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.
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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 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
Q: I have owned MCAN in my RRIF for some time. My RRIF holds primarily income stocks, and my more aggressive growth stocks are in an unsheltered account. MCAN just announced a nice big dividend increase. What is your opinion on this stock now? Thanks.
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H&R Real Estate Investment Trust (HR.UN)
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Tricon Residential Inc. (TCN)
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Sienna Senior Living Inc. (SIA)
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
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
Q: What do you think of SIA right now after the bought deal and acquisitions? How would SIA rank in your hierarchy of REIT's?
Q: What do you think about the recent acquisition and shares being offered at 7:45. I already have a half position, would you recommending adding at this time?
Thanks
Maggie
Thanks
Maggie
Q: Good day, could I get your opinion of this? "Mainstreet Health Investments Inc". Is it a likely play on Health care/aging demographics,etc?
Once again,Thank You.
Once again,Thank You.
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.
Q: I noticed that D.UN is recovering after a multi-year decline. What is your view on the company, and how would you rank it compared to similar ones (MRG, DRG, AX, etc.)
Your insight is greatly appreciated, Peter
Your insight is greatly appreciated, Peter
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.
Q: I never heard of triple net leases until Warren Buffett bought Store.
Is there triple net leases in Canada?
Is this a new phenomenon?
Much thanks
Is there triple net leases in Canada?
Is this a new phenomenon?
Much thanks
Q: Can I have your analysis of this post-deal. What
does the Balance sheet look like and cash flow growth. I understand the deal was upsized significantly and units trading up from issue.
does the Balance sheet look like and cash flow growth. I understand the deal was upsized significantly and units trading up from issue.
Q: Which reits is will be effected by Sears by sears liquidation.
Q: Could you comment on ERE REIT. Would this be a good buy now. Is dividend sustainable
Thanks
Thanks
Q: Could you rate some multi-unit,apartment reits for income portfolio?
Q: Hello 5i team,
I hold the following "real estate" related stocks: AIF, CIGI, FSV and TCN; if I were to shed one, which would you suggest?
Thanks,
Antoine
I hold the following "real estate" related stocks: AIF, CIGI, FSV and TCN; if I were to shed one, which would you suggest?
Thanks,
Antoine
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.
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.
Q: Hi, I have held AX.un since 2014, have averaged down but still in the red,I am thinking about switching into DRG.un for some growth. Your thoughts please, and if you have a better idea for some growth plus a good dividend please advise.
Thanks, George.
Thanks, George.
Q: BPY.UN Is moving up nicely after not doing much for a while, what is causing this move?
Thank You
Thank You
Q: After seeing your comments on WIR.U this morning I decided to put a toe in to the tune of $10,000. But when I went into my BMO and entered the order, the price of the stock was about that, but there was a commission on the order that added over $1,000. What gives? - Ted