Q: I'm trying to decide between UNS and SW. I like the long term of SW in the IoT space and UNS in auto parts and paint. I'm over weight cash, and tech at the moment, under weight on consumer discretionary. I'm looking for growth over the long term and I'm ok with volatility.
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.