Investment Q&A

Q: With such a high dividend why does this stock not get more coverage? What is your opinion of this stock?

Q: Cuf.un and or cjr.b whitch stock to buy for the most safety for monthly income ?

Q: What is your opinion of CJR-B?
thanks Rick

Q: Could you comment on results and going forward ?

Q: Hello Corus Entertainment With a 9% dividend is this safe? What is the payout ratio? Would like to buy it for a 2 to 3 year hold.

Q: i have full positions in both these companies and would like your analysis in regards to safety of dividend and earning estimates for corus upcoming earning reports. Will NIF survive?

Q: The above are 4 lagers in my RRSP, on average down by 30%. I have a 5 year time frame to get at least the 30% back which represents $26000.00
I would like your input on a stock or stocks that could help me achieve that goal
As usual thanks for the great info because of your help my TFSA is in excellent shape

Q: What are your current thoughts on Corus? Is its dividend covered adequately? Would you recommend buying?

Q: I've read the answers about CJR.B. For an income portfolio, what Can. stocks do you recommend with a similar high dividend yield, some dividend growth, and safety of the dividend? Thank you.

Q: Do you consider the dividend safe at these levels and do you see more decline to follow in the stock price. Just wondering if this would be good for a riff (income) account.
Maggie

Q: Poor EPS results to-day - stock down a fair bit. Fundementals do not look that bad: ROE, debt./equity and payout ratio. Would this be o.k. for my RIF?

Q: I have a 1/2 position in CJR.B. It dropped like a stone today. Do you know the reason for this? Sell or hold at this time? - Ted

Q: Could I have your opinion on CJR.B for a half, or possibly full, position in a primarily dividend portfolio. Thanks, Ted

Q: Which would you prefer for an income investor corus entertainment or chorus aviation, income and some growth.

Q: Can you comment on the latest quarterly results Q2 2016 for Corus. It seems like this quarter is a return to profitability but I wanted your opinion as an income stock for retirement? Given the debt load, how much of this stock do you think I should have .. a full position, half position or lower?

Q: please compare CJR.B and DHX.B growth, and is the dividend safe (CJR.B)?

Q: CJR.B vs DHX.....which would you prefer? thanks, Austin

Q: Hi 5i, is CJR.b is a buy after the deal with Shaw Comm.? Motoi

Q: Hi Peter & Team!
Thanks for all the great information and objective opinions. What do you think about Corus Entertainment (CJR.B), it has been so beaten up that the dividend itself makes it an attractive buy. So is the dividend safe and is there a chance the stock could recover (it's happened before!!). Thanks.

Q: You thoughts on the asset sale to Bell would be appreciated, in particular how this may change free cash flow (and dividend protection) going forward and is this not also setting up the value of the company in the event of a buy-out?

The sale price for Movie Central, Encore and HBO Canada was $211 million. They state that this was derived by taking adjusted 2015 segment EBITDA multiple for Pay TV of 6.7x.

Fiscal 2015 Corus had $260 million of TV segment profit.

Even ignoring the value of the radio stations (let's say that they wash out against 'Corporate' and other costs in the event of a break-up or buy-out), wouldn't this put the value (based on what Bell paid for the above) of the remaining TV component at $1,530 million ($260 million x 6.7 - $211 million), or above $17.50/share? Or am I taking a too simplified view of the break-up value of the assets?