Q: My question is on TPH Temple Hotel Inc, what do you think of their recent announced purchase and it as an income investment. I have approx.4% in my rrsp account tied up in it and in the divvy reinvestment program. What do you think of the 9.5% dividend, is it sustainable? I have gathered quite a few shares but with the drop in stock price I find it is actually in the red for how long I have held it, 6 months. Thanks for your assistance! Ed
I have too many REITs in my portfolio and am planning to consolidate into two to four REIT holdings, simply from a manageability perspective.
Do you have any favourites in the sector and/or suggestions? I am an investor (vs trader) and would be interested in quality and growth over the long-term.
Q: Re: BPO
I have about 600 shares of BPO and the current price is just below $ 21; I would have made a 20% profit which is great
There is now a tender for the BPO to be converted to another BAM unit, (could be the BPY)
The offer expires on March 19
I wonder if the book value of BPO is higher than the $ 21
and I could hang on for a few more weeks to see?
your advice would be greatly appreciated as I have a hard time to understand the full value of BPO ? or the conversion to another Brookfield units could trigger tax consequences and would it be a decent investment ? (looking for some income which BPO pays and also abit of capital gain: not too risky);
thanks!
Q: I was wondering if you are familiar with MOB.UN? It had quite a spike on the increase in the dividend after acquiring some hospitals in Brazil, but has settled back to a 10% yield. Do you think it is ok, and any comments on the parent company? Thanks for the great info here.
Q: Peter . Looking to buy Dundee reit and Artis reit for long term income. Are the dividends safe? What would the payout ratio be. Looks like Dundee has not raised its div. for years. Thanks for the info, Ken
Q: Could you rank the following mortgage companies for me: Firm Capital (FC), First Financial (FN), Timber Creek (TMC) and MCAN (MKP). They have been great for income and are 10.5% of my portfolio. I have held most of these for a lot of years. Should I reduce my holdings?
Q: Good Morning
I currently own Brookfield Properties BPO which is going to merge with another Brookfield Property group (BPY.UN) Would you:
Accept the offer (part cash and stock)?
Sell the stock and go elsewhere?
Sell the BPO and buy the equivalent shares of BPY.UN?
Last year I reallocated some of my portfolio to Canadian REITs, unfortunately at the worst time! Before any indication of tapering and the resultant sector decline. So I am underwater between 5% and 20% on my REIT positions now. I notice that they haven't been bouncing back all that enthusiastically and am scratching my head as to why not and whether or not to reallocate out of REITs.
Any thoughts or comments on the sector? Are you able to give me your thoughts about the future prospects of NWH.UN, my worst performer (-19%)?
Q: INO.un attracted my attention with its high yield. If Europe is in recovery mode this one could move higher. DI.un also in Europe but concentration in Germany, a much bigger Reit with roughly the same yield. I would appreciate your opinion and which one would be your choice or would you prefer another Reit? Which one?
Q: What is your view on REIT's for 2014?
How do I search 'questions and answers' to find stocks or sectors I am interested in that have already been discussed?
Q: Hi Peter,
I would like your thoughts on Killan Properties . kmp I purchased the shares at 12.20 and thinking of selling them at a loss.Or should I keep them to recoup my purchase price.
Thanks