Investment Q&A

Q: Diversified Royalty DIV is now down close to 50% since March and showing no signs of recovery like many other stocks have in April and May. Can you provide your current assessment of the company and dividend sustainability (now in excess of 12% yield)? Do you recommend I hold or sell it and replace with a more stable dividend stock? Thx - John C

Q: Realizing that you don't have a crystal ball can you suggest how safe you think the dividends are for DIV, FRU and A&W?
I am seeking dividends in a registered account and if the dividends from the above companies are threatened or cut I guess the stock price would would really collapse. I am thinking I could sell and replace them with a much safer dividend ETF like FDV (or anthing you suggest). On the other hand, if you think they might be
Ok, they sure are paying one heck of a dividend right now and if the stock price could recover in due course I would just be as well off continuing to hold.

Q: comments on latest quarter and how do you think they will do in this environment. thanks

Q: Could I please get your in-depth analysis on the above companies? How sustainable would there dividends be during a business downturn in a low rate environment?

Q: Hello,looking to buy, could you comment for growth and income.(Do like its portfolio of companies). It looks like a $ 4.25 target price? Or would you consider it too risky?
Would you recommend an alternative in the 5%
distribution range. Looking for growth with some safety.

Q: I would like to know your opinion on DIV mainly on the following aspects: (1) growth (2) dividend sustainability (3) insider ownership (4) business model (5) barriers to entry. Thank you!

Q: Could please comment on today's large stock movement in Vet and do still think Div is still a buy after todays move. I like there movement into the nursing care area and dividend increase. Their dividend is over 7% before their dividend increase.
mike

Q: Could you comment on their acquisition and their payout ratio etc.

Q: Any ideas on the lastest stock movement?

Q: In the current lower interest rate environment the "cash cow" type of yield investments like AD and DIV should be thriving and yet both stocks are being sold off of late. What am I missing here? You view would be much appreciated. Thanks.

Q: What do you think of their latest results.

Q: DIV has been falling fairly steadily for the past few months.
1) Has there been any news / reasons for the drop in price [$3.25-$2.88]
2) Do you think this would be a good time to increase a position? I'm at about a 5% position now.

Q: Noticed that Diversity Royalty dropped by almost 4% today. I have held this for many years. I couldn't find any news that would explain this unusual move. Am I missing something?

Q: I'm looking for a single high yield stock with, hopefully, some prospect of share price and dividend growth. Certainly dividend sustainability is a key consideration too. Between AD and DIV which one would suit this bill better? Or are there others I should also consider? Thanks.

Q: I have shares in these two companies in my TFSA. I have sold another position and would like to add the proceeds to one of these two. Which one do you believe has the greatest growth potential over a 5 year period? Thanks

Q: What is your view of the just announced DIV acquisition of Mr. Mikes Steak House? Thanks.

Q: Why is this company listed as Financial Services in your Portfolio Analytics?

Q: Could you comment on results ?

Q: What comments do you have on both these royalties? Do you favour one over the other? Have they increased their dividend on an annual basis and is their dividend covered? Would you buy either of them here and if not, what would you recommend?

Q: Good morning,
I'm 70 years old and with yet a new year upon us and a review of the holdings in my non reg equity portfolio, I'm concerned that my $650K non reg equity portfolio has slowly grown into a "hodge podge" of miscellaneous holdings that need to be trimmed, better concentrated (minimum 5% per holding) along with the addition of a few additional names in sectors that are not currently represented. My current holdings are as follows:
AQN (3.3%),BCE (11.6%)BAM.A(3.8%),CU (4.5%),DIV(2.8%),EMA (2.4%),KEY(2.2%),XIU(5.2%),XIC (33.2%),XDV(18.4%),SLF(3.6%),T(2.9%),T(2.9%),MAW120(3.1%)MAW102(3%).
I would very much appreciate your suggestions on how to best to adjust my current non reg equity portfolio to make it easier to manage and follow. I'm open to adding an appropriate mix of ETFs or Mawer equity funds as need be. My RRSP and TFSA are pretty much all populated with a mix of relatively low MER Mawer equity funds which have performed well over the years. I thank you in advance and look forward to hearing your sage advice and recommendations.
Francesco