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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: Hi Guys,

I am looking for income. Dundee REIT (D.un) currently pays an 8.2% distribution. There may be no growth for awhile, but do you see the distribution going down over the next 5 years? I would be quite happy with an annualized 8% return over that time frame. I know you don't have a crystal ball, but can you give me an estimated percentage of the likelyhood of a rate reduction.

Regards
John
Read Answer Asked by John on December 05, 2013
Q: WE HOLD COMINAR, DUNDEE REAL ESTATE, H&R, RIOCAN FOR 11.38% OF OUR PORTFOLIO AND ARE DOWN 6%. DO WE CONTINUE TO HOLD OR WOULD YOU SUGGEST SOME CHANGE.

THANKS THOMAS
Read Answer Asked by Thomas on December 05, 2013
Q: Could I have your view of TN.UN (True North)
Read Answer Asked by Bruce on December 04, 2013
Q: Can you give any advice on Agellan Commercial Real Estate Investment Trust, I am considering using it on as a play on the US recovery, Also would like some of my money in US assets. Is the dividend sustainable.
Read Answer Asked by colleen on December 04, 2013
Q: What is your opinion of Agellan Commercial Reit. Is a buy at these levels. Should all reits be avoided due to possible taper by the US fed. Thanks for your always insightful answers.
Read Answer Asked by Ian on December 04, 2013
Q: Would Bif.un be a good alternative to owning individual REITS. Thank you, Nancy
Read Answer Asked by Nancy on December 03, 2013
Q: I am looking at investing in mob.un (Northwest international healthcare). They have just announced a major acquisition, financing and increase in distribution. I already own Northwest healthcare (NWH) and i think mob is an indirect owner of nwh. Do u think investing in mob is too much of the same or am i taking advantage of a "cheap" stock?
Read Answer Asked by Alain on December 03, 2013
Q: could please up-date nwh.un thanks,great work
Read Answer Asked by jim on December 01, 2013
Q: I was thinking of buying these 2 REITS: NWH.UN &NPR.UN? The pay out ratios are good, good ROE & PE decent now. Long-term hold-sell my XRE ETF and buy these two. Or do you think I should wait for the US to announce plans to reduce bond buying-long bond rates go up & REITS go down in pr again?
Read Answer Asked by James on December 01, 2013
Q: Hi Peter I am still in CWT.UN and is by far my biggest holdings(20%). Most purchased in June 2009 and some more in 2013. I also hold H&R(5%). Do you see stability in these units or should I maybe slim down some units and allocate the funds else where. Thanks everyone for your opinions. Brett
Read Answer Asked by jeffrey on November 27, 2013
Q: Hi, Peter
I frankly do not like the way Dundee International is behaving. I worked around financial statement and listened again yesterday to their conference call. Some questions regarding renewals, selling some assets did not helped my feeling. I sold this morning after buying a very small position.
What is your take?
Thanks again.
Read Answer Asked by claude on November 27, 2013
Q: Your thoughts on Timbercreek Global (TGF.UN).
Thank you,

Joseph
Read Answer Asked by Joseph on November 27, 2013
Q: Peter and team,

My portfolio has had a solid year overall but not surprisingly the REIT component, about 17% of the portfolio to start the year, is off sharply. For tax and 2014 cash flow reasons I need to sell one of the following. They are all good companies with now mostly single digit PEs but if you had to sell just one which would it be from:

AGNC, D, CAR, KMP, HR, CWT, REI, AX, ACC AND GRT.

Thank you! 5i is now a daily must read site for me.

Read Answer Asked by Kim on November 25, 2013
Q: I was wondering about the tax situation of some of the reits like Dundee int. and some of the reits expanding into the states and other countries,Are The reits treated simiarly in the US and other countries or do i have to worry about Their rental income being taxed,Also i wonder if you could give me a guess on how high the interest rates could increase before I would start seeing distribution cuts.
Read Answer Asked by Klaus on November 25, 2013
Q: DI.UN is tanking these days. Is it just interest rates & sector rotation or is there a more fundamental problem with the company? Thanks. Michael
Read Answer Asked by Michael on November 24, 2013
Q: Hi Peter and 5iResearch Team,
While listening to BNN this morning the host mentioned that China hedges the USD by buying US real estate. Can you recommend a good ETF that invests in US commercial real estate and do you think this is a good time to buy? I currently own Morguard NA Residential REIT. Can you comment regarding commercial US REIT vs. Cdn REIT that invests in US commercial property? Thank you.
Read Answer Asked by Linda on November 21, 2013
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