Q: They issued year end numbers today that looked like they may have turned the corner. Please comment on the results. Thanks.
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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.
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Diversified Royalty Corp. (DIV $3.70)
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Bridgemarq Real Estate Services Inc. Restricted Voting Shares (BRE $15.20)
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BTB Real Estate Investment Trust (BTB.UN $3.75)
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Nexus Industrial REIT (NXR.UN $7.83)
Q: Could I please get your in-depth analysis on the above companies? How sustainable would there dividends be during a business downturn in a low rate environment?
Q: Hi
How safe is the dividend? Is there growth potential for them. Are there any other companies with as good or better prospects?
Thank you
How safe is the dividend? Is there growth potential for them. Are there any other companies with as good or better prospects?
Thank you
Q: I'm looking for some help in understanding the Sandbox transaction Alaris Royalty just reported.
Given that they didn't receive full value on the preferreds, doesn't that mean the common for Sandbox was worthless? Do you have any information on the other details of the transaction.
I've scanned the last three quarterly reports, I see quite a few top up investments, both additional Preferreds and debt. I didn't see any red flags in comments until Q3 where the investment was written down by $4 million and the rating was lowered. Certainly nothing indicated the common equity of Sandbox was worthless. It looks to me like they were blindsided.
What am I missing? Should I be concerned about a possible re-evaluation and writedowns of Alaris Royalty's other investments?
Thanks as always.
Peter
Given that they didn't receive full value on the preferreds, doesn't that mean the common for Sandbox was worthless? Do you have any information on the other details of the transaction.
I've scanned the last three quarterly reports, I see quite a few top up investments, both additional Preferreds and debt. I didn't see any red flags in comments until Q3 where the investment was written down by $4 million and the rating was lowered. Certainly nothing indicated the common equity of Sandbox was worthless. It looks to me like they were blindsided.
What am I missing? Should I be concerned about a possible re-evaluation and writedowns of Alaris Royalty's other investments?
Thanks as always.
Peter
Q: I have $50k cash available for my non-registered account. Looking for 5 or 6 income stock suggestions to follow through the virus correction and that would be expected to rebound well. Would like yields of 5% or higher. Also do you have any sort of gut feeling on how far down this could go?
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BCE Inc. (BCE $31.91)
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TELUS Corporation (T $21.82)
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Rogers Communications Inc. Class A Shares (RCI.A $50.00)
Q: Hi 5i,
In following up on Willies question on 5G rollout for these three, could you add some risks for those still using Huawei equipment? I believe BCE is using Nokia, T is using Huawei and RCI I'm not sure.
Thanks,
Chris M
In following up on Willies question on 5G rollout for these three, could you add some risks for those still using Huawei equipment? I believe BCE is using Nokia, T is using Huawei and RCI I'm not sure.
Thanks,
Chris M
Q: Could you please comment on these two. Is their dividend safe?
Would you buy them?
Thanks,
Milan
Would you buy them?
Thanks,
Milan
Q: thoughts on this as income investment thanks
Q: Alaris announced today the sale of Sandbox Acquisitions and Sandbox Advertising to a third party buyer at a material reduction to their initial offer. Why did the purchaser materially reduce their initial offer and why would Alaris have accepted it? Is this a good move overall by Alaris to have disposed of these companies?Thanks Gordon
Q: I have a chunk of Pason that I've been keeping as a long term investment in my TFSA. Is Pason diversifying its portfolio fast enough to make up for reduced demand from the oil patch? Should I think of Pason as a long-term or short-term investment? Thanks!
Q: thoughts on huskys quarter and investible qualities as cotrarian thanks
Q: Greetings 5i,
What a week! Looking to sort through the rubble next week and start picking away at a few hammerd down blue chips. I have a question regarding ZDY and its dividend as I have 3 different postings for it.
TD states its $1.29/year = 4.32%
5i show its $0.20/month which should = $2.40 or 8% and yet states its 3.743%.
To make it more confusing Morning Star states 3.25%.
Hmmm.. everyone can't be correct? What are the true numbers here?
Cheers!
What a week! Looking to sort through the rubble next week and start picking away at a few hammerd down blue chips. I have a question regarding ZDY and its dividend as I have 3 different postings for it.
TD states its $1.29/year = 4.32%
5i show its $0.20/month which should = $2.40 or 8% and yet states its 3.743%.
To make it more confusing Morning Star states 3.25%.
Hmmm.. everyone can't be correct? What are the true numbers here?
Cheers!
Q: Hi, could you please comment on PPL’s earnings and payout ratio please. Thanks
Q: Your thoughts on AltaGas quarter, and outlook for a 2-3 year hold.
Thanks
Thanks
Q: Hi 5i Team,
I am looking to fill up my RRSP with NYSE listed US dividend stocks and US Reits over the next few weeks. What would be your six top picks in order of preference for each? I am an income portfolio investor, looking for a decent dividend, with some growth potential with stocks that are currently "on sale". Also, if you could suggest one ETF for both US listed Div Stocks and US Reits. Thank you!
I am looking to fill up my RRSP with NYSE listed US dividend stocks and US Reits over the next few weeks. What would be your six top picks in order of preference for each? I am an income portfolio investor, looking for a decent dividend, with some growth potential with stocks that are currently "on sale". Also, if you could suggest one ETF for both US listed Div Stocks and US Reits. Thank you!
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BCE Inc. (BCE $31.91)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B $48.52)
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TELUS Corporation (T $21.82)
Q: Hi 5i team,
Regarding Rogers, Bell and Telus, judging on their readiness for 5G rollout, their most recent quarter performance, and their current valuation, which of these companies will be the best buy for a 2-3 years hold? Thanks,
Regarding Rogers, Bell and Telus, judging on their readiness for 5G rollout, their most recent quarter performance, and their current valuation, which of these companies will be the best buy for a 2-3 years hold? Thanks,
Q: Thoughts on earnings? If you back out the $300 mil impairment charge what does it look like? A comment on their guidance going forward?
Q: Hi 5i,
Would you please provide your insight into the 4th quarter results from Boralex today. Is it just the overall market sentiment that is driving the stock down by +/- 7% today? Is Boralex still good for a long term hold or would you prefer others in the renewable utility space?
Thanks!
Would you please provide your insight into the 4th quarter results from Boralex today. Is it just the overall market sentiment that is driving the stock down by +/- 7% today? Is Boralex still good for a long term hold or would you prefer others in the renewable utility space?
Thanks!
Q: Hello Peter
I want to open new position in my portfolio AQN or BEP.UN, which one would you prefer and why.
Andrew
I want to open new position in my portfolio AQN or BEP.UN, which one would you prefer and why.
Andrew
Q: Can I get your thoughts on BIP.UN? How’s the valuation? Is the pullback a buying opportunity? Should hard assets fare better in this environment?
Thanks,
Jason
Thanks,
Jason