Q: How would you view this company. What do you think about their news release and based on that shouldn't the value be much higher than where the stock is trading. Also, is this a good company from safety standpoint and which sector would it be classified as.
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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: Would appreciate your comments on 2014 results and 2015 outlook based on today's release. Looks compelling but oil price is still a major factor. Thanks
Q: My daughter turn 25 this year . She wants to start investing ,she completed a risk aversion test that puts her at a moderate. She got approximately 5000$ cash . She also recently got approved for a 10000$ line of credit at the bank . What would recommend for her to start investing? Thank you
Q: Hi guys, I have both ipl and su but don't have any enb. Your thoughts on selling both and buying enbridge.
Thanks
Jim
Thanks
Jim
Q: Can you please comment on PBH ?
Thinking that the dividend yield is attractive but the PE seems high and also the debt.
Are the converts in the money and do they count as equity or debt ?
Many thanks. I am looking for yield at a price but not a lot of risk.
Thinking that the dividend yield is attractive but the PE seems high and also the debt.
Are the converts in the money and do they count as equity or debt ?
Many thanks. I am looking for yield at a price but not a lot of risk.
Q: Hi team:
the last time some members enquire about TRI was in Nov
it has a nice run since then
it pays a dividend as well, what is your fundamental assessment of TRI
as a dividend stock with some potential to growth ? would you rank it as B or higher ? thanks!
the last time some members enquire about TRI was in Nov
it has a nice run since then
it pays a dividend as well, what is your fundamental assessment of TRI
as a dividend stock with some potential to growth ? would you rank it as B or higher ? thanks!
Q: Is this a good entry point for Loblaws? Thank you
Q: Could you comment on the todays' report. Has the payout ratio been increasing? Would you consider the stock a slow growth company with a stable/growing dividend? Would you add to a 1/2 position for a dividend portfolio?
Thanks for your service!
Thanks for your service!
Q: Hi there
I am aware of the definitions of Book Value and Tangible Book Value. I am sometimes a bit shocked on how much stocks like Sherritt can trade below book value - trading at $2.07 and book value is listed @ $10.43. If there is such a difference why don't we see another mining company or hedge fund buy the stock at a discount. I know the stock would rise but it would not rise all the way to book value would it. Just seems the trading price gets so out of wack on some stocks. Another couple of examples would be MRC and MEQ in the real estate side, or AR on the gold side. Am I missing something here?
thanks
I am aware of the definitions of Book Value and Tangible Book Value. I am sometimes a bit shocked on how much stocks like Sherritt can trade below book value - trading at $2.07 and book value is listed @ $10.43. If there is such a difference why don't we see another mining company or hedge fund buy the stock at a discount. I know the stock would rise but it would not rise all the way to book value would it. Just seems the trading price gets so out of wack on some stocks. Another couple of examples would be MRC and MEQ in the real estate side, or AR on the gold side. Am I missing something here?
thanks
Q: Hello Peter and Team.
I’m an income investor and currently have 27% of my portfolio in cash.
The other 73% is distributed as follows:
US Tech 11%
Oil & Gas 4%
Consumer 8%
Cdn Banks 12%
Utilities 26%
REITs 12%
I’ve been in and out of the Telecoms and think they are somewhat expensive right now. The Cdn Banks on the other hand look like an attractive sector to add to and I can collect the 4% dividend while I wait. I have a full position already in BNS and would like to add Royal and TD. Maybe 6% in each? or should I just stay in cash and wait for a further pullback? I’m worried about the US markets correcting which will just take everything else down with them regardless.
What do you think?
I know I need to work on better diversification but I don’t want to put new money to work just for the sake of diversification as I view this to be a ongoing discipline. Right now the CDN banks are the only thing I see as a strong buy aside from O&G which is interesting but still a little too risky for me to commit new money to vs. the Banks or am I missing something?
Thanks as always for your excellent advice. Scott
I’m an income investor and currently have 27% of my portfolio in cash.
The other 73% is distributed as follows:
US Tech 11%
Oil & Gas 4%
Consumer 8%
Cdn Banks 12%
Utilities 26%
REITs 12%
I’ve been in and out of the Telecoms and think they are somewhat expensive right now. The Cdn Banks on the other hand look like an attractive sector to add to and I can collect the 4% dividend while I wait. I have a full position already in BNS and would like to add Royal and TD. Maybe 6% in each? or should I just stay in cash and wait for a further pullback? I’m worried about the US markets correcting which will just take everything else down with them regardless.
What do you think?
I know I need to work on better diversification but I don’t want to put new money to work just for the sake of diversification as I view this to be a ongoing discipline. Right now the CDN banks are the only thing I see as a strong buy aside from O&G which is interesting but still a little too risky for me to commit new money to vs. the Banks or am I missing something?
Thanks as always for your excellent advice. Scott
Q: 3:47 PM 3/18/2015
Hello Peter
I read your excellent article "Five quick fixes for your investments" and I quite agree that dividend growing stocks are an excellent choice. You mentioned Corby CSW.A and I have a 3% position in it already largely due to your comments on it recently and over the last year. Thank you so much.
My problem is I require dividend income and if I were to buy a wonderful stock with a 1% current dividend yield growing at 10% a year it would take 14 years for the dividend to grow to 4% which is what I need.
So my question is can you suggest for me several Canadian dividend growers [not in financials, materials, oil, energy, pipes, or utilities as I am maxed out in these sectors] that currently have yields in the 2.5% to 5% range that would be consistent dividend and stock price growers, with lower beta, be relatively recession resistant, and have a competitive advantage in their respective industries.
These sort of stocks are hard to find and there may be only a few!
Many thanks........... Paul K
Hello Peter
I read your excellent article "Five quick fixes for your investments" and I quite agree that dividend growing stocks are an excellent choice. You mentioned Corby CSW.A and I have a 3% position in it already largely due to your comments on it recently and over the last year. Thank you so much.
My problem is I require dividend income and if I were to buy a wonderful stock with a 1% current dividend yield growing at 10% a year it would take 14 years for the dividend to grow to 4% which is what I need.
So my question is can you suggest for me several Canadian dividend growers [not in financials, materials, oil, energy, pipes, or utilities as I am maxed out in these sectors] that currently have yields in the 2.5% to 5% range that would be consistent dividend and stock price growers, with lower beta, be relatively recession resistant, and have a competitive advantage in their respective industries.
These sort of stocks are hard to find and there may be only a few!
Many thanks........... Paul K
Q: I loved your article; Five Quick Fixes For Your Investments.
I am especially interested in the following: Dividend growth is far more important than dividend yield.
I know there exists the Canadian Dividend All-Stars list, however, it contains an overwhelming amount of data. Can you recommend about 8 Can. stocks to buy now and hold indefinitely primarily for the dividend growth, with the intention of re-investing the dividends? (This would exclude the banks and BCE, which I already own.) Thank you in advance.
I am especially interested in the following: Dividend growth is far more important than dividend yield.
I know there exists the Canadian Dividend All-Stars list, however, it contains an overwhelming amount of data. Can you recommend about 8 Can. stocks to buy now and hold indefinitely primarily for the dividend growth, with the intention of re-investing the dividends? (This would exclude the banks and BCE, which I already own.) Thank you in advance.
Q: Given the outlook for oil, is CFW worth holding? Do you think that the dividend is safe?
Q: Labrador Iron had a glowing report issued yesterday by RBC Any comment?Stock down again today Thank you
Q: Would like to have your thoughts on new look eyeware. tks
Q: I have a very small position in my RIF at a higher price. Would now be a good time to add to my position? Thanks for your advice.
Q: Could you please give your views on TransAlta Renewables. I see their dividend payout is greater than their EPS and they have not raised distributions in over one year.
Q: Hello Team, Can I get your thoughts on these 2 companies and if now is a good time to start accumulating these? COP has about 4$ in cash pays a 4.5% dividend and stock price is down about 30% since the summer. They have a long history of paying dividends and growing them. Williams is paying a 5% dividend with a projected 7% increase this yr of its dividend.The price is down 20% over last 6 months. Appreciate your thoughts on these?
Q: The charts on CSW.A and CSW.B look very different. I noticed that all questions on Corby's have been asked using CSW.A. Don't retail investors usually buy the B series? Any concerns about lack of trade volume? How much inside ownership is there? Which symbol should I consider? Best, Don
Q: I have a sizeable position in Qcom and I am under water in what I accepted to be a cyclical stock. After all the damage done in China , and after holding out against Asian competitors coming from all sides , it seems that Intel is going to be swooping in on the Apple . Is losing the iPhone chip business going to murder the stock price of Qcom ? ( I am still hurting big time from my GTAT loss ) .... Would you be a Seller here ? Thanks,