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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: Peter and Co.
Wayne asked about CI financial(CIX) today 15 May. In your reply you mentioned that Scotiabank (BNS) had bought Dundee of which I was not aware. I also read approximately 3 weeks ago that the Dundee companies were hard to analyse/understand. I wonder if you could give me your opinion of Dundee. I have DI and D. Thanks in advance. Your work is very much appreciated.
Gary
Read Answer Asked by Gary on May 15, 2014
Q: REITS
Hi There
Leaving aside sector type and geography, which are the three or four most important financial parameters in assessing a REIT for sustained income and a little growth and what would be the limiting min or max values?
Thanks as always.
Read Answer Asked by David on May 15, 2014
Q: I am thinking of switching from MRT.UN to MRG.UN to convert from an office/retail focus to a residential one with the view that future interest rate rises might be better absorbed by the residential sector. I would appreciate your view of this exchange.
Read Answer Asked by richard on May 12, 2014
Q: PLZ Plazacorp. It has been almost 6 months since you commented on Plazacorp, and given that interest-sensitive stocks/units have come somewhat back into vogue in that time, is Plazacorp a solid, long-term investment today? Thank you as always...
Read Answer Asked by Warren on May 08, 2014
Q: Morning,

In response to Ben's question about REIT or corporate structure, I believe the main reason is one of income tax. The REIT structure passes the tax liability to the unit holder and therefore the pension plans would not pay tax on the higher income they receive. They don't pay tax on the income from a corporation either, but the corporate entity does.

Regards
John

PS Post if you wish
Read Answer Asked by John on May 07, 2014
Q: That was a great presentation on Tuesday. Well done. While I have you could I have an update on TZZ. I see it has broken to new lows, however I can not find a reason. Thanks in advance.
Read Answer Asked by Mike on May 07, 2014
Q: If Target were to close its Canadian operations, which REIT(s) would be impacted most?
Read Answer Asked by richard on May 06, 2014
Q: Any thoughts on northwest health care? NWH.U.N looks like a stable business, 8% yield,trades at 10.5x.
Is the fear of rising rates holding it down? Seems kind of puzzling.
Philip
Read Answer Asked by Philip on May 06, 2014
Q: Hi There
I am thinking of replacing one of my long time (2002)holdings (2%) CAR.UN with MRG.UN. CAR has not increased its dividend very much over the last few years and appears to be stagnating from what I can glean. MRG appears to offer better metrics and better growth, as well as exposure to the US apartment market. I would appreciate your comments.
Thanks as always
David
Read Answer Asked by David on May 05, 2014
Q: Hi Any words of wisdom regarding Northwest International Healthcare MOB.UN Looking for yield and maybe a bit of growth

Thanks Ernie

PS Keep up the good work!!
Read Answer Asked by Ernie on May 05, 2014
Q: TN.UN
Hello Peter,
I noticed True North Apartment REIT appears to have bottomed out and is now moving in a
positive direction. I have not been able to find any news as to why this may be happening. Is this a good time to buy and is the dividend safer now (previously a 94% payout ratio)? Thanks.
Read Answer Asked by Linda on May 05, 2014
Q: I would appreciate your assessment of the controversy concerning Partners' Reit (PAR.UN) and your opinion as to whether there is value in the stock at the current price.
Read Answer Asked by Peter on May 02, 2014
Q: Hello, what do you make of the Orange Capital allegations on PAR.UN? I could not find out how many shares they owned, would you know?
Do they have ulterior motives in mind for bashing this stock down?
Read Answer Asked by Max on May 02, 2014
Q: Hello Team. Your thoughts on ZRE? I just bought shares ... just under 4% of my portfolios (3 portfolios in total)and then the new Money Saver magazine for May arrived by email and I read the article on Reits (pgs 6 and 7)suggesting not to buy right now! I also own H & R and Home Capital and First Service. (each at 4% or so.) Is this a problem?
thankyou ..much appreciated
Read Answer Asked by El-ann on May 02, 2014
Q: Could you comment on Mob.un and its recent halt.Though small seems to be growing and pays high yield ?
Read Answer Asked by terrance on May 01, 2014
Q: You last commented on Pure Multi-Family REIT (RUF.UN on the Venture Exchange) in May of last year. Could I please have your current thoughts on this REIT, outlook going forward, risks involved, and sustainability of the nearly 8% dividend. Thanks!
Read Answer Asked by Paul W on May 01, 2014
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