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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: Could you give me your opinion on Callaway REIT (cwt.un)?
Read Answer Asked by jacques on February 06, 2014
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?
Read Answer Asked by Randal on February 06, 2014
Q: Hi Peter,
Can you give me your opinion on milestone apartment real estate. mst.un. it has a nice divident. Thanks Clare
Read Answer Asked by clara on February 05, 2014
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
Read Answer Asked by Lillian on February 05, 2014
Q: Is Leisure World Senior Care, LW. a good investment now. My purchase price is $10.08. thanks
Read Answer Asked by chet on February 05, 2014
Q: Is Ruf.a a limited partnership ? and do the limited patnerships have tax ramifications ? in a rrsp ?
Read Answer Asked by terrance on February 02, 2014
Q: Could I please have your team's opinion on two REIT Exchange Traded Funds for the fixed income side of my portfolio, in addition to bonds and GIC's. I'm considering XRE and/or ZRE. XRE is the Blackrock iShares ETF weighted more heavily in the larger REITS, whereas ZRE is the Bank of Montreal ETF more equally weighted across the sector. Which approach would you prefer? And if you don't consider REITS "fixed income", how would you add real estate to the fixed income mix? Would our home (fully paid) be considered "fixed income" real estate and, therefore, should it's value be added to our "holdings" as a percentage of the fixed income component? Thank you.
Read Answer Asked by Paul W on January 30, 2014
Q: Hi there, TD WebBroker just initiated coverage of FAM Reit (F.UN) with a Buy recommendation. Although it is small still, its share price has fallen since its IPO, and is externally managed by Huntingdon, it yields over 8% and seems to have a decent payout ratio of around 80%. What do you think of this one now and would you consider it a Buy at this level? How would FAM compare to say, AAR.UN?
Read Answer Asked by Gail on January 30, 2014
Q: BTB.UN is a REIT in my portfolio that pays me 9% based on my purchase price but is quite small.Do you see it as a buy, sell or hold?Thanks for all your help!
Dave
Read Answer Asked by Dave on January 28, 2014
Q: Could we please have an update on RLC. Thank you, Bob.
Read Answer Asked by Bob on January 28, 2014
Q: DI.UN Dundee International REIT. What do you think about it now?
Read Answer Asked by Eugene on January 27, 2014
Q: Have $10,000 to invest in our joint account. We're heavy in banks, oil, pipelines, telecom, etc. and I'd like a suggestion for some REITS to check out. I'm looking for good income with safety primarily, but some growth would be nice too. In other words, I want the moon! Cheers, Ted
Read Answer Asked by Edward on January 27, 2014
Q: Hi Peter,

I'm looking for some mortgage funds similar to Timbercreek's offerings (MTG and TMC). I'm more interested in the higher risk (higher yield) opportunities such as TMC. Could you point out a couple of other names that I could take a look at?
Read Answer Asked by Brian on January 26, 2014
Q: Peter thank you for your service.I am a higher risk investor,that has learned(painfully)to adapt my investment style to a more barbell approach.I expect the market to have a correction in 2014,what are your thoughts on REITS with U.S. exposure?
My thoughts are that they have limited downside,offer dividend,favourable currency exposure!
Would this not offer downside protection,but upside if correction does not occur this year.
Do you have any better ideas?
Read Answer Asked by Randy on January 24, 2014
Q: please comment if possible on TN.UN re dividend and possible capital gains
Read Answer Asked by george on January 23, 2014
Q: We have XRE in our TFSA accounts the price is back where we purchased a few years ago so we have just gained on the distributions. Would you recommend continuing to hold XRE or sell and put it into other items.
Read Answer Asked by Donald on January 21, 2014
Q: i am looking at MST.un for income and some growth … your opinion appreciated, also are these going to be hit by future rate increases …. thx
Read Answer Asked by Bob on January 20, 2014
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