Q: I'd appreciate your thoughts on X. I am recently retired and considering a full position, but am mindful of the high beta. Recent earnings appear strong and I like the dividend, but don't want to take on too much risk at this stage. Thank you.
Q: I am disappointed in the lower returns of Canadian apartment reits, and can't bring myself to buy Pure Multifamily (RUF.UN) because of the high payout ratio. Are there any US apartment reits that you might suggest I have a look at? I am targeting a dividend of 5% or more.
Thanks!
Q: I bought for the first time preferred shares last year as part of a defensive strategy overall. These shares performed as expected and fell in unison with the market in October and December. The rest of my portfolio has nearly recovered and is back to where it was in early fall.
Why are these preferred stocks not recovering? Does the market now believe that interest rates are unlikely to rise so the re-sets now have less value?
Q: Is goose a compelling buy today after the dip? Your responses yesterday were mixed after they reported their quarter. Hold, buy, or solid buy?
Thanks
Q: Some (including Phil Town) are concerned that this is at or above 30. I believe the historic average is about 15. I am also told that an increased Shiller has preceded market crashes historically. I would appreciate your comments in particular as to whether a market crash is in the cards after such a prolonged bull market - a record at 10 years if I recall. Thanks! (Publish this question if you wish)
Q: "Telus Corp. is warning of a “material” risk to its business if the Canadian government bans wireless carriers from working with equipment vendor Huawei Technologies Co. Ltd.
Vancouver-based Telus has worked with the vendor extensively over the past decade, and The Globe and Mail has reported that virtually 100 per cent of the company’s radio access network relies on Huawei gear."
I've read your responses to other queries on Telus. Does this (bit) of news alter your opinion that the billion dollars of infrastructure is likely already being taken into consideration. I for one would rather get rid of my telecoms than allow Huawei a foot hold.
Q: What do you think of the earnings released this morning? Revenue seems to have beaten estimates. EPS seems low but there were some non-recurring items may
have a hand in it. What were the estimates for both revenue and EPS?
Thanks
Q: Would you please give some income suggestions that pay at least 5%. I have been looking at Reits but there may be other sectors to consider. My object is income production with minimal effect by a market downturn or recession.
Q: Can you please tell me if you feel the over 20% drop in stock price for Chemtrade Logistics is warranted. I realize that their earnings were disappointing, but is the lower price overdone. Thanks for your assistance.