Q: I'm looking to de-risk some of my portfolio. My question is on RSI. I realize it is boring and it's been 13 years since their last dividend raise.
Recognizing that, during any potential "long recession", can you give me a rough idea how safe their dividend would be relative to Canadian blue chip banks, pipelines, insurance companies and telecoms ? How well could they sustain their payout?
Would your opinion change in any way if that recession had stag-flation? I do already have some gold and commodities to hopefully hold me up in that regard.
Recognizing that, during any potential "long recession", can you give me a rough idea how safe their dividend would be relative to Canadian blue chip banks, pipelines, insurance companies and telecoms ? How well could they sustain their payout?
Would your opinion change in any way if that recession had stag-flation? I do already have some gold and commodities to hopefully hold me up in that regard.
5i Research Answer:
Stagflation, or simply inflation, would likely hurt the stock quite a lot as investors would...