Q: I would like your thoughts on MCan Financial today. Their results were good, but are they worth the jump today? They sold shares earlier in the year which got me nervous, but it seems like they are delivering.
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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.
- First National Financial Corporation (FN)
- MCAN Mortgage Corporation (MKP)
- Timbercreek Financial Corp. (TF)
Q: A number of years ago I held Timbercreek, and got the nice dividend plus some minor capital gains before selling. I am now looking at it again - or something similar like FN or MKP. Could you comment on the outlook for the mortgage companies in general in the current environment (assuming rates continue to go down), and also if we should enter a recession. Would you buy one of these companies today, with income the primary objective, and how (and why) would you rank these 3? Is there a better option in this category?
Thank-you
Thank-you
Q: Can I get your thoughts on this company, especially in regards to the sustainability of the dividend which is quite high.
Q: MCan Financial is selling 1.6M shares at $15.40 to raise $25M. This is about 5% of their market cap. What is your feeling on this dilution and how do you see it affecting their dividend? I have enjoyed their high dividend for many years and am now wondering if this is a worrisome sign, or is it a cheaper way to raise operating capital? The drop today brings the price to close to the $15.40 mark. Do you expect the price to fall further once the offering is closed and people try and sell their shares?
Q: Can I please get your thoughts on income/dividend safety for these companies. In your opinion would they be a hold or sell in this market.
- Builders Capital Mortgage Corp. (BCF)
- Home Capital Group Inc. (HCG)
- MCAN Mortgage Corporation (MKP)
- Atrium Mortgage Investment Corporation (AI)
- Firm Capital Mortgage Investment Corporation (FC)
- Timbercreek Financial Corp. (TF)
- Fabrinet (FN)
Q: Hello 5i Team
Reviewing the publicly listed mortgage investment corporations (MIC) on the TSX and TSXV.
1 - Are there any others listed on exchange(s) other than the five listed?
2 - Is Builders Capital Mortgage Mortgage too small (~$19M market cap) for consideration?
3 - What is the best metric to compare MICs - price to earnings / price to book / others?
4- What would be your ranking - best to worst?
5 - Any other considerations?
Thank you
Reviewing the publicly listed mortgage investment corporations (MIC) on the TSX and TSXV.
1 - Are there any others listed on exchange(s) other than the five listed?
2 - Is Builders Capital Mortgage Mortgage too small (~$19M market cap) for consideration?
3 - What is the best metric to compare MICs - price to earnings / price to book / others?
4- What would be your ranking - best to worst?
5 - Any other considerations?
Thank you
- Enbridge Inc. (ENB)
- Acadian Timber Corp. (ADN)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
- MCAN Mortgage Corporation (MKP)
Q: For an income, would you recommend this stock. Is there another that you feel would be better for both income and a little upside.
Thanks
Thanks
- Alaris Equity Partners Income Trust (AD.UN)
- A&W Revenue Royalties Income Fund (AW.UN)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
- MCAN Mortgage Corporation (MKP)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Firm Capital Mortgage Investment Corporation (FC)
Q: Please rank these stocks and would you be comfortable buying them now for their generous yields with at least a three year hold?
Any individual company comments are welcome. Thanks.
Any individual company comments are welcome. Thanks.
Q: Peter could I have your opinion on MKP please. It looks like they have slowly raised the div over the years. Pay out O.K??? Is the dv taxed as a div or as interest for tax perposes?? I am a senior and looking for stable dividends, Thanks Ken
- PRO Real Estate Investment Trust (PRV.UN)
- Intel Corporation (INTC)
- Microsoft Corporation (MSFT)
- QUALCOMM Incorporated (QCOM)
- Oracle Corporation (ORCL)
- CI Financial Corp. (CIX)
- Dream Office Real Estate Investment Trust (D.UN)
- Whitecap Resources Inc. (WCP)
- goeasy Ltd. (GSY)
- Harvest Healthcare Leaders Income ETF (HHL)
- MCAN Mortgage Corporation (MKP)
Q: Hi Peter
What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio
Thank you
Howard
What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio
Thank you
Howard
- H&R Real Estate Investment Trust (HR.UN)
- SmartCentres Real Estate Investment Trust (SRU.UN)
- Chartwell Retirement Residences (CSH.UN)
- Crombie Real Estate Investment Trust (CRR.UN)
- MCAN Mortgage Corporation (MKP)
- Choice Properties Real Estate Investment Trust (CHP.UN)
- Inovalis Real Estate Investment Trust (INO.UN)
Q: are any of these something to have as a good investment ?
Q: MKP this company seems to be a steady climber with a great dividend , is it one to buy or is there better ones in the same sector to pursue ? thanks
- Alaris Equity Partners Income Trust (AD.UN)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
- MCAN Mortgage Corporation (MKP)
- Firm Capital Mortgage Investment Corporation (FC)
Q: I own small positions in Fiera, Firm Capital, Alaris and Mcan for their outsized yields. I'm close to even on three and down 5% on Fiera (8 5% yield).
Would you keep them as long term investments and please rank them. Thanks.
Would you keep them as long term investments and please rank them. Thanks.
- PPL Corporation (PPL)
- Keyera Corp. (KEY)
- Alaris Equity Partners Income Trust (AD.UN)
- MCAN Mortgage Corporation (MKP)
- Enbridge Inc (ENB)
- Franklin Covey Company (FC)
Q: These companies pay high dividends. Any red flags?
Are the dividends relatively safe?
Thank you.
Are the dividends relatively safe?
Thank you.
Q: I have shares in MKP and received some rights as dividends as MKP.RP that are worth about $0.11. I can trade them in for more shares at $15.65 about $1.85 below current value (20 rights to 1 share).
Is this a good deal, or should I just sell the rights? I feel there is no difference unless I wanted to buy 5% more shares. If I do buy the shares, how do I do it?
Also, any thoughts on the company in general. It diversifies my holding and pays over 7% dividends. I have a 4% holding in the company which is a full position for me.
Is this a good deal, or should I just sell the rights? I feel there is no difference unless I wanted to buy 5% more shares. If I do buy the shares, how do I do it?
Also, any thoughts on the company in general. It diversifies my holding and pays over 7% dividends. I have a 4% holding in the company which is a full position for me.
Q: MCAN (MKP) is a mortgage company that I hold. It seems to be a good income stock. It is raising more capital that I interpret as positive. Is this to hedge against the "expected" rising interest rates? If rates go up how will this affect their business? My holding is 3%, I am thinking of bring this up a bit based on their positive moves to increase capital. Am I reading this wrong?
Thanks,
Doug
Thanks,
Doug
Q: Your thoughts on MKP’s latest results and the 8% div yield.. The results are good but not quite as good as last year. Why would they declare a special dividend verses just raising their quarterly dividend?
Thanks
Gord
Thanks
Gord
Q: I am fairly new to DIY investing and 5i. Have really appreciated the knowledge I am accumulating from your subscription. I am overweight in financials and would like to reduce. Currently own MKP (7%) and AI (2%). Could you give me your thoughts on these companies and rank them in order of “dividend safety/growth”? Thank you.
- Adobe Inc. (ADBE)
- NVIDIA Corporation (NVDA)
- Block Inc. Class A (SQ)
- MCAN Mortgage Corporation (MKP)
- Etsy Inc. (ETSY)
- ARK Next Generation Internet ETF (ARKW)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Pinterest Inc. Class A (PINS)
Q: Hello Peter, assuming an already have a diversified portfolio, in what order would you choose the following for long-term wealth creation (whether from dividends or gains): ETSY, PINS, SQ, NVDA, LSPD, ADBE, ARKW, MKP. Thank you.
- MCAN Mortgage Corporation (MKP)
- Atrium Mortgage Investment Corporation (AI)
- Firm Capital Mortgage Investment Corporation (FC)
- Timbercreek Financial Corp. (TF)
Q: hello
What are your thoughts on MIC's these days? For income of course.
Could you please rank them in order of "distribution" safety?
Thanks
What are your thoughts on MIC's these days? For income of course.
Could you please rank them in order of "distribution" safety?
Thanks