RE:RE:Wow! 2.54 Dividend Increase - We have a few discussions on how they have a couple cents 2-4 they could payout per year that they aren't, and with that I do think an increase is coming, but I believe it will be fall to end of the year (last one was for November) but we will get a few royalty rate increases in the late 2nd half of the year and I believe that's when we may get an extra cent or more... tho I would like it ASAP
Acquisitions - I gotta wonder if the deal markets are quiet right now in this rising rate environment and talking about slowing inflation until we see where things kinda land. I could be wrong and things may be the opposite that maybe operators could be looking for cash to work with as a safety net for all the downturn/recession talk.
Air Miles - I gotta wonder if they need to rebrand or dare I say merge/takeover with anouther loyalty program. I also wonder should the situation change, would we be interested in dealing the royalty either to anouther interested party or would they themselves purchase our royalty right back in house? I wonder if the royalty gains or decreases in value even without a royalty rate change.
Loading up on shares - last year and a few times I mentioned that my personal purchasing ideal price would be when we see an 8.25-8.50% yeild, we had some hot debates, but we are WELL within my interest window again... unfortunately being a margin player I've loaded up on other names early in the year and a couple months ago and I'm barely above water with my margin allowance on this downturn so I can't yet make a move, but should I get a pop from someone that frees up allowance, this is on my 'very interested ' shortlist of adding/purchasing!
Figured I'd share some thoughts and opinions. Ive been busy so I haven't been chipping in lately with yeas but figured I'd do a flyby on some recent happenings...