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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: With exposure to Alberta and future growth and revenue how would you compare Ax.un and D.un ?
Read Answer Asked by terrance on December 08, 2015
Q: Hi team

Could have your take on ai

Thanks Mike B
Read Answer Asked by Mike on December 03, 2015
Q: Would like your opinion on btb.un, particularly after news of
sale of 2 Quebec properties $7.6 mln.
Last heard, Fair value was $5.00
Thank you.
Read Answer Asked by howard on December 03, 2015
Q: What is you take on InterRent REIT? Do you see much upside or should this be held for dividend only?

Ray
Read Answer Asked by Raymond on December 01, 2015
Q: Hi Peter & Team,

In my RRIF, the only real estate holding is a position in FCR, which has been a nice "steady eddy".I'd like to add an "apartment" type REIT or real estate holding. I know you like TCN, but I see that they have some Alberta exposure. Which of the following would you suggest at this time for a position: TCN, MST.UN, or RUF.UN? (My feeling is that the apartment market might be better in the US, so that's why I've focused on these three names).

Thanks in advance for your valued suggestions.
Read Answer Asked by Jerry on November 30, 2015
Q: Good morning folks,
Would you be able to give the pro,s and cons of buying BEI.UN at this time? I know interst rates possibly could start drifting up soon but from what I can find out they have a six percent yield with a sixty percent payout ratio ,also have come down a long way from their highs. The "Alberta" influence could last a while longer but I don't think we'll be in the tank forever .

Thanks again,
Larry
Read Answer Asked by Larry on November 30, 2015
Q: Apologies for asking yet another TCN question (you always get company questions waves) but I'm trying to wrap my head around the current price with thoughts of adding more. Except for the recent ok quarter isn't it a perfect buy for w/most of its income in US$ and a bright young leadership ? Does the upcoming .25% interest rate increase change the landscape that much ? Thanks to you I bought mid $7s, sold ~$11 and then bought again last week at $9 which looked like support. I have no complaints at all; nothing but thanks; just trying to understand.
Read Answer Asked by Paul on November 27, 2015
Q: Hi Peter and Staff
I have my own ETF built of REIT type investments so no position is large.I have done well on Tricon but with some analysts concerned with their last quarter and many blowing the horn for HOT.UN, I wonder if I should split my Tricon in half to pick up some HOT.UN . Dividends are not needed not but must admit it looks nice versus TCN unless TCN is going to really pick up some big gains on their cheap real estate down the road when I still hold it? Would you just stick with Tricon or split it with HOT.UN ? and why?
Thanks for all you do
Dennis
Read Answer Asked by Dennis on November 27, 2015
Q: I have been into and out of RUF a couple of times but do not own it right now.
Currently I like the 6.7% yield and am thinking that it is well priced with the drop in share prices. But with the new equity offering just announced, I am wondering if I should wait in the expectation of further price declines or if this would be a good buying opportunity.

What do you think? Are there other REITs that you would rank significantly highter than RUF?

Thanks.
Read Answer Asked by Donald on November 26, 2015
Q: I have had a 1/2 position in SCB for over a year now and am down 33%. That is fine if there is a good chance of a recovery, but your note to Darren a couple weeks back did not inspire confidence for 2016. Is it time to take the loss, or to bail.
Read Answer Asked by Jim on November 26, 2015
Q: Slate has changed into almost total office reit since your last comment on this reit. TDWaterhouse has a buy recommendation with a 24% total 12 month return and rank it medium risk. Payout ratio is 85%. I exited H&R earlier this year and now wish to accumulate again in reits. Looking at the 2, how would you rate them on a risk/return basis.
As always, thanks
Read Answer Asked by Cyril on November 25, 2015
Q: I hold this stock and wonder if you would recommend a switch to another in the same space that you might recommend. I do own Mainstreet Equity. In August you said MEQ was a good company still. Thank you.
Read Answer Asked by Bill on November 25, 2015
Q: hi- what do you think of Dream now? Are they investable now, or better to wait? What portion of their holdings are in Alberta? They seem to be moving into Ontario. Thanks
Read Answer Asked by Pat on November 25, 2015
Q: I have been following WP Glimcher since it got a positive mention in Barron's. My main concern is their high level of debt. Your thoughts would be welcomed.
Read Answer Asked by george on November 25, 2015
Q: Please comment on which REIT provides better value and yield going forward as follows (excluding exchange rate for BPY):
Brookfield Property Partners ($1.06 / $22.95 = 4.62 %)
Boardwalk REIT ($2.06 / $47.10 = 4.33 %)
Canadian Apartment REIT ($1.22 / $26.53 = 4.61 %)
BPY has had a good run in the last 18 months (+40 %) while BEI-UN has declined in the last year due to the oil meltdown. CAR-UN has seen less increase/decrease than BEI-UN.
I have had a good run on BPY-UN and need to trim a little for portfolio management. I am underweight on my allocation for apartment REITs and slightly overweight on office/commercial REITs in my portfolio.

Thanks for the great service.
Read Answer Asked by Stephen on November 23, 2015
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