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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: BPY-UN has offered $30.10 per unit of BOX-UN on January 23.
BOX-UN closed at $31.25 on January 24.
Please confirm or explain following:
Is the BPY-UN offer all cash
Is a tax free rollover contemplated
When will the purchase close

Would you sell the BOX-UN into the market and buy an equivalent amount of BPY-UN? I am comfortable holding BPY-UN.

Would you recommend another Canadian "office" REIT to replace BOX-UN. I specifically purchased BOX-UN to represent high quality Canadian office REIT.

Thanks for the great service.
Read Answer Asked by Stephen on January 25, 2017
Q: Hi 5i
What do you think of Agellan REIT and safety of its 6.79% dividend ?
or would it be better to invest in a company like Atrium Mortgage Investment Corp in its latest New Issue of of 11.85 witha 7.43% didvidend?
This would be for our grandchildrens RESP account
Thanks
Kathy
Read Answer Asked by Kathy on January 25, 2017
Q: I have about 110,000 dollar that I will be investing in your balanced portfolio and the etf ViG. About 45,000 dollars will be in a non registered account and 65,000 in TFSA. I am avoiding RRSP because I have a good pension. My tax person said that I would save tax by putting the non dividend equities to the non=registered account. I plan to leave the investments in for 7-8 year As well will vig be taxed at a higher rate because it is non-Canadian if it is in the non-registered?
Read Answer Asked by Stephen on January 25, 2017
Q: I have a note from you wrt to CPD so am aware of its rate reset properties - which should be positive in the anticipated rising rate environment. However, I have not followed prefs before and wondered how they might perform should we get a significantly negative equity market, and - additionally - whether the managed version might do significantly better in those circumstances. Appreciate your opinion. Thanks.
Read Answer Asked by Mike on January 25, 2017
Q: Peter; Just in case you missed this which would of course benefit VSN. Rod
Among the other projects are the $3 billion Atlantic Sunrise project in Pennsylvania, delayed in March, and the $3 billion Jordan Cove LNG project in Oregon, rejected in March. The $700 million Gateway Pacific coal terminal was rejected in May, and the PennEast Pipeline, in Pennsylvania and New Jersey, was delayed in March. The $5.1 billion Atlantic Coast Pipeline in West Virginia, Virginia and North Carolina was delayed in April.
Read Answer Asked by Rodney on January 25, 2017