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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: Perhaps a bit out of your ballpark, but related to thoughts about bond markets.

I am currently on a floating mortgage which was very attractive a couple of years ago. That is going up, of course, but locking in would be about 2-3% higher.

You can't predict the future, but what do you see as the wise choice here? Stick with the floating rate or bite the bullet and lock in for the next 3-4 years?

Read Answer Asked by Kevin on July 05, 2022

Q: Currently, Invesque 6% convertible debentures series V are trading at about $83 US ( on the TSX). They mature on 30-Sep-2023 at $100, i.e. about 15 months from now.
This corresponds to a fabulous annualized Yield to Maturity of roughly 21%.
In your opinion, what is the risk that Invesque will default in the payment of these debentures? Does this seem to be a good risk to reward?

Read Answer Asked by Gregory on July 05, 2022

Q: Hi, Are there any Reits based in Texas? I think a lot of people are moving to Texas and reits with holdings there should do well..What are your thoughts?

Read Answer Asked by Shyam on June 22, 2022

Q: DRM breezed through most of the last six months of market volatility, seeming nearly invulnerable in its steady upward movement. Then, at the beginning of April, it began a steady downward movement which has accelerated of late. It has lost 29% in the last 20 days, and 10% in just the last week. Is this decline in any way justified by events at the company or its debt level? Would you consider it expensive for its sector?

Read Answer Asked by John on June 21, 2022

Q: It's interesting to think about "special situations" that arise in such a volatile economy. Let's say that with increasing mortgage rates coming, the rate of foreclosures is almost certainly going to increase. What are businesses that will do well in this case? In USA or Canada? I saw on social media someone mention ASPS, but curious of your take on the thesis and companies that could do well.

Read Answer Asked by Kel on June 21, 2022

Q: I am wondering about the relative safety of these Reits if interest rates runs really high. I was reading an article in Barron's which claimed a high number of Reits went bankrupt in the 70's and 80's, but went on to say it wouldn't happen today even in the same case scenario, but it did not say why. Wondering what you think of that statement, and if you could answer "why it wouldn't happen now". Do you think these Reits are safe to add to as they go down, and would their dividends be safe if interest rates ran hot for a couple of years? Thanks.

Read Answer Asked by Pat on June 20, 2022

Q: Is there a REIT or two that provides high growth potential and high dividend yield. Given the current market circumstances, I might be able to get something at a deflated price.

Read Answer Asked by Matthew on June 16, 2022