Q: I am down 35% in NWH.UN. Would you suggest holding or selling? Please provide your analysis for your suggestion.
5i Research Answer:
NWH is not risk-free, but the low valuation reflects this. Cash flow is stable, and it should do better once interest rates peak. Payout ratio is high, but there is enough liquidity for now. It is expected to show cash flow growth over the next two years. We would consider it a hold. It has never lost money since inception.