Q: Some years ago you made reference to SFL which drew my attention to the stock and its yield. I still hold a small position, modestly underwater (no pun intended). Is it time to move on?
Q: Good Morning:
First, please comment on drop in FSZ and what you advise going forward? Second, can and how does Portfolio Analytics handle investments held in a Holding Company?
Thank you
Q: picCould you please put into context the recent earnings from PIC.A. The operating profit of 14.9M and the increase in net assets attributable to class A shareholders of 10.1M does not give me any feel for whether the company has done a good job over the past six months or not or whether that performance is consistent with or better or worse than previous periods in relation, perhaps, to their underlying investments. Thank you.
Q: What is the payout ratio? The site I was using says cash flow has been negative for the past 3, 6, and 9 month periods. How safe would you expect the div to be? Thanks.
Q: Pason Systems has been currently trading below $18 mark and its close to hitting its year low. Do you think it is a good value buying opportunity?
What are the risks you foresee for this company?
I recently read form company website and that they are also exploring new sectors (non-oil) such as power, etc. Whats your view on that and how significant are they or how capital intensive are they. Will these new business lines change the revenue mix (away from oil) significantly ? If you can throw more light on these new initiatives it would be helpful. Thanks.
Q: I am wondering if you like BIP here at the current valuation looking to add to an RRSP- have BAM and BEP in other accounts already at reasonable weights. If I added BIP here would take my total weighting to around 7% for these 3.
Q: Considering only the dividends and disregarding the other differences, what is more likely, that a strong covered call etf such as ZWH would stop paying a dividend, or that an annuity purchased from a major bank would stop making payments? Or are both extremely unlikely events regardless of the economic scenario?
Q: In setting up my portfolio in the next year or two for retirement (income) is there any company concentration risk in investing in all of Brookfield infrastructure partners, Brookfield renewable and Brookfield property partners? Thank you. Bill.
Q: Currently hold VYM in my US$ RRIF. I note that SDIV has a much higher dividend yield, is that because of it's global exposure? Is the tax treatment the same for both inside the RRIF?
Q: I manage a TFSA for a 26 year old relative, with the following stocks:
GSY, CSU, PHO, KWH-UN, COV, GOOG
With the cash coming from KWH, we are looking to buy. So two questions:
1. Is there any obvious "hole" in terms of sector that we should try to fill?
2. She has indicated a desire for a renewable energy stock. We are considering BEP.UN, AQN, NPI, RNW - which you you choose, or is there another you would suggest instead?
Q: Good morning,
Looking for your opinion on the shares, where the payout ratio seems very high, and the cash flow per share seems to be just covering distributions. Also could you please comment on the cv debs ? Please feel free to deduct 2 credits for my two part question,
Thanks,
Brad
Q: Twelve months ago BRE was a twenty dollar stock. Today it is 14 and change. What has changed in the company that would justify a 30% drop in the stock? Is the dividend secure, in your opinion?
Q: I have 50k to deploy from Crius. Amusing no overweight , time or sector considerations.
Top considerations
1. safety
2. income
3 less sensitive to recession
could you rate the above from best first.
PLEASE ADD OTHER OPTION THAT FIT THE CONSIDERATIONS
thanks you
Q: I would have thought an impending rate cut would be a headwind for Sun Life and other insurance companies, but that doesn't seem to be the case. Is the market just ignoring this until it actually happens?
Q: For a long term hold of three years or longer, which one between NTR and ATD.B would you recommend in terms of a combined return (growth + yield)? They are about the same size in market cap now, but NTR has a higher dividend yield while ATD.B is very strong in growth in the past five years. Thanks.