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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: Hi Guys
Can you list a few U.S. stocks with attractive Free cash flow Yields ( using EV instead of MCAP) preferably with stable cash flows, that trade at attractive Forward P/E ratios.
Looking also for a decent dividend. I was pondering IBM, their interest coverage looks decent, but their Total Debt/EBITDA looks a bit high at 4.0x
Thanks Gord
Read Answer Asked by Gordon on March 06, 2023
Q: I own SHOP, AMZN and BABA and might be a bit overweight in the online shopping space. I am thinking it might be wise to dump one of the three. SHOP is the smallest weighting of the three thanks to it's spectacular decline from where I purchased. All are in regestered accounts so no tax considerations. How would you rank these three against each other today and if you were going to drop one which one would it be?
Read Answer Asked by Steven on March 06, 2023
Q: Hi 5i,
Is there a way to know if Morgan Stanley issued the recent unsecured note at 12% for one year to Novo Integrated Sciences (a US micro cap in the health sciences sector)?
Tia
Read Answer Asked by Kat on March 06, 2023
Q: I’m looking to add a US REIT to my portfolio. Can I get your thoughts on how you would order these 5: SPM, O, VICI, PLD, IRM? Also, what would be your choice of a US REIT ETF?
Read Answer Asked by Dan on March 03, 2023
Q: What are your thoughts on EXPI latest earnings report? Was there anything of particular interest on the conference call (either positive or negative)? The stock has been punished with interest rate hikes impacting real estate markets. Does it look like a company that will do well when it comes out of this and real estate picks up or have the fundamentals and story changed here? Is this an add while its down, hold and do nothing, or time to move onto other higher conviction names (please suggest any). Currently held in TFSA so no opportunity to claim a loss (down 70%, currently less than 1% weighting due to drop). Thanks so much!
Read Answer Asked by Justin on March 03, 2023
Q: I have small positions in the above noted companies held in my TFSA. They are all underwater and so there is no tax advantage to selling these losers. I would like to sell some or all of them and either to one or more of them or move on to some small techs that have more prospects. Can you let me know which of these you would sell hold or add to. Thanks for your ongoing great advise.
Read Answer Asked by Peter on March 03, 2023
Q: Good afternoon.

Please provide me with a list of your top - rock solid - US Banks.

Are there any with a yield of 4% or greater that will have dividend and price growth.

Thanks.
Read Answer Asked by Dave on March 02, 2023
Q: Your thoughts on selling Medtronic and trimming Linamar and replacing with one of these companies. I lean towards Pattersons Co. that is more in providing services.

Thank you!
Read Answer Asked by Nhung on March 02, 2023
Q: The eyeglass/contact industry seems ripe for disruption due to high costs to the consumer, often paying several hundred dollars for a pair of glasses. Warby Parker and Zenni optical are at the forefront of this disruption. Almost everyone I know buys online these days, $1-200 per pair. Warby is publicly traded, reported today. What is your opinion on Warby and do you have any idea if/when Zenni will go public. The former has retail stores, and charges more for their product, the latter online only.
Thanks
Read Answer Asked by Peter on March 02, 2023
Q: Now that energy stocks are going out of favour, it's time to start looking at the what might be attractive from a valuation point. I'm looking for a US energy company (not XOM or CVX): what are your thoughts on DVN and PXD? Is one preferable or do you have another suggestion? Thanks.
Read Answer Asked by Stefan on March 02, 2023
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