Investment Q&A

Q: Can you comment on Killam’s recent quarterly results and how they compared with street expectations please. Also how do they compare to similar sized peers like inter rent? Is it a good buy for the multi-residential space? And what do you think of adding to this space now in the macro cycle? Thanks

Q: The bottom fell ot of this quite dramatically during Mar'23. What happened and would you dump it, sit on it or double-down?

Q: Several months ago the dividend was cut substantially. The stock fell accordingly and has drifted lower in the meantime. Insiders have been adding shares. Should I join them or is this a trap

Q: Thoughts on ERE results and would this be a long term buy at these levels?

Q: NWH.UN released its earnings today and had perhaps a little bad news - AFFO did not cover the distributions in the quarter - and some good news - deleveraging plans seems to be on track and the CEO comments even raised the possibility of share buybacks once the deleveraging plan is further advanced. What do you make of todays results and these comments in particular? Has it turned the corner? Optimistic or pessimistic?

Q: I am down +/_ 25% on North West Health Care. It seems to be going down daily? I'm an income/ dividend investor but would like a bit of growth as well.
Is it time to let this one go or hang on? Would you have a recommendation for a replacement where I might be able to recoup my losses? Thanks.

Q: Good evening
Can you please comment on this REIT ? Dividend was not cut since 2013 and according to my broker's record there was considerable insider buying during the last year. Lately it is dropping. Would you consider it a sell, buy or hold ? I will appreciate it if you can also comment on the dividend sustainability
Thanks

Q: Which do you prefer for the safety of the dividend: NWH.UN or MPW?

Thanks for your service!

Q: Should I be concerned about the declines in office usage as reported in US and Canada. What does this portend for Colliers going forward through this rocky landscape

Q: Results look good. In my opinion I see 4 important tailwinds. 1. Credit tightening- making it more difficult for home ownership. 2. Housing shortage. 3. Interest rate peaking- improve margins in time, and re accelerate growth 4. Pricing power- ability pass rent increases on. Does this cover them or did I miss any others. Where do you see this company 3-5 years from now. Full purchase make sense at this time?

Q: Your thoughts on the quater please.

Thanks

Q: Hi Gang
Would you buy Slate at this time
Thanks Mike B

Q: Can you explain Dreams announcement at the close today. It seems DIR has done a bought deal of 12.5M shares at a price of $14.20 (a little below todays close) to raise money which they will then use to buy back 12.5M A class preferred shares? This is a confusing one, why would they do this? Also will this hurt the regular DIR share price since its diluting the shares? Would you buy or is this a bad move? Thx

Q: earnings didn't look great. Thoughts? What does future look like? Is this a one off?

Q: I noticed that Brookfield DTLA, a BAM subsidiary, has defaulted on a series of office building morgages with their preferred dropping from $30 to $0.50. Also I have read frequently that Brookfield's financial structure is highly integrated and complex.
Do you see see any risk here or should I maintain my position. Thanks

Q: Your thoughts on H & R as a long term hold for income, thanks

Q: Could you please provide your thoughts on the latest quarterly report from Allied Properties. Is the fair value loss of $78 million on investment properties and investment properties held for sale a paper loss at this point only to be realized after a sale? Thanks.

Q: Hello
Could you comment on REAL earnings?
Once the dark cloud of interest rate hikes subside it appears REAL may grow again, at least that is what management seem to be saying? Do they have enough cash to to holdout until then?

Many thanks for your expertise
Stephane

Q: Hi,

Your opinion on Allied's latest results ?

Thanks

Q: So NWH.UN announced a successful debenture issue today which will have the effect of reducing interest expense. On the surface this seems like good news, but I am wondering why someone would buy it. The interest rate is lower than the dividend yield and the convertible price is still about $2 higher than currently trading. I can see buying this if you were convinced there was going to be a dividend cut, but I doubt that will be the case at least in the near term given managements stated recent focus. What am I missing? Why would someone buy this debenture? I am an income investor and have a 2% weighting and am thinking of increasing it to 5%…..if I can figure out an answer to my question. Would you be ok with a 5% weighting in this stock under these circumstances?

Thanks in advance. Love the service.