Q: Master or Visa ?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Can you compare INMD and ISRG in terms of:
- Risk, Potential Upside, Management, Moat, and Overall?
If you can score them between 1-5, that'd be helpful as it helps me understand how they compare relative to each other.
- Risk, Potential Upside, Management, Moat, and Overall?
If you can score them between 1-5, that'd be helpful as it helps me understand how they compare relative to each other.
Q: Interested in ELAN as a smaller and cheaper animal health company than ZTS. What is its PE ratio? And what do you think about ELAN as an investment generally, its growth prospects, valuation, debt level, any concerns, its strength as an investment compared with ZTS and lastly a recommended entry price that you would pay yourself for each of these equities. Appreciate your analysis.
Q: Good morning
Which of these 2 has the best chance of recovery? I am down about 30% on each
Sector allocation not a concern
Thks
Marcel
Which of these 2 has the best chance of recovery? I am down about 30% on each
Sector allocation not a concern
Thks
Marcel
Q: What is your latest assessment of MKSI? Good prospects going forward? Undervalued? Better use of funds elsewhere?
Thank you.
Thank you.
Q: Hi ILMN has had poor relative strength lately. Do you still see it as a good strong growth company, or had the thesis changed? I'm happy to consolidate into ISRG or INMD if they look to be superior.
Q: There seems to be a lot of interest in entertainment but LYV is not moving up. Do they have a pronlem with ticket sales. ? RAK
-
Illumina Inc. (ILMN)
-
InMode Ltd. (INMD)
-
Lantheus Holdings Inc. (LNTH)
-
Catalyst Pharmaceuticals Inc. (CPRX)
Q: Can I please have your updated opinion on this company for capital gains over the next 5 years.
How would you rank it among LNTH,INMD,ILMN?
How would you rank it among LNTH,INMD,ILMN?
Q: Was there any further news on takeover talks between Exxon and Pioneer?
Q: Thoughts on this company, trading below $US 70.
Does it show good potential going forward?
Thnx
Does it show good potential going forward?
Thnx
-
Fluor Corporation (FLR)
-
Home Depot Inc. (The) (HD)
-
Lowe's Companies Inc. (LOW)
-
Walmart Inc. (WMT)
-
Xylem Inc. New (XYL)
-
Generac Holdlings Inc. (GNRC)
-
Jacobs Solutions Inc. (J)
Q: Can you suggest public traded companies that focus on restoration after environmental events (i.e. fires, hurricanes and floods)?
Q: Can I please have your overall thoughts on this company and specifically your analysis on the recently announced earnings. Would you be comfortable buying at todays price?Thank You.
-
The AES Corporation (AES)
-
NextEra Energy Inc. (NEE)
-
Southern Company (The) (SO)
-
Williams Companies Inc. (The) (WMB)
Q: Can you please comment on AES and or any other ex Canadian utilities that you would recommend for diversification?
Thanks.
Thanks.
Q: Hi Team,
Why is AA performing so poorly when many other materials stocks are doing so well?
Which do you prefer between AA and CENX for a 10 year hold?
Why is AA performing so poorly when many other materials stocks are doing so well?
Which do you prefer between AA and CENX for a 10 year hold?
-
Tesla Inc. (TSLA)
-
Global X Lithium & Battery Tech ETF (LIT)
-
BYD Co - Class H (BYDDF)
-
QuantumScape Corporation Class A (QS)
-
FREYR Battery Inc. (FREY)
-
Microvast Holdings Inc. (MVST)
Q: Do you have any stocks you can recommend in the battery space? I'm seeing lots of hype about solid state batteries and other battery chemistries. With the electrification of everything, battery tech is going to continue to evolve and demand seems to be massive.
Looking for both startups and established businesses.
Thanks
Jim
Looking for both startups and established businesses.
Thanks
Jim
-
AMETEK Inc. (AME)
-
Constellation Software Inc. (CSU)
-
TerraVest Industries Inc. (TVK)
-
Transdigm Group Incorporated (TDG)
-
Waste Connections Inc. (WCN)
-
Heico Corporation (HEI)
Q: Looking for stocks based on the same business model as CSU AME and TDG - collection of entrepreneurial businesses in same sector growing organically and by acquisition, leaving managers and ulture intact [provide corporate support] with siognificant market share and pricing power. I think that describes these 3 companies. Please identify others and rank all with initial buy prices.
Q: Please comment on latest Q & guidance.Is it buyable here & what is good entry point? Txs for U usual great services & views
Q: HI,
Looking for a long term hold with ability to weather the long predicted recession? is this a good sector to be in and which company do you like the best? Any other choices you like better?
Looking for a long term hold with ability to weather the long predicted recession? is this a good sector to be in and which company do you like the best? Any other choices you like better?
Q: Why is there such a valuation discrepancy between these two? SMCI requires NVDA chips to assemble their AI servers. NVDA growth seems to be being mirrored to a certain extent by SMCI, but the valuation gulf is huge. Aren't the two joined at the hip?
Q: If you had to choose between these two companies for investment purposes, which one would you select, keeping in mind capital appreciation? Thank you