Investment Q&A

• Super Micro Computer Inc. (SMCI $30.23)
  • $30.23 P/E (TTM): 22.92X Cap: $17.37B
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Q: Any reason with the drop today? I was looking to purchase this. Curious if i should wait now?

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Read Answer Asked by sean on September 18, 2023

• InMode Ltd. (INMD $16.55)
  • $16.55 Cap: $1.09B
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Q: Share price is still falling like a rock ever since reporting good numbers… what gives? Thanks

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Read Answer Asked by Scott on September 18, 2023

• Digital Turbine Inc. (APPS $5.12)
  • $5.12 Cap: $585M
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Q: Hi, is there any hope for this loser? Thanks.

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Read Answer Asked by peter on September 18, 2023

• ResMed Inc. (RMD $251.97)
  • $251.97 P/E (TTM): 26.44X Cap: $37.70B
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Q: Thoughts on whether this stock is a buy/sell/hold...thanks.

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Read Answer Asked by dan on September 15, 2023

• Transocean Ltd (Switzerland) (RIG $4.92)
  • $4.92 Cap: $5.47B
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Q: Thoughts on Transocean Ltd right now?
Thanks

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Read Answer Asked by Neil on September 15, 2023

• Masimo Corporation (MASI $137.61)
  • $137.61 Cap: $7.37B
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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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Read Answer Asked by John on September 15, 2023

• Illumina Inc. (ILMN $140.75)
  • $140.75 P/E (TTM): 33.37X Cap: $22.12B
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• Pacific Biosciences of California Inc. (PACB $2.11)
  • $2.11 Cap: $718M
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• Exact Sciences Corporation (EXAS $102.49)
  • $102.49 Cap: $19.39B
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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

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Read Answer Asked by Fred on September 15, 2023

• SoFi Technologies Inc. (SOFI $22.30)
  • $22.30 P/E (TTM): 40.73X Cap: $28.72B
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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.

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Read Answer Asked by TOM on September 15, 2023

• Berkshire Hathaway Inc. (BRK.B $486.65)
  • $486.65 P/E (TTM): 15.37X Cap: $1.03T
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Q: How big of a position would you take in BRK in a portfolio?

Thx

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Read Answer Asked by blake on September 14, 2023

• Marriott International (MAR $320.02)
  • $320.02 P/E (TTM): 33.26X Cap: $85.81B
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• Booking Holdings Inc. (BKNG $5,122.30)
  • $5,122.30 P/E (TTM): 32.58X Cap: $161.22B
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• Delta Air Lines Inc. (DAL $68.90)
  • $68.90 P/E (TTM): 9.28X Cap: $43.02B
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• Southwest Airlines Company (LUV $49.72)
  • $49.72 P/E (TTM): 68.87X Cap: $24.57B
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• Hilton Worldwide Holdings Inc. (HLT $302.87)
  • $302.87 P/E (TTM): 43.26X Cap: $68.84B
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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?

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Read Answer Asked by Bryan on September 14, 2023

• RTX Corporation (RTX $200.97)
  • $200.97 P/E (TTM): 41.26X Cap: $269.40B
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Q: What is your opinion of Raytheon? With its engine recall the stock is sinking.

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Read Answer Asked by V on September 14, 2023

• Dell Technologies Inc. Class C (DELL $118.65)
  • $118.65 P/E (TTM): 14.94X Cap: $75.83B
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Q: Hi - do you have any comments on DELL's prospects from the perspective of making an investment.

Upvote 1

Read Answer Asked by Doug on September 14, 2023

• Visa Inc. (V $333.70)
  • $333.70 P/E (TTM): 31.55X Cap: $619.75B
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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.

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Read Answer Asked by Dan on September 14, 2023

• Blue Owl Capital Corporation (OBDC $11.51)
  • $11.51 P/E (TTM): 8.51X Cap: $6.13B
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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

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Read Answer Asked by DANIEL on September 14, 2023

• Cadence Design Systems Inc. (CDNS $290.83)
  • $290.83 P/E (TTM): 76.58X Cap: $80.66B
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• Marvell Technology Inc. (MRVL $78.05)
  • $78.05 P/E (TTM): 27.69X Cap: $66.93B
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• Axcelis Technologies Inc. (ACLS $89.27)
  • $89.27 P/E (TTM): 20.82X Cap: $2.70B
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• Super Micro Computer Inc. (SMCI $30.23)
  • $30.23 P/E (TTM): 22.92X Cap: $17.37B
  • View SMCI Profile
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• ASML Holding N.V. (ASML $1,442.61)
  • $1,442.61 P/E (TTM): 63.63X Cap: $559.64B
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• InMode Ltd. (INMD $16.55)
  • $16.55 Cap: $1.09B
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• Palantir Technologies Inc. (PLTR $147.79)
  • $147.79 P/E (TTM): 349.02X Cap: $349.38B
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• Snowflake Inc. (SNOW $191.94)
  • $191.94 Cap: $65.94B
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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.

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Read Answer Asked by Catherine on September 14, 2023

• Tesla Inc. (TSLA $423.95)
  • $423.95 P/E (TTM): 286.94X Cap: $1.61T
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• Telsa Yield Shares Purpose ETF (YTSL)
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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.

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Read Answer Asked by Graham on September 14, 2023

• Eli Lilly and Company (LLY $1,042.05)
  • $1,042.05 P/E (TTM): 50.74X Cap: $980.50B
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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

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Read Answer Asked by Carl on September 14, 2023

• Automatic Data Processing Inc. (ADP $246.81)
  • $246.81 P/E (TTM): 24.37X Cap: $99.38B
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• Home Depot Inc. (The) (HD $379.13)
  • $379.13 P/E (TTM): 25.55X Cap: $372.90B
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• Lowe's Companies Inc. (LOW $269.68)
  • $269.68 P/E (TTM): 22.11X Cap: $149.80B
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• PepsiCo Inc. (PEP $156.01)
  • $156.01 P/E (TTM): 29.21X Cap: $210.06B
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• Philip Morris International Inc (PM $179.87)
  • $179.87 P/E (TTM): 32.45X Cap: $279.32B
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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

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Read Answer Asked by Pat on September 13, 2023

• Booking Holdings Inc. (BKNG $5,122.30)
  • $5,122.30 P/E (TTM): 32.58X Cap: $161.22B
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Q: Hello, what would be a good entry point for BKNG ?

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Read Answer Asked by Robbie on September 13, 2023

• Alphabet Inc. (GOOG $344.80)
  • $344.80 P/E (TTM): 33.42X Cap: $4.07T
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• NVIDIA Corporation (NVDA $188.11)
  • $188.11 P/E (TTM): 47.43X Cap: $4.64T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $5,122.30)
  • $5,122.30 P/E (TTM): 32.58X Cap: $161.22B
  • View BKNG Profile
  • View Questions on BKNG
• Constellation Software Inc. (CSU $2,477.80)
  • $2,477.80 P/E (TTM): 57.48X Cap: $53.25B
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• BRP Inc. Subordinate Voting Shares (DOO $105.80)
  • $105.80 Cap: $7.53B
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• Ulta Beauty Inc. (ULTA $663.23)
  • $663.23 P/E (TTM): 24.85X Cap: $28.71B
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• Five Below Inc. (FIVE $197.83)
  • $197.83 P/E (TTM): 34.34X Cap: $10.57B
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• Topicus.com Inc. (TOI $100.50)
  • $100.50 P/E (TTM): 866.77X Cap: $8.46B
  • View TOI Profile
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  • View Reports on 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

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Read Answer Asked by Jason on September 13, 2023