Q: What has happened to the Sedar web site? I used to go there reguarly for information but the new site is impossible to navigate. Example I was looking for the formula used to reset the dividend on ECN.PR.C . I was able to find the rate and the dividend and the reset date on the company web site but I could not find the actual reset formula. So is there a way on the new Sedar website to get at documents filed by a listed company? Some thing I used to be able to do with one click. Thanks
Q: I would like to follow up on a question asked last week l, to choose between a reit etf and a utilities etf. And you advised the utility sector mapped here is better. Could you please advise on the dividend stock space in general to add in say telcos, banks, insurance and pipelines?
The broader discussion of the moment is about rates and their future path and relative value of earnings and dividends compared to t bills and low risk savings of the like.
Do you feel that any of these sectors are good buys at the moment? Could you maybe rank or group which you feel are best or just in vs out?
Thank you,
Q: As a curiosity I thought it would be interesting to compare these two, noting they seem to be competitors in many ways. Frankly bit looks like Blackstone trounces Brookfield on stock performance over almost every time length. Do you have any thoughts on comparing the two and Blackstone’s value as a financial alternative asset holder?
Q: BN is currently classified as being in the "Finance" sector. Should it be in Finance or in Real Estate?
I keep track of my securities using a spreadsheet and hold BN. When I look at my sector allocations, it always appears as though my "Finance" weighting is overweight and my "Real Estate" weighting is underweight, but I'm wondering if I should just change how I'm classifying them.
Q: Based on your previous answers for tantalus systems GRID can you you please give your opinion on the recent earnings and the company and industry going forward. Has Pender increased their holdings or decreased in them and is there any other big investors invested in this stock that are noteworthy?
Q: US Cyber Security stocks seem to consolidate lately and form a bottom. Wich one do your prefer for a balance of growth, quality of management, history and balance sheet?
Q: I received a long letter from BMO asking for a decision of "offer to purchase". And that i must respond by August 25. What is your advice please? And must I phone BMO either way,?
Much thanks as always
Q: hi folks...opinion/thoughts please on Q2 results for Village Farms vff/q.....seems to be greatly improved results: stock bounced 40sh% off it's lows....cannabis sector is disaster (at present)....but of both Cdn LP's & US MSO's....wonder how you would rate Village Farms...thanks as always, jb Piedmont QC
Q: I always kick myself when I come to realize a missed opportunity and tell myself that next time, i'll recognize the trend and take advantage of it.
This is me asking that question now.
What 5 US and 5 CDN positions, in your opinion are very much out of favour right now but have quality fundamentals with an excellent chance for share appreciation over the next 3 years?