Investment Q&A

Q: I am catching up on my reading and got to your article about Canadian Stocks that pay US dividends.

I do own a number of them. Most of them are in US accounts at my broker I guess it makes sense to have all of them on the US side to avoid loss of currency conversion.

Are there any other reasons?

Thanks

Sheldon

Q: I currently have approximately 2% of my retirement portfolio invested in Goldman Sachs Business Development Corporation Inc. (GSBD). I hold this investment primarily for the dividend income it generates. It has however been an absolutely terrible performer from a preservation of capital perspective over the past few years and every time it reports earnings it seems that the Net Asset Value per share has somehow dropped from the previously reported period. I am therefore considering switching out of GSBD and into Starwood Property Trust (STWD). i would value your opinion on that suggested trade.

If you might happen to feel that neither of these firms is a particularly advisable investment for anyone to hold then please don't be shy about saying so.

Thank you!

Q: would you recommend buying this company at this time

Q: Recently there has been some work done on distortions introduced by excluding stock based compensation from the financial statements. According to one London fund manager adding back $1.8 billion of compensation expenses actually places Intuit's P/E ratio at 43 rather than 28 times, which on the face of it seems worrisome. What is your take on this?

https://finance.yahoo.com/news/evaluate-intuit-intu-stock-125237588.html

Q: What is the difference between these shares??

Is u haul a buy (or uhaul b

Q: Peter; I’m debating adding to CRWD or buying some PANW? Thanks
Rod

Q: Hi Peter,

Why is GOOG up this week. I hold aGOOG for the past 1 year, with the recent rally, I am nearing break-even, is this the right time to get out ? or do you see a further upside ?

Q: Now that Covid has mostly passed and e-commerce stocks seem to have settle, how do you like this company as a long term play. Please comment on balance sheet, cash flow and growth potential. Ty!

Q: I am thinking to start a position in the defense sector for a 3-5 year hold. Is this a sector you see much upside and volatility in? Has the worlds tensions and conflicts already been priced into the share prices? What would be your top three defense companies to consider?

Thank you in advance for your great advice!!

Q: Hi there, what do you make of the webbush report downgrading Smci and warning of -37% downside? Thanks.

Jason

Q: Can you comment on AEHR's recent quarter earning report? It looks both earning and revenue are above estimate, why the stock drop so much after the earning report?

Thanks,

Q: For approximately 10 month of the last year (March 22 to Jan 23) AMD and NVDA stock prices acted similarly but in Feb 23 ADM stock price leveled off and then dropped while NVDA continued to climb. Was there any specific circumstance that caused this divergence? At this time what entry price for each of these stocks would you suggest. Thanks
Mike

Q: XPO : I have owned for a few years.
RXO & GXO WERE SPUN OFF. ( as you know)

My question is: at what price were GXO & RXO shares issued?

Thanks … as always.

Q: There is no apparent news about AXSOME. Can you account for the stagnation in the recent past/

Thanks.

Thomas

Q: What are your thoughts on this business and future potential?

Q: Has the outlook for lithium and ALB, in particular, changed from about 6 months ago that has led to decline? Thank you.

Q: Peter; Anything on CRWD a this am for the sharp drop ? Thanks
Rod

Q: Hi team ,
I am holding onto smaller positions of the following names which I am down huge on : Sq, Twlo, Apps. I have held these through the tech wreck riding them to the ground. My question is do I keep holding onto them at this point waiting for more recovery , or do I consolidate them and buy a different position? If they are sells, what would be your most promising names to buy today? Some I were looking at were Ats, Crox , Bn. Thanks .

Shane

Q: hello 5i:
would like your take on this ETF, for a registered account. We're looking for sustainable income: I've reviewed the sector and holdings breakdowns and realize the fund will not do as well in a bull market. Part of the reason we're so interested is that Seeking Alpha’s Quant system rates DIVO the very best nontraditional equity derivative income fund out of 14 choices, which is a fantastic stamp of approval.
If (a big word), we return to a bull market where growth handily beats value, DIVO should still see gains in NAV, correct? And the yield (around 5%), should be sustainable, correct? What have we not thought of here, or in other words, what are the red flags we've missed?
thanks
Paul L

Q: What is the reason for the drop in URI since about mid February? Thank you.