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.
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,
Q: Any reason for the big jump today,other then the slight increase in oil price,can't find any news.
As to buying odd lots of shares,I do it all the time with TD Direct and have never had a problem,order is always filled and no extra charge.
Q: This firm is in an interesting space from a demographic perspective. Their numbers seem solid. However, although apparently an o.k. firm, are they a good investment? I am otherwise 90% invested in blue chip, dividend paying equities. Thanks!
Q: Hi,
I was wondering if you can give your opinion on DRA.UN. It trades at a significant discount to NAV and don't really have any analyst coverage. It seems to be an interesting way to diversify from regular stocks and bonds.
Q: Hi...it has been awhile since you commented on this REIT. How would you feel about this as an income generating investment at this time with its focus on Germany. Does the threat of rising interest rates in the US have an impact?
Q: Please provide your opinion on the results of INN.un today.Did its diluted EPS & Revenue beat expectations?Thanks a lot for your normal excellent services & opinion.
Q: hello Peter, Will you prefer AW.UN ( as it is in income portfolio) over HR.UN, for income, stability and overall return. I am holding HR.Un for over a year and it is trailing AW.un by a wide margin. So thinking of switching. Do you advise it. your opinion, please. Thanks.
Q: What do you anticipate for the 4th Quarter report for this REIT ? After a steady decline in price in 2014, the past 3 months shows a steady price around $4.00. This stock is rated 8 out of 10 by Thompson Reuters, and there has been strong insider buying over the past year. Yet most analysts rank it as a hold due to high payout. Your call ?
Q: Thank you for your cautionary note in your reply to my REITs question. May I assume you meant AX.UN - Artist - as one of your recommendations?
Thanks.
Q: REIT pricing looks especially attractive after today's price declines. I have six REITs that I purchased six years ago and would like to hold them for life. Now, I am looking at adding to my weighting to bring it to 15% from 10%. I know there may be minor further damage when rates rise but the average dividend is now well over seven percent. What do you think and which would be your top three names in this environment? Thanks.
Steven
Q: Hi Peter et al.
I have got my research done on tmc vs ai,however,there seems to be some disagreement on how rising int rates will affect MICS. I am told by some pundits that rising rates will allow them to command a wider spread, hence more profit. Others claim
investors will move to other places. The same with reits. Your
comments please? Also would you comment on Ivanhoe Mines. The sun rises and sets on it according to your o;ld colleague RICK
RUlE. Also please comment on KOBEX CAPITAL- PAUL VAN EDEN.23 mil mkt cap cash 35 mil. Phoscan chemical LOts of cash but done nothing for years.
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.