Investment Q&A

• Acacia Communications Inc. (ACIA $114.99)
  • $114.99 P/E (TTM): 53.62X Cap: $4.90B
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Q: I am holding shares in ACIA. Do you see any future in this company 1 year out, or should I sell now.

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Read Answer Asked by Roy on November 03, 2017

• Amplify AI Powered Equity ETF (AIEQ $45.88)
  • $45.88 P/E (TTM): 22.98X Cap: $119M
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Q: What is your opinion of the ETF, AIEQ
Thank you,
Helen

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Read Answer Asked by Helen on November 03, 2017

• Home Depot Inc. (The) (HD $374.64)
  • $374.64 P/E (TTM): 24.53X Cap: $372.95B
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• Lowe's Companies Inc. (LOW $267.21)
  • $267.21 P/E (TTM): 21.21X Cap: $149.89B
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Q: i would like to buy home depot or lows. any thoughts? thanks .Alnoor

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Read Answer Asked by Alnoor on November 03, 2017

• Itron Inc. (ITRI $99.31)
  • $99.31 P/E (TTM): 17.71X Cap: $4.45B
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Q: Hi !

Have been trying to get to previous questions on Itron, but I never get to the answer even after many refresh "CTRL+F5".

In any case, why the huge drop on Thursday in the price of the action, and what is your assessment of that company now ? How do you see the future of the stock ? A buy or a sell for now ?

Thank you so much for your assistance,

Jacques

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Read Answer Asked by Jacques on November 03, 2017

• Apollo Global Management Inc. (APO $145.82)
  • $145.82 P/E (TTM): 21.31X Cap: $84.63B
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Q: Could you please comment on their results.
What is the reason for today's drop?

Thanks,
Milan

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Read Answer Asked by Milan on November 02, 2017

• Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA $32.01)
  • $32.01 Cap: $36.72B
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Q: Teva seems to be collapsing today. Is this tax loss selling or has the outlook gotten that much more bleak? Is not the market cap a lot lower than its assets? Thanks, Mark

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Read Answer Asked by Mark on November 02, 2017

• Newell Brands Inc. (NWL $4.21)
  • $4.21 Cap: $1.76B
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Q: I have a half position in NWL, was waiting for results before adding the other half. They missed earnings and the stock is being punished today, down 25%. Do you think this is overdone and a good opportunity to add or is there something I'm missing and I should stay away? Greatly appreciate your service, thank you.

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Read Answer Asked by Susan on November 02, 2017

• Newell Brands Inc. (NWL $4.21)
  • $4.21 Cap: $1.76B
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Q: Can you please comment on today's earnings release ? How does a blue chip, consumer staples company fall 25% in one day?
What is your outlook for the stock?
I hold a 2.5 % position (3.5% before today). I'm a patient investor. What do you suggest I do?
Thank you for your much appreciated advice.
Karim

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Read Answer Asked by Karim on November 02, 2017

• iShares U.S. Industrials ETF (IYJ $154.65)
  • $154.65 P/E (TTM): 25.75X Cap: $1.80B
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• Littelfuse Inc. (LFUS $278.39)
  • $278.39 P/E (TTM): 57.43X Cap: $6.93B
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Q: What are your thiughts on littlefuse lfus.us for a starting position in a rrsp? Or would u have an alterative or etf suggestion
Thks
Marcel

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Read Answer Asked by Marcel on November 02, 2017

• Novanta Inc. (NOVT $130.94)
  • $130.94 P/E (TTM): 76.15X Cap: $4.44B
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Q: What are your thoughts on Novanta's quarter?

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Read Answer Asked by Gooding on November 02, 2017

• Ichor Holdings (ICHR $23.77)
  • $23.77 Cap: $817M
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Q: Any thoughts on the weakness in Ichor? Is this a buying opportunity?

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Read Answer Asked by Gooding on November 02, 2017

• Trupanion Inc. (TRUP $35.96)
  • $35.96 P/E (TTM): 100.22X Cap: $1.55B
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Q: Could you please give me your opinion on Trupanion (TRUP on the NASDAQ).

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Read Answer Asked by James on November 01, 2017

• iShares US Dividend Growers Index ETF (CAD-Hedged) (CUD $55.91)
  • $55.91 P/E (TTM): 20.72X Cap: $246M
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• ProShares S&P 500 Dividend Aristocrats ETF (NOBL $107.09)
  • $107.09 P/E (TTM): 22.56X Cap: $11.39B
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Q: After reading why dividends are the most stable form of total returns, which ETF would be considered a “dividend aristocrat” in the US? I already own VYM high dividend yield, VGH dividend appreciation and VHT health care. I would replace or add to current etf. Thank you Kim

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Read Answer Asked by Kim on November 01, 2017

• Rockwell Automation Inc. (ROK $410.53)
  • $410.53 P/E (TTM): 52.7X Cap: $46.09B
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Q: Can you please give your thoughts on Rockwell. I own a bit and there was a small jump yesterday on a leak regarding interest from Emerson. As a manufacturing/robotic play would you choose ROK, or EMR or otherwise?

Thanks!

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Read Answer Asked by Chris on November 01, 2017

• Check Point Software Technologies Ltd. (CHKP $192.67)
  • $192.67 Cap: $20.87B
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Q: Might I get your views on CHKP's earnings, guidance, and the appropriateness of the market reaction (so far)? I notice it has received several downgrades this morning.

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Read Answer Asked by Peter on November 01, 2017

• Amazon.com Inc. (AMZN $247.38)
  • $247.38 P/E (TTM): 34.79X Cap: $2.64T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 147.76X Cap: $298.03B
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $150.96)
  • $150.96 P/E (TTM): 20.17X Cap: $348.60B
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Q: Can you compare the business models of the three companies?

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Read Answer Asked by Liping on November 01, 2017

• Monster Beverage Corporation (MNST $77.34)
  • $77.34 P/E (TTM): 43.52X Cap: $75.56B
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• Constellation Brands Inc. (STZ $147.00)
  • $147.00 P/E (TTM): 21.41X Cap: $25.48B
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• Restaurant Brands International Inc. (QSR $95.99)
  • $95.99 P/E (TTM): 24.52X Cap: $43.50B
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• National Beverage Corp. (FIZZ $33.10)
  • $33.10 P/E (TTM): 16.55X Cap: $3.09B
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Q: Could I possibly get your opinion on these? How would you rank them among each other?

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Read Answer Asked by George on November 01, 2017

• Xylem Inc. New (XYL $139.69)
  • $139.69 P/E (TTM): 36.31X Cap: $34.01B
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Q: I have a question about XYL - Xylem. I've owned it for quite a while and have a very solid gain. They released earnings today. Can you please comment on the earnings and how rich their valuation is at today's prices?

Thanks.

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Read Answer Asked by Marc on October 31, 2017

• Vanguard Industrials ETF (VIS $314.57)
  • $314.57 P/E (TTM): 23.8X Cap: $6.50B
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Q: Just checking: Your answer to James today, stated that VIS had a return of 16.8%. I assume that is simple interest and not compounded? Is that correct?

Thanks, Bill

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Read Answer Asked by Bill on October 31, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 147.76X Cap: $298.03B
  • View SHOP Profile
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  • View Reports on SHOP

Q: Could I please get your thoughts on earnings/conference call after you have listened to it.

Thanks.

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Read Answer Asked by Joe on October 31, 2017