Investment Q&A

Q: Could you please give me your views on this company. Also, I believe this company was listed on the U.S. market (DELAF). I have not seen any activity for this on the in the U.S. market. Is it still listed on the U.S. exhange? Thanks

Q: HI, I AM DOWN 11% AND AM WONDERING ABOUT TOPING UP THIS POSITION. WHAT DO YOU THINK?

Q: Hello 5i Team, Wolfe Research in the US have recommended that Target shut down their Canadian operations and concentrate instead on the US market. Should Target leave Canada, which REIT's will be hit the hardest? Happy Holidays to all!

Q: Your opinion on CRR.UN.It dropped fr $13.18 on Nov 17 to 12.13 on Dec 12 & now recovered to 12.90.It appears that some stock in the REIT sector had recently gone down due to fear of increased interest rate in 2015.Appreciate your usual excellent views & services.

Q: Good morning
D.Un has dropped a significant amount since 3Q report. The only internal event in this period was the Disposition of some LPB units to Dream Industrial REIT.

Can you explain what this transaction means eg have they made an investment in DIR.UN? Is the transaction material? Is the dividend safe at 9%+?

Thanks for your insight & merry Christmas

Ernie

Q: At present I have a %5 weighting in HR I am considering a switch to BPY at the same for increased growth and income. Your thoughts please.

Q: Hi Peter and 5iReseach Team,
Can you please provide your ST and LT outlook for US real estate and specifically for Brookfield Property Partners, as I understand they hold high quality US real estate assets. Thank you.
Merry Christmas and All the Best for 2015, Linda

Q: Would this holding be a reasonable long term investment. Eddie.If yes why?

Q: I would like your opinion on the fundamentals and whether you see this as a long term buy (5years) with steady stable growth? Potential downside here?

Q: Any insights into the recent stock decline?
Would you be inclined to hold, sell or buy as of today?
Thanks, Dave

Q: Hello - I see the last question/answer for TZZ was Nov 10th. There was no reason for the new lows. Since the it has dropped even further, but I still have not been able to locate a reason. Your thoughts would be appreciated. Also has there been noticeable insider activity?

Merry Christmas to you and yours. Mike

Q: Greetings, again.

Dream Office Reit (d.un) keeps showing up on CanadianInsider.com's daily insiders buying report. Do you see any significance in the number of shares insiders have been accumulating?

Lastly, with the US interest rates, apparently, set to rise in 2015 I've been contemplating reducing my reit exposure by placing a tight stop loss under either Dream Office Reit or H&R Reit (hr.un) and using a portion of those funds purchase Saputo as shareholders are presently fleeing that name for higher beta plays during this market rally.

Without worrying about sector weighting, and with total return as the main goal, would you sell either Dream Office or H&R Reit for Saputo? And if so, which Reit would you sell first?

Thanks again.

John

Q: I received an email this morning that says this:

December 16, 2014
Dream Global REIT announces the TSX Accepts Filing of Normal Course Issuer Bid.

There is a link to a press release, which I read, but can you explain what it's all about, please? Thanks!

Q: Artis has fallen with oil, I assume because its office rentals in Alberta. Is the dividend safe for a long term hold to an eventual oil recovery or is the dividend - and the stock for that matter - now in the danger zone?

Q: what are your thoughts on this reit with its exposure to alberta.

Q: HI- YOUR COMMENTS ON THE LATEST ACQUISITION. IS IT A BUY HERE?

Q: i held health lease HLP.un, and was thinking of adding extendicare with the funds from the HLP buyout (I also hold leisure world). Extendicare has now dropped somewhat, making it even more attractive, but - do you see it going lower if rates should actually increase, how stable is the dividend and how dependent is exe on government funding? This would be held for income.

Thanks

Q: 10:16 AM 12/10/2014
Hello Peter
I am looking for safety of dividends and dividend growth, with some share price growth too, and can add about 1% to an existing position.
I am considering adding to one of :

Chartwell CSH.UN - I have a 0.1% starter position..... yield 4.6%.
Emera EMA - I have a 2.0% position........ yield 4.04%.
Enbridge ENB - I have a 2.4% position............yield about 3.07 after latest increase.
Enbridge Income Fund ENF - I have a 5% position............... yield 4.48%.

Which has the least liklihood of a dividend cut, and which would you pick, and why would you choose the one you do.
Thank You ....... Paul K

Q: Would appreciate a current opinion on TN.UN inlight of it's recent weakness and new yearly low today

Q: I can see no reason for the drop in price - I know the company has most assets in the west but I cannot believe they are going to lose much because of falling oil. What is your opinion of the company