Q: i was about to buy shares in h&r reit but since the attempted buy out i am now not sure. i read that if the takeover succeeds a lot of funds would be over weight this name and have to sell shares - you would expect the shares would slip back at that time.
so, is it better to wait or it doesn't really matter. if you like it buy it?
Q: Hi, guys. question: why would kingsett chose to buy up to 5% of primaris' shares now? even with this 5% block, I find it unlikely that their bid would receive enough support to go through. seems like an inefficient use of cash buying primaris in the high $26s and $27s when the value of pmz.un's shares based on hr.un's current share price is lower. seems to me like kingsett could get an better immediate return buying hr.un. your thoughts are always appreciated.
Q: Hi everyone a few years back I took a position in Leisure world LW at about $10.00 in my TFSA. Some TV experts seem luke warm to this REIT, saying that making money in senior cars is tough. My view is that they are in a high demand area so I am still holding. Is the senior care sector a bad investment area, or should I just sit back and collect my 7% until I need to move into one of their facilities?
Q: Hi, guys. Any thoughts if riocan will be eager to pull the trigger on another acquisition if they lose out on primaris?
Secondly, do you see any other comparibles to pmz.un on the market. To me, par.un (partners reit) looks a little similar with their portfolio of shopping malls in secondary markets, but I could be totally wrong in this assessment.
And lastly, do you think this deal will re-rate companies with higher quality retail properties, even though they may own other asset classes as well (ie mrt.un)?
Q: We purchased some share of H&R Reit in November. This morning it was announced that H&R have bid for the purchase of Primaris. Management claim that this is a once in a lifetime opportunity in Canada and that it will not increase the debt to buy. They also say that it will increase liquidity and growth of the company. The market seems to be negative about this news. What do you think of this deal?
Thanks to Peter and Team.
Q: I see the Q/A regarding HR.UN acquiring Primaris... But I have a questions as to why HR.UN stock would start the day negative on what I would find positive news? I have seen this in a few other transactions with other stocks where my initial thoughts would be awesome , but more times than not the opposite happens - am i thinking wrong? Do you have any insights as to why this happens - I'm still learning...
Q: HI everyone, I am interested in North West Healthcare, NWH.un, in a TFSA. I like the idea of investing in medical infrastructure as I can't see the demand decreasing. What are your thoughts?
Q: Hi, I just recently joined this website, and I am enjoying all the great information. I have a lot of Reits and recently took a position in Timbercreek TMC on Toronto for my TFSA. A lot of the TV experts seem to think that the average retail investor should be scared of this one. Did I make a mistake?
Q: One factor considered by least some value investing proponents is that cash flow should be better than earnings. I note that in REITS ( at least RioCan and Artis) this is not the case and yet they are both successful. Is the structure of REITS such that this is a non starter.Thanks.
Q: What do you think of the recent DI.UN announcement regarding its final base shelf prospectus where they may issue units or debt at any time over the next 25 months? Is this standard for REITs?
Any thoughts on Amica (ACC). I noticed that the Globe has it as one of the top 20 stocks in terms of insider buying. Would you consider this a good entry point?
Q: BPO
peter, thanks for the good advice. Iam looking for my tfsa. Looking at your previous comments on bpo, are some of the concerns re-NewYork market leasing out of the way. It seems all other REITS having gone up so much, would this be the one to get.
Thanks