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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: Thoughts on Equitable Grp? The company has double digit revenue and ebitda growth over the last 5 and 10 years, yet trades at a relatively low PE and ebitda multiple. I know it has been painted negatively with the debacle at Home Capital but the macro outlook for alternative mortgages in Canada seems very positive to me? With the big banks forced to clamp down on mortgages with new rules coming into effect Jan 1 and Canada continuing to be a great place for immigration, particularly with what is going on in the US, won't demand for housing continue to biased to the upside? Consider this for a medium term view - say 3 years. Sometimes I get caught up in my own biases for a particular outlook so I would be interested in your views. Thanks.
Read Answer Asked by Richard on October 23, 2017
Q: I understand that SIA will soon be raising funds through a public offering to assist in the acquisition of two Ontario properties. Would one be well advised to wait until after this offering, before adding to a small position in a tax advantaged account? Or jump in now. Second question - Could you please give me some idea of i) insider ownership and ii institutional ownership. Thanks for all you do, Bill
Read Answer Asked by Bill on October 23, 2017
Q: 5i. Thanks for heads up on SIA share issue through questions.

While I would like to get into seniors living reit and SIA with discount price seems like a good entry, I do have to sell another reit to do so.

I just picked up TCN (US housing)last week as entry to accumulate over time.
I have held HR (Retail and other) for years.

I like the idea of SIA one day being a take-out and it makes sense.

Would you advocate for a move from one or the other of the aforementioned reits to get into SIA?

Or will they all act similarly into and through 2018?

Thanks
Dave
Read Answer Asked by David on October 17, 2017
Q: Boardwalk REIT constitutes about 13% of my TFSA and I am essentially breakeven on the stock having bought some at low prices in 2009 and more at a very high price in 2015. Your comments that it is a hold for dividends troubles me since although currently an excellent dividend I want either higher dividends or capital gains in the long term i.e. in 10 years or so. Do you see it continuing to tread water for 10 years or do you see a rebound in stock price or even higher dividends before then? Can you also provide a bit of an explanation for your answer. Much appreciated.
Read Answer Asked by ED on October 16, 2017
Q: I bought CSH.UN @ $11.60 in 2015, Sold @$14.20 in 2016 & repurchased this month @$15. What is the pay out ratio for CSH.UN? Morning Star shows a pay out ratio of 615%. Is this possible and if it is true should investors be worried. I bought CSH.UN for income. What is your opinion? Is there a better site to look up pay out ratio for stocks? Thanks for this great site.
Read Answer Asked by Ken on October 16, 2017
Q: I have invested in AI and holding it for close to 1 year. I like this purely for income/dividend yield and stability of capital.
Recently there was a news that they are filing a base shelf prospectus.
Im concerned if this will dilute the value of my shares and dilute the dividend. How much of an impact will this have on the MIC price and the dividend earned? Please advise. Thank you.
Read Answer Asked by Sridhar on October 10, 2017