Investment Q&A

• Universal Display Corporation (OLED $141.47)
  • $141.47 P/E (TTM): 27.63X Cap: $6.72B
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Q: Your thoughts on the latest quarter? Why do you think the stock is down over 50% from Jan highs? Would now be a good time to buy? Thank you.

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Read Answer Asked by David on May 04, 2018

• iRhythm Technologies Inc. (IRTC $160.58)
  • $160.58 Cap: $5.15B
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Q: Outstanding quarter , Your thoughts please.RAK

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Read Answer Asked by bob on May 04, 2018

• Clean Energy Fuels Corp. (CLNE $2.40)
  • $2.40 Cap: $499M
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Q: With the availability of natural gas is there hope for this company? or is better look elsewhere.

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Read Answer Asked by Edward on May 04, 2018

• Intuitive Surgical Inc. (ISRG $480.26)
  • $480.26 P/E (TTM): 66.89X Cap: $172.16B
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Q: Please give me your much valued opinion on this stock. Thanks.

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Read Answer Asked by Austin on May 04, 2018

• CVS Health Corporation (CVS $68.60)
  • $68.60 P/E (TTM): 19.14X Cap: $87B
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Q: Would you know why CVS has had such a drop the last couple of days?

thanks

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Read Answer Asked by Theresa on May 04, 2018

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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• Caterpillar Inc. (CAT $407.79)
  • $407.79 P/E (TTM): 19.89X Cap: $191.04B
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Q: Hi !
As I want to add one or two US industrial to my portfolio, which ones would you recommend strongly at this time and why ?
Would Flir Systems (flir-q), Caterpillar (cat-n), Advanced Emission Solutions (ades-q) and NV5 Global (nvee-q) be among your choices ?
Thousand thanks for your precious assistance.
Jacques

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Read Answer Asked by Jacques on May 03, 2018

• PayPal Holdings Inc. (PYPL $69.23)
  • $69.23 P/E (TTM): 14.86X Cap: $66.14B
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Q: Thoughts on Paypal as a 5-year + hold? Can I buy the dips?

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Read Answer Asked by Gooding on May 03, 2018

• SodaStream International Ltd. (SODA $143.68)
  • $143.68 Cap: $3.26B
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Q: Sodastream apparently beat expectations and raised guidance. The stock rose in the premarket but is down over 5% now. What have I missed? Is this a stock you would own?

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Read Answer Asked by John on May 03, 2018

• Gilead Sciences Inc. (GILD $118.37)
  • $118.37 P/E (TTM): 24.87X Cap: $146.87B
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• Pfizer Inc. (PFE $25.14)
  • $25.14 P/E (TTM): 18.22X Cap: $142.93B
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• Procter & Gamble Company (The) (PG $154.36)
  • $154.36 P/E (TTM): 24.5X Cap: $361.56B
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Q: Looking for a US stock with a good dividend. I'm 80 so a little volatility is okay. I'm willing to hold for 3 years. If you had to pick one of the three which one and why or do you have a better choice?
Thanks

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Read Answer Asked by Greg on May 03, 2018

• Spotify Technology S.A. (SPOT $732.81)
  • $732.81 Cap: $149.37B
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Q: I bought a little SPOT mid April, planning to buy more along the way.
However, it just keeps going up - now over $20 profit. Never bought
an IPO before.

Do you expect this stock to be a big winner? Is it worth the price?

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Read Answer Asked by claudette on May 03, 2018

• Estee Lauder Companies Inc. (The) (EL $90.97)
  • $90.97 Cap: $32.72B
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Q: So very confused. The company earnings looked solid but the stock tanks. Any reason you see? Is it a buy at these levels?

TIA!

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Read Answer Asked by Wayne on May 02, 2018

• CVS Health Corporation (CVS $68.60)
  • $68.60 P/E (TTM): 19.14X Cap: $87B
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Q: Hi all,

Comments please on the latest results and outlook?

Thanks for the great service!

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Read Answer Asked by Stephane on May 02, 2018

• Owens Corning Inc New (OC $150.27)
  • $150.27 P/E (TTM): 21.7X Cap: $12.56B
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Q: Can you please tell me what is the reason for the drop in the stock price of Owens Corning, and if should be alarmed as a Shareholder? Also should I be keeping it, adding to it or selling it?
Thank you
Marilyn

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Read Answer Asked by Marilyn on May 02, 2018

• Molson Coors Beverage Company Class B (TAP $51.42)
  • $51.42 P/E (TTM): 10.35X Cap: $10.16B
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Q: Good morning,

Looking for your view after earnings release and 11% decline- is this an entry point after what seems to be an outsized reaction.

Thank you

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Read Answer Asked by Brad on May 02, 2018

• The Boeing Company (BA $235.26)
  • $235.26 Cap: $177.89B
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• Cummins Inc. (CMI $399.42)
  • $399.42 P/E (TTM): 19.68X Cap: $55.03B
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• GE Aerospace (GE $267.85)
  • $267.85 P/E (TTM): 37.36X Cap: $284.03B
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Q: I am interested in buying Cummins for a long term (5-10 year) hold, or a comparable industrial in USF. Honeywell is my only other USF industrial. Could you please give me your opinion on purchasing it on the fall, or recommend other industrials, with a at least a small dividend.
Your advise is always appreciated!

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Read Answer Asked by Susan on May 02, 2018

• Westrock Company (WRK)
  • P/E (TTM): 43.61X Cap: $13.29B
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Q: Can I please get your opinion of Westrock (WRK). The stock recently seems to be under some selling pressure.

Thanks

Dave

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Read Answer Asked by David on May 02, 2018

• Northrop Grumman Corporation (NOC $583.96)
  • $583.96 P/E (TTM): 21.52X Cap: $83.61B
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Q: Do you know what is going on with NOC. I thought they had an OK qtr but the stock has fallen off a cliff ever since. Where do you think it might become a BUY?
Thanks
Ian

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Read Answer Asked by Ian on May 02, 2018

• Cognex Corporation (CGNX $42.70)
  • $42.70 P/E (TTM): 61.88X Cap: $7.16B
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Q: CGNX has lost 30% in value in my cash account. Do you think I should sell it or should I hold it? Why? Thank you.

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Read Answer Asked by Esther on May 02, 2018

• Gilead Sciences Inc. (GILD $118.37)
  • $118.37 P/E (TTM): 24.87X Cap: $146.87B
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• QUALCOMM Incorporated (QCOM $157.85)
  • $157.85 P/E (TTM): 15.25X Cap: $170.32B
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• Johnson & Johnson (JNJ $176.64)
  • $176.64 P/E (TTM): 18.89X Cap: $425.40B
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• Verizon Communications Inc. (VZ $44.24)
  • $44.24 P/E (TTM): 10.31X Cap: $186.53B
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Q: I have 2 questions.
I am looking to buy a few / up to 3 high dividend yielding US stocks for an income portfolio. What could you recommend ?
Looking to hold these US dividend stocks for at least 5 years, does the exchange rate and the premium to buy a US stock matter ? Or is that a long enough time horizon to migitate most of the exchange risk . Thank you

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Read Answer Asked by Martin on May 02, 2018

• Edwards Lifesciences Corporation (EW $78.26)
  • $78.26 P/E (TTM): 11.18X Cap: $45.94B
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Q: Wondering if you could offer an opinion on Edwards Lifesciences.

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Read Answer Asked by Rick on May 01, 2018