Q: What is this reit trading at in terms of price to cash flows and how does this number compare to it's competitors? Also, is this a more utilized valuation metric than discount to NAV and which metric is better to consider? 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: What is your opinion of the latest earnings, and if you feel this stock has more room to grow, and how you feel about it for a longer term hold and what are the risks to holding it.
Q: Good morning,
I am looking for some stock suggestions in the US on how best to play the rental market particularly in some of the more expensive/popular real estate markets in the US ie San Francisco. My thesis the strong growth in real estate prices will result in the millenials choosing to rent in the more popular urban centres either by choice or necessity.
Can you comment on this thesis as an investment opportunity and provide your best equity ideas at this tine in US and Canada.
Thanks for the excellent service!
I am looking for some stock suggestions in the US on how best to play the rental market particularly in some of the more expensive/popular real estate markets in the US ie San Francisco. My thesis the strong growth in real estate prices will result in the millenials choosing to rent in the more popular urban centres either by choice or necessity.
Can you comment on this thesis as an investment opportunity and provide your best equity ideas at this tine in US and Canada.
Thanks for the excellent service!
Q: Hello,
Why does the company annonce a buyback at a premium to spot price ? Is that standard practice ? How do they come up with a purchase price of 36$ ? Does every share buyback have to be annonced ? Thank you for your general comments on this topic. I am a haapy shareholder but just curious.
Why does the company annonce a buyback at a premium to spot price ? Is that standard practice ? How do they come up with a purchase price of 36$ ? Does every share buyback have to be annonced ? Thank you for your general comments on this topic. I am a haapy shareholder but just curious.
Q: Hi
I am thinking or adding this reit. What is your view after the result. I currently own ax.un and Rei.un as my reit holding and want a good industrial name. If not can you suggest an alternative reit for industrial and senior/retirement home space
I am thinking or adding this reit. What is your view after the result. I currently own ax.un and Rei.un as my reit holding and want a good industrial name. If not can you suggest an alternative reit for industrial and senior/retirement home space
Q: Hello Peter and team,
May I have your opinion of AAR.UN?
May I have your opinion of AAR.UN?
Q: Slate just reported their earnings and the stock is down, what do you think of them.
Q: What would you think of selling Clarke (CKI) to buy Dream Global (DRG.UN) as the dividend is almost double. Or do you think it best to continue to hold Clarke for it potential growth?
Q: Hi Folks
I have owned TCN for some time and the share price is still above my purchase price but the value keeps steadily eroding. RBC reports on it regularly including the Case-Schiller price index in each of the areas where it holds rental homes. These show appreciation of 13.4%, 4.3% and 5.7% in 2013, 2014 and 2015. Most recent results show a small decrease of -0.1%, month-over-month. They also hold homes in areas that are not covered by Case-Schiller including Houston which is affected by the decline in oil prices. About 12% of the rental homes are in Houston according to RBC I remember some reference to this on BNN but I haven't been able to find it. Do you think this may be behind the decline in the stock price and do you have any thoughts on the significance of this factor? Thanks.
Ross
I have owned TCN for some time and the share price is still above my purchase price but the value keeps steadily eroding. RBC reports on it regularly including the Case-Schiller price index in each of the areas where it holds rental homes. These show appreciation of 13.4%, 4.3% and 5.7% in 2013, 2014 and 2015. Most recent results show a small decrease of -0.1%, month-over-month. They also hold homes in areas that are not covered by Case-Schiller including Houston which is affected by the decline in oil prices. About 12% of the rental homes are in Houston according to RBC I remember some reference to this on BNN but I haven't been able to find it. Do you think this may be behind the decline in the stock price and do you have any thoughts on the significance of this factor? Thanks.
Ross
Q: Good time to sell at market prices in the $35 range given all the shares tendered won't necessarily be purchased at $36? Take money off the table as in the short run, this name may not do very much. Might be an opportunity to buy back lower into the name down the road. Or the price may be supported by the earnings growth of the additional leverage the company is taking buying back its under valued shares. Wondering your thoughts.
Q: Thoughts on earnings release? Still like them? Many thanks
Q: I only own one Reit which is Slate Retail Reit. Nice dividend but little movement in stock price. What would be your three favorite Reits? And where does Slate Reit fit into your picks or does it? Thanks so much. Lorraine
Q: Was thinking REITS might be a good place to look for income right about now. I own Tricon and TGF.UN for about 2.5% of my PF and for domestic REITs HR.UN and SRU.UN for 2% of my PF. Are there any REITS that seem particularly attractive to you right now?
TIA
TIA
Q: May I have your comments on CRR.un's results reported on 2/24.Have a small portion @ $13.50.Hold,Buy or Sell.Always appreciate your usual great views & services.
Q: Could you please comment on recent earnings and the purchase of the rental property in Ottawa.
Thanks
Bob Rose
Thanks
Bob Rose
Q: Could you comment on recent results ?
Q: What is your view of CAPREIT's recent financial report? Do you like it moving forward for income and some growth?
Q: Hi
Could I have your comments on DRG.UN in view of their latest report and the sustainability of their high 9% plus dividend.
Thanks for your superlative service.
GUY R.
Could I have your comments on DRG.UN in view of their latest report and the sustainability of their high 9% plus dividend.
Thanks for your superlative service.
GUY R.
Q: In an almost zero percent interest rate environment what sense does this new direction make? I agree with eliminating the DRIP as it made no sense to issue new equity at the current unit price but the distribution cut and selling properties seems to be misguided. Payout was below 100% prior to this cut. Your thoughts please.
Q: Looking to increase REIT exposure. With growth and income as the objective, which is the better play for 3-year hold?