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
Q: Hello team. I am currently creating a short list for adding another U.S. equity position. Do you happen to have a short list of 3-5 U.S. equities you find attractive? I generally prefer mid cap companies with an ROE north of 18% and ROE/PE = 1.5 or greater.
Q: I'm concerned that aapl will become another blackberry with ever declining revenues and earnings disappointments. Do you think growth catalysts are on the horizon?
Q: Can I have your opinion on AmSurg. It's on a high growth projectory and seems reasonably valued. Also how concerned should I be about it's heavy reliance on third party reimbursments(medicare and medicade) and debt level.
Thank-you.
Q: Any thoughts on Atlassian? (ticker is 'TEAM' on the Nasdaq)? I work in the software industry and I know that their products are fantastic and growing in popularity with large companies. Is it too early to get in as an investment?
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!
I am looking for an ETF that follows emerging new technologies. One that seems to fit the bill is iShares Exponential Technologies (XT-N). What do you think of it? Is there another you would like better? Are there any traded in Canada?
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.
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 ?
Q: Qualcomm has had a nice run up - do you think its a good long term hold or would you sell and buy a Canadian Tech company (e.g CSU / Kinaxis / ESL)? I realize a small profit if I sell now. Thanks, Neil
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.
Q: Hi guys
I have new york mtg. in my rif. nymt us keeps on paying me a div.
now for years cost avg. 5.50 at5% of my total money .
I strugel every time to sell or reduce this holding I know you dont
cover us stocks but would appreciate your view on the co. THXS.
Bob
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.
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