Investment Q&A

• Spotify Technology S.A. (SPOT $563.82)
  • $563.82 Cap: $114.93B
  • View SPOT Profile
  • View Questions on SPOT

Q: Good Morning any thoughts on SPOT earnings this morning?
Thank-you

Upvote 0

Read Answer Asked by Chris on July 26, 2018

• Stanley Black & Decker Inc. (SWK $72.94)
  • $72.94 P/E (TTM): 25.1X Cap: $11.29B
  • View SWK Profile
  • View Questions on SWK

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?

Upvote 0

Read Answer Asked by Dan on July 26, 2018

• iShares U.S. Medical Devices ETF (IHI $62.34)
  • $62.34 P/E (TTM): 30.27X Cap: $4.16B
  • View IHI Profile
  • View Questions on IHI
• State Street SPDR S&P Health Care Equipment ETF (XHE $88.76)
  • $88.76 P/E (TTM): 28.97X Cap: $149M
  • View XHE Profile
  • View Questions on XHE

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

Upvote 0

Read Answer Asked by Dale on July 26, 2018

• Owens Corning Inc New (OC $116.58)
  • $116.58 Cap: $9.53B
  • View OC Profile
  • View Questions on OC

Q: The earnings came in today and did not seem to be that bad. Am I missing something in the numbers/outlook?

Upvote 0

Read Answer Asked by Doug on July 26, 2018

• CSX Corporation (CSX $36.61)
  • $36.61 P/E (TTM): 24.05X Cap: $67.96B
  • View CSX Profile
  • View Questions on CSX

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

Upvote 0

Read Answer Asked by John on July 26, 2018

• Vanguard S&P 500 ETF (VOO $622.01)
  • $622.01 P/E (TTM): 27.51X Cap: $750.79B
  • View VOO Profile
  • View Questions on VOO

Q: Hello,

1) As an investor, is there any benefit to holding BRK.A vs BRK.B
2) Would holding BRK.B provide diversification? I assume BRK.B owns underlying stock such American Express, Coke, Wells Fargo etc ?
3) What is the advantage or disadvantage of holding BRK.B vs a S&P 500 ETF?

Please deduct as many credits as appropriate.

Upvote 0

Read Answer Asked by Vee on July 26, 2018

• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
  • View GRUB Profile
  • View Questions on GRUB

Q: Comments please on GRUB earnings, outlooks and competition in the space.
Thank you

Upvote 0

Read Answer Asked by Marty on July 26, 2018

• Meta Platforms Inc. (META $664.45)
  • $664.45 P/E (TTM): 29.1X Cap: $1.63T
  • View META Profile
  • View Questions on META

Q: Hey Guys,
What are your thoughts on Facebook?
Would you buy the stock after the price drop.
Thank you.
John.

Upvote 0

Read Answer Asked by John on July 26, 2018

• MKS Inc. (MKSI $157.01)
  • $157.01 P/E (TTM): 37.83X Cap: $10.54B
  • View MKSI Profile
  • View Questions on MKSI

Q: Hi,
Could you please comment on the recent results. Do you still like the company?
Thanks
Luke

Upvote 0

Read Answer Asked by luke on July 25, 2018

• Hi-Crush Partners LP representing limited partner interests (HCLP $2.30)
  • $2.30 Cap: $229M
  • View HCLP Profile
  • View Questions on HCLP

Q: Can I please get your opinion on HCLP? Recently announced a significant increase to their distribution.

Thanks!

Upvote 0

Read Answer Asked by George on July 25, 2018

• Hexcel Corporation (HXL $73.36)
  • $73.36 P/E (TTM): 85.07X Cap: $5.78B
  • View HXL Profile
  • View Questions on HXL

Q: I would appreciate any comments on earnings. I read it as a small miss. Management obviously has some confidence in that they increased the dividend. Would you still hold as a core industrial in a US growth portfolio? My other US industrial is UTX.

Upvote 0

Read Answer Asked by Paul on July 25, 2018

• Applied Materials Inc. (AMAT $253.50)
  • $253.50 P/E (TTM): 29.82X Cap: $201.01B
  • View AMAT Profile
  • View Questions on AMAT
• NVIDIA Corporation (NVDA $174.14)
  • $174.14 P/E (TTM): 44.1X Cap: $4.23T
  • View NVDA Profile
  • View Questions on NVDA

Q: Hi Team,
I am contemplating of switching my full position in AMAT to NVDA and would like to have your thoughts on this intended move.
Thanks,

Upvote 0

Read Answer Asked by Harry on July 25, 2018

• Intuitive Surgical Inc. (ISRG $561.89)
  • $561.89 P/E (TTM): 73.26X Cap: $199.18B
  • View ISRG Profile
  • View Questions on ISRG
• ServiceNow Inc. (NOW $153.38)
  • $153.38 P/E (TTM): 94.34X Cap: $159.26B
  • View NOW Profile
  • View Questions on NOW
• Apollo Global Management Inc. (APO $146.30)
  • $146.30 P/E (TTM): 21.45X Cap: $84.91B
  • View APO Profile
  • View Questions on APO
• Okta Inc. (OKTA $90.23)
  • $90.23 P/E (TTM): 88.81X Cap: $15.99B
  • View OKTA Profile
  • View Questions on OKTA

Q: On the US side of my portfolio I am going to be cautious about what I add. I will get an opinion from you before making a purchase. My last recent purchase which I watched for quite some time (Netflix), made the purchase, and 2 days later it was down $75.00 per share and it does not seem to be making a recovery. I am thinking of selling Netflix and along with some US cash I have, and I will list some US stocks that look good to me. APO, NOW, ISRG, OKTA, BIIB and SFTBY. Out of these, which ones would you purchase? Thanks again, Dennis

Upvote 0

Read Answer Asked by Dennis on July 25, 2018

• Ingersoll Rand Inc. (IR $78.85)
  • $78.85 P/E (TTM): 58.97X Cap: $30.86B
  • View IR Profile
  • View Questions on IR

Q: It has been awhile since anyone asked about this company. What do you see in this company for at least a five year hold, a little diversification into Europe and expected earnings in the next year or two?
Thanks so much!

Upvote 0

Read Answer Asked by Susan on July 24, 2018

• Ingersoll Rand Inc. (IR $78.85)
  • $78.85 P/E (TTM): 58.97X Cap: $30.86B
  • View IR Profile
  • View Questions on IR
• Johnson Controls International plc (JCI $117.74)
  • $117.74 P/E (TTM): 23.21X Cap: $71.12B
  • View JCI Profile
  • View Questions on JCI
• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
  • View UTX Profile
  • View Questions on UTX

Q: Heat waves, fires etc,. Who would be the biggest public AC company and can you comment on it as an investment. Thanks.

Upvote 0

Read Answer Asked by Rodney on July 24, 2018

• Merck & Company Inc. (MRK $100.69)
  • $100.69 P/E (TTM): 12.99X Cap: $246.16B
  • View MRK Profile
  • View Questions on MRK

Q: Hi,
What are your thoughts on Merck as an investment, the company’s potential growth and risk? My interest started in Merck because of their immunotherapy drug... Keytruda. Keytruda has eliminated some of my mom’s melanoma tumors and shrinking cancer in two other areas of her body. Other melanoma patients are seeing positive results. Melanoma cannot be treated with chemo. This drug is now being tried on some liver cancers and was initially developed for some types of lung cancer. I really don’t know a lot about this company and would like your opinion.
Thanks,
Kerri

Upvote 0

Read Answer Asked by KERRI on July 24, 2018

• Horizons Robotics and Automation Index ETF (ROBO)
  • View ROBO Profile
  • View Questions on ROBO

Q: You suggested ROBO as an option re US & global technologies. Could you provide further info on this ETF and your outlook?
Thank you.

Upvote 0

Read Answer Asked by Dana on July 24, 2018

• Bottomline Technologies Inc. (EPAY)
  • Cap: $2.58B
  • View EPAY Profile
  • View Questions on EPAY

Q: Could I have your take on this US payment processing company, Bottomline Tech? The stock has certainly been performing well the last year.

Upvote 0

Read Answer Asked by John on July 24, 2018

• Xylem Inc. New (XYL $136.69)
  • $136.69 P/E (TTM): 35.46X Cap: $33.27B
  • View XYL Profile
  • View Questions on XYL

Q: Your comment on recent pull back (approx. 13% over the last 3 months) in XYL would be appreciated.
Cheers,

Upvote 0

Read Answer Asked by Harry on July 24, 2018

• Palo Alto Networks Inc. (PANW $185.88)
  • $185.88 P/E (TTM): 118.41X Cap: $129.55B
  • View PANW Profile
  • View Questions on PANW

Q: Hello,
What are your thoughts on a full position PANW for long term at current levels and on the upcoming SONOS IPO. Thanks.

Shyam

Upvote 0

Read Answer Asked by Shyam on July 24, 2018