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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: What do you think of MR.UN as a way to passively play a gradual rebound in oil prices, while getting an 8% yield in the meantime?
Read Answer Asked by Michael on March 04, 2015
Q: share price up nicely this year. has something changed in the outlook for this reit? it reported earnings last week and the market seemed to approve.
Read Answer Asked by Stephen on March 04, 2015
Q: WHAT SHOULD ONE, A YIELD INVESTOR DO WITH TEMPLE REIT -TRADING CURRENTLY AROUND 2.74$
Read Answer Asked by Kim on March 03, 2015
Q: HI TEAM

I am interested in adding some REITS to portfolio. I own none presently.

1. is this a good time to look at REITS ?
2. How would Bank of Canada changes in interest rates affect sector (the 5i mantra seems to be that earnings and interest rates are the key to looking a company.
3. based on data base you have access to can you classify the following according to the 3 most important metrics to look at for this sector (what are the metrics ? and their values) I think these 3 are the best looking but have trouble with confidence in globe and mail data

HR.UN-T
D.UN-T
AX.UN-T

how would you rank these 3 or do you think others are better from a "value" or safer (maintaining dividend point of view) ?

many thanks

Ernie


by the way, if I understood from my readings on REITS, I am more tax advantaged to hold them in a registered account than an open account ??
Read Answer Asked by Ernest on March 03, 2015
Q: Hi team:
this stock went up to $ 33, now pulled back to $ 30
Is there any reason (fundamental) for the pull-back ?
last time someone asked about cWT.un was in Oct last year
I made a 40% profit, buy, hold or sell ? I like the dividend
thanks!
Read Answer Asked by Michael on March 02, 2015
Q: Hi Peter and team, how would rate Boardwalk compare to Chartwell CHS.un and HR.un? Thanks, Gervais
Read Answer Asked by Gervais on March 02, 2015
Q: Could you please tell me what you see when you 'screen' MTGE? When I look at the fundamental data and ratios on the TD Direct Markets & Research screen, they seem fine. I'm no pro, so am I missing something here? 14% yield. 84% payout ratio. $1B market cap. Besides using a service such as 5i, what else can a retail investor do to determine if a stock is "decent" or "junk".
Thank you
Read Answer Asked by Carlo on February 27, 2015
Q: I have a comment and question. Comment: I appreciated hearing 5i recommending the purchase of Enbridge ENB for a U.S. investment. I don't feel confident about any company in the way I feel confident about the top 5i recommendations. Canadian-based companies that I believe are viewed highly by 5i and that trade on the U.S. exchanges include OTC, STN, BAM, BEP, ENB, FSV, BNS, SLF, GIL, Telus, DSG, Goldcorp, and more. A list can be found at http://www.superstockpicker.com/canadian_US_stock_symbols.html

Question: The one U.S. company I feel a personal connection with is Macerich MAC, as I knew the founder and remember in the early 80s when he was complaining that Wall Street gave him no respect! That's since changed. But I knew he was a good guy and I feel confident about the culture of the company. They own shopping centers. Do you have a comment on MAC? Thank you.
Read Answer Asked by Jerry on February 27, 2015
Q: What is your opinion on Morguard? Looking at it as a possible real estate investment.
Read Answer Asked by cal on February 27, 2015
Q: Could you please comment on the latest earning numbers of Leisure World and rank Leisure World, Chartwell (CSH.UN)and Regal Life Styles (RLC). Ok to own all three as part of a diversified portfolio for income and some growth in a low interest rate environment?

Thank you

Dave.
Read Answer Asked by David on February 25, 2015
Q: May I please have your opinion on HCP Inc. for Income with a 2-3 year timeframe. Thank-you.
Read Answer Asked by Deborah on February 25, 2015
Q: InnVest REIT INN_UN
There has been an uptick in insider buying on the public market. The next Ex Div date is 25 February. Is this one worth jumping into at current price? Thanks
Read Answer Asked by Adam on February 23, 2015
Q: Besides Chartwell what are some other names that provide assisted living at various increasing levels of care for Seniors? I would be interested in US names because of the larger population. The Canadian names all seem to have large dividends the are unsupported by published earnings.
Thank you.
David Kendrick
Read Answer Asked by David on February 23, 2015
Q: Please provide your assessment of DELAVACO RESIDENTIAL PROPERTIES (DVO-U.V). Delavaco specializes in the acquisition and subsequent renovation and leasing of distressed single-family homes in the United States

This stock has dropped about 50 % since Sept 2014 and now appears to be trading well below book value.
It this stock a reasonable way to get exposure to the recovering housing market in the US?

Thanks
Dave
Read Answer Asked by Dave on February 22, 2015
Q: Hi- can I have your analysis of the latest results. They appear to be hitting on all metrics- higher NOI, occupancy, lower debt and payout ratio. thanks
Read Answer Asked by Scott on February 22, 2015
Q: Peter for TFSA would you choose Artis or Leisure world for very long drip hold? Payout ratio? debt? any other recommendations, Thanks Ken
Read Answer Asked by Ken on February 19, 2015
Q: Hi guys, would you please rate the following reits, Canadian apartment, Interrent real estate, Milestone apartment and Morgan N.A. Residential. Looking for both income and growth.

Thanks
Jim
Read Answer Asked by jim on February 18, 2015
Q: Hello Team
What is your current view on Counsel Corp and their latest results? How would they fare in a rising interest rate environment ? Do they have any positive or negative U.S. exposure?

Thank You for your good advice
Read Answer Asked by Clarence on February 17, 2015
Q: Hi Pete Could I have your comments on rei results I read an article in Van Sun were there was concern about the occupancy but was not reflected in the report as this has been a core holding of ours and has served me well .I am not opposed to changing if needed .
I can not find the payout ratio
Thanks for your sevice that I find invalueable
Stan
Read Answer Asked by Stan on February 17, 2015
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