Q: I am confused, are they paying an annual declared dividend or are they paying an annual special dividend- depending on how the year has unfolded. And what is your thoughts on the companies prospects going forward.
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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 are your thoughts on PSG now? Is debt still a worry?
Q: I have been researching Ridley, and have noticed that they seem to have paid generous dividends (all by way of special dividends, annually) all (well, three years, anyway) in excess of per-share net income and very close to or sometimes exceeding per-share cash flow.
That doesn't appear to be sustainable -- or what am I missing or misinterpreting?
Have the last three years merely been a "catch-up" to investors for prior years without dividends?
I understand that dividends under a policy such as theirs (i.e. special dividends) is less certain than a regular quarterly or monthly stream, but how much comfort level can we take on future dividends from RCL?
Thanks for doing your part in distinguishing investors in quality companies from "investors" in the market!
That doesn't appear to be sustainable -- or what am I missing or misinterpreting?
Have the last three years merely been a "catch-up" to investors for prior years without dividends?
I understand that dividends under a policy such as theirs (i.e. special dividends) is less certain than a regular quarterly or monthly stream, but how much comfort level can we take on future dividends from RCL?
Thanks for doing your part in distinguishing investors in quality companies from "investors" in the market!
Q: Your thoughts on Rba
Q: I have one healthcare stock at present (CXR), and would like to add a second. Would you favor one of the following or make a different selection: RX, CRH, PHM ? Thank you.
Q: Peter, can I please get your thoughts on MIC and Google as long-term holds? Thank you.
Q: Happy New Year to all! I am looking for the top 5 canadian corps that have at least 60% of their business in the US and would appreciate your picks. Thanks for all your excellent work this past year
Q: Peter - you have in the past written about the power of 10-baggers. I think I remember a piece when you were at Sprott where you astutely pointed out that a couple of investments could be wiped out, provided a portfolio contained a couple of huge winners. I wonder if you might offer your five most likely 10-baggers in the next 1-2 years, knowing full well that such wins are always elusive.
Q: Can you recommend some funds that are CDN dollar and overweight in CDN industrial companies? I would like to take into account the growing US economy and the declining CDN dollar, allowing CDN manufacturers to prosper.
Q: I own Norbord (NBD) at a much higher cost. I sold Ainsworth (ANS) and bought Western Forest Products (WEF) a few months ago. Should I sell Norbord and buy more Western Forest or another forestry and wood products company. My only holdings in this sector are NBD and WEF.
Happy New Year, all the best in 2015. Thanks for the wonderful service you provide.
Happy New Year, all the best in 2015. Thanks for the wonderful service you provide.
Q: Hello.
What would be the impact to Russel Metals if they experienced a decrease in demand for their Energy Products sector? Do you think management would 'adjust' well? Do you see this as a real risk?
Looking at their annual reports & their 3 main segments from 2005 to 2014, revenue has declined from Metals Service and Steel Distributions, while revenue from Energy Products has increased steadily from 23% of revenue in 2005 to 46% in 2014 (Q1-Q3).
Regards, David
What would be the impact to Russel Metals if they experienced a decrease in demand for their Energy Products sector? Do you think management would 'adjust' well? Do you see this as a real risk?
Looking at their annual reports & their 3 main segments from 2005 to 2014, revenue has declined from Metals Service and Steel Distributions, while revenue from Energy Products has increased steadily from 23% of revenue in 2005 to 46% in 2014 (Q1-Q3).
Regards, David
Q: In your company reports, in the company report card summary you quote a value for 5 YR ROE. Please clarify if this is the average yearly ROE calculated over a 5 yr. period. If indeed this is an average I would suggest you add additional info as a single average number is next to useless. Ideally, the latest individual values for the past 5 years should be stated or, less at least the average with the min and max value.
Happy New Year to all,
Steve
Happy New Year to all,
Steve
Q: Would you please provide an updated opinion on MM? In Oct. 2013 you expressed serious reservations concerning MM - has your view changed? Thanks!
Q: Could you briefly provide opinion on Interfor or IFP. Merci.
Q: Happy New year 5i team!
I own Chemtrade in a non registered account having bought it for income without realizing how much of its "dividend" is actually interest. My thought is to transfer it to my TFSA. Since it will be a deemed sale anyway, is there a better stock in the materials sector that I should consider instead of Chemtrade, bearing in my mind that I own it for income. Many thanks for your continued valuable service.
p.s. Will we be able to track our number of questions when we post them?
I own Chemtrade in a non registered account having bought it for income without realizing how much of its "dividend" is actually interest. My thought is to transfer it to my TFSA. Since it will be a deemed sale anyway, is there a better stock in the materials sector that I should consider instead of Chemtrade, bearing in my mind that I own it for income. Many thanks for your continued valuable service.
p.s. Will we be able to track our number of questions when we post them?
Q: Hello,
I am learning about Preferreds and am wondering if you know of any websites or books that are a good starting point. Does anyone compile a lot of real-time data on the features of various issues, brand new issues, etc? Thanks.
I am learning about Preferreds and am wondering if you know of any websites or books that are a good starting point. Does anyone compile a lot of real-time data on the features of various issues, brand new issues, etc? Thanks.
Q: Would you consider this company to be a good buy at today's prices?
Is it well managed; and does the dividend appear to be more "safe" than at risk for a cut?
Thank you and Happy New Year.
Is it well managed; and does the dividend appear to be more "safe" than at risk for a cut?
Thank you and Happy New Year.
Q: Which of these 2 stocks offer the best value, and future
performance. Thanks, How
performance. Thanks, How
Q: Hi 5i team,
I'm thinking of dollar cost averaging either my Canadian Oil Sands holdings (purchased in 2008 for an astonishing $39/share) or Goldcorp (bought in early 2012 for cringeworthy $47/share). My time horizon is 3-5 years. I have similar weighting in my portfolio for both oil/gas vs mining sectors. Both these battered stocks pay dividends. Which of these 2 would you suggest I choose now to dollar cost average? I'm working under the assumption neither company looks like they will become insolvent and declare bankruptcy.
thanks
I'm thinking of dollar cost averaging either my Canadian Oil Sands holdings (purchased in 2008 for an astonishing $39/share) or Goldcorp (bought in early 2012 for cringeworthy $47/share). My time horizon is 3-5 years. I have similar weighting in my portfolio for both oil/gas vs mining sectors. Both these battered stocks pay dividends. Which of these 2 would you suggest I choose now to dollar cost average? I'm working under the assumption neither company looks like they will become insolvent and declare bankruptcy.
thanks
Q: Would either of these companies be affected by the reduction in spending in the infrastructure projects in the oil and gas sector?
Thanks and Happy New Year
Dave.
Thanks and Happy New Year
Dave.