Q: In a June 28/19 answer to Jim 5I quotes a yield of 8.03 % yield on ERE.UN.... I'm assuming something changed between then and now as any source I can find shows 3.27 %... Could you explain what that was ? You also referred to a special dividend in April. What was that all about ? Thanks for your great work.
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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: Although the last quarter was not great Chesswood stock has since done well and now trading above $10r. Are you aware of anything that is supporting this?
Thanks John
Thanks John
Q: Just a short comment on the rails, having been employed at one for my career. These two companies may see volume drop off, but they also have the ability to reduce capex and headcount. In an environment of less traffic, their operating ratio gets easier to reduce. In my mind, very defensive stocks to hold
Q: what are the markets expecting from SIS this quarter? Thx
Q: I noticed Cara Operations has been buying shares of these units, they do look cheap right now with a nice div or payout. Has Cara always been a holder of these units and could they be doing a creeping takeover of them? What are your thoughts on the units as part of an income portfolio of 15 to 20 stocks?
thanks Tom
thanks Tom
Q: At around $7 it looks as tho FRU is heading for its IPO price almost 20 years ago, and PSK is not much better. the question seems to be - is this an indicator of future oil price and its value to the economy? Both these equities used to be considered relatively stable and possessing underlying value, current and future. Is this no longer true?
Q: SEDG keeps going up and I wonder if you can see anything specific that might explain it. There seems to be a lot of enthusiasm for this company but I've seen enthusiasm switch to disappointment pretty quick in the past. Any rumours of a buyout maybe? Sell before or after earnings?
Q: Is tiny odd lot trades making it difficult to understand if money managers are buying or selling.
Clayton
Clayton
Q: I'm underwater on these 4 holdings, what are your views on how these stocks will perform over the next 6-12 months? Thanks in advance.
- American Tower Corporation (REIT) (AMT)
- Crown Castle Inc. (CCI)
- Prologis Inc. (PLD)
- Vanguard Real Estate Index Fund ETF (VNQ)
- Cencora Inc. (COR)
Q: How would you play the US Reit space at this time? ETFs or specific stocks? Can you recommend a couple of each?
Dennis
Dennis
Q: SYZ hasn't performed well lately and is now under 10. Are you still high on it and what factors are causing the weakness? Would you recommend filling a position at this level?
Q: Any thoughts why Sangoma still trades less than 1X revenues (on forward guidance) despite having almost half of its revenues recurring. The Company has grown a lot and Management has a history of making good acquisitions. Do you think the stock is due for a re-rating more inline with its peers?
Q: An article in In today's Wall Street Journal suggested that if Elizabeth Warren is elected president and bans fracking on Federal lands ( she actually wants to ban it totally, but I don't think she has jurisdiction to do that ) then Canadian shale drillers would be the big winners. Which ones might that be: Encana, Seven Generations? others?
Q: With a minority government likely to paralyse the political agenda, American investors are unlikely to return to the oil patch any time soon. Do you agree ? And which energy companies do you see as most likely to suffer from this?
Jacques, Montréal
Jacques, Montréal
Q: I know you previously answered a question regarding the upcoming IPO for GFL Environmental but at the time there was limited information to base an opinion. I was hoping with the IPO being slated for the next few weeks, you could have another look at the information available and offer an opinion. Thank you.
Q: Please comment on Q results of TFIl. Txs for u usual great services & advices
Q: Hi Peter...in regards to Stanley’s question about tax loss selling you don’t want him to rebuy within 30 days - he should rebuy after 30 days to claim the loss. He could possibly time his selling/buying to keep the dividend which I believe is paid quarterly. Last year the market bottomed on December 24th so to take advantage of a possible rebound he should consider selling by the middle of November. On the other hand it may make more sense to sell just after they report in October. It is just intuition on my part but I would wait until after they report. It seems insiders have been buying and they may know something we don’t. We NFI shareholders are overdue for a good quarter!
Regards,
Jim
Regards,
Jim
Q: What are your favourite energy names that have decent/reasonably safe dividend yields, strong balance sheets and are cash flow positive at current market prices? Not looking for the names most levered to oil/gas price rebound.....I don't mind being patient on long-term holds that are very cheap today and will be around in 5-10 years.
Cheers
Cheers
Q: Your thoughts about SVI. Would you consider this stock recession-proof?. Many thanks Joseph.
- Bank of Nova Scotia (The) (BNS)
- TC Energy Corporation (TRP)
- Fortis Inc. (FTS)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
Q: Hi Peter, Ryan and Team,
I hold BNS, BEP.UN, FTS, KXS, PBH and TRP in my child's RESP account and it has been performing quite well. With another 8 years to go, should I just add to the existing positions or add something else?
Thanks.
I hold BNS, BEP.UN, FTS, KXS, PBH and TRP in my child's RESP account and it has been performing quite well. With another 8 years to go, should I just add to the existing positions or add something else?
Thanks.