Investment Q&A

Q: I'm looking for monthly retirement income. Please suggest a few of your favorite ETF'S that I could invest in that would provide me with a monthly income stream. I am hoping you can suggest investments that would yield 4% or better. I realize that to provide this kind of return I will have to accept some level of risk and I'm prepared to do this. However, I hope you can suggest some investments that are relatively safe. If you know of any other possibilities I would appreciate any guidance you can give to me.
As always, I appreciate any advice you can give to me.


I thank you for your guidance.

Q: The stock just got a positive mention in Barron's. Does the management of this REIT, namely David Hamamoto, have a less than stellar reputation? Any information on this stock would be appreciated.

Q: What are your thoughts on Crombie REIT as a long-term income investment in a registered account? Thanks as always.

Q: Hello, this Reit with US e-commerce props is tanking after a strategic review - I do not understand what is happening with the parent company apparently buying stock ?? Please help me solve this puzzle and advise if I should sell down 20%. Thank you.

Q: How would my reit valuation's react to a possible negative interest rate in the future?

Q: How would you rank & compare AI-T {Atrium}, FC-T {Firm Capital Mortgage},
TMC-T {Timbercreek Mortgage}. I currently have a position in all 3
and wonder if I have made a good decision by owning all 3 of them.
Thank you.

Q: Can you give me your thoughts on this co. I own a very small position and am wondering if it is worth adding a little. I know they have had there problems over the last year but I have also heard that they have made some personal changes and may be looking better going forward.

Thanks. Wayne

Q: Hi,
During the next 2 months or so I will have an extra 120 K to put in stocks (or elsewhere). As I'm retired I will try to have a high income slice stocks. Can you give me 6 to 8 ideas for high dividend REIT or other stocks. Distribution 8% and more, monthly a plus, starting with the safer. A little volatility not a problem for me. I have now CUF.UN, KWH.UN, NWH.UN.
Thanks in advance.
Francois

Q: Seems a USA based grocery anchored reit with a decent yield but trades very lightly.Could you comment ?

Q: I would like to increase/change my exposure to the real estate area and wanted to know how you compare HR.UN and REI.UN? Riocan has had a long successful history but I am concerned that with the recent sale of its US properties it is rather Canada - centric and focused largley on retail properties - albeit very good ones. But I also don't want to second guess management because they have been shown to be smart operators. However, does HR provide more diversification and if so, is this necessarily a positive?

For a first time purchase, which would you suggest and would you switch REI for HR at this time?

Appreciate your insight.

Paul F.

Q: Cominar suspended their DRIP as detailed in a news release dated January 20th. Interested in your comments on this and what if anything it is a symptom of? What is Cominar's overall financial shape and are they affected by the Target closings and the Oil contagion? Also Sears is a big liability coming up for Landlords - is this a looming issue for CUF?

Q: Could you tell me what the expected earnings are for csh.un please? Thank you! Don.

Q: I own csh.un exe sia, would a real estate correction hurt these stocks.

thanks Don

Q: Hello. I don't usually ask questions but do regularly read the questions and responses on the site and greatly appreciate your non-partisan responses. I hold all of the following REITs and real estate oriented holdings (not in equal amounts)and would like to ask the following in regard to each: What is their current payout ratio (by whichever criteria is most relevant for REITs) and your opinion as to which, if any, might have to cut their dividend over the next year? I know for example that D.UN has a high dividend yield and a high payout ratio based on their exposure to the Alberta market but don't really know whether or not to believe them when they say, as they do, that their current dividend is sustainable. Many thanks, and please feel free to charge more than one question to my account if that is felt necessary.
AP.UN, AX.UN, CAR.UN, CSH.UN, D.UN, FCR, HR.UN, KMP.UN, NWH.UN, PLZ.UN, AAR.UN, SRU.UN, REI.UN, NVU.UN.

Many thanks for your response and for the service you provide. Don

Q: I own (have for 6 yr.) the ETF XRE in my RIF; however, was thinking of buying this one for my non-registered acct: on a TTM basis P.E = 4.6, P/B = .75, ROE a healthy 21% and the P.O. Ratio 55% - the only negative I can see is debt is over 4x equity. I was thinking of adding this one as a small position of 1500 shares - what do you think??

Q: Please provide your top few favourite REITS (CAD & US) for comparatively safe income and your view on H&R for long term income hold, would it be wise to add at this level?

Thanks

Q: Boardwalk is trading in the low $40's due to its exposure to Alberta and the collapse in the oil price. With a net asset value in the low $60's, crude oil close to a bottom (hopefully!) and very little exposure to Fort McMurray itself, would you recommend initiating a position for a long-term hold (more than 5 years)?

Thank you,
Jason

Q: Could I have your view on btb.un please . thnks

Q: In reply to Howard's question on Milestone Apartment REIT you quoted a dividend of 3.9%. I have MST in my portfolio and BMO reports that the stock pays 5.59% per year, on a monthly basis.

Q: Would appreciate your opinion mst.un thnks