Ryan Bushell Predictions
CEO & Portfolio Manager, Newhaven Asset Management
Track Ryan Bushell's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
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[6:06] So the question is, you know, 5% is the level where the US tenure has tended to peak out and then come back down. Do you think this time we go past five? I think it's possible um in the in the near term.
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[17:27] I will be very happy to repurchase at 12 or even lower and ride that defer that capital gain when it comes out the other side for a very long period of time.
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[19:22] We've seen both those dividends cut, but we will see them again, I think, reinccreased as the cash flow and the balance sheet gets repaired. When do you think we'll see dividend increases out of Telus? Oh, probably it'll probably be 5 years.
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[25:27] A merger, we'll see. I I wouldn't I would not bet on it. Um certainly in the next 5 years, but things are changing dramatically.
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[10:52] we're still getting actually a better growth rate, I think, coming out of this with the major... we think we have a better growth rate coming out of this and we've still got, you know, 4 to 6% dividend yields with growth kind of pushing the portfolio ahead.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.