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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: Terra firma reported today, what do you think of their results and this company going forward. thanks
Read Answer Asked by don on November 27, 2014
Q: The ex dividend date is Nov 26.2014, the date of record is No 28. If I sold the stock on the 26th who gets the dividend.
Read Answer Asked by Jean on November 26, 2014
Q: Good morning Peter and Team, What are your current thoughts on CAR.UN? As an anecdote, we live close to several of their properties, and they appear to maintain them reasonably well for rental buildings. Their 5% discount on DRIP'ed shares is also attractive. Alternatively, are there other investments in this space that you prefer? Thanks in advance for your guidance.
Read Answer Asked by Jerry on November 26, 2014
Q: Want to replace HLP.UN with same similarity, please provide 2 or 3 suggestions? Thanks.
Read Answer Asked by Charles on November 26, 2014
Q: Did you read in the Nov. 18 Financial Post that the S&P Dow Jones Indices and MSCI Inc. announced plans to promote real estate from its current designation under the financials sector, to a sector of its own, thus bringing the total number of sectors to eleven. This is to be implemented in 2016. In this scenario, how might you revise your sector weightings? And would you recommend already gradually incorporating these changes into one's portfolio?
Thanks!
Read Answer Asked by chris on November 26, 2014
Q: I'd like your opinion on Chartwell REIT (CSH.UN). Both it and Lesureworld (LW) have performed extremely well in the last 12 months, especially if you consider the dividends/distributions they provide and how safe/stable they should be.
I currently only own CSH.UN, and it represents about 10% of my overall portfolio. Would you maintain an overweight position or sell half and buy LW? Do you think the sector is overbought? I'm almost 35, and am ok with taking on some risk.
Read Answer Asked by Mike on November 25, 2014
Q: Hello Peter, Ryan, and Team,
Fam Reit is undergoing a transformation under new managers. It is to become solely an office reit(suburban focus).Fam is to acquire a seven building package from Slate with a 91% occupancy. With these major changes, it will not be the REIT I purchased. With many uncertainties, could I have your assessment of whether it is a hold or sell at this time?
Read Answer Asked by Bruce on November 24, 2014
Q: Could you give me your opinion on CWT.UN which represents ~1% of my portfolio. They seem to have reported good results for Q3. In your opinion, are they likely to be impacted by e-commerce over the next few years?
Read Answer Asked by jacques on November 23, 2014
Q: Read a report on this Reit. (buying properties in Europe)
Your view on this company and this purchase.
thanks for all your contributions to our knowledge base.
Read Answer Asked by john on November 21, 2014
Q: This REIT pays it's dividends in US dollars. Would this be a good buy at this time?
Read Answer Asked by shirley on November 19, 2014
Q: Hi Peter, currently I have REITs AX.un, BBT.un, CAR.un AAR,un and RMM.un, They been paying nice div. I am loosing capital on RMM and would like to replace it with either ATD.b,ZUH, XHC, ZGI or ZLB.
Would appreciate your advise.
Joe.P
Read Answer Asked by Joseph on November 19, 2014
Q: In my portfolio I have Rio Can to cover my real estate, and I am wondering if First Service would be a better choice. I just have a small gain on Rei.un plus the dividend. Should I sell Rei.un and buy FSV? I have all the other names in your model portfolio except SYZ, & DSG.
Thanks very much for the wonderful service!
Read Answer Asked by Shirley on November 19, 2014
Q: On September 15 NWH was at $10.11 and you commented that it was fine for a long term investment. Do you feel the same way at $9.38 or is there now a problem with the company?
Thanks
Read Answer Asked by Tim on November 18, 2014
Q: Hi team, I already have a position in CSH.un Chartwell and was thinking of adding another position in a different company in the long term care space. I was trying to decided whether to chance EXE at these price levels or just take a position in LW whose stock price has held up rather well over the last couple few months. If you had to choose should I just add to CSH (less than 1% of my current portfolio) or take a position in one of the other LW or EXE. Opinions? As always thanks for your time.
Read Answer Asked by Ray on November 18, 2014
Q: Good Morning
Pure Multi-Family REIT has two issues listed RUF.U and RUF.UN. What is the difference between them? Would you recommend an investment in this company?
They also have a 6.5% convertible debenture. Would the DB be a safer place to go in a young business? Would the shares be better held in a RIF or TFSA?


Thanks as always for your guidance.
Read Answer Asked by Warren on November 14, 2014
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