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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 please outline the main risks to Dream Industrial REIT. I am also confused because over 2.5 years their P/E has gone from 4 to 24, yet their stock price has dropped (~$16 to $13) and their earnings have increased (as I understand it). Please correct me if I am wrong. Also, do I have it right that their NAV is ~$17? Do you know their average interest costs and if/when that might increase significantly? Other than those debt questions, and the sector, I'm wondering what I'm missing with this stock continuing to drop. Thank you.
Read Answer Asked by Toge on October 16, 2023
Q: As per today, could you provide your best 3 Cdn Utility stocks for the next 5 yrs for total return (stock appreciation + div).

Thanks
Read Answer Asked by Daniel on October 13, 2023
Q: Thx for the heads up on CLS in early May. Looking at insider buying by CEOs and CFOs do you see anything of interest at present? Anything of interest from the growth porfolio with significant insider buying?

Thx
Read Answer Asked by blake on October 12, 2023
Q: What would be your top 5 U.S. or Canadian REITs today based primarily on both valuation and quality balance sheet.
Read Answer Asked by James on October 12, 2023
Q: What are your thoughts on BIR? It has lagged for the year and more so over
the past month. The dividend is in question, I recall $70 oil and $3 gas covers it. Is there any rationale to it being in question?

The other news I see is a new CEO coming in Jan, any thoughts on this?

Would you buy in here or would it be safe to wait for tax loss selling later in the year?
Read Answer Asked by Robert on October 11, 2023
Q: Could you please give me your top five dividend aristocrats. Thank you
Read Answer Asked by Anne on October 11, 2023
Q: I am trying to construct a barbell style Canadian portfolio.Can you name 5-6 growth names you favour and 5-6 defensive names that I might be able to build this with ?
Read Answer Asked by Kim on October 10, 2023
Q: Can you please provide 5 mid or large cap stock picks that have dropped recently due to the market downturn and could possibly recover as the next quarter earnings come out or as the interest rate environment peaks. US and/or Cdn stocks.
Read Answer Asked by Vineet on October 06, 2023
Q: Apparently BMO, CIBC and TD currently have negative amortization mortgages approaching 20%. Do you have comparatives for BNS and RY ? Apparently there is one Canadian bank that is very conservative at less than 6%.
Read Answer Asked by James on October 06, 2023
Q: Hi Gang, wondering if there will be an update report for capital power coming soon; looks like it's a yearly ritual ☺️. Till then, do you see this recent drop as a good leg in? I thought last qtr was a good report and company seems like it's executing it's strategy. Did I miss something or is this a reaction to higher for longer interest rates?
Read Answer Asked by Allan on October 03, 2023
Q: Could you please compare TVE and BIR for growth and income. Do their fundamentals differ significantly to favour one outperforming the other over a 3-5 year period.
For a mid to higher risk investor, what other names in oil and gas would you consider that might provide higher returns?
Read Answer Asked by Alvin on October 03, 2023
Q: What is your top 6 picks regardless if Cad / US based / sectors. Also supply entry price and brief explanation on why you like your picks...Thanks for your help with this.
Read Answer Asked by Terence on October 03, 2023
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