Investment Q&A

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

Q: What are your current thoughts about Calloway given the bought deal that they just announced?

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

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...

Q: Hi Peter,

Is there a way through the markets to participate in the increasing housing markets in Toronto and Vancouver? (without having to own a house). My point is there are many ways to participate in real estate through REITs without having to own real estate personally. Thanks

Q: Trading seems odd since the trading halt, any idea what's going on with this stock

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

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,

Q: I currently hold 6 REIT's that represent 19% of my portfolio(RSP). I want to sell 3 of the six and reduce my allocation in this sector. Which 3 of the following 6 would you recommend I sell? CUF.UN, CRR.UN, DRG.UN, IDR.UN, REI.UN and NWH.UN. Thanks in advance.

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?

Q: Could you comment on recent reorganization of DRM AND D.UN

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

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?

Q: I have a little bit of MKP and I noticed that it has been in consistent price range for a long time. It has a nice dividend 8.3%. Do you think it is a good candidate for a full position for someone just looking for income?

Thanks,
Charlie

Q: Hi Peter and team, I've read the changes you've made in the Balanced Equity Portfolio (formerly known as Model Portfolio). HCG was removed.....does this mean you are suggesting it is a sell? And, are we to assume you're not going to cover it anymore?

Thank you!

Q: Hi Peter What is your thoughts on Future Shop closure on REI
Kind Regards Stan

Q: I am trying to find a Canadian listed company that specializes in USA real estate. Something like a Starlight Investments, but which is traded on the TSX. Any ideas? My families trust has had a presentation by Starlight, so if you have any insight that would be appreciated. As always, keep up the great work.

Q: Can you give me your current opinion on this company. The stock continues to fall.

Q: How would you compare DRG.UN and INO.UN Inovalis as European Reit plays ?

Q: Hello 5i,

My CAN/US REIT portfolio needs some rebalancing and I'm thinking of buying National Health Investor (NHI)or Health Care REIT (HCN). I already hold HCP(HCP)therefore think NHI is the better choice here. What are your thoughts on this. I like to buy stocks for the long term with stability and some growth in mind, cuts down on maintenance.
Thanks,