Q: CenturyLink makes up a fairly high % of my portfolio (7%) and as such I try to keep up with it's financial results and the analysts reports. However, it's share price has had a fair dip in the last while. Your thoughts as to what has caused the drop and will it continue to slide. And the current yield is above 7%, is the dividend secure (or as secure as it can be), going forward? 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.
Q: what do you think of these to for long term renewable energy stocks.are they worth holding or is there better ones
Q: I hold this etf in a number of accounts to cover the US market as opposed to individual stocks. I also hold VYM for a bit of income. Your thoughts on these etf's and do you see anything better. Many thanks for your great research!
Q: What are your thoughts about MAL, given the last quarter results. Do you think about growth potential? ... and what are the major future risks? They seem to do well and has high insider ownership. I like the stock but I am looking for what could be the downside. Would you hold it long term?
Thank you,
Thank you,
Q: Peter,
I recently bought shares in Vecima networks. The company reported today with highest revenues and earnings "in recent history". (below)
This company seems to have a lot going for it including low P/E ratio, growing earnings and revenue streams and nice dividend and occasional unannounced surprise dividends.
Two questions: [1] what is the company's specific market niche as a broadband provider (what does it do that other companies doesn't) or is its growth just a function of growing need for bandwidth, streaming, data. [2] What would it take to bring this company out from under the radar and capture the attention of more analysts/investors?
Thanks for your excellent service!
I recently bought shares in Vecima networks. The company reported today with highest revenues and earnings "in recent history". (below)
This company seems to have a lot going for it including low P/E ratio, growing earnings and revenue streams and nice dividend and occasional unannounced surprise dividends.
Two questions: [1] what is the company's specific market niche as a broadband provider (what does it do that other companies doesn't) or is its growth just a function of growing need for bandwidth, streaming, data. [2] What would it take to bring this company out from under the radar and capture the attention of more analysts/investors?
Thanks for your excellent service!
Q: I like the yield on SFL but worry about capital appreciation. If this cyclical stock goes markedly lower, will the income remain attractive. Do you have any info on what this company has traditionally done with dividends in both good and bad times.
Thanks
Kyle
Thanks
Kyle
Q: If you could give me your thoughts on these 2 etf's RSX.US and FXI.US, as they seem to be cheap, and they pay a decent dividend. Russia seems to be a play on energy and going through a recession, and China a play on manufacturing, also slowing down, can these two countries be added to a portfolio for growth long term(5-10years)? Your thoughts! Also will I have to pay 15% withholding to the Americans for these 2 country specific ETF's, and is their a way to avoid paying the Americans dividend withholding for other country specific ETF's?
Q: A recent article by Thane Stenner in ROB suggests private equity as a natural hedge to swings in public equity and that the "smart money" which he implies is High Net Worth individuals are shifting more assets to private from public. For someone who is presently an aspiring member to the HNW club what would you suggest to participate in this area? I am currently holding both OCX and BAM, and looked at CVG (too illiquid), all of which have some fingers in this pie. Thanks, J.
link to article:
http://www.theglobeandmail.com/globe-investor/investment-ideas/high-net-worth-investors-taking-cautious-approach/article29775556/
link to article:
http://www.theglobeandmail.com/globe-investor/investment-ideas/high-net-worth-investors-taking-cautious-approach/article29775556/
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BMO Low Volatility Canadian Equity ETF (ZLB)
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iShares Canadian Select Dividend Index ETF (XDV)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
Q: Over the past few months ZLB is no longer outperforming the others. I would like to pool these funds, add some cash to bring it to 5% of my holdings and invest it into a good conservative ETF. Please comment. Thank you.
Q: Could you please comment on the earnings and which one to purchase or both"
Q: Hi Peter & Co.,
Can you please comment on the most recent quarterly results for Inter Pipeline? They missed street expectations. I hold this one primarily for income. From a portfolio management perspective, how much should a quarterly result such as this influence my thoughts on holding, reducing, or selling my position?
Thanks!
Brian
Can you please comment on the most recent quarterly results for Inter Pipeline? They missed street expectations. I hold this one primarily for income. From a portfolio management perspective, how much should a quarterly result such as this influence my thoughts on holding, reducing, or selling my position?
Thanks!
Brian
Q: Hi Peter and Staff
I hold a small position in CPX in my utilities group. Wondering how you feel about KWH.UN that I do not own as a replacement or would you suggest I keep CPX or sell CPX and look elsewhere entirely in a different sector as I own all the other usual recommended suspects in this sector.
I hold a small position in CPX in my utilities group. Wondering how you feel about KWH.UN that I do not own as a replacement or would you suggest I keep CPX or sell CPX and look elsewhere entirely in a different sector as I own all the other usual recommended suspects in this sector.
Q: What is your view on the earning release of Northland Power? It is about 2% in my portfolio (30% gain) in my TFSA. According to the recent earning release of both Northland Power and Fortis, is FTS a better stock in the long run. I have BEP.UN and AQN. Please give me some guidance. Thanks
Q: Your response to nicholas on EIF gives me comfort to continue to hold it for yield. The article in today's Globe ROB says the exact opposite about the coverage ratio. Can you comment on what the coverage ratio is? Both of you base it on cash flows but article concludes there is absolutely no cash available to cover dividends once you factor in capex spending and therefore our dividends are surviving only on debt and equity issues. Thanks again. John C.
Q: I am suffering from (FOMO) "fear of missing out" in regards to EIF. It's been on my watch list for months but has not given a pull back for entry. Is the valuation getting ahead of itself here or should I just buy it. I like it for its yield.
Nicholas
Nicholas
Q: ECI gapped up after a hammer, and went into “overbought” territory.
It did the same thing in mid April and "stuck"
It's PE and PB are high ...
Am I being too nervous ?. Would you stick with the name , or is it set up to tumble ?
You seemed to like the company but thought it was pricey , and that was a dollar ago.
It did the same thing in mid April and "stuck"
It's PE and PB are high ...
Am I being too nervous ?. Would you stick with the name , or is it set up to tumble ?
You seemed to like the company but thought it was pricey , and that was a dollar ago.
Q: Sentry Global REIT Fund cut their distribution at the beginning of the year. Is it still a good buy?
Q: Could you suggest 5 companies with a dividend and with some growth projected in the next years. The objectives is to start using the dividend in around 4-5 years as an income source. I would appreciate if you could focus on companies that are 'cheap' right now or at a discount to their usual price ratio.
I already own AW.un, DIV, KBL, NFI, PBH, ECI, GSY and WSP that sort of fit in the kind of companies i'm looking for. Note that the portfolio is more diverse than that with around 30 names. I'm looking to slowly move from pure growth to dividend with some growth. So i will select names from your list and rebalance the portfolio accordingly.
I already own AW.un, DIV, KBL, NFI, PBH, ECI, GSY and WSP that sort of fit in the kind of companies i'm looking for. Note that the portfolio is more diverse than that with around 30 names. I'm looking to slowly move from pure growth to dividend with some growth. So i will select names from your list and rebalance the portfolio accordingly.
Q: What do you think about Strathbridge funds? As a retired income investor I like covered call funds as I do not mind missing the big upside for stead and reliable income. Their finds seem small and their 1.1% fee seems high for investing in blue chip TSX stocks but the &+% return is attractive.They say they us a propriety method of doing covered calls.
Dont ask many questions but am an avid reader of everyone elses.
Thanks for the great service.
Don
Dont ask many questions but am an avid reader of everyone elses.
Thanks for the great service.
Don
Q: Can I please get your thoughts on Dream Hard Asset as a long term income holding. It looks to have a pretty nice dividend (sustainability?). I wonder how you view it relative to either BIP.UN (which I already own) or MIC south of the border (which would not benefit from the dividend tax credit).