Investment Q&A

Q: Could you comment on results ?

Q: Comments on recent numbers please.

TIA pat

Q: In their recent report they indicate they expect leverage to decline from the current 49% to 40% over the "mid Term". What time period is considered "mid term"?

Thanks Mike

Q: Good morning...I agree with many of the comments that you are providing a phenomenal service and great analysis...I have also been investing for the last 25 years with some wins and many losses...however, my position has improved significantly since being a member of 5i with proper stock/sector allocation...introduction to some stocks ....CSU, GSY, PBH, KXS...greed some times get the best of us and looking for someone to blame when it doesn't work out is all to easy......Thanks again!!

With some extra cash not want to sit....what REIT would you recommend for income and maybe a bit of growth...currently own SMU.UN and CSH.UN....was hesitant to add Retail but read article in Globe regarding Riocan, sounds interesting....can you provide a few of your favorites over the next 12 months to hold until move to more growth....(not concerned with weightings or tax)Thanks

Q: NRZ.us (New Residential). I have a loss on this holding. Share price has been more volatile lately. Although I subscribe to some premium data services , I have not been able to determine (not for sure) whether private placement(s) --- shares and/or debt--- depressed NRZ’ share price. Is this company a reasonably good holding based on what Bloomberg gives for : PEG ratio, Debt levels , ttm and forward P/E and dividend sustainability ? Would you surmise from your terminal whether or not NRZ.us has reasonably good prospects? Although I have checked data on sites I subscribe to, I am getting different data and differing ratios for trailing and forward P/E , debt to equity, and whether share or debt issues actually took place within the last month or two.

Q: This Little Rock Arkansas-based company is not in your database or in that of Stockchase, which I find a bit unusual. May I have your thoughts? VERY high yield along with a 17% one year share price jump.

Thanks

Q: Can I get your opinions on these two?
Payout ratios, dividend safety, prospects for long term growth?
Thanks

Q: Any current thoughts on INO.UN?

Q: In an effort to replicate a REIT ETF I hold the following REITs
which in total compromise 12 percent of my portfolio.
BPY/DIR/HR/NVU/SIA.
I am thinking of adding CHP which would increase the percentage held to 13 percent. Do you think that this would provide reasonable exposure to the various segments within the REIT sector or would you suggest something else.
Thank you for considering my question.

Q: Please comment on recent earnings from Chesswood and Northwest Health. Thanks

Q: MRG.UN is up over 11 percent in the last month in the middle of this correction. It's last earnings report on Oct.30 was pretty good and they did slightly raise the dividend but the move seems too big for the results. Can I get your thoughts on this stock?

Q: Can I please get you thoughts on the recent earnings from EXE and CSH?
Also what is the street expecting from SIA next week?
Thanks

Q: You have mentioned Dream's western Canadian exposure in other answers. This is purely anecdotal but I notice in Calgary that I have a lot of vacant space. Therefore I would prefer to own another industrial REIT. Recommendations please. Thanks always for your great service.

Q: Hi MKP stock fell when the dividend was decreased, plus management changes; earnings released yesterday looked ok, do you think the reaction was overblown? What's your opinion of this stock, ok to long term hold or would you get out as I have a full position? Thanks.

Q: I am interested in this healthcare REIT as it has 6% dividend and the company has never reduced their dividend, even during the 2008 mess. I realize you do not follow U.S. txt much, but your opinion of this company would be appreciated.
Many thanks,
Jen

Q: Just 2 quick questions:

1 - Looking at Interrent, Boardwalk and Killam, it seems like they measure their debt differently. Boardwalk does a ratio of debt to FMV of assets, Interrent seems to do debt to GBV and Killam does debt to total assets. Which metric is correct and is this not a standard measure?

2 - I put a few companies on my watchlist, but I don't seem to be notified when there is a question about them.

Thanks,
Jason

Q: Hello team,
Your thoughts please on FCR's earnings.
Thx!

Q: Can you comment on wir.u third quarter results. To me they look positive, but the stock is back down around a 52 week low.
Would you add to a position? Or is there another industrial REIT you prefer?

Q: Good afternoon,

I am looking to add a REIT ETF to my portfolio (ZRE is my preferred), and am wondering on a historical bases if REITS right now are trading at a cheap/expensive valuation? Your website has the PE ratio at 7.8x and PB ration at 1.08x- that seems cheap? How does that compare with historical norms? Only wondering as ZRE seems to be trading not too far from it's all-time high, reached a month or two ago.

Would you expect reits to drop as interest rates rise over the coming months/years?

Thanks for the answer.

Q: Hi 5i,
Does anything come on your radar to explain the sharp drop in BBU.UN today?

Thanks,