Investment Q&A

• NVIDIA Corporation (NVDA $175.64)
  • $175.64 P/E (TTM): 58.21X Cap: $4.44T
  • View NVDA Profile
  • View Questions on NVDA
• Box Inc. Class A (BOX $31.51)
  • $31.51 P/E (TTM): 24.49X Cap: $4.56B
  • View BOX Profile
  • View Questions on BOX
• Cognex Corporation (CGNX $43.40)
  • $43.40 P/E (TTM): 62.33X Cap: $7.28B
  • View CGNX Profile
  • View Questions on CGNX

Q: I am down 25% on CGNX. Would you recommend holding or replacing with something with a better 24 month outlook? Recommendations?

Upvote 0

Read Answer Asked by Chris on July 30, 2018

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR

Q: FLIR reported the other day and the stock popped nicely after suffering a sell off prior. In trading on Friday it barely budged (very reassuring). What did you think of the quarter and its go forward outlook?

Upvote 0

Read Answer Asked by Gerald on July 30, 2018

• iShares Russell 2000 Growth ETF (IWO $296.60)
  • $296.60 P/E (TTM): 51.69X Cap: $12.12B
  • View IWO Profile
  • View Questions on IWO

Q: I just read an article about IWO as a potential candidate for trade war protection. It looks solid regardless. Would you recommend for a 65 year old? If yes, should I place in TFSA or RRSP?
Thanks. Dan

Upvote 0

Read Answer Asked by Danny-boy on July 30, 2018

• Twitter Inc. (TWTR)
  • Cap: $41.09B
  • View TWTR Profile
  • View Questions on TWTR

Q: Is now a good time to buy TWTR on a dip?

Upvote 0

Read Answer Asked by Yiwen on July 30, 2018

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $161.10)
  • $161.10 P/E (TTM): 102.03X Cap: $2.53B
  • View ZQQ Profile
  • View Questions on ZQQ
• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $58.05)
  • $58.05 P/E (TTM): 55.32X Cap: $3.85B
  • View XQQ Profile
  • View Questions on XQQ
• Invesco NASDAQ 100 Index ETF (QQC $38.56)
  • $38.56 P/E (TTM): 97.45X Cap: $1.04B
  • View QQC Profile
  • View Questions on QQC

Q: My portfolio lacks a serious commitment to technology although it is reasonably well balanced across the remaining sectors emphasizing a conservative income approach. To address the tech sector, I thought I would start easy, as it were, by investing in either ZQQ or XQQ. For an investor in his mid seventies, with a low comfort level in most things tech, that would appear to me to be the way to go. Appreciate your view.
Thank you.
Geoff

Upvote 0

Read Answer Asked by Geoffrey on July 30, 2018

• iRhythm Technologies Inc. (IRTC $158.52)
  • $158.52 Cap: $5.09B
  • View IRTC Profile
  • View Questions on IRTC

Q: Peter/Ryan,
IRTC has been weakening. Thoughts ?
Thank you, Paul

Upvote 0

Read Answer Asked by Paul on July 30, 2018

• Lazard Inc. (LAZ $53.74)
  • $53.74 P/E (TTM): 18.69X Cap: $6.04B
  • View LAZ Profile
  • View Questions on LAZ

Q: I recently purchased a 1/2 position in Lazard. Could you give me your opinion on this company? Thanks.

Upvote 0

Read Answer Asked by Harvey on July 30, 2018

• Rapid7 Inc. (RPD $21.14)
  • $21.14 P/E (TTM): 50.64X Cap: $1.36B
  • View RPD Profile
  • View Questions on RPD

Q: Any reason or news for the big drop in RPD. Thanks.

Upvote 0

Read Answer Asked by Bruce on July 27, 2018

• AT&T Inc. (T $28.98)
  • $28.98 P/E (TTM): 16.4X Cap: $206.78B
  • View T Profile
  • View Questions on T

Q: Pretty beaten up. What do you think the trend is for the next year, Thanks

Upvote 0

Read Answer Asked by gary on July 27, 2018

• Broadcom Inc. (AVGO $294.91)
  • $294.91 P/E (TTM): 114.73X Cap: $1.43T
  • View AVGO Profile
  • View Questions on AVGO
• QUALCOMM Incorporated (QCOM $156.25)
  • $156.25 P/E (TTM): 15.25X Cap: $171.45B
  • View QCOM Profile
  • View Questions on QCOM

Q: read 2 awesome articles on this website https://thestockboys.com/blog/ about qualcomm and another about Broadcom. made me interested in both at these levels, but only have room in my portfolio for one in that type of space. I know your more Canadian focused, but which one of these 2 would you prefer?

Upvote 0

Read Answer Asked by neil on July 27, 2018

• Mohawk Industries Inc. (MHK $127.79)
  • $127.79 P/E (TTM): 17.01X Cap: $8.23B
  • View MHK Profile
  • View Questions on MHK

Q: Hello,
I was gaining some interest towards Mohawk Industries and noticed quite the drop today, can I have your opinion on this company along with what the balance sheet looks like? What would be a good weighting to hold if you think its worth while. Thanks a lot

Upvote 0

Read Answer Asked by Cory on July 27, 2018

• Meta Platforms Inc. (META $751.48)
  • $751.48 P/E (TTM): 28.49X Cap: $1.92T
  • View META Profile
  • View Questions on META

Q: Market beat insider trades(I normally don't study this) has the following SELL
Mark Zuckerberg CEO Sold
240000 shares@216.71 total 52010400 on 25th 07 08
250000 shares@210.64 for 541344680 on 23/07 08
I find this bizzare timing . your comments please
I Find this unusual and strange timing

Upvote 0

Read Answer Asked by thambirajah on July 27, 2018

• Amazon.com Inc. (AMZN $228.01)
  • $228.01 P/E (TTM): 35.22X Cap: $2.46T
  • View AMZN Profile
  • View Questions on AMZN
• Amphenol Corporation (APH $109.98)
  • $109.98 P/E (TTM): 43.51X Cap: $135.59B
  • View APH Profile
  • View Questions on APH
• Atlassian Corporation (TEAM $166.21)
  • $166.21 Cap: $44.37B
  • View TEAM Profile
  • View Questions on TEAM

Q: Please comment on the earning release of these companies.
Thanks a lot

Upvote 0

Read Answer Asked by Lai Kuen on July 27, 2018

• Diana Shipping inc. (DSX $1.55)
  • $1.55 Cap: $179M
  • View DSX Profile
  • View Questions on DSX

Q: Peter and His Wonder Team
I realize you do not follow USA stocks. However you might be able to give a general comment. DSX just reported a good quarter and returned to profit for the first time in a very long time. The stock opened higher and then drifted lower and closed down over 5%. I am confused to the negative reaction. Is there anything on the wire? Your thoughts please!
Thank you...

Upvote 0

Read Answer Asked by Ernest on July 27, 2018

• Fintech Select Ltd. (FTEC $0.04)
  • $0.04 P/E (TTM): 3.0X Cap: $3M
  • View FTEC Profile
  • View Questions on FTEC

Q: Can you give me your opinion on FTEC. I'd appreciate your long term (5year) outlook and price range. Thank you

Upvote 0

Read Answer Asked by Doris on July 27, 2018

• McDonald's Corporation (MCD $310.93)
  • $310.93 P/E (TTM): 27.27X Cap: $220.28B
  • View MCD Profile
  • View Questions on MCD
• Restaurant Brands International Inc. (QSR $92.29)
  • $92.29 P/E (TTM): 24.64X Cap: $41.34B
  • View QSR Profile
  • View Questions on QSR

Q: Hi Team, based on todays results and the stock price drop should I add shares here in an RRSP?
Is the growth profile still intact.
Would you look at another Consumer Discretionary company instead of MCD. Thank-you in advance! Sam

Upvote 0

Read Answer Asked by sam on July 27, 2018

• Invesco Water Resources ETF (PHO $73.13)
  • $73.13 P/E (TTM): 48.33X Cap: $2.25B
  • View PHO Profile
  • View Questions on PHO

Q: Could you give me your opinion if a water ETF would be a good investment and if so which one please.

Upvote 0

Read Answer Asked by Brad on July 27, 2018

• TransUnion (TRU $88.24)
  • $88.24 P/E (TTM): 44.47X Cap: $17.19B
  • View TRU Profile
  • View Questions on TRU

Q: Can I get your thoughts on Transunion TRU with the understanding that the US is not your focus

Upvote 0

Read Answer Asked by David on July 27, 2018

• Atlassian Corporation (TEAM $166.21)
  • $166.21 Cap: $44.37B
  • View TEAM Profile
  • View Questions on TEAM
• Box Inc. Class A (BOX $31.51)
  • $31.51 P/E (TTM): 24.49X Cap: $4.56B
  • View BOX Profile
  • View Questions on BOX
• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
  • View GRUB Profile
  • View Questions on GRUB
• Spotify Technology S.A. (SPOT $719.35)
  • $719.35 Cap: $146.63B
  • View SPOT Profile
  • View Questions on SPOT
• Rapid7 Inc. (RPD $21.14)
  • $21.14 P/E (TTM): 50.64X Cap: $1.36B
  • View RPD Profile
  • View Questions on RPD

Q: You guys hit a home run with GRUB and SPOT which had a recent downgrade but still put up big numbers. I was lucky enough to have taken your advice and bought both of them and am up 35% and 45% respectively in a short period of time. Do you think there is more room for them to run? Would you have a couple of others with a growth outlook like that? Thanks for the hot advice, Dennis

Upvote 0

Read Answer Asked by Dennis on July 27, 2018

• Apple Inc. (AAPL $230.56)
  • $230.56 P/E (TTM): 35.14X Cap: $3.42T
  • View AAPL Profile
  • View Questions on AAPL
• Gilead Sciences Inc. (GILD $117.98)
  • $117.98 P/E (TTM): 24.87X Cap: $146.40B
  • View GILD Profile
  • View Questions on GILD
• Garmin Ltd. (Switzerland) (GRMN $233.45)
  • $233.45 P/E (TTM): 28.72X Cap: $44.93B
  • View GRMN Profile
  • View Questions on GRMN
• QUALCOMM Incorporated (QCOM $156.25)
  • $156.25 P/E (TTM): 15.25X Cap: $171.45B
  • View QCOM Profile
  • View Questions on QCOM
• JPMorgan Chase & Co. (JPM $290.66)
  • $290.66 P/E (TTM): 14.25X Cap: $801.63B
  • View JPM Profile
  • View Questions on JPM
• McDonald's Corporation (MCD $310.93)
  • $310.93 P/E (TTM): 27.27X Cap: $220.28B
  • View MCD Profile
  • View Questions on MCD

Q: hi Peter, In my previous question, regarding good candidates for covered call strategy. I forgot to mention that interested in US stocks due to better option premium. Can you please provide 5-6 names . dividend payment would be bonus. Thanks

Upvote 0

Read Answer Asked by RUPINDER on July 27, 2018