Q: How can one accurate payout ratios on stocks ,particularly reits.Cibc lists Hot.un as 381 percent ,which seems pretty high and others as well.Im looking for reits with low payout ratios.
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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: What are your thoughts on the article written by Mr. Craig McKee in the Globe and Mail on REIT? Some of 5i favourite REITs don't seem to be there. For example HR.UN, CSH.UN, CAR.UN, REF.UN, CRR.UN and INN.UN Is it b/c of methodological problems or the use of different metrics?
Comments and your suggestions are always appreciated.
Thanks.
Comments and your suggestions are always appreciated.
Thanks.
Q: I think for a dividend investor, where this trades it is a buy.
For another 2 years it pays you about 8.7%, and when it resets in 2 years it still pays you more than 6% at this price. It is cumulative and perpetual, and probably will not be called.
What am I missing, why is it so cheap? Is it the credit quality of Artis that is the problem?
For another 2 years it pays you about 8.7%, and when it resets in 2 years it still pays you more than 6% at this price. It is cumulative and perpetual, and probably will not be called.
What am I missing, why is it so cheap? Is it the credit quality of Artis that is the problem?
Q: I would like to add a REIT to my portfolio and of the 3 that I have considered: MST.UN, MRG.UN and IIP.UN I am leaning towards MST.UN based on growths in dividend yield and share price. Do you support my pick? Or you have reasons to believe that one of the other two are in fact better choices.
Your help is much appreciated.
Your help is much appreciated.
Q: Good Day
Lots of news on NWH.UN-T:
There is a bought deal of 7mln shares at $9.20. The deal closes April 20,16;
The CEO has added $4.2mln lately to his position including another 23,000 units @$9.64 per unit.
Are the units a buy at $9.20 or should I wait until after April 20?
Thanks
Lots of news on NWH.UN-T:
There is a bought deal of 7mln shares at $9.20. The deal closes April 20,16;
The CEO has added $4.2mln lately to his position including another 23,000 units @$9.64 per unit.
Are the units a buy at $9.20 or should I wait until after April 20?
Thanks
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
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
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
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.
Thank you for the great service.
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.
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.
Q: Can I have your opinion on these three, all of which have disappointed recently. Thanks.
Q: Will you be keeping HCG in your Balanced Equity Portfolio or removing it because of the buy back offer?
Q: What are your favourite Canadian reits for a 5 year investment ? Thanks.
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?
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.
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.
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).
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).
Q: How did the earnings look to you and would you put money in to it.
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
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 ?
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.
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.
Q: Which on of the three companies would you prefer?