Q: What are your current thoughts on SRU?
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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: Could you comment on earnings? Thanks. - Jeff
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StorageVault Canada Inc. (SVI)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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SmartCentres Real Estate Investment Trust (SRU.UN)
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Allied Properties Real Estate Investment Trust (AP.UN)
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Tricon Residential Inc. (TCN)
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Granite Real Estate Investment Trust (GRT.UN)
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InterRent Real Estate Investment Trust (IIP.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Saw Andrew Moffs on BNN Monday discussing REITs and Real Estate companies. Looking for a 2nd opinion on these 8. Maybe just a ranking from 1 to 8 in order of preference for a long term hold. Yield doesn't matter, looking for best total return. Which ones look buyable at this time?
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Intel Corporation (INTC)
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NVIDIA Corporation (NVDA)
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Walgreens Boots Alliance Inc. (WBA)
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3M Company (MMM)
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Philip Morris International Inc (PM)
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Williams Companies Inc. (The) (WMB)
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Bank of Nova Scotia (The) (BNS)
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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TELUS Corporation (T)
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SmartCentres Real Estate Investment Trust (SRU.UN)
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Capital Power Corporation (CPX)
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Parkland Corporation (PKI)
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ATS Corporation (ATS)
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Richards Packaging Income Fund (RPI.UN)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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K-Bro Linen Inc. (KBL)
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A&W Revenue Royalties Income Fund (AW.UN)
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Acadian Timber Corp. (ADN)
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Boston Pizza Royalties Income Fund (BPF.UN)
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goeasy Ltd. (GSY)
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Blackstone Inc. (BX)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Trisura Group Ltd. (TSU)
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Stag Industrial Inc. (STAG)
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Scotts Miracle-Gro Company (The) (SMG)
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SVB Financial Group (SIVB)
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Crocs Inc. (CROX)
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Fox Factory Holding Corp. (FOXF)
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Lantheus Holdings Inc. (LNTH)
Q: Can you provide a 'buy' list for a person wanting to deploy $200,000 (inside RRSP) with the goal of creating 5% or more sustained cash flow - as well as growing the original capital to keep up with inflatiion? We do not have company pensions - this would serve to supplement our government pensions.
Thinking, 20 stocks across all sectors @ $10,000 each (or 5%)
Also could you include 10 growth stocks (inside TFSA) for a total of $250,000 - gotta have some fun ;)
Many Thanks
Jan
Thinking, 20 stocks across all sectors @ $10,000 each (or 5%)
Also could you include 10 growth stocks (inside TFSA) for a total of $250,000 - gotta have some fun ;)
Many Thanks
Jan
Q: Hi Guys
I have owned Smart Centres for a while and done prety good by it but thinking I might sell that and add to my 1% position in Tricon. Where do you see them in terms of current pricing and future potential? Looking ahead over next 5 years which do you think will be the better position to hold?
Much thanks
Stuart
I have owned Smart Centres for a while and done prety good by it but thinking I might sell that and add to my 1% position in Tricon. Where do you see them in terms of current pricing and future potential? Looking ahead over next 5 years which do you think will be the better position to hold?
Much thanks
Stuart
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SmartCentres Real Estate Investment Trust (SRU.UN)
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Granite Real Estate Investment Trust (GRT.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: I am looking at your answer to evaluating investment quality of REITS in which you note three important ratios to consider - Interest coverage ratio (EBITDA/interest of 3X or higher)), debt to equity - below 1.0x) and NOI or net operating income. I see you give EBIT margin and Net Profit margin in your company profiles but I was wondering if it was possible to calculate NOI from these tables. Are there any other important ratios one could use to compare various REITS. Finally, how would you rank the three REITS I have noted here. Thanks.
Q: Not real happy with is one, other than the dividend. . What are your views. Hold or move on?
What is your best recommendation for a Real Estate Investment Trust?
Thanks in advance.
What is your best recommendation for a Real Estate Investment Trust?
Thanks in advance.
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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SmartCentres Real Estate Investment Trust (SRU.UN)
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CT Real Estate Investment Trust (CRT.UN)
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Choice Properties Real Estate Investment Trust (CHP.UN)
Q: For income and some safety, do you see anything not to like about these four REITs?
Thanks as always.
Thanks as always.
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Bank of Nova Scotia (The) (BNS)
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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SmartCentres Real Estate Investment Trust (SRU.UN)
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Stella-Jones Inc. (SJ)
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Labrador Iron Ore Royalty Corporation (LIF)
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North West Company Inc. (The) (NWC)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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Magna International Inc. (MG)
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Open Text Corporation (OTEX)
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goeasy Ltd. (GSY)
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Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Exchange Income Corporation (EIF)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Would like your suggestions of 7 value stocks that also have a history of increasing dividends for both a balance portfolio and an income portfolio ....primarily Canadian stocks or secondary US traded stocks.
and please take the number of credits necessary to complete this "task". ........thanks.....Tom
and please take the number of credits necessary to complete this "task". ........thanks.....Tom
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RioCan Real Estate Investment Trust (REI.UN)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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SmartCentres Real Estate Investment Trust (SRU.UN)
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Allied Properties Real Estate Investment Trust (AP.UN)
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Artis Real Estate Investment Trust (AX.UN)
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Boardwalk Real Estate Investment Trust (BEI.UN)
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Granite Real Estate Investment Trust (GRT.UN)
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NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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Summit Industrial Income REIT (SMU.UN)
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Killam Apartment Real Estate Investment Trust (KMP.UN)
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Choice Properties Real Estate Investment Trust (CHP.UN)
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First Capital Real Estate Investment Trust (FCR.UN)
Q: Would you please rank these 12 REITs for future growth prospects, where 10 is the best prospects & 1 the worst. Also would please indicate what REIT assets contribute to future growth & those REIT assets that have very little future growth. Thanks ... Cal
Q: Good Day My question is about the earnings of SmartCentres Real Estate Investment Trust. They seem to have their core as retail but are branching off into residential, storage, and senior complexes. I have always liked this management team and they have done us good over the years. Can you comment on their earnings and your thoughts on the direction of other real estate assets?
Q: Greetings,
Trying to reduce REIT holdings and would appreciate your advice: I don't mind keeping both but if one was sold and all the proceeds used to buy the other, then which one would you prefer to keep adding to? Both classified as "retail" . Which one has more potential to keep growing?
Many thanks!
Trying to reduce REIT holdings and would appreciate your advice: I don't mind keeping both but if one was sold and all the proceeds used to buy the other, then which one would you prefer to keep adding to? Both classified as "retail" . Which one has more potential to keep growing?
Many thanks!
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H&R Real Estate Investment Trust (HR.UN)
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SmartCentres Real Estate Investment Trust (SRU.UN)
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Chartwell Retirement Residences (CSH.UN)
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Crombie Real Estate Investment Trust (CRR.UN)
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MCAN Mortgage Corporation (MKP)
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Choice Properties Real Estate Investment Trust (CHP.UN)
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Inovalis Real Estate Investment Trust (INO.UN)
Q: are any of these something to have as a good investment ?
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PRO Real Estate Investment Trust (PRV.UN)
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SmartCentres Real Estate Investment Trust (SRU.UN)
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NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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Choice Properties Real Estate Investment Trust (CHP.UN)
Q: Is it better for me to hold these companies in a registered account?
Also, in terms of their portfolio diversification, do I need to own all four?
Also, in terms of their portfolio diversification, do I need to own all four?
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Great-West Lifeco Inc. (GWO)
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Power Corporation of Canada Subordinate Voting Shares (POW)
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Pembina Pipeline Corporation (PPL)
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Keyera Corp. (KEY)
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SmartCentres Real Estate Investment Trust (SRU.UN)
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Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Exchange Income Corporation (EIF)
Q: The yield on CDZ is 3.0%, if I buy equal amounts of the top ten stocks, the average yield is 5.48%. What accounts for the 1.48% difference in yield and is the risk proportionally higher buying the individual stocks than buying the EFT
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Bank of Montreal (BMO)
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BCE Inc. (BCE)
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Canadian Imperial Bank Of Commerce (CM)
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Power Corporation of Canada Subordinate Voting Shares (POW)
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SmartCentres Real Estate Investment Trust (SRU.UN)
Q: I am going into retirement and below are the weightings of stocks held in my portfolio. Although the portfolio performed okay over the years, I wonder if there is too much concentration and would appreciate your ideas on diversification given the economic times we live in. My portfolio is about $2M with an investment loan of $150K for which I use the dividends to repay. Thanks. BNS 37%, TD 18%, CM 14%, BMO 14%, BCE 6%, SRN.UN 6%, RY 4%, POW 1%
Q: Please give me your thoughts on these two laggards in my portfolio. Do I keep them for dividends or replace them with more potential.
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BCE Inc. (BCE)
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Power Corporation of Canada Subordinate Voting Shares (POW)
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Fortis Inc. (FTS)
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SmartCentres Real Estate Investment Trust (SRU.UN)
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Capital Power Corporation (CPX)
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Dream Industrial Real Estate Investment Trust Subscription Receipts (DIR.R)
Q: After selling some growth stocks, I'm looking to add 3 income stocks to my Rif. Can you rate your preference on the 1st 4 and then the last 2. Thanks
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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SmartCentres Real Estate Investment Trust (SRU.UN)
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Chartwell Retirement Residences (CSH.UN)
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NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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Slate Grocery REIT (SGR.UN)
Q: Hello, I currently own CAR.UN, CSH.UN & NWH.UN for income earning
REITs.in a RRIF account. Considering adding SGR.UN or SRU.UN. Which one with a brief why.
Thanks
Roy
REITs.in a RRIF account. Considering adding SGR.UN or SRU.UN. Which one with a brief why.
Thanks
Roy
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RioCan Real Estate Investment Trust (REI.UN)
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SmartCentres Real Estate Investment Trust (SRU.UN)
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Choice Properties Real Estate Investment Trust (CHP.UN)
Q: Hi,
How would you rank these reits in regards to revenue, distribution security and growth.
Thank you
Ed
How would you rank these reits in regards to revenue, distribution security and growth.
Thank you
Ed