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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: Hi,
I am looking at Slate Retail for my income portfolio. I had gotten sold off a lot and has a 15%+ (depending on the hour) dividend yield. As far as I look at it, they lease to mainly staple grocery stores and drug stores - Kroger for example. Can you address the risk of its tenant base and how risky it truly is? I also think they have a lot of debt as REITs do but it looks like they restructured and carry a big revolver they use. Not sure if you can unpack what's going on there and if it's a huge worry. Thank you
Read Answer Asked by Bruce on March 27, 2020
Q: I am helping my 65-year-old mother reallocate about 20% of her growth and income portfolio in collaboration with her financial advisor; the major move is to decrease the very large position she has in bank stocks. For most of this chunk (17% say), her advisor has suggested an even-split combination of the following (in light of the interest rate hike, and to provide additional dividends): Telus (T), Pure Multi-Family REIT (RUF.UN), Slate Retail REIT (SRT.UN), Power Financial (PWF), Manulife (MFC), and Altagas (ALA) (in anticipation of the potential WGL acquisition). Would you replace any of these (and if so with what)? Would you give greater weight to any? Thanks!
Read Answer Asked by Christopher on July 11, 2017
Q: Morning,

Would like to know if the dividend from Cominar is currently safe and your view on the stock on an income based portfolio? Would Slate Office REIT be a good replacement if Cominar is deemed too risky?

Thanks!
Read Answer Asked by Richard on June 19, 2017
Q: Can you comment on whether this is a good entry point into Slate Retail REIT. The stock has been in a downtrend for last month or two after hitting highs. With the news out about Amazon buying Whole Foods, the stock is down further since they own grocery store anchored tenant plazas.

Are they cheap or expensive here in terms of valuation and would you be comfortable with the dividend payout ratio. Also any guidance for the future would be good. This would be a very long term hold for me. Thank you.
Read Answer Asked by Mayur on June 19, 2017
Q: Hi Peter, I have the above real estate plays (~2.5% each) in my RRSP along with a good mix of other 5i non-real estate income and growth picks (~62.5%) plus ~30% cash at present. Is this a reasonable mix (TCN, HOT, SRT) ? Thank you.
Read Answer Asked by Paul on January 27, 2017
Q: As a retired investor, I hold positions in both company for the income. I am concerned with the U.S. Feds possible rate increase in December and the BOC's statement that they seriously discussed lowering interest rates and their effects on the share price of these stocks as capital preservation is paramount to me.
Your opinion on this would be greatly appreciated as to a hold or sell.
Thank you, Peter and Team
Read Answer Asked by Isabel on October 20, 2016
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