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Investment Q&A

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FLIR Systems Inc. (FLIR $57.34)
- $57.34 P/E (TTM): 33.53X Cap: $7.56B
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Gilead Sciences Inc. (GILD $120.40)
- $120.40 P/E (TTM): 19.07X Cap: $149.37B
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QUALCOMM Incorporated (QCOM $178.29)
- $178.29 P/E (TTM): 36.18X Cap: $190.94B
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Starbucks Corporation (SBUX $85.35)
- $85.35 P/E (TTM): 36.53X Cap: $97.05B
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McDonald's Corporation (MCD $316.72)
- $316.72 P/E (TTM): 26.43X Cap: $225.55B
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Medtronic plc. (MDT $99.87)
- $99.87 P/E (TTM): 27.56X Cap: $128.03B
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Verizon Communications Inc. (VZ $40.89)
- $40.89 P/E (TTM): 8.59X Cap: $172.40B
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iShares S&P 500 Value ETF (IVE $213.65)
- $213.65 P/E (TTM): 21.09X Cap: $47.95B
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Q: I have held IVE for many years and to sell I would have capital gains taxes to consider though not what they would have been a couple of months ago. Are there 3 - 5 dividend stocks that you think are solid bets to out perform the index coming out of the downturn over the medium term? (2-3 years)
Thanks Hugh

Read Answer Asked by Hugh on April 21, 2020

State Street SPDR Portfolio S&P 500 Value ETF (SPYV $57.25)
- $57.25 P/E (TTM): 21.27X Cap: $31.69B
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BMO MSCI USA Value Index ETF (ZVU $37.68)
- $37.68 P/E (TTM): 15.63X Cap: $61M
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Vanguard Value ETF (VTV $192.50)
- $192.50 P/E (TTM): 18.58X Cap: $150.83B
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iShares MSCI USA Value Factor Index ETF (XVLU $35.33)
- $35.33 P/E (TTM): 15.36X Cap: $39M
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iShares S&P 500 Value ETF (IVE $213.65)
- $213.65 P/E (TTM): 21.09X Cap: $47.95B
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Q: Are there any US Equity ETF's that are Deep Value tilted ? ( verses Growth )

Read Answer Asked by darcy on March 09, 2020

iShares S&P 500 Value ETF (IVE $213.65)
- $213.65 P/E (TTM): 21.09X Cap: $47.95B
- View IVE Profile
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Q: There has been a lot of discussion in the financial press, including articles you quoted, on how value will overtake momentum strategies. However, when I check the holdings of US momentum ETFs, such as IVE, most of these holdings are juggernauts, some of whom have done very well. What am I missing in this interpretation of value stocks?
APPLE INC 9.24%
JPMORGAN CHASE & CO 3.38%
AT&T INC 2.35%
BANK OF AMERICA CORP 2.26%
UNITEDHEALTH GROUP INC 1.98%
CHEVRON CORP 1.91%
BERKSHIRE HATHAWAY INC CLASS B 1.84%
WELLS FARGO 1.76%
WALMART INC 1.41%
CITIGROUP INC 1.37%

Read Answer Asked by Walter on November 19, 2019

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