Q: why has granite dropped in price today?
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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 5i, Could I please have your analysis of the bought deal and associated announcements from NWH.
Also, do you expect to see more selling from the primary shareholder over the next few years?
Thanks and Happy Holidays to all!
Also, do you expect to see more selling from the primary shareholder over the next few years?
Thanks and Happy Holidays to all!
Q: Hi Folks,
I'm seeking any insight you might be able to provide me with regarding the probable long term viability of BTB's current dividend. In answer to a prior question, a fellow 5i subscriber submitted, you indicated that you would be more comfortable with BTB's dividend if the payout ratio were to drop below 90%. Do you know if it may have now dropped to or below that level and if so, do you suspect that the very generous 8.37% yield the company pays may be "safe" for the foreseeable future?
Lastly, is this a firm you might consider investing up to 5% of your assets in, if you were 62 years of age and on the cusp of retiring? By the way, I suspect that I will require a sustainable yield of 6%, that will at least keep pace with inflation over the next 5 years, in order to be able to retire before I reach 65.
Thank you!
I'm seeking any insight you might be able to provide me with regarding the probable long term viability of BTB's current dividend. In answer to a prior question, a fellow 5i subscriber submitted, you indicated that you would be more comfortable with BTB's dividend if the payout ratio were to drop below 90%. Do you know if it may have now dropped to or below that level and if so, do you suspect that the very generous 8.37% yield the company pays may be "safe" for the foreseeable future?
Lastly, is this a firm you might consider investing up to 5% of your assets in, if you were 62 years of age and on the cusp of retiring? By the way, I suspect that I will require a sustainable yield of 6%, that will at least keep pace with inflation over the next 5 years, in order to be able to retire before I reach 65.
Thank you!
Q: Could I have your comments on year end earnings, please.
Thanks
Bob Rose
Thanks
Bob Rose
Q: Can you please provide your comments on Genworth MI Canada.
They have declared and paid special dividends on three separate occasions in 2019. Are payments of special dividends something we can look forward to going forward?
They have declared and paid special dividends on three separate occasions in 2019. Are payments of special dividends something we can look forward to going forward?
Q: Curious about your thoughts on MKP:CA as an income stock, it boasts a decent yield, but trading at a 52-week high right now. Been paying a decent dividend for along time now, but only has a "Sell" rating by one analyst and concerns over sustainability.
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Inovalis Real Estate Investment Trust (INO.UN $0.85)
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European Residential Real Estate Investment Trust (ERE.UN $2.42)
Q: I am currently considering Inovalis Real Estate Investment Trust, INO.UN and European Real Estate Investment Trust, ERE.UN for european property exposure. Which would you consider the better investment and why.
Thank you
David
Thank you
David
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Granite Real Estate Investment Trust (GRT.UN $81.87)
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InterRent Real Estate Investment Trust (IIP.UN $13.36)
Q: From the REITS that you favour, could you list the two that demonstrate the highest rate of dividend increases over the past five years?
Thank you.
Thank you.
Q: Just a comment. I saw what CDJ stated re TR. It rated DRA.un a 9 out of 10 i.e. in the top 15% stock scored,only one analysts with a Buy rating and a $8 PT. On Nov 25,it is a stock on 5I Tech Analysis with a $7.70 break out.
Q: hi, 5I
looking at Thomson R review of the company , this is what they say about valuation:
''This company does not currently meet the data requirements to calculate a score for this component.''
Could you comment,
thanks,
CDJ
looking at Thomson R review of the company , this is what they say about valuation:
''This company does not currently meet the data requirements to calculate a score for this component.''
Could you comment,
thanks,
CDJ
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Chartwell Retirement Residences (CSH.UN $18.25)
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Granite Real Estate Investment Trust (GRT.UN $81.87)
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Sienna Senior Living Inc. (SIA $17.93)
Q: Hello 5i,
I have owned CSH.UN for about 18 months, am getting frustrated by the lack of growth.
Am after a REIT for income in RRIF. Am considering SIA & GRT.UN as possible replacements. Will be a long time hold, am after a decent yield with some growth possibilities. What are your thoughts including any other alternatives in the space.
Thanks as always for your advice !
Steve
I have owned CSH.UN for about 18 months, am getting frustrated by the lack of growth.
Am after a REIT for income in RRIF. Am considering SIA & GRT.UN as possible replacements. Will be a long time hold, am after a decent yield with some growth possibilities. What are your thoughts including any other alternatives in the space.
Thanks as always for your advice !
Steve
Q: Would you add as its making all time highs?
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Crombie Real Estate Investment Trust (CRR.UN $15.11)
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InterRent Real Estate Investment Trust (IIP.UN $13.36)
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CT Real Estate Investment Trust (CRT.UN $16.22)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.41)
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Inovalis Real Estate Investment Trust (INO.UN $0.85)
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Dream Hard Asset Alternatives Trust Units (DRAUN)
Q: Hi,
I'm looking for income and hopefully a little growth as well. I currently own GRT/UN.TO, CAR/UN.TO and have some of DRG/UN.TO from before the buyout. Would you be able to rate these choices in order of preference? What % weight would you recommend for this sector at the moment, and do you foresee that weighting being changed as we head into Q1 next year? These will be held in a cash account, so should I be considering the potential tax implications? Deduct as many credits as you need. Thanks for all your hard work,
Dawn
I'm looking for income and hopefully a little growth as well. I currently own GRT/UN.TO, CAR/UN.TO and have some of DRG/UN.TO from before the buyout. Would you be able to rate these choices in order of preference? What % weight would you recommend for this sector at the moment, and do you foresee that weighting being changed as we head into Q1 next year? These will be held in a cash account, so should I be considering the potential tax implications? Deduct as many credits as you need. Thanks for all your hard work,
Dawn
Q: They announced a financing today for new units of the fund. I hold a position in this reit and have room for more units. The issue price is lower than stock price when the stock was halted today. I never have bought new issues before. Do you view this as a good move to subscribe to for me to add to my position?
Q: Your metrics on this company show price to cash flow of 43.5 and price to free cash flow of -124.80. Is free cash flow net of total cap ex or net of only maintenance cap ex? Is negative free cash flow common among REITS. Is free cash flow yield not a metric used to value REITS?
Thanks
Thanks
Q: Growing short interest in this REIT. Any thoughts on the business going forward?
Q: Hello
I noticed APR.UN has a new issue release this evening. I'm thinking of using this opportunity to purchace some shares for my TSFA. I understand the risk of being concentrated in one sub class of real estate, but find compoany compelling. Could you provide me with your thinking and perhaps an alternative if you think its wise?
Thank you
Nicholas Marriott
I noticed APR.UN has a new issue release this evening. I'm thinking of using this opportunity to purchace some shares for my TSFA. I understand the risk of being concentrated in one sub class of real estate, but find compoany compelling. Could you provide me with your thinking and perhaps an alternative if you think its wise?
Thank you
Nicholas Marriott
Q: Hi 5i team,
Could you list your top 5 REITs to invest in and why? Thanks,
Pierre
Could you list your top 5 REITs to invest in and why? Thanks,
Pierre
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WPT Industrial Real Estate Investment Trust (WIR.U $21.77)
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Morguard Real Estate Investment Trust (MRT.UN $5.79)
Q: Hi there, I'm thinking about reducing my position in WIR (taking profits) and entering MRT. Can you tell me why the steady decline in MRT sp since 2015 and do you see a reversal any time soon or any other catalyst on the horizon?
Or would I be better off sticking with WIR, or perhaps you have a better suggestion.
Many thanks
Or would I be better off sticking with WIR, or perhaps you have a better suggestion.
Many thanks
Q: Peter; Do you see the connection between Northview and Starlight leading to a takeover of Nvu? Thanks. Rod