Q: This company pays a nice dividend and apparently provides short term mortgage financing to corporations. It seems like a "Steady-Eddie" holder of share value since 2012. I'd like to reduce equity risk in a portion of my portfolio, not add to my money market holdings and collect the 8%. Does this equity likely achieve those goals, does the dividend seem secure, has it ever been curtailed, does it's business model carry a higher degree or lower degree of risk in your view? Many thanks for providing your thesis on this one.
Q: Can you please comment on Alvopetro’s recent earnings. What is expected in terms of EPS growth over the next 3-5 years? Will they be able to organically grow production? How does the dividend payout ratio look in terms of cash flow?
Q: How does the renewable market look today and how does BEPC fit in? Is this considered a 5 year hold with good potential upside? What is a good entry point?
Q: CPG:CA has been on trend with other Canadian producers, that is to say they are returning a significant portion of their FCF to shareholders. This also implied limited expansion and debt reduction.
How does their latest acquisition fit with this philosophy, and is the company still focused on its core objectives?
Q: I am starting to plan for year end tax losses taking. Although these companies pay good dividends, I have capital losses greater than the dividend income. Do you have any thoughts on the potential of these companies to recover in 2024.
Q: Peter; It looks to me that the huge offering is way out of the money- couldn’t this also be a large overhang for some time? Thanks.
As an original member I like the new format - change is good!
Rod
Q: Hello,
I own above stocks, and with the current conflict in the middle east, which one(s) would you add to today? assuming oil hovers around current price of ~ $ 80.00.
Also, which ones are rumored for a take over?
As well, which ones have the strongest financials to grow the dividend?
Q: I have been a long time holder of CPG and own many other Cdn. Oil Companies. Made a lot of money buying/selling calls on CPG through the years. I now have only a stock position in CPG and was expecting this Company to continue paying down debt and buying back shares. They have reverted back to their acquisition days buying Hammerhead. What do you think about this new expansion. Thank you!
Gordo
Q: Re: DRIP's. I have accounts held with different companies. Over the years I have noted that the proceeds from the DRIP's arrive in my account at different times in relation to the release of the dividend itself. One company is very prompt in its delivery whilst another often takes 7-10 days. Is there an advantage to the second company? Are there any rules governing the payment of DRIP's?
I like the changes that you are making to question time.