Q: Been some time since a Q was asked about this company - please provide your thoughts on its valuation (particularly relative to peers) and growth prospects going forward. Thx for all you do, John
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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.
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Illumina Inc. (ILMN)
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Pacific Biosciences of California Inc. (PACB)
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Exact Sciences Corporation (EXAS)
Q: I haven't seen any questions on this company for a while. Please provide your assessment of its prospects. Is it a buy at current rates? Please provide two or three other prospects in this space.
Thanks,
Fred
Thanks,
Fred
Q: I was told that the gov't moratorium on student loans restricted sofi's growth for the past few years. Can you see what % of business is tied to student loans? I was also told that the Supreme Court ruled against government on the moratorium and that interest charges would be payable from Sept. 1. How big of a catalyst do you see this being for sofi?
Thank a lot.
Thank a lot.
Q: How big of a position would you take in BRK in a portfolio?
Thx
Thx
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Marriott International (MAR)
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Booking Holdings Inc. (BKNG)
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Delta Air Lines Inc. (DAL)
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Southwest Airlines Company (LUV)
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Hilton Worldwide Holdings Inc. (HLT)
Q: Looking for an investment other than BKNG to take advantage of the resurgence in travel. I don’t like airline stocks. I know in the past you were favourable on WYNN. Would you recommend that or something else?
Q: What is your opinion of Raytheon? With its engine recall the stock is sinking.
Q: Hi - do you have any comments on DELL's prospects from the perspective of making an investment.
Q: Can you comment on Visa’s announcement about removing restrictions on its class B shares? I really have no idea what this means and how it impacts the class A shares owned by the public. Thanks.
Q: I dip my toe on this sort of fairly diversified financial,my reasons is the divi,9+,the payout ratio at 60% fairly big at 5g.,they did increase the DIV since 2019,and this is my only doubt 4 years history ? Bought some on my TSFA strictly as income, i'm 80.
Your opinion ?
Thanks again
Dan
Your opinion ?
Thanks again
Dan
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Cadence Design Systems Inc. (CDNS)
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Marvell Technology Inc. (MRVL)
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Axcelis Technologies Inc. (ACLS)
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Super Micro Computer Inc. (SMCI)
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ASML Holding N.V. (ASML)
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InMode Ltd. (INMD)
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Palantir Technologies Inc. (PLTR)
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Snowflake Inc. Class A (SNOW)
Q: I am considering the above companies. Are there any that you would not purchase at this time. Would you kindly order them in terms of quality and potential growth.
Q: Tesla (TSLA) Yield Shares Purpose ETF. With some 'risk' funds I've made an investment in this stock. With a 15% yield it's likely "too good to be true". Can you give me some pros & cons about this ETF.
Q: Considering the dramatic rise in LLY's SP this year, is there more room to run. Thinking of switching ABBV for LLY. Thoughts?
Carl
Carl
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Automatic Data Processing Inc. (ADP)
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Home Depot Inc. (The) (HD)
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Lowe's Companies Inc. (LOW)
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PepsiCo Inc. (PEP)
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Philip Morris International Inc (PM)
Q: Could you suggest some US dividend stocks that you think are a buy right now and that may do well over the next year. Thanks
Q: Hello, what would be a good entry point for BKNG ?
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Constellation Software Inc. (CSU)
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BRP Inc. Subordinate Voting Shares (DOO)
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Ulta Beauty Inc. (ULTA)
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Five Below Inc. (FIVE)
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Topicus.com Inc. (TOI)
Q: Do you see any pound the table buys out there? I am holding bn, ge and cpng as they appear to have a nice risk - reward ratio. What I am looking for are stocks that have potential and present attractive entry points. I was considering Nxst for example.
Thanks as always.
Jason
Thanks as always.
Jason
Q: Any recent thoughts on Amphenol?
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Eli Lilly and Company (LLY)
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Berkshire Hathaway Inc. (BRK.B)
Q: Top 5 us stocks you would but? Thanks rose
Q: Can you please update your evaluation of GNL? Do they have the will and the cash flow to fund their dividend in future? Alternatively, are there similar firms that might provide more fully funded income streams?
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Home Depot Inc. (The) (HD)
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Lowe's Companies Inc. (LOW)
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PepsiCo Inc. (PEP)
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Philip Morris International Inc (PM)
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Verizon Communications Inc. (VZ)
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British American Tobacco p.l.c. (BTI)
Q: Good morning,
I know there are risks with owning Verizon right now, but with another recent dividend increase (now 17 consecutive years of increases), forward PE ~ 7.0, and a dividend yield approaching ~ 8%, do you think there is merit in buying for an income investor?
I know there are risks with owning Verizon right now, but with another recent dividend increase (now 17 consecutive years of increases), forward PE ~ 7.0, and a dividend yield approaching ~ 8%, do you think there is merit in buying for an income investor?
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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The Trade Desk Inc. (TTD)
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Copart Inc. (CPRT)
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Old Dominion Freight Line Inc. (ODFL)
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Heico Corporation (HEI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi,
Can I get your 5 best ideas - US or Cdn, regardless of sector - businesses that are founder-led, little or no debt, history of high ROIC?
Thank you,
Can I get your 5 best ideas - US or Cdn, regardless of sector - businesses that are founder-led, little or no debt, history of high ROIC?
Thank you,