Q: Can you please update your evaluation of GNL? Do they have the will and the cash flow to fund their dividend in future? Alternatively, are there similar firms that might provide more fully funded income streams?
Q: Hi 5i. I think the figure you like to use to measure a company's dividend payout is the ratio of dividend to free cash flow. I think Peter even wrote about this recently in the FP. For the above two companies, could you please tell me what the dividend-to-free cash flow currently is? Is it following a perceptible trend of rising or falling?
Q: Good evening, I'm interested in adding to my existing SU energy position. I have a full position in ENB and am wondering if it isn't a good time to reduce ENB and add another company like TOU or CNQ. I've been in both before and done well. The yields are lower than ENB but there's more chance of capital gain. I realize ENB is more utility than energy so there's a bit of apples to oranges in this question. I'm a chicken retiree who wants safety, yield and the chance of gain. Thanks, as always.
Q: This company have improved their balance sheet and focus on their main service sector. They seem to be on the right track. Any chance that it goes back to their 52 week high any time soon? Time is on my side regardless so the question is would you endorse a buy to add money to a looser?
Q: Peter; Last question before my September 28 renewal- it seems to me that oil stocks are not in step with the price increases in oil. Are they not lagging ? Any comments would be appreciated.
Thanks.
Rod
I know there are risks with owning Verizon right now, but with another recent dividend increase (now 17 consecutive years of increases), forward PE ~ 7.0, and a dividend yield approaching ~ 8%, do you think there is merit in buying for an income investor?
Q: Thinking of buying BCE at these levels to go along with Telus holdings for a long term hold, thoughts. Is the payout ratio or ongoing business a concern ?
Q: What is your current view of Canadian Banks in general...seems like a decent time to add, or are you still overly concerned about rising rates and the threat of recession?
Q: What is the latest update on ILLM last few days it has come down from 2.55 to 2.20 range, can I please have your 1 to 2 years company performance going forward.
Q: Hi 5i, I'm looking to buy fixed rate perpetual preferred shares. I believe the attached shares are that and please correct me if I'm wrong. Can you please rank these shares and is there anything I should be concerned about. Basically I'm looking to buy preferred shares that wont get called away and are on solid ground as I enter into retirement.