Q: Could I have your analysis on the recent quarterly results. Is the big drop in price warranted. I stil own shares and am above purchase price but just barely. Should I sell? Is the dividend safe?
Q: Peter; When I read the financial report it looks really great- but obviously I’m missing as the market didn’t like the results. Can you comment please. Rod
Q: Can you comment on latest earnings?...it's been a solid income earner formuself. Would there be an alternative to this one?....I appreciate your service...
Q: What are your thoughts on Prologis (PLD)? (notwithstanding your non-US coverage) Is this a good way to invest in the real estate market in the US? It pays a nice healthy dividend, and seems to be a steady Eddy company with some growth ahead of it. Do I have it right if I wish to invest in this for steady dividend/some growth, in an RSP?
Q: 9:50 AM 8/1/2018
The only REITs/Healthcare I own are SIA [3.3% position] and CSH.UN [3.8%]. I am considering buying one or more other REITS for the long term for the income. Could you please advise what REITs in any sector you would suggest that are sufficiently robust to prosper through the next inevitable market correction/crash, have low enough debt not to be of great concern, have a history of growth and rising dividends, and hopefully pay dividends in the 5% range.
Thank you.............. Paul K
Q: Can you provide me an updated view on IVQ.U? I see it is trading below book value. I presume that if it was doing well it would be slightly above book? How do you feel about their debt and what effect a rising rate environment would play in their being able to meet their debt obligations without issuing stock or othrrwise raising capital? Thank you.
Q: I am thinking of adding a REIT to my dividend portfolio. I have held DRG.UN for some time and it is up 75%, but it is only at a 2.3% weighting. What do you think of me adding CSH.UN or should I add to DRG.UN? Do you have another REIT you like better and why?
Thanks for your excellent service.
Q: Do you think this stock has formed a bottom ?? Revenue per room seems to be on a modest uptrend and financial support from Morguard seems to have provided some stability. What is your take ?
Q: You mentioned in an earlier question that MBA was highly leveraged. Do you think it is reasonably leveraged compared to most REITs or a personal real estate portfolio? It seems to me that most of the debt is real estate related. Do you think this one is any more risky than owning leveraged real estate in general?