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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I'm confused about why IIP shares are doing so poorly. The last two quarterly reports were excellent. ffo is up, dividends increased, debt to book value is less than 40%. I realize IIP is mostly in toronto, which is rent controlled, but if I understand it right those controls are only on older buildings, and interrent is renovating the older buildings in order to increase the rents above the inflation rate. So here is a stock that seems to have an extremely safe dive, which increases every year (5% or more for 13 straight years, i believe), and growing cash flow......yet the stock price is at a multi year low. Am I missing something?
Read Answer Asked by arnold on November 27, 2024
Q: Your thoughts on latest quarter for MRG.UN please. I have owned it for about a dozen years and like the higher yield I get than from other residential reits I own, which seems based not on risk but perhaps on large ownership position by morguard corp - do you agree? Can you explain how they can have a payout ratio below 50% when we are told that reits must payout the bulk of their cash flows or risk paying corporate taxes. And with their payout ratio having been much lower than most other reits for years can you further explain what they have been doing with these funds that they haven’t been forwarding on to shareholders. The dividend growth has been modest and sporadic and I don’t recall that many acquisitions or significant buybacks. Thanks.
Read Answer Asked by Geoff on November 06, 2024
Q: Hello,

I own KMP.UN and just received a large package from them requesting I vote for or against.

They are asking shareholders to approve the plan of arrangement as Appendix E.

I made an attempt to go through it and understand what they were proposing but admit it wasn't clear to me.

Could you please clarify what they are asking shareholders to vote on and interpret it for us in simple talk.

With thanks


Sheldon
Read Answer Asked by Sheldon on November 06, 2024
Q: I had asked a question about boardwalk selling off recently and you mentioned oil price sensitivity in Alberta and while it has sold off slightly more than peers the entire group has gotten crushed pretty much straight down for the past 6 weeks despite rates trending down (probably at or more than expected) in Canada. Why are these names selling off? I don’t get it. Thanks
Read Answer Asked by Scott on November 05, 2024
Q: In the last decade I have always owned a number of REITS as part of the conservative/dividend portion of my portfolio, but I have gradually sold them off the last few years as interest rates rose and performance tumbled. My question: can you recommend any REITS from across their spectrum that feature a solid dividend - hopefully 4% + - and gradual stock appreciation. I'm not looking for smoke bombs and lasers price appreciation! Thank you.
Read Answer Asked by Kim on October 31, 2024
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