Review of Andrew Peller Ltd
APR 15, 2021 - The company adapted well during the pandemic with an e-commerce platform. We expect gentle growth going forward with possible tailwinds in a reopened economy. Rating maintained at 'B'.
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Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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Keg Royalties Income Fund (The) (KEG.UN)
Q: What is your opinion of these 2 stocks for Income and protection of capital.
thanks Valter
Q: Regarding ADW, back in February you indicated you would be fine holding for a while and that the worst was possibly over. At that time, the stock price was between $7.00 and $8.00 from Feb 22 to Mar 22. What are your thoughts now that stock price is in the $ 5.00 range ? Should I continue to hold until the next earnings release (I am getting the ~ 5% dividend which is some help). What are expectation for next earnings and at what point do I cut my losses and move on (how bad would earnings have to be) ??
Read Answer Asked by Randy on November 01, 2022-
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Sun Life Financial Inc. (SLF)
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Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
Q: Hi team,
I have been a long term holder of ADW and overall with dividend and trimming at prior highs will come out just above par with this holding, which is not desired for multi year, but a nice learning experience for me.
I am thinking of selling and splitting between tc energy, sun life and alphabet. The first two for greater yield play, and all three on the belief that on positive macro news all will perform better relative to ADW (small cap, debt level, your B rating, consumer lag on discretionary).
Thanks for your thoughts.