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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: Doing a complete revision of my portfolio and these names came up for consideration.
I would appreciate your input as to whether they could be a good investment at this time.
Read Answer Asked by stan on November 18, 2020
Q: Hi,

I hold SMU (up 100%) and NWH (up 40%). COLD, however, has come up as recommended from a few places I get my ideas from and I'm considering initiating a position in it. To free up some funds I need to dump either SU or NWH and am curious which one you would exit and why? I'm more interested in capital growth than dividend and generally hold mid-long term.

Cam.
Read Answer Asked by Cameron on November 16, 2020
Q: What are some industrial reits?
Do you recommend entry into this sector at this time?
Read Answer Asked by David on April 03, 2020
Q: What do you make of this insider selling, is it time to bail out of this security, Thanks

Between March 12 and March 19, chairman Louis Maroun sold a total of 312,000 units at an average price per unit of roughly $8.80. Proceeds from these sales, excluding commission charges, exceeded $2.7-million. After these transactions, this account held 773,629 units.
Read Answer Asked by Saad on March 27, 2020
Q: Hi Peter and Staff

If we end up in a longer (say 1-2 year recession) can you provide any comments as to which of the following could suffer more from vacancies or unpaid rent based on their tenants ?

GRT.UN, DIR.UN, SMU.UN

Thanks for all you do
Dennis
Read Answer Asked by Dennis on March 20, 2020
Q: Hi,

In an otherwise well balanced portfolio, with a slight tilt towards growth I do hold the above REITs for income. As part of a new investing philosophy (to me) I'm aiming to reduce my equity positions from 33 to 23 over this year. Thus, I need to sell one of the above and re-invest the proceeds in the other three. With an eye towards income preservation (ie. sustainability of dividend) and growth, which of the above do I sell?

Cam.
Read Answer Asked by Cameron on January 27, 2020
Q: Could I please have your top 3 choices among industrial reits.
Read Answer Asked by gary on September 02, 2019
Q: Peter; Both smu.un and dir.un reported, I thought, really good earnings but both dropped on higher than usual volume. Am I missing something here ? Thanks. Rod
Read Answer Asked by Rodney on August 12, 2019
Q: REITs, utilities, and other dividend and low volatility assets are being hammered today. Any idea why? Is the market suddenly starting to think rates will be increased? You don't often see ZLU down 2% in a day.
Read Answer Asked by John on June 27, 2019
Q: Considering the recent market volatility and dovish tone from central banks, I would like to increase my exposure to REITs sector for some consistent income. Among the different REIT sectors, I am more lean towards to the Industrial sector, and currently looking to deploy some money into one of the names mentioned above. Any preference? Thanks. Tim
Read Answer Asked by yun on May 22, 2019
Q: I would like to add one of AP.UN, MRG.UN, or SMU.UN to my REIT holdings. Can you rank them in terms of which one will likely provide the best combined return (on yield and growth) for a three year hold? Or if there others I should also consider? Thanks.
Read Answer Asked by Victor on May 21, 2019
Q: Which of the above industrial reits do you favour today, or you rather stay with real estate reit ?
Thanks.
Desiree
Read Answer Asked by Desiree on May 03, 2019
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