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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: Hello Peter & Co,
The only way I am currently participating in US housing activity is through Tricon Capital; could you please suggest a couple of other Canadian names? My exposure to it should not exceed 4% of my portfolio.
For example, I am exposed to the Auto industry through Linamar and Magna and have recently added a position in Exco Technologies; altogether, they represent 6% of my portfolio.
Happy New Year
Antoine
Read Answer Asked by Antoine on January 04, 2016
Q: Temple Hotels announced on Dec 23 that Morguard had purchased another 7 million shares of Temple Hotels at an average cost of $1.07 thru a private share purchase agreement and this was completed with less than 5 vendors. Who would sell that quantity of stock at these prices?

Morguard now owns 39.45% after taking into account the convertible debentures.

They also announced they would be would be taking over the asset management of Templeton from Shelter Canadian Properties Limited.

It seems that Morguard is taking control of this company and was wondering if you could add provide comments on what is taking place at Temple Hotels.
Read Answer Asked by Mark on December 31, 2015
Q: Inovalis seems to have decent fundatmentals but trades very lightly.Could you comment on this ?
Read Answer Asked by terrance on December 31, 2015
Q: I know what something is worth is what someone is prepared to pay for it. However, Morguard seems to be a very good company, well run etc. Yet it trades well below asset value. I have seen previous answer but wonder what would be a catalyst to propel the share price higher. I am a long term holder but the stock has been in idle for quite some time. Thanks, Bill
Read Answer Asked by Bill on December 30, 2015
Q: Hello,

Now that the feds have started raising rates, what is your take on REITS in general? Is is a good time start a position for long term hold?
If yes, what are your preferred ones for a 20K investment?

Thanks
Marios
Read Answer Asked by Marios on December 29, 2015
Q: looking for income safety and growth. is this a good buy or a goodbye?my concern is i buy in us dollars and lose 40 percent on conversion . is their a way around this ,thank you.
Read Answer Asked by Cliff on December 29, 2015
Q: I am down 22% on MRT.UN versus up 26% on CSH.UN with investments made at about the same time. I wanted to diversify a bit.

I like the almost 7% dividend that MRT.UN is paying but would like to see the share price come back up. How are they doing with leasing the retail spaces that became vacant or non paying when Target moved out?

Is it a buy, sell or hold. I might be happy to put more money in (RRIF) as long as there is not too much risk of downside.

Thanks your input.
Read Answer Asked by John on December 29, 2015
Q: Since your last review the CEO has bought a lot more shares. Could you please update your analyses of this co. Harry
Read Answer Asked by Harry on December 28, 2015
Q: Hello Peter & Team
I just purchased a very small position of NLY for its attractive
yield in RRSP. Is the yield save?
Can you give some insight of this REIT.
Thanks as always.
Merry Christmas!
Read Answer Asked by Patty on December 23, 2015
Q: Good morning,

Could you please comment on the press release from HR today and advise if the stock is a buy here.

Thanks,

Eric
Read Answer Asked by Erichsen on December 21, 2015
Q: I want to add another dividend stock to my reits and, after checking out over half a dozen, have been considering dipping a $15G toe into Dream Global. TD has a buy on it and BMO rates it at 3X. Your thoughts? Thanks, as always, and have a Merry Christmas. -Ted
Read Answer Asked by Edward on December 21, 2015
Q: Not much in the grt. history. What do you think of this reit for a long term hold.I do not hold any reits at present. Looking for income and some growth if possible. Also can you please tell me what a 'stapled unit' is?
Read Answer Asked by paul on December 21, 2015
Q: Two Harbors appears to be a solid buy right now. What am I missing if anything?
Read Answer Asked by george on December 18, 2015
Q: Re: Your answer, today.(units sold in Can. Dollars) Each time I purchased this stock,(on TSX) it always calculated in US dollars. Am I buying it in on wrong exchange?
Cec
Read Answer Asked by Cecil on December 16, 2015
Q: I would be interested in your take on this company. Thanks!
Read Answer Asked by TK on December 16, 2015
Q: I hold a small position in INO, mainly for the income. Is the payout safe and is the share price likely to remain fairly stable.
Read Answer Asked by Glen on December 16, 2015
Q: RBC has a Top Pick rating on this stock. It continues to implode. Is it year end selling or is there some other underlying cause. I've averaged down based on RBC rating but it's continuing to drop. Thoughts ??
Read Answer Asked by Randy on December 15, 2015
Q: Any latest thoughts on ZRE vs holding CSH.UN/HR.UN/CAR.UN and IIP.UN? Thanks.Paul
Read Answer Asked by Paul on December 15, 2015
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