Q: i have this stock at a 8% loss and only 2.3% of portfolio would you recommending bring it to the 5% range. I am a dividend investor and long term holder. It would bring my financials up to 10.5% for two holdings in a 20 stock portfolio
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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: Hi 5i - would you be comfortable starting a 3% position in FSZ at todays price? It look like it has had a nice bounce off the bottom and pays a 8% yield? It would be a long term hold. Thanks, Neil
Q: Peter; I’m overweight FTS now due to the yield rally and underweight FSZ. Does trimming a bit of FTS and adding some FSZ make sense? Thanks. Rod
Q: Hi, do you think this stock is oversold and still a hold? I have a 3% position at $12.40.
If not could you give an alternative for income and growth.
Thanks
If not could you give an alternative for income and growth.
Thanks
Q: Good morning...I have searched the internet and found the payout ratio of fsz at 60.62% is that correct. I have a 3% weighting in this stock and love the dividend as I am a senior that uses that dividend for expenses. Do you view a 3% weighting in this company proper considering its valuation and payout ratio...thank you..gene
Q: Comments please on Fiera's most recent quarter. What is holding the stock back? How concerned should I be about their debt level?
Thanks
Thanks
Q: Hello Peter,
How do you view the earnings report from Altagas? Do you think it was better than what market has priced for? My conundrum is this. With a 4.7% dividend and an average price estimate of 22.10 we are looking at an approx return of 10% with the risk factor reduced considerably - rate cut by BoC, current quarter performance and deleveraging. However, I can take a tax loss and put the money in BEP which I do not own. What would you suggest?
On FSZ, you have a B+ rating for a dividend in excess of 7% and above average growth prospect within the sector. An answer to a question recently, you seem to think that it is strictly income. When I look at the average analyst price estimates of 15, that is about 40% upside. With the dividend factored in, that would be a steal. I have held it for a few years and down on it a bit. Even if you do not agree with the analysts on price, would you still factor in some growth and hence would you modify your opinion - buy for dividend, stability, growth and a 15-20% total return?
Appreciate your opinion as always.
Regards
How do you view the earnings report from Altagas? Do you think it was better than what market has priced for? My conundrum is this. With a 4.7% dividend and an average price estimate of 22.10 we are looking at an approx return of 10% with the risk factor reduced considerably - rate cut by BoC, current quarter performance and deleveraging. However, I can take a tax loss and put the money in BEP which I do not own. What would you suggest?
On FSZ, you have a B+ rating for a dividend in excess of 7% and above average growth prospect within the sector. An answer to a question recently, you seem to think that it is strictly income. When I look at the average analyst price estimates of 15, that is about 40% upside. With the dividend factored in, that would be a steal. I have held it for a few years and down on it a bit. Even if you do not agree with the analysts on price, would you still factor in some growth and hence would you modify your opinion - buy for dividend, stability, growth and a 15-20% total return?
Appreciate your opinion as always.
Regards
Q: I have a small holding in Fiera and am down on the investment. Is this company worth adding to at this time. I am a senior and look for income. What negatives do you see for this company? Thank you for your service.
Q: Good Morning:
First, please comment on drop in FSZ and what you advise going forward? Second, can and how does Portfolio Analytics handle investments held in a Holding Company?
Thank you
First, please comment on drop in FSZ and what you advise going forward? Second, can and how does Portfolio Analytics handle investments held in a Holding Company?
Thank you
- NFI Group Inc. (NFI)
- Ag Growth International Inc. (AFN)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
- Calian Group Ltd. (CGY)
Q: I have about 20% cash in my TFSA. Other holdings are AQN, MSI, BPY, ENB and CGX. Would like to deploy about half the cash into one of AFN, NFI, CGY or FSZ. What would your pick be?
- Methanex Corporation (MX)
- NFI Group Inc. (NFI)
- TFI International Inc. (TFII)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
Q: Is there a reason to hold these? Performance is just unacceptable.
THX
THX
Q: Open Text has apparently entered into recent deals with Google and Mastercard. Are these probably already baked into the price or would you still anticipate good growth?
Regarding FSZ can you clarify the scary PE? Why is it still considered a safe income stock? Many thanks.
Harv
Regarding FSZ can you clarify the scary PE? Why is it still considered a safe income stock? Many thanks.
Harv
Q: I bought FSZ in early May looking for a lower risk financial company to add to my portfolio of BAM, TD, BNS, SLF, GSY.
FSZ is now down 10% since purchase and still slowly dropping. Would you suggest I sell and move on and add to one of my other financials or add something else, or hold on to FSZ. If another financial, what would you suggest.
I am still looking for a lower risk financial equity holding.
FSZ is now down 10% since purchase and still slowly dropping. Would you suggest I sell and move on and add to one of my other financials or add something else, or hold on to FSZ. If another financial, what would you suggest.
I am still looking for a lower risk financial equity holding.
Q: Good morning,
Looking for your commentary on a new offering of Senior Sub unsecured debentures issued by Fiera capital this morning, carrying a 5.60% coupon, due July of 2024. How do this look to you ?
Thank you
Looking for your commentary on a new offering of Senior Sub unsecured debentures issued by Fiera capital this morning, carrying a 5.60% coupon, due July of 2024. How do this look to you ?
Thank you
- Enbridge Inc. (ENB)
- TC Energy Corporation (TRP)
- Fortis Inc. (FTS)
- Freehold Royalties Ltd. (FRU)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
- Hydro One Limited (H)
- Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
Q: How much growth (price + dividend growth) are you expecting individually from these dividend stocks in the next 3-5 years? Please arrange these stocks with the most growth to the least growth.
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- CAE Inc. (CAE)
- Chartwell Retirement Residences (CSH.UN)
- Pason Systems Inc. (PSI)
- Alaris Equity Partners Income Trust (AD.UN)
- Thomson Reuters Corporation (TRI)
- A&W Revenue Royalties Income Fund (AW.UN)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Medical Facilities Corporation (DR)
Q: Good Afternoon,
I am looking at raising some cash. Of the above, which 3 would be your sell preference, in order of 1st, 2nd & 3rd.
Thank you.
I am looking at raising some cash. Of the above, which 3 would be your sell preference, in order of 1st, 2nd & 3rd.
Thank you.
Q: Thanks for your prompt answer on FSZ this morning, agree overall results and the transaction are a net positive. As a followup, I see that Mr. Desjardins (DJM Capital) has sold close to $30 mill. of FSZ shares as part of the transaction. Any concerns regarding this divestiture?
Also, "A favourable decision was obtained from the Autorité des marchés financiers to exempt Fiera from the issuer bid requirements of securities laws applicable to the Share Repurchase" please explain.
Thanks again,
Rob
Also, "A favourable decision was obtained from the Autorité des marchés financiers to exempt Fiera from the issuer bid requirements of securities laws applicable to the Share Repurchase" please explain.
Thanks again,
Rob
Q: Please comment on FSZ earnings and how the National Bank sale of a significant stake in FSZ will impact shares in the short and medium term.
Thanks
Rob
Thanks
Rob
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
Q: I am a bit light on Financial companies; 12% of my portfolio I want to go up to 15%. I own TD, BNS, SLF and GSY in about equal amounts. Do you have any suggestions to add another financial company. I am retired and do not want to add a high risk company.
Q: Have small positions in these 2. I am up on gmp and even on fsz. What are your thoughts and analysis of them over the next year.
Thanks Gary
Thanks Gary