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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 wanted a quick opinion on the nature of these two ETF's, does ZPR hedge ZRE with interest rates? What I mean is that if interest rates rise ZPR should rise and ZRE should decline and vice versa? Looking long term the interest rate effect will balance out with growth of the companies within ZRE and ZPR should be higher with higher payouts as the preferreds reset?
Read Answer Asked by Nino on November 18, 2016
Q: I have held Northwest Healthcare for several years and have a small net gain primarily due to the distributions. I am considering a sale of NWH.UN and the purchase of a Canadian listed residential REIT which has its property holdings in the USA. I am considering Milestone Apartment REIT (MST.UN) and Pure Multifamily REIT (RUF.UN). Would you please give me your opinion of which REIT is better to fill a vacancy in my portfolio? Is there a similar REIT that you would prefer to these two?
With appreciation,
Ed
Read Answer Asked by Ed on November 18, 2016
Q: Good morning Peter,would you please list these 4 stocks in preference order .Thank you !
Read Answer Asked by Sunny on November 17, 2016
Q: What stocks to sell short if Canadian housing bubble burst? I know the benefits and risks of shorting. As well as the fact that many believe that housing prices would ever go down. Obviously, I have a different opinion and would like to have your objective answer.
Read Answer Asked by Greg on November 17, 2016
Q: In the June 22nd answer below you mentioned significant adjustments (to income?) based upon GRT's foreign currency debt. If CDN $ weakens against USD (as is currently the case) would this be positive or negative to income? Thanks.

It is often difficult to compare a single company with an ETF, of course, because of the lack of diversification. GRT is fairly cheap at 11X cash flow, and offers a good yield. It is buying back stock and it raised its distribution in February. Cash flow rose 6.6% in the 1Q and the payout ratio is 67%. The balance sheet is solid.
One issue impacting performance is currency. Almost all of the company's debt is in foreign currencies, so there can be significant adjustments when currencies move dramatically. This does create some uncertainty. The company was also looking at a privatization and decided not to sell; this also disappointed some investors.
We think it would be fine to own. We would also consider Pure AAR.UN and Dream DIR.UN within the industrial space. have a question about 1113
Read Answer Asked by Gary on November 17, 2016
Q: Please comment on the earnings results of both Dream Global and H & R Reit. Do you think the listing of Dream Global on the Frankfort Exchange will be positive. Would you be adding to these at this time? Thank you for you great service.
Read Answer Asked by Stella on November 16, 2016
Q: Hi team

Could you comment on the recent earning by Pure Industrial REIT AAR.UN. I would think going forward their industrial exposure to the USA would be very positive for the stock if the economy takes off. The stock has fallen quite a bit since the recent earning release (I realize part of this is because all high dividend stocks have fallen). I am wondering if I should add more at these levels in a well diversified portfolio?

Stuart
Read Answer Asked by Stuart on November 15, 2016
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