Investment Q&A

• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 34.33X Cap: $2.42T
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $159.01)
  • $159.01 P/E (TTM): 24.06X Cap: $401.07B
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Q: Which of the above two securities would yo recommend for a 5 year hold and your reasons. Thank You.

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Read Answer Asked by Brian on August 14, 2018

• PayPal Holdings Inc. (PYPL $69.84)
  • $69.84 P/E (TTM): 16.34X Cap: $72.36B
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• Mastercard Incorporated (MA $557.48)
  • $557.48 P/E (TTM): 38.87X Cap: $510.35B
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• Visa Inc. (V $343.65)
  • $343.65 P/E (TTM): 34.31X Cap: $673.23B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Apparently Canada is leading the way in moving to a cashless society. What names do you see as having the most potential to benefit from going cashless

thank you

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Read Answer Asked by Dale on August 14, 2018

• Cellcube Energy Storage Systems Inc (CUBE)
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Q: what are your thoughts on "cell cube" for a vanadium play?

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Read Answer Asked by Mike on August 14, 2018

• Route1 Inc. (ROI $0.08)
  • $0.08 Cap: $3M
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• Check Point Software Technologies Ltd. (CHKP $195.56)
  • $195.56 Cap: $21.46B
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• Rapid7 Inc. (RPD $18.62)
  • $18.62 P/E (TTM): 43.9X Cap: $1.25B
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Q: Hi, please give me your thoughts on this microcap. The main product, MobiKEY, seems useful for data security and privacy. Do you see data security/privacy as an area for growth in light of the recent FB data issues? Any other names to watch or look at in a similar business? Thanks.

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Read Answer Asked by Marco on August 14, 2018

• Pure Storage Inc. Class A (PSTG $89.37)
  • $89.37 P/E (TTM): 221.76X Cap: $30.76B
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Q: Hi,
I would like your opinion about Pure Storage, Inc. (PSTG) on the nasdaq.
Tx

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Read Answer Asked by Stephane on August 14, 2018

• FireEye Inc. (FEYE)
  • P/E (TTM): -20.1X Cap: $4.27B
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• Fortuna Mining Corp. (FVI $12.40)
  • $12.40 P/E (TTM): 18.92X Cap: $3.85B
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Q: Can you comment on FVI quarterly report.
Also can I have your opinion on FEYE. Is it worth holding if the economy goes down.

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Read Answer Asked by Irshad on August 13, 2018

• Ebix Inc. (EBIX)
  • P/E (TTM): 7.25X Cap: $35M
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Q: Gentleman your opinion on EBIX please. My theory is that it is a good play on India.

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Read Answer Asked by Leo on August 13, 2018

• Twilio Inc. Class A (TWLO $107.12)
  • $107.12 P/E (TTM): 1140.5X Cap: $17.48B
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• Bandwidth Inc. (BAND $15.17)
  • $15.17 Cap: $481M
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Q: I am considering the communication space, what is your opinion on the sector and your favourite play. The high growth TWLO or the profitable BAND with a more platible valuation?

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Read Answer Asked by Leo on August 13, 2018

• Quarterhill Inc. (QTRH $1.07)
  • $1.07 Cap: $126M
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Q: Did Apple appeal the decision against them with QTRH .

Jim .

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Read Answer Asked by James on August 13, 2018

• Quarterhill Inc. (QTRH $1.07)
  • $1.07 Cap: $126M
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Q: Hi folks, please ask your opinion on Q results for Quarterhill; loss but is there finally some light at the end of the tunnel going forward?? thanks as always, jb

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Read Answer Asked by John on August 10, 2018

• Sunrun Inc. (RUN $18.80)
  • $18.80 Cap: $4.68B
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Q: What do you think of this company in the renewable energy sector as a mid to long term hold? Thanks for any information you can provide.
Lesley

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Read Answer Asked by Lesley on August 10, 2018

• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 26.17X Cap: $2.92T
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• Miscellaneous (MISC)
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• Fintech Select Ltd. (FTEC $0.04)
  • $0.04 P/E (TTM): 3.5X Cap: $2M
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Q: I don't have any FAANG stocks. I want to buy can you please give me in order which one I should buy first. I was also looking at FTEC ETF. Do you recommend this ETF or would you recommend another one?

Thanks for your great service.
Hector

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Read Answer Asked by Hector on August 10, 2018

• Yooma Wellness Inc Com (LIVE $0.06)
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Q: What do you think of LIVE? Can you give a brief overview please. The guy who started Wind Mobile runs/owns it I believe.. but the stock has tanked so far. Do you see it as a buy now?

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Read Answer Asked by Arthur on August 09, 2018

• Broadridge Financial Solutions Inc. (BR $232.85)
  • $232.85 P/E (TTM): 33.32X Cap: $27.42B
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Q: Hi,
I own shares of BR (BROADRIDGE FINL SOLNS INC). They closed up by 11% today. I have owned them for the past 4 years and they have appreciated by 138%. I plan on holding. I would like your opinion please. Thank you.

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Read Answer Asked by Mario on August 09, 2018

• Micron Technology Inc. (MU $181.60)
  • $181.60 P/E (TTM): 35.29X Cap: $215.88B
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• Brooks Automation Inc. (BRKS)
  • P/E (TTM): 78.0X Cap: $8.64B
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• MKS Inc. (MKSI $121.26)
  • $121.26 P/E (TTM): 33.66X Cap: $9.01B
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Q: Hello,
Could you please comments on BRKS and MKSI earning and outlook. I have both BRKS and MKSI. Should I switch to MU?

Thanks

Victor

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Read Answer Asked by Victor on August 09, 2018

• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 34.33X Cap: $2.42T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 94.38X Cap: $298.69B
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Q: I have held both Amazon and Shopify as a means to gain exposure to the online commerce sector. Given the relationship between the two, would you recommend owning choosing only one, continuing with both or adding another name into the mix?

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Read Answer Asked by SCOTT on August 09, 2018

• Lumentum Holdings Inc. (LITE $149.61)
  • $149.61 P/E (TTM): 959.35X Cap: $11.16B
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Q: I thought LITE's earnings and guidance were very strong. The market seemed to agree and the stock was up 5-6 pre market.

Then trading happened and the stock was at one point $3 lower and finished $1.3 lower.

Can you provide an explanation from a pros POV?

Thanks

Sheldon

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Read Answer Asked by Sheldon on August 09, 2018

• Solium Capital Inc. (SUM $19.15)
  • $19.15 P/E (TTM): 172.9X Cap: $1.08B
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Q: Please comment on Solium Capital's 2nd Quarter results. Thanks!

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Read Answer Asked by Paul W on August 09, 2018

• Ichor Holdings (ICHR $18.29)
  • $18.29 Cap: $683M
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Q: Could you comment and the latest Q2 result.

Thanks,

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Read Answer Asked by Stephane on August 08, 2018

• Sierra Wireless Inc. (SW $40.99)
  • $40.99 Cap: $1.60B
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Q: May I please have your opinion on earnings? Thanks.

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Read Answer Asked by Manoj on August 07, 2018