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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: Your comments on its results released on 3/29.Very poor reaction by market.As a aside,I think China's Anbang will outbid Marriott for Starwood hotels.A reliable source in the hospitality industry in Vancouver told me that Chinese companies are interested in buying hotels in Canada
Read Answer Asked by Peter on March 31, 2016
Q: Hi
Could you please tell me what you think of Slate? John Stephenson really likes it, but I don't seem to see the value in it that he does. He's the expert, I'm not so please help me understand what he sees in it.
The only thing I like about it it the 7% yield, but the payout seems high and the book value low.
It pays in $US, so to keep the income in $US, would you buy this TSX listed stock in a US trading account?
Thank you
Read Answer Asked by Carlo on March 30, 2016
Q: Could you please recommend 3 names of companies/ETFs/ that would produce monthly income, to be added to an otherwise reasonably balanced portfolio for a long term hold.
Thank you for the great service.
Read Answer Asked by Carlos on March 30, 2016
Q: Hi Peter and Team,

In today's answer to Norman, you listed your favourite REITs: HR.UN, CSH.UN, CAR.UN, REF.UN, CRR.UN and INN.UN.

I'm curious why InterRent (IIP.UN) wasn't in the list. Is it perhaps because of the lower yield and its smaller size? It does appear to have good growth, though.

Thanks as always for the valuable advice.
Read Answer Asked by Jerry on March 28, 2016
Q: Can I have your opinion on these three, all of which have disappointed recently. Thanks.
Read Answer Asked by Edward on March 28, 2016
Q: Will you be keeping HCG in your Balanced Equity Portfolio or removing it because of the buy back offer?
Read Answer Asked by Ron on March 28, 2016
Q: The market doesn't seem to like the secondary offering to Milesouth today and the gradual liquidation of mile south's position. What do you think will be the longer term impact of this offering/liquidation? Is this offering dilutive or is it just increasing the float? Why is the share price reacting so negatively?
Read Answer Asked by arnold on March 23, 2016
Q: Hello 5i,
I am looking at the Dutch Auction and was wondering what affect, say a housing downturn, might have on a company like Home Capital. I imagine it would have a lot more riskier loans than the big banks and might be hit a lot harder. As usual, your opinion on this question is greatly appreciated.
Read Answer Asked by joseph on March 23, 2016
Q: What do you think of INN.UN? And do you see it benefiting from a low CAD?
Thanks.
(Sorry if this question got posted twice - my internet wasn't working and I'm not sure if it went though the first time).
Read Answer Asked by Arthur on March 22, 2016
Q: How did the earnings look to you and would you put money in to it.
Read Answer Asked by Tom on March 22, 2016
Q: Can I please have your opinion on CUF.UN as a long time hold? Also, we have a full position in RNW (4.5%) and are o'weight on MST.UN (5.5%) How do you think they will be affected now they have been taken onto the TSX?. Thanks
Read Answer Asked by Edward on March 22, 2016
Q: There is a report of existing home sales in the U.S. falling sharply in Feb. Do you see some negative impact for TCN or the market in general ?
Read Answer Asked by Alexandra on March 21, 2016
Q: Hi Peter and Team,

What is your take on Barry Critchley's article in today's National Post?

http://business.financialpost.com/investing/investing-pro/reit-investors-face-new-risk-as-ceos-age-raising-succession-questions

In this article, he discusses the problems that REITs may have going forward due to the 'advancing age' of some REIT founders with no apparent successors in place, thus increasing the possibility of a strategic change in direction for the REIT, or an outright sale.

Do you view this as a problem? What REITs in your view are most vulnerable if in fact there is credibility to the article?

Thanks as always for the timely and pertinent advice.
Read Answer Asked by Jerry on March 21, 2016
Q: Which on of the three companies would you prefer?
Read Answer Asked by Emery on March 18, 2016
Q: What is your take on onr.un at this and reits in general

Thanks Mike b
Read Answer Asked by Mike on March 18, 2016
Q: Further to the Dutch auction, I am trying to figure out the affect this auction may have on the current and future stock price. When exactly does the company buy the stock? Do they do one big purchase on Apr 15 or buy daily along the way? Will the stock stay between $34 - $38 during the auction period or if the stock goes above $38 does the company end the auction? Finally, by putting a purchase price with a ceiling of $38 is the company saying that is what they think the stock is worth?

Apprecitate your insight.

Paul F.
Read Answer Asked by Paul on March 17, 2016
Q: Hi. I have held HR.un for a number of years and it has been essentially flat although I've earned a decent dividend. Am thinking of switching for Sru.un giving up a bit of yield for some capital appreciation. Any thoughts?
Thanks
Bryan
Read Answer Asked by Bryan on March 17, 2016
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