skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter and Team. AI has a nice DRIP program and a low beta. I am considering putting some money behind this stock using their DRIP but I would like to know what could be some of the risks (ie Canadian Housing Market) and should I enter a half position and wait for an interest rate increase to see how much of an affect that will have on the stock price. I enjoyed your topic and presentation at the Money Show...I appreciate you sharing your insights. If there is another DRIP stock that you like I am open to other options also.
Thank You
Jeremy
Read Answer Asked by Jeremy on October 20, 2014
Q: Is RIOCAN a better Reit to own than H&R , I read somewhere Riocan is planning to develop some of it's properties and maybe build condos in Toronto. Does that mean more growth. The payout ratio is also quite good, is that true. Thank you.
Read Answer Asked by Francis on October 20, 2014
Q: Peter,

As a follow up to Stephan's question on Oct 19, BMO's report on REITS shows only 8 of 34 Reits have return of capital of less than 50%. 16 of the 34 have a return of capital of more than 70%. As a general rule, would this not indicate that REITs are better invested outside of the RRSP.

Regards
John
Read Answer Asked by John on October 20, 2014
Q: Please inlighten me on how the Reit distributions are taxed ( Interest or Dividends)...? Basically my question is, would it be more prudent to hold certain Reits in a Registared or Non-Registared acct?

Thanks
Read Answer Asked by Stephen on October 19, 2014
Q: Hi. I was considering buying ZRE to add some REIT exposure to my portfolio, however I am having a hard time getting past the 0.62% MER. If you were going to put together a small basket of REITs for exposure to this sector what names would you include.
Read Answer Asked by Craig on October 17, 2014
Q: Just an observation, I have noticed the REIT sector really has held up fairly well during this correction. Obviously REITs still seem to hold some value even with the threat of increased interest rates. Would you agree with this observation, or are they just flying under the radar while everyone unloads their oil and gas stocks? Thanks.
Read Answer Asked by Ray on October 15, 2014
Q: Dream Office REIT has been lagging recently. Presumably due to interest rate concerns and increased future office supply particularly in Toronto. I'm thinking the stock looks reasonably cheap now and maybe the bad news is mostly priced in. Do you think the distribution is safe? How correlated is office property to residential real estate should we see a housing correction? Thank you.
Read Answer Asked by Greg on October 08, 2014
Q: Hi: your comments on the deal today and in particular the plan to redeem units of a 3rd party owner. What is the net result, is this a good use of investor funds? thanks
Read Answer Asked by Scott on October 07, 2014
Q: How this company can offer a dividend of 8.25% when the ratio is 157% for D/E, total debt of 350% and interest coverage of only 1.09?

Still the P/E is at 29 for a company that seems in poor financial situation.
Read Answer Asked by Claude on October 06, 2014
Q: Hi There

I used to own this quite a few years ago and then it was, I'm sure I recall, bought out by somebody and de-listed. Something dramatic happened to the price in early 2012 and has been trading around $6 ever since. I'm wondering if the current company is the same as the one I used to own and whether it is worth picking up again. Thanks, as always.
David
Read Answer Asked by David on October 06, 2014
Q: Based on the recent share price downdraft,what is your opinion of Temple?
Read Answer Asked by gary on October 01, 2014
Q: what is your opinion of tph bringing their management in house ?
Read Answer Asked by terrance on October 01, 2014
Q: Hi 5i Last comments on PLZ was Nov. 2013. Do you have any new thoughts on the company. Thx Gerry
Read Answer Asked by Gerry on September 29, 2014
Q: Is this a good time for a purchase for a 1 year hold? thanks
Read Answer Asked by chet on September 29, 2014
Q: Re Roy's question re potential GTA Housing drop.
One suggestion : sell your home now at peak, and rent for 2-3 yrs.
Read Answer Asked by Terrance on September 27, 2014
Q: I own a house in the GTA and I'm worried about a housing market correction and that the value of my house could drop 300,000 - 400,000 in the next 3-4 years. How can I hedge this risk? Any suggestions or ideas? Is there any cheap derivative products that I could buy? Etc. Thanks!
Read Answer Asked by Roy on September 25, 2014
Q: TN.UN True North Apartment. Although not alone TN has been swooning of late. Looking over past Q's I noticed you were waiting for the financials to assess the recent purchase. This looks like a classic 'cookie jar' stock. Great yield! Is the market going to slap my hand for buying it now? Should I wait one more Q?
Read Answer Asked by Gerald on September 24, 2014