Investment Q&A

• CVS Health Corporation (CVS $78.99)
  • $78.99 P/E (TTM): 207.0X Cap: $100.27B
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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 $563.10)
  • $563.10 P/E (TTM): 29.28X Cap: $263.51B
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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 $66.22)
  • $66.22 P/E (TTM): 13.33X Cap: $61.95B
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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 $118.84)
  • $118.84 P/E (TTM): 24.53X Cap: $147.45B
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• Pfizer Inc. (PFE $24.43)
  • $24.43 P/E (TTM): 13.22X Cap: $138.90B
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• Procter & Gamble Company (The) (PG $146.98)
  • $146.98 P/E (TTM): 21.33X Cap: $343.45B
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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 $616.91)
  • $616.91 Cap: $125.75B
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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 $87.75)
  • $87.75 Cap: $31.62B
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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 $78.99)
  • $78.99 P/E (TTM): 207.0X Cap: $100.27B
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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 $104.20)
  • $104.20 P/E (TTM): 13.23X Cap: $10.64B
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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 $46.33)
  • $46.33 Cap: $8.70B
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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 $194.61)
  • $194.61 Cap: $147.92B
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• Cummins Inc. (CMI $473.34)
  • $473.34 P/E (TTM): 21.56X Cap: $65.33B
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• GE Aerospace (GE $307.27)
  • $307.27 P/E (TTM): 40.76X Cap: $325.84B
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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 $568.61)
  • $568.61 P/E (TTM): 20.57X Cap: $81.41B
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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 $39.27)
  • $39.27 P/E (TTM): 60.83X Cap: $6.58B
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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 $118.84)
  • $118.84 P/E (TTM): 24.53X Cap: $147.45B
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• QUALCOMM Incorporated (QCOM $170.89)
  • $170.89 P/E (TTM): 16.73X Cap: $183.02B
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• Johnson & Johnson (JNJ $186.57)
  • $186.57 P/E (TTM): 18.05X Cap: $449.32B
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• Verizon Communications Inc. (VZ $40.03)
  • $40.03 P/E (TTM): 8.51X Cap: $168.78B
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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 $83.39)
  • $83.39 P/E (TTM): 11.86X Cap: $48.39B
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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

• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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Q: Would you consider the sell off a buying opportunity today?

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Read Answer Asked by LUIGI on May 01, 2018

Q: Please provide your opinion on why the US Defense stocks have sold off so strongly. Buy on weakness? Best, Don

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Read Answer Asked by DONALD on May 01, 2018

• Xylem Inc. New (XYL $151.31)
  • $151.31 P/E (TTM): 38.75X Cap: $36.83B
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Q: Your take on XYL's earnings release this morning. Would you still consider it a buy?

Thanks

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Read Answer Asked by jim on May 01, 2018

• Apple Inc. (AAPL $268.47)
  • $268.47 P/E (TTM): 36.07X Cap: $3.96T
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Q: Hello team,

What is your position on Apple today? Do you think the recent weakness has created a good opportunity to trade the stock? Would you not think the stock regain its (10%) loss following the release of its Q1 after the close tomorrow?

Thanks for your guidance!

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Read Answer Asked by Saeed on May 01, 2018