- Bridgemarq Real Estate Services Inc. Restricted Voting Shares (BRE)
- Decisive Dividend Corporation (DE)
- kneat.com inc. (KSI)
Can I please get your latest thoughts on the above companies?
Thanks & regards
We have comments on KSI posted today. DE has had a tough year, and remains expensive on valuation. It is trading for its dividend, and is expected to see better earnings next year. We would consider it ok for higher risk income but not really compelling. BRE is higher risk, and its business is highly dependent on the real estate market. It is fairly leveraged and is also trading for its high dividend. Risk we think is a bit too high here considering the Canadian economic picture. The stock has done well enough this year, and falling rates should provide some support.