Q: What do you think about Emera earnings? They don't look that great to me, but the market loves the big dividend increase and higher predicted dividend growth rate. Can they do this based on predicted cash flow growth, or will it be by increasing the payout ratio? Thanks for you comments.
Q: air canada earnings just announced seem excellent, your opinion.
and just a comment, knight announced earnings which do not matter,but they list the deals they have done since april 1 and each one is more brilliant than the next, i see why you are so favrorable on this company, management is excellent, it is my biggest holding. i did own paladin until the end. dave
Q: Hi Peter, I have just read in the financial news this morning "Germany's 2-year yield fell to a fresh record low of -0.29 percent as investors feared the deflationary pressures of a slowdown in China - which devalued its currency on Tuesday - would sap growth around the rest of the world". (Ref: Reuters). Question: how can a yield of minus 0.29 percent be possible? Thanks, Gervais
Q: I was considering purchasing CDZ - the dividend aristocrat concept seems good - the ETF information indicates that each holding -" have increased ordinary cash dividends for at least 5 consecutive years;"
I note that the largest holding in the ETF is Bird Construction but on a search for the dividend history it hasn't increased the dividend since March, 2013. This doesn't fit with one of the qualifying conditions as quoted above. How then can this company be in this ETF?
You have made favourable comments on CDZ as an investment and expect you still think it to be?
Q: I would very much appreciate your opinion on the fixed income portion of my portfolio. I assume that laddered bond ETF's such as CBO and CLF will do well in a rising rate environment (am I correct?) but what about the following bond elf's?...... XBB, XHB, XQB, ZCM, and ZCS??? How will they do as rates rise? Are there other bond strategies that will preserve capital for the long haul? I have recently renewed my membership for another year and appreciate very much all the excellent advice your firm offers. Thank you for your response.
Q: I recently bought the following health care stocks: Merus, NHC, PHM and CRH Medical and they are all down a lot now, some as much as 40%. I’m not sure whether I should sell and take the losses or hold on? And why is health care selling off? I thought it usually did well in a recession?
Q: I'm not familiar with ETNs or potential risks associated with them, but would appreciate your thoughts on a fund such as Barclays CAPE that seeks to invest in the undervalued sectors of the S&P 500.
Are the potential risks justified versus a low cost ETF that just tracks the S&P500?
Q: Filed on sedar yesterday was a disclosure that a US Fund owns 11% of the shares of Quorum Information Technologies (TSXV: QIS). It appears that this institutional investor has been buying this stock over the last year through Cantor Fitzgerald Securities. For such a small but profitable and growing Company, is this good sign when a US institutional investor is taking a big stake in a micro cap Canadian software company?
Q: Looking way ahead - would you agree with the view that it would be very unlikely to see significantly higher interest rates in Canada in a world of low oil and gas prices. If this view is correct - would it be fair to look at O&G equities (and to a lesser extent - energy infrastructure equities) as a "hedge" against higher interest rates. Thanks
Q: Hi Peter & Team, additional question regarding preferred
XPF, CPD and ZPR are down 2.67%, 11.54% and 17.26% (12 months)
a) Why such variation?
b) Is it best to buy ZPR since it is down the most?
Thanks
Q: Airboss has a beta of 0.17, but after a 4% drop Friday it dropped almost 5% today before pulling back somewhat. Isn't this a bit atypical for a low beta stock, and can you think of any reasons behind this behaviour? I know the market is down, though it wasn't Friday, but most lower beta stocks are holding up better.
Q: The Q2 results seem very good, but I saw they used half of the net earning for "stock compensation", so the earnings/shear become 0.11 instead of 0.24. What does it mean ? It is normal practice? Thank you