Q: On top of the 789 other DH questions here is mine. -45% is not a haircut, it's not an overreaction it is a wholesale evacuation. So what gives? What has the market smelled that isn't in the newswires?
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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 extreme sell-off in DH shares seems really overdone. Is DH now a "Buy"?
Thank you, Peter
Thank you, Peter
Q: what is this talk about the carbon tax? how can it can an impact the price of crude and oil companies? is baytex a company that will be negatively impact by this?
Q: Hello 5i,
Your service last addressed AKAM in 2014. Although positive in 2014, the stock really got hit at the beginning of the year 2016 and I was not sure if that was company or market related. Is AKAM considered a market leader? Would a bigger company like MSFT, or GOOGL be interested in taking it out? Does AKAM have a moat in this space?
What is the growth expected going forward (2017)? Would you add to a position (currently 2%) at today's price ($67 range).
Thanks for all your hard work. kathleen
Your service last addressed AKAM in 2014. Although positive in 2014, the stock really got hit at the beginning of the year 2016 and I was not sure if that was company or market related. Is AKAM considered a market leader? Would a bigger company like MSFT, or GOOGL be interested in taking it out? Does AKAM have a moat in this space?
What is the growth expected going forward (2017)? Would you add to a position (currently 2%) at today's price ($67 range).
Thanks for all your hard work. kathleen
Q: Hi 5i team:
I know that your mandate does not include US stocks, but I need to buy a large US cap, that is safe and pays a good dividend. what would you recommend ?, and if you can't recommend one, what will be the best source(s) with info to select one ?. Thanks !!!
I know that your mandate does not include US stocks, but I need to buy a large US cap, that is safe and pays a good dividend. what would you recommend ?, and if you can't recommend one, what will be the best source(s) with info to select one ?. Thanks !!!
- Constellation Software Inc. (CSU)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Maxar Technologies Inc. (MAXR)
- Enghouse Systems Limited (ENGH)
- Knight Therapeutics Inc. (GUD)
- K-Bro Linen Inc. (KBL)
Q: These stocks are all down 2 to 7 percent in the last month. Given the experience of DH should I be concerned with any of these and sell?
Q: Good morning,
Could you please comment on the viability of the dividend of DH- if it is within a reasonable payout ratio, it seems like the stock could be well supported by its yield at these levels - your thoughts are appreciated.
Thank you,
Brad
Could you please comment on the viability of the dividend of DH- if it is within a reasonable payout ratio, it seems like the stock could be well supported by its yield at these levels - your thoughts are appreciated.
Thank you,
Brad
Q: Thanks for your quick response to my question regarding what to do now with the shares. The other part of my question had to do with the dividend and whether you felt the dividend would be maintained or cut. The yield is now very high and that often is a danger signal. What is your sense regarding the dividend?
Q: Could you please comment on today's earnings report and would you consider this to be a good entry point for an RRSP account.
Thanks
Thanks
Q: After reading one of your blogs I am wondering if you can provide a list of companies in the past year that have instituted a dividend for the first time or have increased it by a considerable amount like savaria has done. And that will not cut a dividend just instituted. Thanks.
Q: Hi guys,
I recently read the intelligent investor and it gives several metrics by which Benjamin Graham would analyze stocks. Given that the book was written so long ago, are the metrics still relevant or have they evolved?
I'm specifically referring to a few, such as:
1- Current assets should be at 2 time Current liabilities
2 - Uninterrupted dividend payments for at least 20 years
3 - P/E Ratio of not more than 15 times when using last 3 year avg of earnings
4 - Long-term debt should not exceed working capital
While a lot of the information is helpful, it seems some of these criteria are nearly impossible to meet in the current low interest rate environment where companies are leveraging themselves to buy back shares or do other things. While we need to keep a close eye on long-term debt, net debt to EBITDA or net debt to total capitalization may be better tools to use?
Thanks,
Jason
I recently read the intelligent investor and it gives several metrics by which Benjamin Graham would analyze stocks. Given that the book was written so long ago, are the metrics still relevant or have they evolved?
I'm specifically referring to a few, such as:
1- Current assets should be at 2 time Current liabilities
2 - Uninterrupted dividend payments for at least 20 years
3 - P/E Ratio of not more than 15 times when using last 3 year avg of earnings
4 - Long-term debt should not exceed working capital
While a lot of the information is helpful, it seems some of these criteria are nearly impossible to meet in the current low interest rate environment where companies are leveraging themselves to buy back shares or do other things. While we need to keep a close eye on long-term debt, net debt to EBITDA or net debt to total capitalization may be better tools to use?
Thanks,
Jason
- iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
- BMO Laddered Preferred Share Index ETF (ZPR)
Q: Dividend 15 Split Corp. Preferred Shares DFN.PR.A has been rock steady for the last ten years or so (except for a plunge in '08-'09), paying 5%, while CPD and ZPR took a plunge starting in 2015. Why the steady performance of DFN.PR.A? How much would you recommend buying it? Thank you.
Q: would greatly appreciate your expert opinion on this Company
I know the US is not your top expertise but I trust your opinion very much
thanks in advance
I know the US is not your top expertise but I trust your opinion very much
thanks in advance
Q: Regarding Tom's question on Oct 26 can you explain what you mean by "If one has securities, then registering them provides the utmost protection "
I have all my securities in a CIBC Investors Edge account. Are these considered to be registered?
Thanks
John
I have all my securities in a CIBC Investors Edge account. Are these considered to be registered?
Thanks
John
Q: I know EIF was downgraded today to market perform by Raymond James but the sell-off seems to be a bit overdone. Is this fund managers adjusting their positions and do you think the price will stabilize above the initial drop?
Q: Hi Peter I sold my position in DH in Apr/16 to buy a new home .
Would you jump in at todays price?
Kind Regards
Stan
Would you jump in at todays price?
Kind Regards
Stan
Q: Well the stock is getting hit really hard today. Is a 40% drop justified in your opinion? Unfortunately I still hold a small position having sold most of my shares earlier this year when the shorts were pounding the table on this company. What is your sense about continuing to hold the shares? The other concern has to do with the dividend. Do you believe that it will be maintained or is a cut probable?
Q: Can you provide any feedback regarding the content of the following link and its author? thx http://www.canadiantimes.ca/ct2/index.php/columnists/dr-mcvety/2274-trudeau-s-bail-in-now-law-to-allow-banks-to-confiscate-your-deposits
Q: Your outlook for IR for the med-longterm. Is it a buy here or wait for better entry?
Q: I bought Laura Ashley Holdings (LARAF) about a year ago, which owns Ashley Home Care in Canada. It trades below its Earnings Power Value (EPV) price and has a 30% return on capital but doesn't seem to produce enough free cash flow to cover the enormous 7% dividend. Do you think I would be better selling it and going into something else?