Q: Comments on earnings release and outlook going forward.
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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: Hello Peter & Co,
TCN reported record financial results; did I read it right?
The needle is not moving much; Why?
Thanks,
Tony
TCN reported record financial results; did I read it right?
The needle is not moving much; Why?
Thanks,
Tony
Q: Hi team - any knowledge of this company & mgmt. They are doing a financing and appear to be invested in US residential housing. It looks small/risky but understand there are some very successful people involved?
Q: Following up on your recent answer re H&R distributions. You note that 58% of the return is "return of capital". I have always considered "return of capital" as giving me my own money back in the sense that it changes my adjusted cost base by the same amount so that I end up paying tax on it when I sell the shares. ie it is giving me my own money back because the company did not earn enough to fully cover the dividend and is therefore not a real earning.
Can you enlighten me on this? ie is "return of capital" really a benefit in the long run?
Thanks
Can you enlighten me on this? ie is "return of capital" really a benefit in the long run?
Thanks
Q: Hi Peter, in the context of taxation, is the income on H&R Reit a dividend or interest? In your opinion, what percentage of a portfolio should be invested in Reits? Thanks, Gervais
Q: Hello,
As expected, Extendicare has sold most of its US properties for almost 1 Billion ($Cdn). Unexpectedly, the stock dropped 20% on the news. Can you please comment and provide an outlook for EXE in light of the sale?
Thanks,
Cam.
As expected, Extendicare has sold most of its US properties for almost 1 Billion ($Cdn). Unexpectedly, the stock dropped 20% on the news. Can you please comment and provide an outlook for EXE in light of the sale?
Thanks,
Cam.
Q: In light of MIC's good Q3 report, does the S&P rating downgrade make sense to you? How negative might this be on the share price? Is it a reaction to the US company report?
Q: Re tax consideration, is the TMC distribution considered interest or dividends?
Thanks. Dave
Thanks. Dave
Q: peter
what is your opinion on REI current results?tan
what is your opinion on REI current results?tan
Q: Hello Peter & Team
A fair few REIT questions have cropped up today and I'll add another to the mix. Could I have your view on Dream Office REIT and Dream Global REIT. Thanks.
A fair few REIT questions have cropped up today and I'll add another to the mix. Could I have your view on Dream Office REIT and Dream Global REIT. Thanks.
Q: What do you think of recent results and is their price part of the reit pullback in general ?
Q: I would appreciate your expert opinion on the latest earnings report from Chartwell. Do you think it is a good stock to own for income and a little growth? I like the sector. If not Chartwell could you recommend another stock in this space.
Thanks
Dave.
Thanks
Dave.
Q: What is the reason for the continuing sell off of all the REIT shares. Today it is quite significant.
Thanks to all the team.
Thanks to all the team.
Q: Hi: your comments on the latest deal - for debt repay and gen ? is this a good use of funds. what is their payout ratio look like after this. thanks
Q: I currently have a full position in ZRE and half positions in FSV and HCG at 44.65 and 38.75 respectively. In order to reduce interest rate sensitivity I am considering selling ZRE and using the proceeds bring FSV and HCG up to full positions. Other financial holdings are TD, SLF, and BNS. The dividend income from ZRE is not required and is currently being re-invested. Sector allocations are: Financials 15%, Utilities 10%, Consumer Discretionary 10%, Consumer Staples 9%, Industrials 15%, Health Care 7%, Telecom 9%, Info Tech 12%, Energy 9%, Materials 4%. Any feedback on this idea would be appreciated.
Q: What is your opinion of CHP.UN's longer-term prospects.
Many thanks,
Joanne
Many thanks,
Joanne
Q: We have only a 5% exposure to Real Estate and would like to sell D.UN, (about 1.4%) in a taxable account for tax loss purposes. Can I replace with another REIT holding before the 30 day period and if so what would you recommend? Thanks for the excellent service.
Q: Peter; Could you comment on this REIT and it 's safety of distribution ?Thanks.Rod
Q: I am thinking of selling my PWF and buying BPY.UN. It would increase by real estate weighting to 7%. (5% BPY.UN & 2% AX.UN). I know the stock has positive momentum but how do you think the stock will react if interest rates go up? I have held PWF for years and except for the dividend it hasn't done much.
Q: Regarding asset allocation and REITs, I know you consider them to be almost a separate asset class. Most advisories I receive have them in the Finance sector; one has them in the Manufacturing and Industrial sector. I own Sentry REIT Fund and TCN. I currently split them 50% Finance and 50% Industrial. Your thoughts on the allocation split?
Also, my REIT exposure is 8% of my total portfolio, including equities, fixed income and cash. It is 12% of my equity-only holdings. I am a retired income investor. Is this REIT exposure appropriate?
Thanks for your help.
Steve
Thanks, Steve
Also, my REIT exposure is 8% of my total portfolio, including equities, fixed income and cash. It is 12% of my equity-only holdings. I am a retired income investor. Is this REIT exposure appropriate?
Thanks for your help.
Steve
Thanks, Steve