Q: If interest rates rise eventually, do you see a risk of a dividend cut? What is their payout ratio? Would you prefer MKP or one of their peers. Do you believe the sector has bottomed out? Does the high dividend signal troubles ahead?
Q: This US listed Dutch insurance company released earnings Thursday and to my inexperienced eye they seemed OK. The market thought otherwise. I can't find an obvious reason for the 20% sell off in the stock price and you would think the dividend increase would help not hurt. What if anything am I missing?
Q: Is there any chance you will be doing a report on this stock? It has doubled in price in a year and with them entering the higher margin retail market, they are really remaking the company.
Q: Would appreciate your insight and feedback on investing in Premium Income today. Where can I find out what it holds in the fund and do you thins the dividend of 13.26% is safe? Thanks
Q: Good day:
I realise that your focus is not the US market, but I would appreciate any thoughts upon Cummins. I am thinking of initiating a position as it may represent good value for the longer term although the sector is out of favour.
Thank you.
Q: I recently took a loss on CPH in my RRSP account. My avg. price was 14.5 and I sold at 9.4. I replaced it with TRX. What do you think? Was this the right move or should I held on to my CPH losses.
Q: Would you please comment on recent q results? My humble opinion is that they are showing the company appears to be on the mend. Unfortunately in this market it is just an excuse to sell. I notice that any micro or small stock I own that has mutual fund ownership seems to be on the decline regardless of fundamentals. No wonder almost all funds underperform the market.
Q: I have a small position at higher prices, with its recent results, do you think it's wise to average down a bit? I usually don't average down often.
Thanks
Q: 9 days ago Power Corporation declared EPS of 0.90, 18% above the consensus. Since then it's in a strong downtrend. These days it's the stocks that miss earnings that get punished. It's now below the 50 day MA. Over the last 15 days, on down days, the volume was average so it's not weak volume. The stock is cheap and pays a dividend of 4.1%. Out of all my holdings, this one makes the least sense. Can you dig into the earnings to help me find what BayStreet didn't like? It must be more than the weak market. If there's nothing, can you share anything in the technicals I may have missed? Thanks!
I'm interested in your take on the continued sell-off on ATA. The disappointing quarter aside, do you think the softness now speaks to concern about the currency move in China and the ripple effects that would have on North American manufacturing? Is their exposure in Asia and beyond not diversified enough to insulate them for any softness in North America.
Q: Peter, it was interesting to watch the CEOs of both companies on BNN recently. Both seem like very bright young men although it was far easier to warm to the TCN boss yesterday vs the AVO boss a week or so ago (based upon their demeanours). Is that just them ? or a reflection of how their companies have been performing ?