Investment Q&A

Q: Surprised by the drop in price after what appears to be solid results. Something I am missing maybe no dividend increase.
Thank you for your comments.

Bob

Q: Hi In May of 2013 the US had started to telegraph the raising of interest rates. Most income stocks like REIT's were hit hard for an extended time. Do you think that in Dec when it is possible for rates to rise that we may see the same scenario again.

Q: Hello Peter, I bought this REIT a couple of years ago (admittedly blindly, just on some positive comments from J-F Tardif). I've been quite happy so far as, while the gains have been modest, it keeps paying out an almost 9% distribution without a lot of drama. Have I just been lucky so far? Can you offer a brief assessment of this REIT please, including its payout ratio and if you see anything that suggests I should take my gains and apply them elsewhere. Thanks in advance!

Q: Whats is your thought on this reit they increase dividend 3.3% this quarter.

thanks

Q: Hi Peter & Team,

I would like to increase my REIT from 4.5% to 6% in my RRIF portfolio(Equally divided between ZRE and XRE) and notice that both do not have CSH.UN and FCR
Questions
a) Is it good time increase position in REIT?
b) GAZIT owns 42.8% of FCR, how do you view this?
c) Which one will you choose?
Thanks

Q: Is its fall the malaise of the reit section,its dividend is now 11 percent.Is this at risk ?

Q: Can you give us the top 3 quality REIT names to hold for long-term income?

Q: I own some shares of CRR.un.p/p $13.50,1.3% of my portfolio. Please your expert opinion on 1) its result released today & 2)hold,buy or sell.Appreciate your usual great views & services.

Q: hi,
XRE VERSUS ZRE. what do you prefer for a long term investment? or neither?
thx chris

Q: I am looking to buy fixed income for my RRSP account. To enhance my fixed income return I have been buying convertible debentures. I am not too concerned that I will never use the convertibility feature as I buy these bonds strictly for yield. About 18 months ago I bought the ATP.DB.B convertible debentures maturing June 30, 2017 at a price in the low eighties. Today it is trading at 94.00. I am now considering buying ATP.DB.D maturing March 31, 2019. It is now trading in the low eighties. Do you feel the extra yield on ATP.DB.D is worth the extra risk relative to ATP.DB.B? Keep in mind I am not concerned about convertibility features and I am only looking for yield. I am willing to hold both of these debentures to maturity.

Thank you, I will wait for your response.

Q: Hello team, How would the good US employment numbers and the strength of US$ affect TCN? Would this be a good entry price?
Thank you!

Q: Please comment on the results for ax.un.
Thankyou

Q: This stock keeps on dropping. What is your outlook for the
valuation?

Larry

Q: Can I have your assessment of Allied as a buying opportunity right now. It is trading at close to its 52 week low, has a decent dividend and just reported what looks like good results. I have held this stock for almost 10 years so have seen it grow nicely and wonder if this is an opportunistic time to add to it. Thanks in advance for your guidance.

Q: how do the numbers look? any major concerns?

Q: Was wondering if you could provide update on this

Q: morguard now ownes 30% of temples issued and outstanding shares. what are their options and obligations now? stephen

Q: Could you please compare Riocan (REI.UN ) to Plaza Retail (PLZ.UN)?
Which is a better holding and why ? Thanks, Tim

Q: There has been a lot of talk about a housing correction in Canada. I am interested in your views of how this could impact the Canadian stock market and what would be the most vulnerable sectors and stocks? Also, would this tip us into a recession?
Thank you

Q: Good morning, a quick thank you for everything you guys do!

Just wondering your thoughts on Dream Global, I've been enjoying the dividend but would appreciate a more educated opinion of them.