Q: I see you have recently been supportive of MRT which has seen a substantial run down in pricing in the last five or so years, as has CUF. My understanding is that CUF has measures in place which address its prior shortcomings and should promote a recovery. Do you support this view for CUF and do you consider its prospects favour a recovery in MRT pricing. Thank you.
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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: Good afternoon,
I would appreciate any advice that you can offer respecting HHC. Is it a buy at this time? Thank you.
I would appreciate any advice that you can offer respecting HHC. Is it a buy at this time? Thank you.
Q: Back in July you suggested MRT.UN was the safest bet on any stock paying over an 8% yield.
Do you still feel this way? If not, what would you now recommend?
Thank you
Phillip
Do you still feel this way? If not, what would you now recommend?
Thank you
Phillip
Q: Sector for CSH.UN is shown as Healthcare in Income portfolio but as Real Estate in Portfolio Analytics. Please clarify if it is 50/50% split between Helthcare / Real Estate.
Thank you
Thank you
Q: Hi Team
is there any reason for the pull back today ?
any news on the company
is it there a buy or a hold for some income and long term capital growth?
thanks
is there any reason for the pull back today ?
any news on the company
is it there a buy or a hold for some income and long term capital growth?
thanks
Q: What do you think of BRE for higher risk income? Are there specific factors to look out for that would negatively affect the stock? Thanks, Martin
Q: Your thoughts on this stock is it a hold forever and don’t worry about kind of stock? I have a 23 percent gain don’t know if I should take the profit or let it ride
Q: I see that for NTR and HR.UN the RSI is entering oversold territory. What importance do you place in the RSI for a company when considering a buy or sell? I am considering buying these two companies at these levels, would you recommend a purchase now? I am surprised at the sinking stock price of HR.UN compared to other REITs, do you see a particular reason for this? Thank you for your great work.
Q: FN is down over 5% on a secondary offering. Can I get your take on this, and also on what you think of First National as an investment now? Is there a similar company you feel would make a better investment?
Q: Could you suggest the strategy behind taking a 15% position in APR.UN?I thought the thrust of TWc was to develop some of their golf courses such as Glen Abbey,Kanata and Rattlesnake.
Thanks
Bob Rose
Thanks
Bob Rose
Q: Hi guys,
How do you value companies in the REITs space. Is it a multiple of AFFO? If so, what is considered to be fairly valued vs over valued and under valued? Are there different ways of measuring value depending on the space the REIT operates in. For example, are REITs in the multi-family space valued in the same way as REITs in the retail space?
Thanks for your help,
Jason
How do you value companies in the REITs space. Is it a multiple of AFFO? If so, what is considered to be fairly valued vs over valued and under valued? Are there different ways of measuring value depending on the space the REIT operates in. For example, are REITs in the multi-family space valued in the same way as REITs in the retail space?
Thanks for your help,
Jason
Q: What does Morguard see in PLZ.UN as an investment when
shopping centers seem to be under so much pressure?Is this a contrary strategy or the sign of low interest rates?
Thanks
Bob Rose
shopping centers seem to be under so much pressure?Is this a contrary strategy or the sign of low interest rates?
Thanks
Bob Rose
Q: Every once in a while, I see a question asked about this company, and your response always says that being small they have small cap risk. While that is true, I have never seen another company that has been so consistently stable between 1.90 and 2.00. Rarely strays away from the $2.00 mark. For 5 years now. So, as a monthly dividend payer, at 8%, this is one of my go to stocks when there is market uncertainty. No growth but consistent dividend.
Q: Hi 5i, your opinion please on the latest quarterly report from Nexus REIT.
Also, the stock trades between $2-$2.10 and has a NAV around $2.30. How does that compare to other REIT's. Do most REIT,'s trade below or above NAV and if so, why? Thanks Rob
Also, the stock trades between $2-$2.10 and has a NAV around $2.30. How does that compare to other REIT's. Do most REIT,'s trade below or above NAV and if so, why? Thanks Rob
Q: In your response to Garry this morning you stated "In real estate, it (BPY.UN) and TCN would be our main Canadian choices." Are these currently your top choices in REITs overall, or only in context of Garry's question?
Q: A bit of a dividend aristocrat with a healthy (?) dividend and recently profiled on Globe Investor, is Atrium fully valued? What are the pit falls to taking a position?
Once again, Thanks for your expertise.
Once again, Thanks for your expertise.
Q: What is your opinion on this stock. I am up 40% and thinking of selling/ too small div. for me. Thanks
Q: I am looking for income and perhaps a little growth: how would you rate this stock? Would also appreciate your top two choices in the same sector. Thanks.
Garry
Garry
Q: Just wandering why you do not include very many reits in any of your portfolios? Some of the reits seemed to have had a pretty good year so far in 2019.
Keep up the good work.
Keep up the good work.
Q: Will Lowe's stores closure in Canada affect any REITs?
Thanks,
Jim
Thanks,
Jim