Q: I would like your analysis of this Swiss fashion play. I understand they have high growth and price has corrected in half. When are they expecting profits?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi folks
There hasnt been a question about SE for awhile now. What are your current thoughts on this stock?Today (Monday) has some heavy trading but it is way down off its highs of course. Would you be a buyer?
Thank you for your steady guidance in these volatile times.
There hasnt been a question about SE for awhile now. What are your current thoughts on this stock?Today (Monday) has some heavy trading but it is way down off its highs of course. Would you be a buyer?
Thank you for your steady guidance in these volatile times.
Q: What are your thoughts on the most recent quarter ?
Q: Interested in this for income. Noting RBC shows a 14% dividend while other sites show ~ 7% annual yield. Are you able to confirm the correct annual dividend % and provide feedback on this company and stability of dividend and chances for capital appreciation (or at least capital protection over next 5 years).
Q: Based on your last comments on June 24th about Sanofi could you please help me understand what's behind the recent drop with the stock recently and is this a good time to buy. Is it now at a "bargain" price what are the financial ratios you like and don't like about this stock? How do you feel about their pipeline of drugs?
Your last comment was SNY: Sanofi is a bit different than the others, being a $130 billion pharma company. The valuation fundamentals look fine, growth expectations are mid-to-low single digits on the top line and it pays a decent dividend. For an 'anchor' type of position, we would not take much issue with a name like this.
Your last comment was SNY: Sanofi is a bit different than the others, being a $130 billion pharma company. The valuation fundamentals look fine, growth expectations are mid-to-low single digits on the top line and it pays a decent dividend. For an 'anchor' type of position, we would not take much issue with a name like this.
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GSK plc American Depositary Shares (Each representing two) (GSK)
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Haleon plc American Depositary Shares (Each representing two) (HLN)
Q: Hello, I still have some GSK shares but some are now HLN. How does a demerger affect the HLN shares and what are your thoughts about HLN? Thank you.
Q: These two stocks are down materially, do pay attractive dividends and are European auto makers in weak Euro currency environment. Would these stocks are buys or there is still risk of further downside.?
Q: Novo Nordisk (NVO) upgraded its financial outlook during its recent earnings call, but shares tumbled as a result of delays in production of its anti-obesity drug. What are your thoughts on NVO and would now be a good entry point?
Q: NIO reported for July 2022 a 26.7% increase of electric vehicle deliveries over July 2021, plus a 22% cumulative increase for 2022 over 2021.
For China, NIO has installed 1,047 power swap stations as of end July 2022.
I think it has to be able to complete SEC filing which seems to mean an independent auditor.
The stock price has dropped by 2/3rds from a high of USD 66.
If the SEC issue is resolved, would you expect the stock to jump significantly?
What other concerns hold back the stock to grow?
Would you hang on to this stock until the SEC issue is clarified, or take the loss now and move on ? I don't mind waiting it out if there is reasonable hope for the stock to bounce.
For China, NIO has installed 1,047 power swap stations as of end July 2022.
I think it has to be able to complete SEC filing which seems to mean an independent auditor.
The stock price has dropped by 2/3rds from a high of USD 66.
If the SEC issue is resolved, would you expect the stock to jump significantly?
What other concerns hold back the stock to grow?
Would you hang on to this stock until the SEC issue is clarified, or take the loss now and move on ? I don't mind waiting it out if there is reasonable hope for the stock to bounce.
Q: HI, guys,
Thanks for all your hard work and patience. I know you don't cover Euro stocks but do you have any thoughts on Aptiv ADR, seems to be getting hit on one time items ?
Cheers, Chris
Thanks for all your hard work and patience. I know you don't cover Euro stocks but do you have any thoughts on Aptiv ADR, seems to be getting hit on one time items ?
Cheers, Chris
Q: Is this a tech company that could do well even in a recession. It seems to be a less expensive solution provider than its competitor's and it is profitable. Can you provide the companies forward PE and outlook. Your analysis please. Thanks for your expertise.
Q: Hi,
Are SPY and QQQ subsets of VT? If so, would it suffice to just invest in VT as a more diverse index fund for a long term hold? Thanks.
Are SPY and QQQ subsets of VT? If so, would it suffice to just invest in VT as a more diverse index fund for a long term hold? Thanks.
Q: Noting the recent results from Shell I am very surprised the stock has not popped today (July 28). You thoughts and if I should add a bit more to my holdings. Total energy exposure is about 8% of my portfolio (own PXT, NRGI, and TVE as well).
Q: If one holds foreign companies via an ADR on the NYSE and the US dollar plummets, is the investor ‘protected’ in any way? Stock price? Dividend? I’m wondering what is the best way to hold investments in foreign companies.
Thanks…
Thanks…
Q: Hello,
Can I please get your assessment of British American Tobacco (BTI). Thank you!
Dave
Can I please get your assessment of British American Tobacco (BTI). Thank you!
Dave
Q: How do you feel about the short term and long term for Garmin after their earnings? Do you feel confident in their management? How do you feel about the inside ownership? What area of their business us their biggest source of revenue? How do you feel about their financials…and any other pros snd cons…and lastly is it a screaming buy now? a or a hold? or sell?
Q: Just curious what you guys think of this company. Pretty large at around 9B Market Cap, and roughly 44,000 employees, founded in 1885. My source shows a Forward P/E
of 22.6x and a forward P/S of 2.3x.
Do you like this Company, for diversification, and would the price get cut in 1/2 during a recession, as they seem to do a lot of Quality Assurance.
Thanks Gord
of 22.6x and a forward P/S of 2.3x.
Do you like this Company, for diversification, and would the price get cut in 1/2 during a recession, as they seem to do a lot of Quality Assurance.
Thanks Gord
Q: Not a question but rather a comment on the Q&A earlier today that included mention of TEF, the US ADR for Telefonica.
Investors should be aware that their final yield on dividends will be impacted by Spain’s Financial Transactions Tax, which is also levied on the ADR:
https://www.clearstream.com/clearstream-en/products-and-services/market-coverage/europe-t2s/spain/spain-financial-transaction-tax-ftt--2726042
Investors should be aware that their final yield on dividends will be impacted by Spain’s Financial Transactions Tax, which is also levied on the ADR:
https://www.clearstream.com/clearstream-en/products-and-services/market-coverage/europe-t2s/spain/spain-financial-transaction-tax-ftt--2726042
Q: Which of these telcos provide the most stable dividend?
Q: is this a smart buy ?