Q: Hi Peter and Team,
What are your thoughts on DuPont Fabros Technology, DFT.
What are your thoughts on DuPont Fabros Technology, DFT.
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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 Peter and Gang,
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.
Many thanks,
Derek
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.
Many thanks,
Derek
Q: hi, i would like to know if you have any reits about health care, housing, and the elderly that would be recommendable at this time . thank you.
Q: Can you please comment on Amica Lifestyle (ACC). The stock has been under pressure and dropping.Can you see this turning around? Thank you.
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!
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?
Thanks Jim
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?
Thanks Jim
Q: Hi Peter and 5i Gang,
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%)?
Many thanks, Derek
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%)?
Many thanks, Derek
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?
Thanks
Thanks
Q: Could you give me your opinion on Callaway REIT (cwt.un)?
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?
How do I search 'questions and answers' to find stocks or sectors I am interested in that have already been discussed?
Q: Hi Peter,
Can you give me your opinion on milestone apartment real estate. mst.un. it has a nice divident. Thanks Clare
Can you give me your opinion on milestone apartment real estate. mst.un. it has a nice divident. Thanks Clare
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
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
Q: Is Leisure World Senior Care, LW. a good investment now. My purchase price is $10.08. thanks
Q: Hello Peter,
What do you think of HR.UN at this time? It seems to go sideways. Some other recommendation in the group?
Monika
What do you think of HR.UN at this time? It seems to go sideways. Some other recommendation in the group?
Monika
Q: hello 5i group
could you evaluate artis reit ?
jacques
could you evaluate artis reit ?
jacques
Q: Is Ruf.a a limited partnership ? and do the limited patnerships have tax ramifications ? in a rrsp ?
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.