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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: The distribution yield is ~7 to 8% and the SEC yield at the end of March was 3.9%. The SEC yield is supposed to reflect current performance and yet the distribution appears not to have changed for a while. Since C&S publish the SEC yield I assume this to be the more accurate representation of "real" current yield and the difference is made up from ROC. At 85% fixed rate and 15% variable rate what do you think of its prospects? - I am happy with the real estate basis.
Thanks
Read Answer Asked by David on July 26, 2016
Q: Which one of these large industrials would you choose to be in your portfolio at this time ? Am I over diversifying if I selected two of them?
Read Answer Asked by Albert on July 26, 2016
Q: Hi,
My son is taking a break from active stock picking and has gone with this ETF model: VUS(15%), VBU(5%), VCN(22.5%), VAB(5%), VI(22.5%). His investing horizon is very long (10-20 years). Your thoughts on the individual ETFs? How about sector & geographic diversity? Any other concerns?
Thanks!
Read Answer Asked by Gordon on July 25, 2016
Q: Can you please comment on VISA earnings. Can you please clarify when do I qualify for dividend.
I buy stock on ex-dividend date do i get dividend. If not how many days in advance i need to buy inorder to get dividend.

Thanks for the great service.
Read Answer Asked by Hector on July 22, 2016
Q: I would be thankful for your comment on the long-term growth prospects of PAR Technology symbol PAR.us (on NYSE). It looks to be a possibly good candidate for takeover by a better capitalized strategic buyer in the same industry . At its present size PAR would have difficulty combating competitive forces. Is management under pressure from cash-burn (that you can tell) such that they might be pushed to look for a buyer ?
Read Answer Asked by Adam on July 22, 2016
Q: I had purchased both Amazon and Netflix in equal weighting for my US holdings, at 2.5% each. I rode the wave of Netflix to top $130 only to see it tumbling down right to where I started. No harm, no foul. The question is, though, is the long-term growth of Netflix intact, notwithstanding its recent slowdown? I tend to have faith in these behemoths re-inventing themselves, but it doesn't always work out. Would it make sense to move this money to Amazon, or does it make good investment sense to hang on. (The other position I was thinking of adding to instead of Amazon is NVDA, now held at 2.5%, roughly.) Thanks, as ever, for your sound advice.
Read Answer Asked by Sylvia on July 22, 2016
Q: I am now flat on berkshire which I bought as a proxy for the US economy. With the shares not doing much for a while I was thinking of switching to General Electric which looks like it is preforming better in the last couple of years. What is your opinion.
Read Answer Asked by Doug on July 21, 2016
Q: Could you provide your views on Cal-Maine Foods. What are its future growth prospects? Is it a hold or sell at this price? Could you recommend something else in the same sector.
Thanks
Read Answer Asked by satish on July 21, 2016
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