Diversified Royalty Corp T.DIV

Good Bad & Ugly

[Dadsaid2]

Great earnings, very good dividend, share price not so much.  Div is so underloved by the market.  Just not on new retailer investors radar l guess.  Good for retired people like me for the dividend income.  Hopefully we get back over $3 and stay there.  Last year we hit $3.40 and the company seems to be in much better shape this year.  Do we have a marketing department?..GLTA

[maplak]

I have sold 2/3 of my holding during the financing and switched to AD.UN which I hold in TFSA. DIV reported earnings after they raised the money. Did they use some of it to cooked the earnings? They said the loss widened and pay ratio is 90% . Also not sure about the burritos since scaddabush ( SRV. UN) is struggling a little bit. Also own. I think DIV is a dog so AD.UN and share price in both is

[JayBanks]

  So your alittle (by that I mean ALOT) all over the place... The cash raise was done after the reporting period that we seen, so it had no effect on those reported numbers. It was done to reduce the amount of interest we pay and to be prepared to strike off anouther deal happens... Really all that raise did was dilute shareholders a very mild amount (I'm not overly excited about

[maplak]

Thanks for your detailed explanation but to me it is sort of meaningless. The highlight of DIV is widening loss, higher pay out ratio  plus majority of their businesses are consumer oriented. Interest rates is high insolvencies up plus a lot of people refinancing mortgages. On the other hand AD.UN  investments are more industrial plus a lot of it in states. I am not trying to bash DIV