Q: MCK had a significant pullback after it reported. Please comment on the results. Do you think the pullback was warranted or was it overdone?
Thanks for your insights.
Ian
Q: I would appreciate your comments on TREX earnings; released yesterday. It appeared to me that metrics are generally improving, yet the stock dropped $15 at today’s open.
My main interest is understanding if there is some structural/metric issue causing the drop, or is it more related to their statement on outlook for the next 1/2 of the year?
Q: SHOP reported good results. Can you provide your views after the call with specific emphasis on why SHOP handily beat estimates and what you see over the next 6 months and 1 year periods. Could the results be the catalyst to get the stock back up to its year high over the next 12 months?