Dividend 15 Split Corp T.DFN

Buzz on the Bullboards: Tech gains amid weak commodities

[mouserman]

Same management for both, DFN was the first  split fund, and did so well  that  much later on they created DF ll,  with the same holdings but  DF didnt get all the offerings

[saddlerack]

It seems pretty clear to me that DFN is managed a whole lot better than DF.  They use leverage and covered calls to enhance yield and DFN seems to get it right and DF doesn't.  History

[Levent14]

Canada's inflation rate cools to 2.7 per cent in April, likely giving BoC 'all clear' for June rate cut. Today C$ 5.47 cost, C$ 1.20 income annualy, makes %21,94 return,at least 3

[mouserman]

Spreadsheet is showing a gain of nearly 6 cents since the 15th of the month. At least its now showing a gain, as it was a big bounce back in the general markets. After distributions to commons and

[mouserman]

History is for losers... if they have the same holdings going forward , why would you choose to buy the one that is at a premium, and ignore the sale on DF being that its a discount. They both pay the

[saddlerack]

Same holdings but DF has an abysmal record of distributing cash.  I believe that they have missed 60 times and DFN has missed 7.  Why take the risk??

[mouserman]

Still like Df better .. discounted instead of a premium, with the same holdings.

[mouserman]

Spreadsheet is showing DFN losing just over a penny from the midmonth update. Last trade @  $5.42 leaves it at a premium of 8 cents , before distributions are accounted for.

[Jonathon Brown]

Weak commodity prices and a significant sell-off among heavyweight financial shares counterbalanced gains. read article.

[mouserman]

So only a gain of 6 cents since the May 15th update numbers. DFN for some reason trading just above the NAV for the commons, BEFORE distributions.

[mouserman]

Showing a gain of close to 11 cents since the MAY 15th update.  DFN last trade @ $5.42 leaves it at a  bit of a discount.

[mouserman]

Good for those with loans and mortgages, for sure. Not so sure about the CAD, which hasnt been a stellar performer in the past year at any rate. Will see how far it drops... and of course imported

[flamingogold]

and chops the overnight rate by a 1/4. The pivot to lower rates has officially begun. https://www.bnnbloomberg.ca/latest-cpi-data-points-to-a-june-rate-cut-economists-say-1.2075597

[mouserman]

Quadravest does employ some covered call options, and one getting taken out can change things quite a bit. SO as I say its guess work and when i get to within a penny consistently i am getting lucky

[mkqtrader]

I can see that from March 31, the biggest move has been with BMO losing 3 positions in the ranks from 3rd to 6th, then TD gaining two positions, from 5th to 3rd and TRP from 6th to 4th; all other

[mouserman]

Showing a gain of about 9 cents since the update to the 15th. DFN  UNIT NAV now only 4 cents higher than sister fund DF, which carried a smaller cash position at last report. DFN  trading