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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: Since closing over $33. in Feb, BPY has dropped to under $28. Is there a fundamental or performance problem, 1st Quarter results released Apr 30, or is it just money moving back into Energy and leaving companies like BPY.UN
I have had this company or its predecessor, BPO, for 4-5 years with a 120% gain, plus dividend. What's your view on this company longer term.
Read Answer Asked by Bruce on May 07, 2015
Q: Good afternoon:
I thought KMP posted very decent results, but I see the stock is down today. May I have your thoughts upon the company as a prospective investment? Would you prefer it or NPR?
Thank you.
Read Answer Asked by Peter on May 07, 2015
Q: What are your thoughts on TPH and MRC. MRC has taken a 10% position for "investment purposes". Take over ahead, worth taking a position in TPH, good yield in the mean time? Would this be a good opportunistic transaction for MRC?
Read Answer Asked by Husseinali on May 07, 2015
Q: Latest news is that Temple Hotels TPH is being acquired by MRT.
Your previous assessment of TPH was not very rosy. What will this do to MRT stock price - would you buy? About where on you list of favourite REITs would you place MRT ? Many Thanks for all your good work.
Read Answer Asked by Lionel on May 07, 2015
Q: REITs have dropped significantly in the past few days even though rate rises do not appear imminent. Is this because the ten year US treasuries are now 2.20% and possibly rising as investors sell to transition into equities? The drop doesn't make sense otherwise and REIT yields are very attractive.
Would you provide three non-REIT names for income and safety?
Thank you.
Read Answer Asked by Steven on May 06, 2015
Q: Hi,
I'm looking for additional REIT exposure. I currently hold HR.un and was considering adding Calloway in light of the recent acquisition. Would you view Calloway as a good acquisition, or could you list your 2-3 preferred REIT names
Thank you
Read Answer Asked by Bryan on May 06, 2015
Q: You mentioned this is not your favourite stock in the space. Just wondering what is? Thanks.
Read Answer Asked by Ann on May 04, 2015
Q: Hi Peter and team

I have 2000 shares of this company that I have held for several years. On may RBC account I am showing a 15% gain on these entirely because the distributions have been return of capital (ROC). Currently it is yielding 9 % . What are your views on the controversial merger transaction and the future prospects of the REIT.
Read Answer Asked by Ross on May 04, 2015
Q: Good evening Peter,

I thought I read somewhere last year that REITS will become Mandatory for all Canadian Money manager / Mutual funds to hold within their portfolios.

If so, when is this required and should this not have a positive impact on the Reit sector ?

Also, if true what Reits do you think will benefit ?

Thank you Peter...

Read Answer Asked by Gordon on May 04, 2015
Q: Haven't seen any questions regarding Northern Properties in a while, what's you opinion of it now, given the slow down in Western Canada?
Read Answer Asked by steve on April 30, 2015
Q: Could I have your opinion on investing in FNM.UN as opposed to buying a REIT ETF or a few, individual REITs. The fund has a good yield, has been around for just over 2 years and is presently at a 6% discount to NAV. How would it compare to something like CAR.UN or Boardwalk?
Read Answer Asked by richard on April 29, 2015
Q: Could I please have your current view on Milestone Apartment Reit as a TFSA holding? Is there another apartment Reit that you would prefer?
Thanks
David
Read Answer Asked by David on April 27, 2015
Q: Hi, would you consider investing in healthcare REITs at this time? In your opinion which would be the best one to invest in right now?

Thank you,
Read Answer Asked by Philip on April 27, 2015
Q: Could you please share your analysis on Killam Properties for both secure income and some capital growth. It is currently rated as "outperform" by the Royal Bank with a $12.00 one-year target. Thanks!
Read Answer Asked by Paul W on April 27, 2015
Q: Held this a long time underwater and it seems to be coming back. Really good yield. Safe to add to tfsa for yield? Thanks James
Read Answer Asked by JAMES on April 27, 2015
Q: I am constantly wrestling with 'industry' in my portfolio. Is Amica real estate, health care, financial? You could help your subscribers education if you identified the industry or asset class of each of the holdings in your model portfolios.
Read Answer Asked by GRAHAM on April 24, 2015
Q: I bought 2,550 shares of TN.UN last June in my RRSP for high yield income, representing only 3.2% of my portfolio. As expected, its price has been relatively flat but the 8%+ dividend has been maintained. Can you recommend other relatively high yield Canadian apartment REITs that would be safer investments.
Read Answer Asked by Jean on April 24, 2015
Q: Hi 5i,

Not really a stock question, but I value your opinions. I would like your take on the Canadian housing market, especially in Vancouver. Is it over valued? By how much? I realize this in not your area of expertise, so any opinion would be great!

Thanks in advance.
Read Answer Asked by Wayne on April 24, 2015
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