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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, could you please give the recent short positions on EIF?
The company as you spoke to, flagged their Q3 earnings(to be released after close Thursday). Is the reason for this notice to provide transparency and therefore I still confidence?
The share price has run up considerably since their share issue, buy on rumours sell on news?
Cheers, have a good un.
Read Answer Asked by Alan on November 07, 2019
Q: I understand that dividends on US-listed ETFs that hold US stocks, if held in a taxable account, are taxed as interest income. Would the same hold for individual US stocks?
Thank you
jerry
Read Answer Asked by jery on November 06, 2019
Q: Hello,

I would appreciate your analysis of Brookfield Property Partner's latest earnings announcement.

Since 2014 the company has been raising their annual dividend by approximately 5% per year. In your opinion; would the earnings and commentary from their latest quarter point to more or less of a likelihood that they might again raise the dividend by 5%, in the coming year? (i.e. - One more payout at $0.33 followed by a new, higher, dividend rate for 2020) <-- I realize you are only able to speculate on such matters but your educated guess would be appreciated.

Thank you
Read Answer Asked by Richard on November 06, 2019
Q: Just finished reading Peters article in the latest edition of Canadian Money about High yield dividend payers. Question about payout ratios. Its confusing.
Example; In Morningstar for 2018 the payout ratio was quoted at 134%(unsustainable)
Using operating cash flow the calculation is 230M/388M = 60%(sustainable)
Using free cash flow the calculation is 230M/322M= 71%(probably sustainable)
Peter you have said the calculations should use either free or operating cash flow for the calculations of payout ratio.
I contacted Morningstar asking about their calculation and they said they use what the company sends them.
So which is right when trying to figure out whether the payout ratio is too high?
There are multiple other examples, Enbridge to name one.
Stated payout ratio 282%, operating. cash flow calc, 3844/10502=37%
Free cash flow 3844/3156 = 121%. Quite a variance. I'm confused.
WHICH CALCULATION IS THE BEST ONE TO USE TO HELP DETERMINE SUSTAINABILITY?
Read Answer Asked by JEFF on November 06, 2019
Q: Hi from the West coast.
My question is what are your recommendations for a company that is increasing revenues, showing a good history of dividend increases, and is a "value" play ?
Im concerned about buying now with evaluations so high.
Thanks Rick
Read Answer Asked by Richard on November 04, 2019