll Rand Inc. (IR $80.90)
  • $80.90 P/E (TTM): 60.21X Cap: $32.22B
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• Johnson Controls International plc (JCI $121.71)
  • $121.71 P/E (TTM): 46.45X Cap: $74.59B
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• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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Q: Heat waves, fires etc,. Who would be the biggest public AC company and can you comment on it as an investment. Thanks.

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Read Answer Asked by Rodney on July 24, 2018