Diversified Royalty Corp T.DIV

Comparables

[nedstar71]

I know there aren't any direct comparables to DIV given it's wide range of sectors but it's interesting to note Boston Pizza, the Keg, and Sir all raised their dividends recently and the share prices responded accordingly. All three are now trading above pre pandemic levels. I believe DIV wrote down almost half the value of Mr Mike's early in the pandemic, if these others are any indication it may be doing ok. I'm no accountant but I assume there would be a non cash gain if that writedown is reversed. That being said it would be nice to get some real interest in the stock. I'm sorry but when Boston Pizza is outperforming DIV during a pandemic there is something very wrong, whether it be a real problem or just a perceived problem. This has been a broken stock far too long. The market is at all time highs ffs and we can't even hold $2.80. It's time for a change, whatever that may be. Difficult to imagine management doesn't see this. Sell something. Buy something. Sell everything. Start over. Something. Anything. The market has little interest in this company in it's current incarnation.

[Safetrader]

Agree with you, DIV should be back up to pre-pandemic levels and some more. That's where the market is. Housing market was pretty good for brokers I would guess Sutton. Nurse Next Door and Air Miles should be ok. Mikes same business as other resttaurants. Mr Lube could have been affected because of people working from home but that is changing. Not sure why it ain't moving. 

[BlueJay2020]

Yep, there will probably be an impairment reversal at year-end.  Non-cash as you say, so it doesn't really matter.  The only thing that will shift sentiment is a divi increase or a deal.  One problem management has is brand recognition - they have some good brands but buried in an unpopular and generic name - no-one likes diversified these days, it's all about pure play

[babedinkleman]

This post has been removed in accordance with Community Policy

[maypeters]

babedinkleman : how's it going. Long time did not see a post from you. Hope all well. Even though I have made money on DIV ($22,294.77 in dividends since 2015 and 16,433.66 in realized capital gains since 2015) - my expectations were quite something else when this started. So much expected potential at that time. At this point not losing money is a victory in itself. The dividends will come

[maypeters]

nedstar has been around the block also on DIV if memory serves me right. Holding 33K+ shares. Not paying any attention is only way to keep the blood pressure low :-)

[babedinkleman]

This post has been removed in accordance with Community Policy

[maypeters]

screwed up world would be an understatement. Have to concur with the expectations and opportunity when DIV came to market. I do remember Alaris trading mid to low 30's some time back. They are down 50% from that point (before divvies paid out).  Aeroplan will take over for Air Miles at LCBO starting Nov 1 though Air Miles seems to have ramped up the promotions. I remember FRU (oil