Q: Could you please comment on the latest results. They look pretty reasonable to me which presumably is why they saw fit to raise their dividend. But at least the initial reaction from the market is negative.
Q: Please share your thoughts on GH's Q1 report. At a glance, it's looking like management found ways to reduce costs the past two years and now that revenues are showing growth the EBITDA is ballooning out faster than expected.
Q: I am retired living off dividend income. I am tempted to add 1/4 position to an already full position of BCE as the price is now looking very attractive at 53.2/share yielding 5.7%.
53 has been the support base since April 2016 and 60 has been the resistance.
Has anything fundamentally changed with BCE to explain the drop in price? Or is it simply because interest rates are rising so the market is rotating from higher yielding stocks?
Would you add at the current price, or wait until BCE forms a base as it is still in a downtrend looking at the 8, 20, 50 day moving averages?
Q: I have a 3/4 position in AD...surely this market reaction today (-6%) on top of yesterdays -5% is overdone. Even if it does take 1-2 quarters to prove themselves to investors, the dividend looks safe, with a 90% payout ratio. Why not just keep collecting the now 9+% dividend while we wait!!! Awfully tempting to top up to full position in the next few days. Make sense?
Could you please advise whether ala.r still makes more sense as an investment than ala. Correct me if I've got anything wrong here: Given the share price difference between when receipts were issued ($31) and today's share price (~$25). If the WGL merger fails, one gets the $31, right? If it succeeds, one gets equivalent shares in ala which appears to be making a decent recovery in share price. Meanwhile, one collects the ~9% dividend.
The only downside I see to ala.r versus ala is that the bid/ask spread is wider (is this because it trades more thinly). In this case, do you recommend a limit order?
Q: Stock price is down over 7% this morning. Could you comment on earnings release which seem a bit disappointing. Are market conditions still favourable going forward?
Currently have a 2% position and am considering increasing to a 3% position on current pullback.
I am currently holding about 25% of my portfolio in cash. The market still offers some significant risk IMO and I'm not comfortable being fully invested. That being said, what are your suggestions for holding cash and still making a little something. Are their any options other than GIC's? Any help would be appreciated.
Q: I am retired living on dividend income. I currently hold equal positions in AAR.UN and WIR.U. Now that the AAR.UN acquisition is priced in and only yielding 3.87%, I am considering selling AAR.UN and adding to my WIR.U position, which yields 5.91%.
Is there any reason to continue holding AAR.UN?
Is selling AAR.UN and adding to WIR.U a good strategy? Or would you recommend another industrial REIT stock?