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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: Hello Peter and Team:
When I look at the two year chart of DHX's share price in the absence of any other info I just see "lower highs and lower lows". I know in the recent past you have mentioned the positives of management, growing dividend and library and even possibility of takeover some day and the negative of debt. I'm wondering if you believe that there will have to be a specific catalyst to turn this name and if so, what you think it might be? Is there any chance that getting to $1B market cap might be it(they must have been close before when the share price was nearing $10.00)?
Thanks,


















10
Read Answer Asked by Stephen R. on July 26, 2016
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
Read Answer Asked by David on July 26, 2016
Q: Now that the Brexit vote uncertainty has diminished a bit, would it be a good time to add to European market exposure? Presently hold ZWE for income. Would you add to ZWE or open a position in another etf? If so, which etfs would you recommend for income? Which for growth? Possible ZDI ?Looking at 2-3 year time frame. Many thanks for the terrific service.
Read Answer Asked by Don on July 25, 2016
Q: I am reviewing my HCG holding and need help with a few metrics. The LTD, while it has come down is still at $41/share ($2.9b/70m). Is this a level of debt that one should be concerned about? Also expected earnings growth of 7%($4.11-4.70) does not seem great over the next 2 years. Finally despite the recent share buy-back, total shares appear to have grown 69 to 70 million. I have taken these numbers from RBC Direct.
Your comments as usual are appreciated.
Mike
Read Answer Asked by michael on July 25, 2016
Q: The following is a list of stock that I own showing the losses of each. Alta Gas(ALA) 32% Loss - Enerplus (ERF) 64% loss - Exco Tech(XTC)15% Loss - Gluskin (/GS) 32% loss -Painted Pony(PPY) 27% loss - Pur Tech(PUR) 27% loss and Surge(SGY)68% loss. Losses shown include dividends but I think all these companies have cut the dividends since I purchased them years ago. Question: Would you keep these or sell them now and purchase other stocks with better dividends. ? If you think these should be sold could you recommend a few. Thanks Ernie
Read Answer Asked by Ernie on July 25, 2016