I presently hold both ENB and FTS for a total of 8.3% of my cash portfolio. I am a dividend investor. I was thinking of adding BIP but wonder if that would be more of the same. I am thinking it would be wiser to get Agrium since I hold (confession time) no materials at this time. Your thoughts?
Q: I'm trying to evaluate the assertion I heard that when interest rates rise, dividend-paying stocks will get hammered because they have been overbought due to the "TINA" effect ("there is no alternative" for income).
If it is a sound company that's in a good business and will have no problem paying its dividend, my understanding is that the way the yield would be brought more in line with bonds is the share price would go up, not down. Am I wrong? What reasons would there be for the price to go down?
For more info: http://www.msn.com/en-ca/money/personalfinance/a-huge-stock-decision-for-boomers-that-cant-wait/ar-BBjX43U
Q: WPT Industrial Real Estate Investment Trust
Symbol C : WIR.U
THE STOCK IS UP $1ish $us.
YOUR ADVICE in light of the news below:
1.wait
2.sell
3.sell 0.5 position ( in the money)
and the meaning of the below news
thanks
Yossi
Shares Issued 18,523,119
Close 2015-05-15 U$ 11.25
Recent Sedar Documents
View Original Document
WPT Industrial to look into business alternatives
2015-05-19 07:12 ET - News Release
Mr. Robert Wolf reports
WPT INDUSTRIAL REIT BOARD OF TRUSTEES ANNOUNCES EXPLORATION OF STRATEGIC ALTERNATIVES
WPT Industrial Real Estate Investment Trust's board of trustees has formed a special committee to explore strategic alternatives.
The special committee of the board comprises Robert Wolf, Sarah Kavanagh and Andrew Silberstein. The Eastdil Secured division of Wells Fargo Securities LLC and CBRE are serving as financial advisers to the REIT, and Goodmans LLP is serving as legal counsel.
There can be no assurance that this exploration process will result in any transaction. The REIT does not currently intend to disclose further developments with respect to this process, unless and until its board approves a specific transaction or otherwise concludes the review of strategic alternatives.
Q: Hi team:
what is the volume of short position on this stock as compared to a month and 3 months ago? I wonder if the hedge fund managers in the US are shorting on this stock ? (Besides the change in fundamentals)
Thanks!
Q: Hi,
I own CSE at $4.05 Do you guys think it's a buy sell or hold at today's level? I don't mind doubling down if you think they can sustain the dividend and the price can gradually come back. Or, do you think the downside risk of losing the Bristol water appeal could drag the share price lower if it's not already baked in?
Q: Could you comment on GH Q1 please? Is the divvy covered and would you start to top up a position or wait for a bit of bounce up. Technically it looks to be establishing a floor.
Thank You Ron
Q: I currently own SU as well TRP and ENB. I have held ENB for many years and the capital gain on this stock is quite high. I am slowly selling some shares each years to bring the weight down but I wonder if I really need to hold SU since I do own TRP as well. Which stock would you keep SU or TRP or should I sell both SU and TRP? I am slowly trying to make my portfolio more diversified.
Q: I have a well diversified portfolio aligned with your three portfolios. I got an additional $16k to invest for 18 months.
I am looking for a stable investment with a good dividend.
I understand that 18 months is a relatively short period but I hate to leave the money in a saving account.
I am inclined to buy BCE an ENB and I am opened to other suggestions.
I will appreciate your expert opinion.
Thank for your excellent service
Raouf
Q: XSR took a significant hit recently. It looks like this stock always bounce back from current level. Do you think current price is expensive and is current price a good entry point? Thanks!
Q: Could you please comment on DCI results from May 14, including the payout ratio, EPS, growth, dividend sustainability and the trend of its industry?
Q: can you give me your opinion on the results that just energy just released. The Stock is down today but wonder if this provides a buying opportunity for a trade with a 1 year time line.
Q: RE "what's your sell disciplilne?" blog.
If DOL was in the BE portfolio or the growth and you had held it for over a year with a 100% gain, what would 5i do?
1) let it run on fundamentals, 2)take the profit and let the rest run, 3)substitute, 4) sell on valuation or stop gain, 5)trade on technicals and buy back based on the belief it will run more.
Thank you.
G
Q: Hello Peter,
If I read correctly from the various message boards, TD sold a lot of shares of PHM and since than the stock has not recovered. PHM continues to build a base around the 1.5 range. Recently on BNN, there has been positive comments on PHM with a price target in the 2.25 range and yet the stock has not moved. Their recent financing closed and I was expecting the price to move higher. Are you able to shed light on this please? With respect to FFH, the stock just keeps getting punished. Any comments and are you able to provide the company's PE ratio as well as the ROE please as yahoo, and google do not seem to track the numbers the same. Thank you.