Investment Q&A

• Broadcom Inc. (AVGO $324.63)
  • $324.63 P/E (TTM): 88.02X Cap: $1.53T
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• QUALCOMM Incorporated (QCOM $153.59)
  • $153.59 P/E (TTM): 16.01X Cap: $165.72B
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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?

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Read Answer Asked by neil on July 27, 2018

• Mohawk Industries Inc. (MHK $117.54)
  • $117.54 P/E (TTM): 15.88X Cap: $7.59B
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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

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Read Answer Asked by Cory on July 27, 2018

• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.62X Cap: $1.77T
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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

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Read Answer Asked by thambirajah on July 27, 2018

• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 34.72X Cap: $2.30T
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• Amphenol Corporation (APH $121.70)
  • $121.70 P/E (TTM): 50.3X Cap: $148.58B
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• Atlassian Corporation (TEAM $144.56)
  • $144.56 Cap: $37.92B
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Q: Please comment on the earning release of these companies.
Thanks a lot

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Read Answer Asked by Lai Kuen on July 27, 2018

• Diana Shipping inc. (DSX $1.57)
  • $1.57 Cap: $181M
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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...

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Read Answer Asked by Ernest on July 27, 2018

• Fintech Select Ltd. (FTEC $0.04)
  • $0.04 P/E (TTM): 3.5X Cap: $2M
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Q: Can you give me your opinion on FTEC. I'd appreciate your long term (5year) outlook and price range. Thank you

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Read Answer Asked by Doris on July 27, 2018

• McDonald's Corporation (MCD $297.01)
  • $297.01 P/E (TTM): 25.18X Cap: $211.94B
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• Restaurant Brands International Inc. (QSR $93.62)
  • $93.62 P/E (TTM): 25.25X Cap: $42.49B
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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

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Read Answer Asked by sam on July 27, 2018

• Invesco Water Resources ETF (PHO $71.76)
  • $71.76 P/E (TTM): 28.38X Cap: $2.23B
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Q: Could you give me your opinion if a water ETF would be a good investment and if so which one please.

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Read Answer Asked by Brad on July 27, 2018

• TransUnion (TRU $77.70)
  • $77.70 P/E (TTM): 39.52X Cap: $15.13B
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Q: Can I get your thoughts on Transunion TRU with the understanding that the US is not your focus

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Read Answer Asked by David on July 27, 2018

• Atlassian Corporation (TEAM $144.56)
  • $144.56 Cap: $37.92B
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• Box Inc. Class A (BOX $32.94)
  • $32.94 P/E (TTM): 26.64X Cap: $4.77B
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• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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• Spotify Technology S.A. (SPOT $685.29)
  • $685.29 Cap: $139.69B
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• Rapid7 Inc. (RPD $18.62)
  • $18.62 P/E (TTM): 46.07X Cap: $1.20B
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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

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Read Answer Asked by Dennis on July 27, 2018

• Apple Inc. (AAPL $245.27)
  • $245.27 P/E (TTM): 38.55X Cap: $3.63T
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• Gilead Sciences Inc. (GILD $117.18)
  • $117.18 P/E (TTM): 23.21X Cap: $145.39B
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• Garmin Ltd. (Switzerland) (GRMN $248.03)
  • $248.03 P/E (TTM): 31.67X Cap: $47.74B
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• QUALCOMM Incorporated (QCOM $153.59)
  • $153.59 P/E (TTM): 16.01X Cap: $165.72B
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• JPMorgan Chase & Co. (JPM $300.89)
  • $300.89 P/E (TTM): 15.67X Cap: $827.37B
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• McDonald's Corporation (MCD $297.01)
  • $297.01 P/E (TTM): 25.18X Cap: $211.94B
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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

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Read Answer Asked by RUPINDER on July 27, 2018

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $60.00)
  • $60.00 P/E (TTM): 34.96X Cap: $4.02B
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• First Trust Dow Jones Internet Index Fund (FDN $276.00)
  • $276.00 P/E (TTM): 35.26X Cap: $7.45B
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Q: Hi,
Is there an ETF that holds only a higher concentration of the FAANG stocks? I looked at the FNG but it does not seem to hold FB (could only find top 10 holdings). I’d like exposure to these growth names and maybe now good time to start a position with the declines in Netflix, and FB.
Thanks,
K.

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Read Answer Asked by KERRI on July 26, 2018

• Global X S&P 500 Index Corporate Class ETF (HXS $94.53)
  • $94.53 Cap: $5.11B
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• Vanguard S&P 500 ETF (VOO $600.51)
  • $600.51 P/E (TTM): 27.89X Cap: $666.45B
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• Vanguard Total Stock Market ETF (VTI $321.80)
  • $321.80 P/E (TTM): 26.9X Cap: $486.08B
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Q: I'm looking for some US exposure. Is this ETF suitable for a RRSP account. Other US ETF's suggestions ? Thanks

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Read Answer Asked by David on July 26, 2018

• Ichor Holdings (ICHR $18.29)
  • $18.29 Cap: $627M
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Q: Anything wrong with ICHR. Short interest keep going up. Are they still buying back shares? It is down 30% since June 1st.

Thanks,

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Read Answer Asked by Stephane on July 26, 2018

• Raytheon Company (RTN $116.96)
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Q: can you explain their results ,are the pension problems so bad that its time to sell. thanks

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Read Answer Asked by andre on July 26, 2018

• Spotify Technology S.A. (SPOT $685.29)
  • $685.29 Cap: $139.69B
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Q: Good Morning any thoughts on SPOT earnings this morning?
Thank-you

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Read Answer Asked by Chris on July 26, 2018

• Stanley Black & Decker Inc. (SWK $64.43)
  • $64.43 P/E (TTM): 22.06X Cap: $9.97B
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Q: Stanley, Black & Decker has pulled back year to date after a good run last year. What are your thoughts on buying now for a long term hold?

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Read Answer Asked by Dan on July 26, 2018

• iShares U.S. Medical Devices ETF (IHI $58.83)
  • $58.83 P/E (TTM): 28.17X Cap: $4.07B
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• SPDR S&P Health Care Equipment ETF (XHE $77.20)
  • $77.20 P/E (TTM): 28.37X Cap: $135M
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Q: Hi on july 18th you suggested to Gary IHI And XHE for medical device etf please explain and compare the two ,if you only have funds for one which would you chose thanks

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Read Answer Asked by Dale on July 26, 2018

• Owens Corning Inc New (OC $126.41)
  • $126.41 P/E (TTM): 16.36X Cap: $10.57B
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Q: The earnings came in today and did not seem to be that bad. Am I missing something in the numbers/outlook?

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Read Answer Asked by Doug on July 26, 2018

• CSX Corporation (CSX $35.49)
  • $35.49 P/E (TTM): 22.25X Cap: $66.16B
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Q: DO YOU EXPECT A LOT MORE FROM CSX FROM THE HUNTER COST CUTTING PLAN BOTH IN TERMS OF EFFIENCENY AND ALSO THE STOCK PRICE? YOUR GENERAL THOUGHTS ON CSX WOULD ALSO BE APPRECIATED. WE HAVE TRIMMED TWICE BUT STILL HAVE A SIGNIFICANT STAKE. THANK YOU

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Read Answer Asked by John on July 26, 2018