Q: A number of years ago I held Timbercreek, and got the nice dividend plus some minor capital gains before selling. I am now looking at it again - or something similar like FN or MKP. Could you comment on the outlook for the mortgage companies in general in the current environment (assuming rates continue to go down), and also if we should enter a recession. Would you buy one of these companies today, with income the primary objective, and how (and why) would you rank these 3? Is there a better option in this category?
Thank-you

Q: Could I have your thoughts on the new CON DEB issue- assume it ranks above the common dividend - but at 7.5 % still high risk ? Ok for a limited investment

Q: What is your current view of Timbercreek Financial? Is it worth holding for income? It trend is not comforting. Thanks. cheers