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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: If DRM the top parent company of DIR.UN, DRA.UN, D.UN does DRM get income from dividends from actually holding some shares in those other dream publicly listed companies? If that is the case can you tell me roughly how much the parent company holds of each please? Thanks
Read Answer Asked by MG on April 25, 2019
Q: Hi Team,
What is your opinion on the 3 "wave" buy back offer that is in the plan by Dream Hard Asset Alternatives Trust. It seems a unusual way to announce a share buyback. Am I missing something?

I own some units was thinking to add more lately...

With the current yield of 5.1%, what risks do yo see to buy the stock at the current price. Would you be confortable to add more at the current level ?
Thank you !
Read Answer Asked by Michel on April 24, 2019
Q: Hi Peter, Ryan & Team,
Happy Easter! Recently, the Motley Fool had quite a critical view of Allied.
https://www.fool.ca/2019/04/19/avoid-this-reit-till-canadas-recession-hits/
Do you concur with their view?
It's in my wife's TFSA (I realize that this isn't the right pace for a REIT, but it has done very well for her. Currently, it's 1.95% of our combined portfolio. Your thoughts would be appreciated.

Read Answer Asked by Jerry on April 22, 2019
Q: 1) How do you feel about picking up a few shares of CAR.UN, especially if you can get the shares below the financing price of $49.

2) Do you have any thoughts regarding CAR.UN's trading over the last handful of days, post equity offering (sharp increases, followed by sharper decreases, relatively speaking for a reit)?

3) Historically speaking, despite decent distribution increases, as a result of the share price increase, is this generally speaking the lowest CAR.UN's yield has been?

Thanks.

John
Read Answer Asked by john on April 18, 2019
Q: Further to the question about Riocan on April 12.

An article in the Globe and Mail on April 8 listed Riocan as one of the "thirteen TSX stocks whose dividends appear unsustainable".

An article in the Globe on April 12 had Riocan in a list with the headline "Seeking top-performing REITs that are still well valued".

How sustainable is the distribution? How will Riocan compare to some other REITs (such as CAR or CSH) for total return over the very long-term?
Read Answer Asked by Doug on April 16, 2019
Q: Good Morning,
Can you please rank in order of preference.
Currently own CSH & BEP.

Thank you



Read Answer Asked by Larry on April 09, 2019
Q: Hello Peter and Ryan,
First Capital is a small trust with market cap of 125M (based on WSJ info). Yesterday, it announces 266 M purchase/co-ownership with First Capital Realty.
Jan 9, 2019 Crombie Reit anounced a sale of 104M ish to the group.
Questions:
Is FCD.UN a good investment today for a 10 years horizon?
Do you think that this can be a step to turn First Capital Realty to a REIT? or a planned merger of all First Capital assets into 1?

My annual membership will end soon, a day before my BD so I always remember to give myself a gift of membership in support of the last independent advisor for DYI.
Read Answer Asked by Nhung on April 08, 2019