Q: I am contemplating a switch from Rockwell Automation into Eaton. It seems like I would be moving into a better asset. But am I making the classic mistake of selling a name that has nothing but bad news baked into its stock for a stock that has perfection baked into its price? Does Rockwell getting 'less bad' have more upside than Eaton 'keeping on' and I am making a bad switch? Thoughts?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: That was a pretty strong reaction to ROK's numbers the other day. Olay! Is there anything that gave you pause? Did its release make you more or less comfortable at holding this name?
- Adobe Inc. (ADBE)
- Alphabet Inc. (GOOG)
- Intuit Inc. (INTU)
- Deere & Company (DE)
- Rockwell Automation Inc. (ROK)
- United Rentals Inc. (URI)
- ServiceNow Inc. (NOW)
- The Trade Desk Inc. (TTD)
- Copart Inc. (CPRT)
- Crocs Inc. (CROX)
Q: Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech? - this was asked and you said the list would longer if it was asked the other way around, can I have the list of this question asked the other way around?
Q: I have watched ROK for a while wondering if I should step up as I always saw it as a complimentary piece with ATS - which I have owned for a while. Do you see their earnings miss as a good time to pick up an asset in a space that investors should be looking to get exposure to? Thank you
- NVIDIA Corporation (NVDA)
- Rockwell Automation Inc. (ROK)
- ATS Corporation (ATS)
- Zebra Technologies Corporation (ZBRA)
- PTC Inc. (PTC)
- ABB Ltd. (ABBNY)
- UiPath Inc. Class A (PATH)
Q: Good morning,
what would be your top picks with respect to the following:
1) robotics
2) robotics software
3) implementation consulting for automated manufacturing lines
Regards,
Terry
what would be your top picks with respect to the following:
1) robotics
2) robotics software
3) implementation consulting for automated manufacturing lines
Regards,
Terry
Q: What would be your recommendations for public traded companies that make robots for restaurants? Thanks
Q: Can I get your assessment of the balance sheet and future growth prospects?
Thanks
Thanks
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Salesforce Inc. (CRM)
- Eli Lilly and Company (LLY)
- Nucor Corporation (NUE)
- Rockwell Automation Inc. (ROK)
- Constellation Brands Inc. (STZ)
- Tesla Inc. (TSLA)
- Digital Turbine Inc. (APPS)
- Cheniere Energy Inc. (LNG)
Q: I OWN LNG, NUE, LLY, ROK, APPS QCOM CRM, GOOGL, TSLA, NVDA, STZ....IN VARIOUS U.S. ACCOUNTS
I WOULD LIKE TO BUY MSFT AND COST
WHICH OF THE ABOVE WOULD YOU CONSIDER SELLING FIRST
ANY COMMENTARY ON THE OTHERS WOULD BE APPRECIATED. THANK YOU....
I WOULD LIKE TO BUY MSFT AND COST
WHICH OF THE ABOVE WOULD YOU CONSIDER SELLING FIRST
ANY COMMENTARY ON THE OTHERS WOULD BE APPRECIATED. THANK YOU....
- Apple Inc. (AAPL)
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- Rockwell Automation Inc. (ROK)
- Exact Sciences Corporation (EXAS)
- Ormat Technologies Inc. (ORA)
- Clearway Energy Inc. Class C (CWEN)
- Coinbase Global Inc (COIN)
Q: I read an article last night talking about if you had purchased AAPL stock on it's IPO 42 years ago at 22$ and invested 10G at that time and held until now the value not including the small div they pay would be roughly 14Million$ after all the splits your share count went from 400+ to over 100,000+ shares.. I know it is a tough call and this is more of a fun exercise but could you name a few companys/stocks that one day may return something like this over 30-40 year time block Canadian or USA..
Thanks
Thanks
- Intuitive Surgical Inc. (ISRG)
- Rockwell Automation Inc. (ROK)
- Zscaler Inc. (ZS)
- Horizons Robotics & AI Index ETF (RBOT)
- GLOBAL X FDS (AIQ)
Q: Can you provide me with an artificial intelligence ETF both canadian and US.
Also what large and small capstocks are at the forefront of this new trend.
Sort of like Microsoft, intel and Cisco in their infancy.
Also what large and small capstocks are at the forefront of this new trend.
Sort of like Microsoft, intel and Cisco in their infancy.
Q: Recent Reporting has been somewhat surprising. Would u consider holding here or use the money for something more stable, and if so what would your suggestions be and why….thank you.
Q: Hi There,
I presently own ATA and it’s done very well. I am looking at ROK. Share price has dropped significantly in the past 3 months. All things considered would it be prudent to add ROK to my portfolio or would that be too much duplication to ATA business? Why has ROK dropped so much and what is your forecast for the company in coming 1-3 years?
Thank you!
I presently own ATA and it’s done very well. I am looking at ROK. Share price has dropped significantly in the past 3 months. All things considered would it be prudent to add ROK to my portfolio or would that be too much duplication to ATA business? Why has ROK dropped so much and what is your forecast for the company in coming 1-3 years?
Thank you!
- QUALCOMM Incorporated (QCOM)
- Salesforce Inc. (CRM)
- Nucor Corporation (NUE)
- Rockwell Automation Inc. (ROK)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Kirkland Lake Gold Ltd. (KL)
- AudioCodes Ltd. (AUDC)
- Sprott Physical Gold Trust (PHYS)
Q: in my non taxable accounts I have:
U.S. Side
AUDC 5%
NUE 8%
QCOM 23%
ROK 18%
CRM 8%
PHYS 6%
VCR 27%
Canadian Side:
CSU.db 33%
BIP.un 22%
BEP.un 8%
BEPC 2%
KL 28%
My question is, for this account what or how would you change the securities held to be better positioned going forward? Thank you for your assistance.
U.S. Side
AUDC 5%
NUE 8%
QCOM 23%
ROK 18%
CRM 8%
PHYS 6%
VCR 27%
Canadian Side:
CSU.db 33%
BIP.un 22%
BEP.un 8%
BEPC 2%
KL 28%
My question is, for this account what or how would you change the securities held to be better positioned going forward? Thank you for your assistance.
Q: Your thoughts on the company? And any suggestions on solid companies that you prefer in the robotic space?
Q: Would you consider Rockwell Automation Inc
NYSE: ROK the premier supplier of robotics, or would you consider another company?
Thank you.
NYSE: ROK the premier supplier of robotics, or would you consider another company?
Thank you.
Q: Thoughts on earnings and forcast for both ? Thank you.
Q: I own the both, rok has performed very well. I am considering adding to either one. Which one in this environment , do you like better.
I just asked about antm Anthem wondering where u put this in the strong buy camp or the above. Thanks again.
I just asked about antm Anthem wondering where u put this in the strong buy camp or the above. Thanks again.
- Rockwell Automation Inc. (ROK)
- Keysight Technologies Inc. (KEYS)
- Generac Holdlings Inc. (GNRC)
- Trane Technologies plc (TT)
- Carrier Global Corporation (CARR)
Q: Dear Team,
These stocks are listed as 'comparables' in a Refinitiv report. I would appreciate your ranking as to capital structures and growth potential.
Thank you, Team!
These stocks are listed as 'comparables' in a Refinitiv report. I would appreciate your ranking as to capital structures and growth potential.
Thank you, Team!
- Rockwell Automation Inc. (ROK)
- ATS Corporation (ATS)
- Teradyne Inc. (TER)
- ARK Autonomous Technology & Robotics ETF (ARKQ)
- UiPath Inc. Class A (PATH)
Q: I'm interested in purchasing some stocks directly engaged in the IIOT and "industrial automation revolution" happening across many sectors worldwide. I prefer software companies with high TAM, dominant businesses (or the potential to be dominant), profitable, and good management. I understand purchasing the ARKQ ETF is one way to achieve this, but for a .75% fee it seems expensive. Also, I don't like that the fund weights Tesla, Alphabet, and Baidu so heavily. Of the above companies, how would you rank them as long term buys right now? Am I missing any here that you really like?
- Rockwell Automation Inc. (ROK)
- ATS Corporation (ATS)
- Grayscale Bitcoin Trust (GBTC)
- Cognex Corporation (CGNX)
- Beyond Inc Com (OSTK)
Q: Thank you for your great guidance! Would you give an opinion on Robot stocks and Bitcoin stocks and some examples of each that you would consider investable