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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: Can you kindly provide your accessment of this stock
Read Answer Asked by Peter on April 23, 2015
Q: I have held these Artis Debentures for 3 years and with the currency changes, have done quite well over this time period. The coupon is 5.75% and the yield to maturity is 5.03%. The maturity date is June 30, 2018. I consider this part of my fixed income although it is held in a taxable account.
In your opinion, should I continue maintain this holding for 3 more years?
Read Answer Asked by Doug on April 22, 2015
Q: I believe your last comment about VRE was in August, 2013, at which time you preferred XRE. Now, looking at these two ETF, which one would you prefer. VRE only pays a 2.1% distribution compared to XRE's 4.7% but over the past two years VRE's value has risen nearly 3x that of XRE's. I am curious why VRE pays such a low distribution when most of its holdings are paying >4%. Is VRE really doing so much better than XRE or am I just mis-interpreting the numbers.
Read Answer Asked by richard on April 20, 2015
Q: peter, I have owned both these stocks for quite a while. both have appreciated nicely. is there any reason for me to sell either. thanks for your opinion. bill
Read Answer Asked by William on April 17, 2015
Q: My questions is concerning the debentures of companies such as Partners Real Estate and Temple REIT . I own debentures of these companies (1 yr debenture for PAR.db and 2 year debenture for TPH). My thinking is that the risk of default is very low despite the poor performance of the shares. The yields are high and the companies before defaulting they will need to cut the dividend/distribution of the common shares and reduce debt by selling assets. The other risk is being paid the principal in shares (in which case one needs to hedge that possibility).
I would appreciate your thoughts on this with regards to the difficulties these companies are facing. (In fact .. I don't see why investors own the common shares and not the debenture).
Thanks in advance for your comments
Read Answer Asked by Elie on April 17, 2015
Q: What are your current thoughts about Calloway given the bought deal that they just announced?
Read Answer Asked by Tom on April 16, 2015
Q: The yield of 12.9% on Ellington Financial is very tempting and it seems to be favourably looked at by the US analysts -- what do you think of it?

Thanks
Read Answer Asked by ken on April 16, 2015
Q: Good evening Peter,

Could you let me know what Canadian Reit has shown a combination of the largest capital appreciation and distribution growth over the past 10 years.

Any additional thoughts in general, investing in Canadian Reits at this time for Growth and income.

Thanks Peter...

Read Answer Asked by Gordon on April 16, 2015
Q: Trading seems odd since the trading halt, any idea what's going on with this stock
Read Answer Asked by Phil on April 13, 2015
Q: Would be interested in your thoughts now that year end results are in. Is,the dividend sustainable? Looking for a stable income producing position and love the yield.
Thank You 5I
Read Answer Asked by Mark on April 10, 2015
Q: Hi team:
at 1 point, it was pointed out that it could be a take out target by other US competitors in the same business
Now that Chartwell has exited her positions in the US
How would it affect the above as a take out target ?
I also noted that the XRE (read estate) is on an uptrend from a technical point of view, thanks,
Read Answer Asked by Michael on April 10, 2015
Q: Morning, I currently do not have a REIT in my portfolio but also do not have much for US exposure other than a couple of Indexed and Divident ETF's. I am looking for a nice yield with modest growth. What do you know of NNN? Ido you have something else you are more comfortable with?
Read Answer Asked by Patrick on April 07, 2015
Q: Could you comment on recent reorganization of DRM AND D.UN
Read Answer Asked by terrance on April 07, 2015
Q: Hi, Peter and Team,
Which one of the 4 Canadian Mortgage companies (MIC MKP HCG TMC) for income you would prefer for RIF account?
Thank you and appreciated your services.
Regards
Read Answer Asked by Tak on April 07, 2015
Q: Hi there,

I am trying to reduce my exposure to interest rate sensitive REITS and find myself struggling where to reduce my weighting. My weighting has been inching up to close to 24% of my portfolio based on the good performance of a couple of my US holdings. I currently own REI.un, HR.un, AMT.un and BXP.un. I am currently leaning towards reducing REI given the continued good perfomance of both AMT and BXP. Your thoughts?
Read Answer Asked by kelly on April 07, 2015
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