Investment Q&A

Q: is it ok to hold DRG.UN long term even with rising interest rates? Is dividend safe? Thank you.

Q: I am thinking about exiting DR and buying NWH.un.
Your thoughts please and thank you.

Q: Hi
What is your preference for growth and dividend. growth.
Thank you

Q: Good day 5i,

Please may I have your assessment of this company, it’s fundamentals and thoughts on its current low stock price. Is the rate of insider selling here of any reasonable concern? I am also looking at this for a small portfolio position as speculation on possibility of Amazon deciding on DC as its HQ2 locale.

Cheers,

Tim

Q: COR, the US data center REIT, is down 7% in the first 2 hours today . There was one downgrade---just one analyst (Cowen). I have searched for other news and found none. I don't have the Cowen report; perhaps you have access? Other analysts have not reported anything negative. And neither is there any other news [ yet] that I could find to justify the suden report. Granted, based on just numbers alone COR did look overvalued, and Robos did conclude that as they are based on just robotic (automated) analytics. So, what has changed? It is tempting to buy COR.(the Ex-div is a couple of days yet holders are dumping). Clearly , the market knows something that has not yet been reported. What gives, do you know/can you tell? Does Cowen have THIS much impact? I doubt that, so there must be something else surely? What is your view on today’s price on this US REIT? You have favored COR.us in the recent past.

Q: Can I get your opinion / recommendation on buying Choice REIT (CHP) including comments on current management team (from CREIT) and their ability to grow it, and current metrics like debt level, price, payout ratio? Thanks - John C

Q: Colliers hit a high of 109.71 on July 31st and is currently sitting at 100.62. Do you have any idea which would account for the downward trend? What is your outlook for the stock?

Q: What's up with the high volume in RioCan today? Can't find any news.

Q: Value wise, what would you consider the top three Canadian Reits to be?

Q: What REIT to you recommend for a stable income stream with some potential for modest capital appreciation? Thank you Jack.

Q: Any news why there is such a drop in price today?

Q: Hi Guys,

Which of CHP.un or CRT.un do you prefer for a 5 to 10 year hold looking for safety, income and staying ahead of inflation?
Thanks for the help.
John

Q: Please compare the valuations for SRU.UN and CRT.UN. I would like to buy one or both for part of an income portfolio. Your recommendation is greatly appreciated.
Philip

Q: Might I get your opinion on the above company given it's recent announcement regarding an acquisition, internalizing mgmt and moving to a more senior exchange....please and thank you....Cheers

Q: i am looking for a Chartwell type comparable in the US. Would you consider ventas a good alternative. Understand that it has a broader investment base outside of retirement homes but would suspect this positions the Reit for a bit better growth? Looking for dividend with a bit of growth. If not Ventas, can you recommend an alternative.

Q: I was contemplating a buy of ACR.UN today until I heard the news release. Would it be advisable to still purchase the shares today ?

Q: I have held this Reit for some time with a decent profit. The chart begins to look like a top. Do you see much potential for capital gains?/ Thanks Jim

Q: With the changes announced at HR.UN, what effect do you see this having? Will the yield, ROC, interest change etc?

Thanks for your service

Q: Tricon announced they are redeeming TCN.DB.A on October 9th at a price of $1000. The debentures trade at $114. Does this mean that if you don't sell the debentures or convert them before October 9th, you'll get $100, even if they are trading way above that price?

Q: In this mornings G&M, there was an article by Sean Pugliese about Canadian REITs that included a table of interesting REIT data. According to Mr. Pugliese, the Debt/Equity ratio for NWH.UN is 324%. Do you agree with that number and, if you do, do you think that it jeopardizes the value of this REIT?