Q: The recent purchase of property for starlight seems like a bad deal as they are exchanging north view stock which pays over 6% for property which has a 4% cap rate. This deal will be delutive. This deal just seems to good for starlight. Please comment. Thanks
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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: A little pop on Interrent tody, 4x averge volume.
I see no news. What reason? Would you still buy here?
I see no news. What reason? Would you still buy here?
Q: Could I have your assessment of GRT.UN, if possible in comparison with other REITs? Thank you.
Q: Hi team,
Could you please provide a relative comparison between Home capital group and Equitable group and in your opinion which is the better investment at this time?
Thanks
Could you please provide a relative comparison between Home capital group and Equitable group and in your opinion which is the better investment at this time?
Thanks
Q: Can you give your opinion on SRU.UN ? It was discussed in the Globe today. An earlier question by another member asked about Summit Industrial Reit and may have created some confusion. Joe
Q: Hi; May I have your opinion on SMU.UN. Positive article in Globe and Mail. Implies that storage market has robust outlook. Can you comment on balance sheet and dividend. Thanks.
Q: Hi,
From previous Q&As, you recommend DIR.UN as a solid replacement for AAR.UN. Does that still stand? It's had quite a run-up this year.
I know it's not "industrial", but where does CSH.UN stand in your view?
Thanks,
Robert
From previous Q&As, you recommend DIR.UN as a solid replacement for AAR.UN. Does that still stand? It's had quite a run-up this year.
I know it's not "industrial", but where does CSH.UN stand in your view?
Thanks,
Robert
Q: Looking for an alternative health care stock that will benefit from the aging population.
Appreciate your thoughts on valuation.
Appreciate your thoughts on valuation.
Q: Both on the Toronto stock Exchange but TCN invests more in the US.
Please compare the two.
An investor heading into retirement.
Please compare the two.
An investor heading into retirement.
Q: Recently, I got cash from AAR.un buyout from Blackstone. To replace AAR.un I thought about these two companies (I have no exposure to senior housing now) What is your opinion about these two companies ?, Main risks and resistance to a downturn in the economy. Will you favour one over the other ? Or split the funds equally on both ?
Q: I could not follow Ryan's answer to a question on RUF.UN. Could he please provide details on the Electra's proposal to RUF.UN?
Q: hi folks:
i was always led to believe that reits are a group that falls into 'interest sensitive' assets
and they would get hammered in an increasing interest rate environment
hasn't happened and many are at all time highs
is this because the hope that inflation will raise rents/values to offset increased interest payments?
or because raising rates indicate an improving economy?
or because rates are increasing very slowly
or because we feel the rate increases are finished?
or what?
thx
i was always led to believe that reits are a group that falls into 'interest sensitive' assets
and they would get hammered in an increasing interest rate environment
hasn't happened and many are at all time highs
is this because the hope that inflation will raise rents/values to offset increased interest payments?
or because raising rates indicate an improving economy?
or because rates are increasing very slowly
or because we feel the rate increases are finished?
or what?
thx
Q: Hi,
What's your take on this REIT. The almost 10% dividend yield sure looks attractive. Is the cash-flow sustainable?
Thank you.
What's your take on this REIT. The almost 10% dividend yield sure looks attractive. Is the cash-flow sustainable?
Thank you.
Q: Ryan; I’m getting tired of waiting on RUF.UN and am looking at switching to SRU.UN. Your comments please. Thanks.
Rod
Rod
Q: Hi 5I,
Could I have a general opinion on this US REIT, specifically, as a new position for income - would timing (considering interest rates) or valuation be of concern. This is expected to be for a roughly 3-5 year holding, possibly longer.
Thanks for your insight
Mike
Could I have a general opinion on this US REIT, specifically, as a new position for income - would timing (considering interest rates) or valuation be of concern. This is expected to be for a roughly 3-5 year holding, possibly longer.
Thanks for your insight
Mike
Q: Fannie Mae infamously crashed in 2008. Even now, it is listed on the Pink Sheets. Given my hesitance to wade through the various 10(k) reports, etc. I thought I would ask for your opinion. That is, is this suitable for bottom-feeder interest or should it be "written-off" as a potential speculative buy? FNMA
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BTB Real Estate Investment Trust (BTB.UN)
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True North Commercial Real Estate Investment Trust (TNT.UN)
Q: What are your thoughts on these REITs going forward with respect to growth and dividend sustainability? How would you rank them?
Q: Hi, could I get your opinion on IVQ.U Q4 report. The stock has done little since I bought and I am wondering if I should move on to another stock with better management. Thanks Dave.
Q: https://www.thestar.com/news/gta/2018/05/03/premier-calls-allegations-against-nursing-homes-disturbing-and-upsetting.html
Would this type of allegation lead you to cut half the position or perhaps entirely? I have quite a large (overweight position) in SIA and have it as a DRIP for a number of years. I have about 40 percent of my position in free shares and want to continue to build my portfolio around the aging demographic. I have considered selling some SIA and putting a bit more into SIS as well as Park Lawn, but the dividend income being re-invested has done me well and provides a nice safety net on a long term hold. THoughts?
Would this type of allegation lead you to cut half the position or perhaps entirely? I have quite a large (overweight position) in SIA and have it as a DRIP for a number of years. I have about 40 percent of my position in free shares and want to continue to build my portfolio around the aging demographic. I have considered selling some SIA and putting a bit more into SIS as well as Park Lawn, but the dividend income being re-invested has done me well and provides a nice safety net on a long term hold. THoughts?
Q: H&R REIT announced the sale of their US retail properties. Proceeds will be used to pay down debt ant to expand their residential portfolio. Do you think this will have a positive impact on the share price? It has been languishing for a while now.