Markets are in the thick of earnings season now with some tepid results. Two of the bigger misses on our radar were DH Corp, Exco Technologies and Constellation Software reporting softer results but maintained confidence in their outlook generally. Fortunately, expectations were pretty low going into earnings season which has likely helped to mitigate volatility in some of the names posting weaker results. Names that should be grabbing investor attention are the ones beating estimates and growing revenues in the midst of a tougher backdrop. For investors looking for an intersting case study in the importance of understanding the payout ratio and how it is calculated, look no further than Grenville Strategic Royalty (GRC).
- The sun is setting on ownership control at Alimentation, but will the company honour past promises?
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A great overview of the benefits of diversification and rebalancing?
- 'What is an investor to do in a low rate world'?
- A look at why short and leveraged ETFs/ETNs can make bad investments and an explanation of negative roll yield that eats away at returns.
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An Advisor’s perspective on portfolio management misconceptions.
ICYMI, Peter Hodson talks about short sellers on the Financial Post.
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On GRC, we just meant to look at the share price, as the dividend now looks much less safe than it did before and the price has reflected this added risk. We might do a write-up on this topic though so stay tuned.
The point 5 link takes you to the 3rd page of the article. If you remove the /3 from the end of the link it will take you to the beginning of the article.