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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: Why has boardwalks unit price cratered over the past month or two especially considering sizeable interest rate moves lower (even at or anbove expectations). I know boardwalk trades at a premium to the group but I thought this was due to outperformance and lack of rent controls. Just wondering if this is now a good opportunity to add again? I own relatively large positions in Boardwalk and especially Killam in the sector. I don’t own any real estate myself so I have used these as a proxy. Thanks!?
Read Answer Asked by Scott on October 28, 2024
Q: Hi! Wondering if you are still positive on Interrent. Can you please comment on how this company is doing and if you see it as a buy, hold, or sell. With interest rates being lowered do you see this stock improving?
Thank you!
Read Answer Asked by Neil on October 25, 2024
Q: Your thoughts on RioCan REIT.
Thank you
Read Answer Asked by Carol on October 21, 2024
Q: I can not find much information on this company, can you please share your insights and analysis please, thanks. Also now that Tricon was acquired by blackstone, what alternative to Tricon can you suggest please, thanks.
Read Answer Asked by MG on October 11, 2024
Q: Hi Peter and Staff

I own 6 REITS, 3 are residential. Inter rent has not performed as well as Killam and CAP in the last year. I hesitate to consolidate by deleting it and increasing the other two if there have been reasons for this that may reverse but do not want to keep it if it is a value trap.

Thoughts?

Thanks for all you do
Dennis
Read Answer Asked by Dennis on October 11, 2024
Q: I only own two REITs in my entire portfolio - GRT.UN and DIR.UN, and both are down sustainably (25% and 15%, respectively). Do you see any lights at the of these two tunnels? I plan to sell both for tax losses if there are no chances of these two turning around before December. Your advice please.
Read Answer Asked by Victor on October 11, 2024
Q: I hold these 3 REITs and the all went up nicely (roughly 10%)after the last BOC Rate decision,do you see them going back up if we have another rate cut on the 23rd,also it seems to me that InterRent is quite undervalued your thoughts on that company
Thanks
Read Answer Asked by Greg on October 11, 2024
Q: Retired relying solely on my public pensions. Have held DIR.UN for a long time. Just read your latest report. ACB is $3.27 after the ROCs. I hold 2700 units in TFSA which I am orienting towards a growth portfolio instead of income. Would you agree this equity is a candidate to move to my balanced cash account before year end to give it a higher ACB, continue to hold and maybe even add to it?
Read Answer Asked by William Ross on September 24, 2024
Q: What are your comments for current new money in these small caps
Read Answer Asked by JOHN on September 24, 2024