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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: While unit prices in the REIT sector are declining with the market I am wondering if these businesses are/will be adversely affected fundamentally and if it might be a time to buy ETFs or individual companies in the sector? Non are owned now. Retirement income is the main interest. Your insights and opinion are so appreciated. Thank you.
Read Answer Asked by Len on August 24, 2015
Q: Could I please have your thoughts on this reit. It appears to have a number of good canadian and global holdings.

Thanks, David
Read Answer Asked by david on August 21, 2015
Q: Could I please have your comments of bpy.un for a 3/5 year hold. While it has moved positively lately, the share price has not done much for the last year.
Thanks, David
Read Answer Asked by david on August 21, 2015
Q: Noticed the questions around ROE here and your updated report. I just read the Q2 update presentation on the companies website and saw that the ROE has declined from 32% in 2005 to just above 19% in the most recent quarter in an almost steady straight line lower. HCG's stated objective is ROE above 20%. While the ROE is still high, the trend on ROE is not positive and is not meeting their stated objective. Yet you give it an A rating and an avg ROE of 24.7% over 5 yrs. Is the downward trend in ROE a concern to you and the team?
Read Answer Asked by Richard on August 19, 2015
Q: Could you please comment on Melcor results and their outlook?

Thanks,
Milan
Read Answer Asked by Milan on August 18, 2015
Q: You last reviewed it in November 2013. Would you please update your assessment. I am looking to consolidate a number of my REIT holdings, of which I hold a fairly diversified group of 15. Thanks.
Read Answer Asked by David on August 17, 2015
Q: Hello Team
Do you have any opinion on this reit.Thank You
Read Answer Asked by glenn on August 17, 2015
Q: Hello-
I bought a number of Reits several years ago and I am down on all of them. Interest rates are still low- in Canada, lower than several years ago, and property values are still high. Under these beneficial conditions, have most of the REITS actual financial results been poorer than several years ago? If so, why?
What conditions need to exist before the REITS' prices will go back up?
Thanks
Read Answer Asked by Pat on August 17, 2015
Q: Could you give me your opinion on tnt.un
Thanks
Read Answer Asked by howard on August 17, 2015
Q: Would like your current view on Hot.un for income .
thank you.
Read Answer Asked by howard on August 17, 2015
Q: If interest rates rise eventually, do you see a risk of a dividend cut? What is their payout ratio? Would you prefer MKP or one of their peers. Do you believe the sector has bottomed out? Does the high dividend signal troubles ahead?

Thanks for your service?
Read Answer Asked by Ozzie on August 17, 2015
Q: What is your opinion of this company as a long term hold 3plus yrs
Read Answer Asked by Marcel on August 17, 2015
Q: Comments on results and the outlook ahead.. Stock has been very sluggish this year.
Read Answer Asked by Husseinali on August 14, 2015
Q: Your comments on earnings. If you could also comment on CPG and NWH.un. Charge me additional question credits if required.

thx
Read Answer Asked by Tom on August 14, 2015
Q: As a result of Northern Properties (NPR.UN)recent expansion and diversification of properties, I am tempted to switch my CAR.UN to NPR.UN for the higher yield. Would you consider this a reasonable exchange. Do you think these two REITS are of equal quality and potential? Thank you for your comments.
Read Answer Asked by richard on August 13, 2015
Q: What can you report on this company? Many thanks.
Read Answer Asked by MG on August 12, 2015
Q: As I right this question, TN.UN is trading at $7.81 which is substantially below the announced deal value of $9 (cash and shares of new entity). Any idea why there is such a drastic spread from the announced takeover price??
Read Answer Asked by Mark on August 11, 2015
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