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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: Gentlemen, in your latest Company Report regarding CSU you state that the Debt/Equity "Value" is 0.86. I am assuming this is based on CSU's Third Quarter ended September 30, 2016 report. My understanding is that Debt/Equity "Ratio" at that point in time was 3.36.
Are you using Value to mean Ratio or are these two different factors. In either case (yes or no) how did you arrive at your value of .086. My understanding is that a ratio of 3.36 is a very red flag.

I used this for my math: Total Liabilities = 1,425,952 Shareholder's Equity = 457,509

Thank you very much,
David Brandon
Read Answer Asked by David on March 02, 2017
Q: I am negative on MDA but not greatly so. MDA represents 2.3% weighting in my portfolio. I have owned MDA for years - likely from when you first reported on the stock so I guess you might call me a patient investor.

I believe you are against averaging down and you seem to be suggesting a share issue is likely. Right now MDA seems to be yielding 2.25%. Three questions...
1) Looking into your crystal ball do you think the dividend is safe?
2) Do you think the probability of the share dilution is priced into the current share price?
3) I am thinking of buying more shares now to increase my weighting to 3.3%. Should I wait until the new shares are issued?
Thanks
Jim
Read Answer Asked by James on March 02, 2017
Q: I was wondering if you could expand on exactly what it is Tricon does. Apparently, their new deal will mean that they are primarily in the rental home business. Does this mean that they own thousands of actual stand-alone houses that they rent for the long term and earn rental and perhaps management fees on? Are these houses rent to own or does the term "house" also mean apartment buildings and/or condos? Is there a comparable Candian company that would help me to understand their business model better or is large scale home rental more applicable only to the US?

Paul F.
Read Answer Asked by Paul on March 01, 2017
Q: I'm looking to increase my exposure to the infrastructure sector. Current fundamentals are an important consideration but I'm most interested in the company's future prospects and its ability to take advantage of infrastructure spending that is necessary and promised by many present governments. I would appreciate it if you could suggest 3-4 companies that you feel are the most capable of taking advantage of opportunities as they develop in Canada and globally in the next 1-2 years. A safe and increasing dividend is always a plus. As always, thanks in advance for your advice.
Read Answer Asked by Les on February 28, 2017
Q: I see chartwell has been a bit weak since the Q4 earnings report. I noticed that AFFO only increased by one cent (5%) in Q4, although 10cents (approx 13%) for the whole year, perhaps suggesting that growth is slowing? In addition, I was disappointed that they only increased the dividend by 2.5%, which is much less than AFFO growth. Does this suggest to you that growth is going to be minimal for 2017? The yield is not high as I think investors (myself included) were buying into the growth story. Do you see meaningful growth going forward?
Read Answer Asked by arnold on February 28, 2017
Q: Hi, not sure if I'm the first to ask about the recent new, but I'm curious of your thoughts on it. To me, it seem like a good strategic move and will result in a more focused company. I didn't like seeing the bought deal at $9.90 when they are paying a 20% premium on aquisition. So I assume market will bring it down for awhile but longer term will look good as long as economy in US stays strong.
Read Answer Asked by Kel on February 27, 2017
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