Q: Hi Peter & Staff: I purchased this last Nov 18/15 @ $55.58. TD rated the stock a good buy and a positive future. The stock is now $37.51 - down 32%. Is this a dud? Should I sell? Any hope of the stock returning to $55.00 or $60.00? Thanks for your opinion.
Ron Noble
Q: My bank adviser recommended this fund. It has gone from $30 to $50 in the last 2 years. I see a MER of 3.10 and it has back end load.
Can you tell me how this back end load works in general and what you think of this fund? I wonder if there is a little bit of conflict of interest here because the bank sponsors this fund.
I came across a website listing "Canadian Dividend Aristocrats"
http://www.topyields.nl/tsx-canadian-dividend-aristocrats/
Looking at the Payout Ratio column, I see that negative and over 100% payout ratios are shown in orange, and I was surprised to see BYD.UN with a payout ratio of -26. My understanding is that a negative payout ratio means that a company is losing money while still paying a dividend. Surely this isn't the case for Boyd - one of my stellar performers! Could you please clarify? Even ENB shows a payout ratio of -534 (!) which seems absurd. Is it possible that the data on this website should be taken with a grain of salt? Finally, could you please recommend a website that shows (hopefully) accurate payout ratios, if in fact the ones shown on this site are incorrect?
Thanks for your continuing advice, recommendations, and learning opportunities.
Q: In your reply to Bod today re the recent weakness of MG,you indicated hat it maybe due to concern in Europe on banks & economy.Does that apply to Atd.b as it recently made a acquisition in Ireland.Appreciate your usual great views & services.
In yesterday's Globe & Mail, Rob Carrick wrote an article "Why it's time to take a tougher stance on dividend investing". He concludes by stating: "Dividend stocks will have their role in this future of diminished results as lower dividend increases hold back share-price gains. Dividend stocks will still offer competitive total returns, but not like they used to".
Going forward, do you agree with his thesis? Why or why not? What sector or individual dividend payers would you recommend so that we can be somewhat 'insulated' from this trend, in case Carrick is on to something?
Q: Hello,
After reading your recent recommended link on bear markets in Canada by Raymond James, I have a question involving his recommendations at the end. I've been following your Balanced Portfolio as I find it suited to my risk tolerance. I was planning to just weather the storm with it, maybe purchasing more during this down time. However, is it recommended to also diversify into bonds and gold, as the article recommends?
A second question, in the same vein, is regarding porfolio management more broadly. What are (and where can I learn more about) particular asset combinations that historically have had higher returns in the long term for any particular risk tolerance?
Q: As they both have corrected, which company (if either) would you prefer here in relation to yield, valuation and any privitization/takeout optionality? Thank You.
Q: Hope everyone enjoyed the cruise and that it wasn't as choppy as markets!
My question is on Covered Calls in the CDN market and I wonder if you would have 5 stocks to suggest for this strategy. I note that using this strategy in the US market … AAPL, CSCO, DIS have way more activity and choices, but I like this idea for CDN stocks that I already own, per the suggestions from 5i.
Your thoughts please, and welcome back to reality.
Peter
Q: In response to Rajeev's concern about the drop of SJ from $54 high to $41.50 over 4 weeks on Jan 25,5I recommend to BUY.Today it closed @ $45.18,up $3.32. Today,Laurentian Bank,BNS & TD set target price of $56.50,$50 & $51 respectively & RY upgrades it to outperform. 5I appreciate your recommendation,great views & services
Q: Like CSU lately, this stock is getting knocked down quite a bit this week. Don't see anything negative in the news. What do you feel is going on here?
Q: Hi,
Jason Donville was on BNN this morning and mentioned that Veritas had done a report on CSU with a sell recommendation. I don't see anything on the internet on this. Wondering if you've seen the report and if you have any comments on the content of the report. Thanks.
Q: I was looking for a replacement for RRX with a dividend. RXX is 100% oil and PEY is 90% gas. I already own TOU which I believe is gas company as well. Are you trying to tell me to be more gas weighted? I thought there was larger supply of gas then oil in the market. Please correct me if I'm wrong.