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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: Thank you Peter and good crew. I asked a question Re BOX.un. The answer provided was very worthwhile. My one concern was that I had hoped to hear some news re. whether the vacancy situation in the N.Y office buildings had been addressed. Could you please advise. Thank you,
Read Answer Asked by Phyllis on April 01, 2014
Q: Hi 5i I would appreciate any new thoughts you might have on Timber Creek Senior ( MTG ) Thx
Read Answer Asked by Gerry on March 31, 2014
Q: Peter and talented crew. Andy Nasr was on BNN today, suggesting that Box.un was undervalued,the best value in retail office properties co., with a decent dividend.Has the US holdings concern now lessened? and your opinion please re growth ?
Thank you,Phyl in BC
Read Answer Asked by Phyllis on March 31, 2014
Q: Hi,
I purchased TMC at $10.44, as recommended by my previous management firm, for my TFSA. In view of Thursday's transactions, should I continue to hold or cut my losses and run?
Thank you.
Paul
Read Answer Asked by Paul on March 31, 2014
Q: WHAT IS YOUR OPINION ON MILESTONE APARTMENTS REIT (MST.UN)WHICH IS RAISING MONEY AGAIN?
THANKS,
HAROLD
Read Answer Asked by Harold on March 25, 2014
Q: tph temple hotel What do you think of this company for income and some growth and were their last earnings report okay. thanks
Read Answer Asked by don on March 24, 2014
Q: Hi Guys,

I have some cash I want to invest in the “high risk” area of my fixed income portfolio.

I currently own units of Innvest REIT (INN.un). My plan is to sell the INN.un units and buy Dundee Industrial REIT (DIR.un) to upgrade my REIT portfolio while maintain my cash flow. With the cash I already have, I will purchase one of Innvest’s debentures.

What do you think of the idea? Will my portfolio and cash flow be in a superior position (read safer) after the transactions?

Thanks for the input.

Regards
John
Read Answer Asked by John on March 23, 2014
Q: Crt.un had a bit of a sell-off friday -any new news there ?
Read Answer Asked by terrance on March 22, 2014
Q: Would you consider NWH a safe dividend at 8% and a safe investment for the next year.
Read Answer Asked by Fred on March 19, 2014
Q: Earlier today you stated that the payout for nwh.un is 92%. I use the Globe and mail watchlist and it says the "dividend payout ratio" is 41.56%. Can you shed some light on the huge discrepancy?
Read Answer Asked by Don on March 18, 2014
Q: Hi Peter,
NWH.UN is paying over 8% yield and has lagged the recovery on REITs. Looking at the NAV which is close to $12 per share, at what point is this a clear buy?
Read Answer Asked by DAVID on March 18, 2014
Q: American Hotels Income Fund (HOT.UN)released its Q4 and 2013 results this morning-- and the market seems to be punishing it for the results (down over 7%). The results didn't seem too bad, with continuing expansion tied to long-term railway occupancy guarantees, etc. Could I have your views on the results and the security of the nice distribution?
Thank you.
Harold.
Read Answer Asked by Harold on March 17, 2014
Q: INO.UN,Inovalis Real Estate Investment Trust, pays a distribution and holds properties in Europe. I would appeciate your comments on the company and if this would be a good indirect method to hedge the $CAN to the $EUR?
Read Answer Asked by James on March 17, 2014
Q: Good day Peter...I'm caught up trying to classify positions by sector. And I need feedback about a few REIT Trust companies. Should all REITs.un be classified under real estate or CSH.un as health care, GRT.un as industrials, BYD.un as consumer discretionary and HR.un as diversified?......Thanks....Tom M
Read Answer Asked by Tom on March 16, 2014
Q: Recently you remarked that REITS could be considered part of the fixed-income portion of a portfolio. Could the same be said of Mortgage Investment Corps (e.g. MCAN, Timbercreek, Trez), or would they be part of the equity allocation?

What is the difference between Timbercreek Mortgage Investment Corp. (TMC) and Timbercreek Senior Mortgage Investment Corp (MTG)? (Same with Trez Capital: TZZ and TZS.)
Read Answer Asked by chris on March 16, 2014
Q: In Sept. last year you answered a question regarding this company INN.UN and indicated that it was O.K. for income with no negative indicators. Orange Capital is now involved and they disagree with your point of view but have taken a 10% position with a view of bringing about changes to this poorly run company. From your experience is a position of this size a big enough club to sway managements train of thought. Orange maintains that with change the units should be worth 50% more.
Read Answer Asked by dave on March 13, 2014
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