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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: In a previous question in March you answered that MEQ was a much more expensive stock then Boardwalk BEI-un. MEQs book value was .5 at the time vs a .7 from Boardwalk. How did you make that judgement that MEQ was much more expensive? Since March boardwalk is down 15%, does that make it significantly less expensive then MEQ at the moment?

Also is it safe to assume IIP.un has pretty much has the same strategy as MEQ albeit an Eastern Canada concentration? Its book value is 1.1 vs a .6 from MEQ. Its ROE is significantly better then MEQ but P/E ratios are roughly the same? Does that justify the lower book value of MEQ or am I looking at things wrong?

What are your 3 favorite stocks in the real estate market.

thanks
Read Answer Asked by Thomas on September 11, 2017
Q: I purchased the series E convertible debentures in April, 2017 assuming that they would mature September 30, 2017. They are in my children's RESP. It was going to pay for their tuition this semester. As you know they have made a proposal to extend the maturity date to September 30, 2020. It is in my best interests to receive the funds on September 30, 2017. I will likely vote no to the change. Do you think the debenture holders will still receive their funds if the motion does not pass?
Read Answer Asked by Robert on September 11, 2017
Q: Was considering Mainstream Health Investment. Am somewhat concerned that it operates in the States. From what I understand, extendicare pulled out of the US because they had to deal with legal issues. I realize that HPL is just the landlord for the facilities, however, if the companies leasing the facilities have issues it will reflect on Mainstream. Is it possible that extendicare is a lesser quality operator than the operators that rent mainstream's facilities. What risks are there since I plan holding this company long term given that it's a demographic play. What do you honk of the buisness model. Is it a good investment.
Read Answer Asked by Anthony on September 07, 2017
Q: I like its business-operator of senior residences- as the very wealthy group,the babyboomers are getting older & will likely use this services.However I am held back by the following.A very high P/E 145.4(trailing) & 163.4(F)per TRI.It missed expected eps 3 of the last 4Qs.Its 3.9% yield is relatively low in the sector.Underperformed TSX the last year.Reached a $16.50high in early June/17 & been in a decline since.Canada has a strong GDP leading to expectations of an imminent increase in interest rate which will be negative for proxy bond sectors including CSH.Your view please.Thanks for u normal great services & advices.
Read Answer Asked by Peter on September 05, 2017
Q: In response to Gordon's request on the impact of Hurricane Harvey.

American Hotel Income Properties REIT LP (HOT.UN-T) says it has completed inspections of three Oak Tree Inn hotels located in Hearne, Texas and Livonia, Louisiana and "all are operating as usual and serving existing customers as well as relief agencies as they are able to accommodate them."

It also said the nearby Embassy Suites Dallas DFW Airport South in Texas has "not yet been affected by the influx of evacuees but One Lodging Management is working closely with national and local relief agencies to provide hotel rooms as needed."

Read Answer Asked by karl on September 05, 2017
Q: Hello,

Do you consider boardwalk as a good long term hold. It would be a new position for me. I do already have real estate exposure (7 - 8 %). This would be new money. I was also looking at H&R but I prefer the usual stability of apartments vs commercial. Thank you for your thoughts. Maybe a mix 50/50 would be a good idea.
Read Answer Asked by Pierre on September 01, 2017
Q: I have plenty of dividend income and am now interested in adding stocks or ETFs which pay distributions as RoC. Would you have a list of tax effective equities? And what are your views of using stocks/ETFs with a high Return of Capital as a means of improving the tax effectiveness of portfolios? I have heard experts on BNN who are not in favor of RoC but I tend not to agree since my biggest expense is tax.
Read Answer Asked by BRYAN on August 31, 2017
Q: I have held three percent holding in this reit for awhile and was quite pleased with the run up.The unannounced selloff hurt as a retail investor,seems to happen with regularly with low price deals and new shares issued.However after this sting im considering increasing to 5 percent at this lower price.What do you think of the metrics at this price ?
Read Answer Asked by terrance on August 25, 2017
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