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Dividend 15 Split Corp II T.DF

Alternate Symbol(s):  T.DF.PR.A | DVDDF

Dividend 15 Split Corp. II is a mutual fund. The Company invests in a portfolio of 15 dividend-yielding, Canadian companies. It offers two types of shares, a Class A and Preferred. The investment objectives with respect to the Preferred shares are to provide holders of the Preferred shares with fixed, cumulative preferential monthly cash dividends in the amount of $0.04792 per Preferred share to yield 5.75% on the $10 repayment amount and to pay the holders $10 per Preferred share. The investment objectives with respect to the Class A shares are to provide holders of the Class A shares with regular monthly cash dividends targeted to be $0.10 per Class A share. The net asset value per unit must be above the required $15 per unit threshold in order for monthly dividends to be declared, and On or about the termination date, to pay the holders the original issue price ($15) of the Class A shares. The investment manager of the Company is Quadravest Capital Management Inc.


TSX:DF - Post by User

Comment by mousermanon Sep 26, 2024 2:25pm
60 Views
Post# 36242717

RE:RE:RE:Long time market bull Tom Lee turns bearish

RE:RE:RE:Long time market bull Tom Lee turns bearish
flamingogold wrote: Tom Lee is a perma bull so I'm not surprised his expectation of a selloff is under 10%. We are getting a little over heated so selling could kick in soon. For volatile splits it's best to have stops in place just in case. It's unfortunate to miss out on a distribution but worse is getting trapped and having to wait for a comeback which could take months to years. The last time DF was this high was more than 2 years ago.

mouserman wrote:
flamingogold wrote: There are perma bulls and perma bears. Coming out of covid Tom Lee has been one of the stronger bulls out there and his record stands out from the rest. For the first time in years he's now calling for a pullback up to 10%. At current market levels, that's not a disaster and fits into the "correction" territory. No recession either. I'm liking this ride, but a 10% selloff would be a nice reset on the road higher. Without it, the higher and higher we go before one just opens the door to a more viscious selloff.

The higher we go, the more I have been moving out of split commoms and into prefs except for some core positions like DGS where my average is in the 1's in a TFSA so will hang on to that one forever.

https://www.cnbc.com/2024/09/19/market-bull-tom-lee-hesitant-to-jump-into-this-post-fed-rally.html

If 2025 sees only 10% down... i will be very surprised... US election years are rarely down markets.. but the year after.... not  more of the same at all.

Stock market researcher Yale Hirsch published the first edition of the "Stock Trader’s Almanac" in 1967. The guidebook became a popular tool for day traders and fund managershoping to maximize their returns by timing the market. The almanac introduced a number of influential theories, including the “Santa Claus Rally” in December and the “Best Six Months” hypothesis, which proposed that stock prices have a tendency to dip during the summer and fall.2

 

Hirsch’s aphorisms also included the belief that the four-year presidential election cycle is a key indicator of stock market performance. Using data going back several decades, the Wall Street historian posited that the first year or two of a presidential term coincided with the weakest stock performance.
 




Bought more today, DF looks allright to me, and I like MFC as the biggest holding..
I dont see any downside until after the US election.. the incumbents do NOT want a crash.. or even a pullback , just ahead of the election. Now come DECEMBER... well that is another story.
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