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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 Peter & Co.,
I purchased shares in RioCan, Dundee Reit, Calloway, and First Capital Realty earlier this summer. Most have declined in price since then, but now I'm finding the distribution yields so attractive that I'm thinking of "doubling down". Is this a good entry point (has all the damage been done?)or will there be a more attractive entry point between now and year end? Also, my REIT holdings now account for about 10% of my portfolio - what would you recommend as the maximum allocation to this sector (I'm a long-term dividend investor)?
Many thanks and have a great weekend!
Brian
Read Answer Asked by Brian on August 16, 2013
Q: Hi guys, Interrent has taken a real tumble lately. I'm still in the black with it but wondering where the bottom is? Do you have advice about whether i should sell now, or hang on? It's about 5% of my portfolio, and i'm in for long-term steady growth. Your thoughts are much appreciated!
Read Answer Asked by Kate on August 16, 2013
Q: Hi Peter, earlier I asked about Alter Nrg and how their $400 million project in Tees Valley could make a big impact in that it will be the first industrial plant that takes in a 1000 tonnes of garbage and the syngas then is cogenerated to produce electricity for 50,000 homes. Trading volume is going up along with the price. Looks like Air Products will be ordering for a second plant shortly. Would you buy Alter Nrg here?
Read Answer Asked by DAVID on August 16, 2013
Q: On your model portfolio, the total start value is 100k. What would you do if you had 400k? Buy more of the same stock, or, limit your purchase to a certain % of your total portfolio and purchse new stocks? If you are purchasing new stocks, do you also spread the risk by investing equally in different sectors.
Read Answer Asked by Ric on August 16, 2013
Q: My wife wants to know your thoughts on Pollard Banknote. TIA
Gary
Read Answer Asked by Gary on August 16, 2013
Q: Hi Peter:
I am looking for income
I have positions in Reits including Riocan, CSH.un. H&R
Calloway and a smaller position in Dundee and Granite Reit
the last 2 has taken a bigger hit than the rest of the REITs
If I have more funds coming in to invest, which REIT of the above would you consider to add to ? I have heard of Boardwalk
but unsure if you cover it or not ?
Many thanks! Great show on BNN, Peter gave us alot of very valuable information!
Read Answer Asked by Michael on August 16, 2013
Q: I would like to take a look at bond offerings. Do you know of any web sites that would provide this information?

Regards
Read Answer Asked by Gary on August 16, 2013
Q: which health care stocks are worth buying?.Thanks.
Read Answer Asked by nizar on August 16, 2013
Q: Hi Peter,

Could you pls comment on Atrium Innovations and if they have any
competitors in canada.

Thanks
Paul
Read Answer Asked by Paul on August 16, 2013
Q: Hi Peter &Team. I've held HNZ Group (HNZ.A) for some time and enjoyed the ride up but didn't enjoy the ride down as much. It's now back to approx where I purchased. Could I please have your general views on this company. It represents approx. 4% of my overall portfolio. Thanks
Read Answer Asked by Mario on August 16, 2013
Q: Recently you gave me your opinion on Fortis and Emera. I am still looking at those and other options. I have Algonquin purchased in 2009 and Brookfield Renewable Energy purchased in 2013. Should I buy more of either of these?
Also what is your opinion of Northland Power. Thanks in advance.
Gary
Read Answer Asked by Gary on August 16, 2013
Q: Hi Peter and Team, can you please provide your thoughts and comments on Pinecrest's, PRY, Q2 results. Thanks!

Read Answer Asked by Hussein on August 16, 2013
Q: Would appreciate your opinion on NIF.UN. Very high D.@9.3%.
Thanks.
Read Answer Asked by Robert on August 16, 2013
Q: You last commented on AGF Management in May. The company has been on a tear lately, pays a high dividend, and appears to be very popular with investors. I would appreciate an update. Would it be a good hold in an income portfolio for the long haul?
Read Answer Asked by Paul W on August 16, 2013
Q: Hi 5i Guru's

Re; Rei.un (Riocan)

I am considering adding RIOCAN to my TSFA. It has been beaten up with the REIT sector and looks like a reasonable entry point now. I think Shopping centers are in the cards for the long term, providing a secure revenue stream. The close to 6% dividend is therefore likely sustainable and subject to increases. And lower interest rates seem to be here for some time to come.

Would you recommend RIOCAN, or do you see a preferable name in the REIT sector.

Thanks so much,
Read Answer Asked by Jim on August 16, 2013
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