Today, Cameron Hurst commented about whether EWL-N, XLRE-US, IPAY-N, SCHW-N, SLB-N, CSCO-Q, GE-N, ZFN-T, MSFT-Q, RTX-N, IHI-N, ZWE-T, JNJ-N, GOOG-Q, NTR-T, BABA-N, TTD-Q, MU-Q are stocks to buy or sell.
It is very similar to Amazon -- a leader in global internet commerce. You are paying for a sustainable growth at a reasonable price. It has had some negative revisions, but this is clearing the deck for going forward.