Q: You recently answered Sheldon's question and gave a positive view of this stock and its last quarter report. It keeps dropping significantly with the market. With its reasonable valuation and more generous dividend I'd like to buy a full position of Tricon for a 3 year hold. With rising rates and mortgage costs the rental market in the US should be strong (folks need a place to live). Is there a bear thesis you can put forth to suggest this current proposed investment has more downside than I now am seeing? Thank you
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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.
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Medical Properties Trust Inc. (MPW)
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Community Healthcare Trust Incorporated (CHCT $16.21)
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LTC Properties Inc. (LTC $38.35)
Q: Discovered this Long Term Care Properties company in the US with monthly dividends of 6%. Do you think this is a stock worth holding to have exposure to US health care? And is dividend sustainable as it seems to have a large payout from my novice analysis. Appreciate your expert analysis very much.
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Costco Wholesale Corporation (COST $979.67)
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Realty Income Corporation (O $62.80)
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Brookfield Infrastructure Partners L.P. (BIP.UN $49.96)
Q: I have some cash sitting in my RRSP and was thinking of adding to either Brookfield Infrastructure or Realty Income REIT. I had Costco on the list, but noted in answering another question, you recommended waiting. Of the two, which do you feel is the better choice today? Or should I continue to hold the cash a bit longer until the markets settle? Thank you.
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Summit Industrial Income REIT (SMU.UN $23.48)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.58)
Q: Which of these two would you purchase today?
Q: Any thoughts on NXR.UN. Very weak today after their recently quarterly results.
Q: Would appreciate your review and opinion for these companies.
Are these buy, sell or hold?
Thank you
Are these buy, sell or hold?
Thank you
Q: Comment and outlook on their earnings please
Sheldon
Sheldon
Q: Hello Peter and team,
What do you think of Cohen and Steers and Icahn Enterprises. i am just concerned of the high yield . Is this sustainable? I am looking at these for my RRSP where the dividends don't have tax implications until i withdraw funds.
What do you think of Cohen and Steers and Icahn Enterprises. i am just concerned of the high yield . Is this sustainable? I am looking at these for my RRSP where the dividends don't have tax implications until i withdraw funds.
Q: I know 5i isn't fond of IPOs. Any thoughts on the valuation of Dream residential real estate?
Q: Hi There,
If TCN was held in an unregistered account, is the dividend eligible for the dividend tax credit or is it classified as interest like a REIT?
Secondly, is this a stock you would be comfortable holding for 5 plus years given the current interest rate environment?
Thank You
If TCN was held in an unregistered account, is the dividend eligible for the dividend tax credit or is it classified as interest like a REIT?
Secondly, is this a stock you would be comfortable holding for 5 plus years given the current interest rate environment?
Thank You
Q: Hi Group what the heck is going on with TCN. Time to get out with a small profit ??? > You say you like the stock in some of your answers on questions. Looks like another dog in waiting or do you see it differently thanks for your views
Q: Can you please compare these two industrial Reits. I own some of both but would just like a relative comaparison and maybe which one you like more and if you think it’s worth owning both. Thanks
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Boardwalk Real Estate Investment Trust (BEI.UN $64.04)
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BMO Equal Weight REITs Index ETF (ZRE $22.12)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.58)
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BSR Real Estate Investment Trust Trust Units (HOM.U $11.21)
Q: REITs are getting pummeled today with some like BEI.UN, DIR.UN and HOM.UN down more that 6%. Any thoughts on why such a big downturn.
Q: Is the sell off in industrial and multi-family Reits reached full on insanity levels? Seems massively over blown to me. Do folks actually think rates are going back to 1970’s levels (I don’t). Thanks
Q: Hi, wow, REITs across the board got hammered today, thoughts please?
Q: Seems that for the next 3 years, TCN revenue is forecast to grow by 2.0% per annum. But, now for the big but, TCN earnings is forecast to decline by 32% per annum over the same time period. Time to bail on TCN???.....Tom
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Bank of Nova Scotia (The) (BNS $94.12)
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Bank of Montreal (BMO $187.10)
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Canadian Imperial Bank Of Commerce (CM $131.11)
Q: I am overweight in BNS but not in banks and financials, would you suggest another financial stock with safety and decent/stable yield to replace some BNS .
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InterRent Real Estate Investment Trust (IIP.UN $13.25)
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Vital Infrastructure Property Trust Tr Unit (NWH.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.58)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
Q: All four of these companies seem to be interest sensitive & are dropping a lot. NWH.UN is still up 15%,TIXT is down 25 %, while IIP.UN is even & DIR.UN is down 18%. Should I sell because of the announced & upcoming interest raises or continue to hold them? They all appear to be good companies but are being swept along by the tide of selling.Thanks
Dave
Dave
Q: Good Day: Any reason CAR.UN seems to be dropping like a stone. I know the whole market is correcting, just wondering if something else is affecting CAR.UN... any reason to worry?
Q: What is your view of the recent $86m bought deal at $15 to support future growth.
Why the share price slide.
Would you be a buyer at these levels.
Thank you
Why the share price slide.
Would you be a buyer at these levels.
Thank you