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bjamesh

bjamesh
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  • 7 Stocks To Fund A Happy Retirement [View article]
    Think I would replace one of those with JNJ.
    Jul 10, 2015. 09:09 AM | 1 Like Like |Link to Comment
  • Punishment lifts for dividend payers as fear hits global markets [View news story]
    I'm not even going to try to rationalize the N.American markets today. Around 11:30 am I admit to doing some bottom fishing on a couple of my holdings (not energy related) and my 2 limit orders were filled pretty quick. Most of the market was in the red. Then went about my day.

    I checked back in around 3:35 pm and almost everything was at least marginally in the green zone. Mystery where that rally came from. Maybe "offshore"?
    Jul 7, 2015. 04:17 PM | 1 Like Like |Link to Comment
  • Royal Bank Of Canada Raises Dividend 2.6% - Now What? [View article]
    RY apparently does not. Bank of Nova Scotia has a C$330 million exposure. RY does have some in Europe as a whole.

    http://bit.ly/1IW6Zxf
    Jul 3, 2015. 03:26 PM | Likes Like |Link to Comment
  • BCE planning $922M for gigabit fiber in Toronto [View news story]
    FTTH from BCE (Fibe) ... I'm wondering how much the monthly subscription will be for the different (I'm assuming this) levels/tiers of use. I'll bet it won't be priced the same as FTTN?

    discl: long BCE, TU, T, VZ.
    Jun 28, 2015. 08:50 AM | Likes Like |Link to Comment
  • The Natural Gas Industry Will Meet An Untimely Collapse [View article]
    Until the storage problem is addressed solar energy will remain as it is. I'm surprised the author did not mention this at all in this article. Does the expression "reliable base load" mean anything? Or was this implicit in the "no end in sight for the progress being made in semiconductor-based" PV technology? I don't think advancement in one automatically implies the other will undergo parallel progress. Too much hyperbole.

    For those living around the equator it may work eventually, but for those that live farther away, the storage issue is not only daily (night) or weekly (overcast) but seasonal (ie several months). A large portion of the developed global population lives there according to most data I have seen. Focusing on India and Saudia Arabia is too narrow. Also India has a low level of carbon based energy supplies for their population. So to me, that they are looking at alternatives to adapt is not surprising at all.

    As contributor/commenter Ján Mazák said above, there are also transmission problems - has India or S.Arabia soved these problems?
    Jun 28, 2015. 07:56 AM | 11 Likes Like |Link to Comment
  • Report: Telus, Rogers both close to C$300M deal to buy Mobilicity [View news story]
    Surprised that Quebecor/Videotron has no dog in this hunt.
    Jun 20, 2015. 10:07 PM | Likes Like |Link to Comment
  • Brookfield Renewable Energy Partners L.P. - A Great Mix Of Growth And Dividends [View article]
    Actually I haven't looked at their (Berkshire's) structure. I probably should as I've considered investigating its financials in the past. I am not a shareholder obviously, but I am curious. Good suggestion.
    Jun 17, 2015. 01:46 PM | 1 Like Like |Link to Comment
  • Oil Wars - Canada Vs. U.S. [View article]
    @ Uncle Pie, as far as I know you have stated the facts as they exist. I too would like to see dunnhaupt's breakdown of US ownership of the majority of the Canadian oil sands with a credible link. Perhaps even showing producing volumes and acreages.
    Jun 17, 2015. 01:17 PM | 1 Like Like |Link to Comment
  • CAE announces a series of contracts for commercial airline training solutions valued at more than C$90 million [View article]
    Added this company earlier this year and plan on adding more in the near future. Outlook is improving. I think air travel will be solid in the coming years with globalization and demographics as a positive backdrop. IMHO, I think CAE will be more profitable than the airlines which are in a highly competitive segment.
    Jun 15, 2015. 06:31 AM | Likes Like |Link to Comment
  • Johnson & Johnson Should Be In All Portfolios - A Good Business Portfolio Top 3 Holding [View article]
    One of the few companies I consider a buy in this part of the market cycle. Hopefully it's past problems are behind it. Demographics should provide an increasing tail-wind.
    Jun 15, 2015. 06:23 AM | 3 Likes Like |Link to Comment
  • Brookfield Renewable Energy Partners L.P. - A Great Mix Of Growth And Dividends [View article]
    BL, like others I'd like to thank you for the coverage of BEP. Originally I held BAM only, but I've slowly sold that down (and exited) to acquire the operating entities thinking they might be a little easier to analyze, unfortunately that is not totally the case. When a company has a web of cross-holdings I ask the question: why?
    Another corporation that does this is Power Corporation (Canadian financial holding company for those not familiar with it), which I eventually sold for anumber of reasons including lack of and on going clarity.

    It may be for tax reasons and compliance with multiple jurisdictions to do so, but still a more transparent structure would be in investors' interest. As such BEP, BIP and BPY will remain under-weight for me and will be vigilent. On the other hand they appear to be allocating capital in a prudent way. I'll expect slow (but steady) income appreciation with capital gains a distant second.
    Thanks again.
    Jun 14, 2015. 10:45 PM | Likes Like |Link to Comment
  • Don't Get Caught Holding This 'Safe' Stock When The Fed Hikes Rates [View article]
    Thank you for this article. I try to approach all stocks with a skeptical attitude. While historical data is important, I think one's purchase in a business is also based on the here and now as well as the future outlook. I think that you accomplished that. Risk and reward includes the possible (historic) downside, that should not be ignored.

    You referenced a return to "normal" interest rate levels with quotations. I do the same. In the current and forseeable future that level could be lower. And as such may support higher PE's.

    Both the top line growth and the recent (smaller) dividend increase of P&G give me pause regardless. I've been under-weight a large segment of my Consumer Staples for almost 2 years and will hold for now.

    disc: long PG, KO, PEP, GIS; UL & DEO
    Jun 14, 2015. 10:02 PM | 1 Like Like |Link to Comment
  • Why Unilever Is Currently A Better Investment Than Procter & Gamble [View article]
    That's a rather surprising development SPMoney. I've held increasing amounts of UL shares since 2006 and PG not quite as long. I accept that currencies fluctuate and by investing in both that diminishes somewhat as I reside in a third country. From my perspective, the dividends have increased nicely from my initial position for both. I don't have a domestic bias, only looking for sound, rising income at reasonable prices with the best and most stable companies on the globe with a long history of shareholder friendly policies. Always thought that was a key to DGI. Guess not.

    Who makes the rules anyway?
    Jun 8, 2015. 01:37 AM | Likes Like |Link to Comment
  • Realty Income: Buy The Dip? [View article]
    Albert, not yet.

    I'll wait until the bond refugees abandon this ship and the other so-called "bond substitutes". I think there might be more than a few of those, so it may take awhile. I'm thinking over the summer that will be occurring. While 5% isn't horrible, 5.8% is better. I haven't added to O since the autumn of 2012. Patience...
    Jun 7, 2015. 09:41 PM | 2 Likes Like |Link to Comment
  • Dividend Investing At Work - May 2015 [View article]
    You had a lot more patience than I did DE. I held POW from about 2006 to 2013 with the dividend mostly frozen and the share price meandering within a range and me DRIP'ing away. Finally replaced it (with a small capital gain) with more shares in RBC. Congrats, and hope it was worth the wait. :)
    Jun 6, 2015. 07:01 PM | Likes Like |Link to Comment
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