Q: So far I have not invested in any reits. What are your thoughts on dream global reit or would you suggest something else. This would be for a 5 year hold.
Thanks
Q: I was thinking of selling my position in AX.UN and replacing with BPY.UN which would give me a decent yield, modest dividend growth, as well as much broader geographic diversification. A decent trade? Thanks
Q: Can you please comment on IIP's recent quarter? Also, in a previous answer, you mentioned that the Company's debt was increasing, but debt to GBV is 43.5% in the most recent quarter which seems reasonable. Do you agree?
Q: Based on insider reporting information provided by my broker approximately 17 million shares were sold by the insiders in March of this year.
Do you find this significant?
The stock in the meantime dropped by more than 30%.
Can you please verify that indeed there was a substantial reduction of shares owned by insiders early in 2018?
As well, would you still hold their bonds maturing in 2023?
Thank you for your insight.
Q: Please subtract two question credits if you feel that is correct. First, are REIT"S good to hold in a down market, i.e. bear or recession? I am thinking that ones pertaining to rentals would be? I hold TCN,CAR and IIP in my TFSA. TCN is not doing great and I am worried the future U.S. housing market if the U.S. economy tanks, will be affected by it. thinking of swapping it for PRV ( I like the dividend) or adding more to IIP and CAR instead. Looking for good income.... your thoughts please,
many thanks,
Jen
Q: Could you deepen your thoughts please. This year, earnings will be close to $1.50 ( 7x earnings). Next year, will be half of that. And the year after, still going lower. How can this be a value buy, what do you see that I don't?
Thanks
Q: I own a position in this Company and it is up about 45%. I want to add more since o strongly believe in multi family units and I find this way of investing much easier than owning an actual apartment building, which I was considering. Should I wait for an equity offering to add to my position? What is the end game for interrent? Do they keep growing the portfolio to eventual sell to a bigger player or keep acquiring properties to become a bigger player. What’s your opinion?
Q: Can you please give me your picks, in order of the 5 best Canadian REITS, regardless of sector (industrial, residential,etc) in terms of yield and growth, to hold for the next 5 years.
Q: Well this one has certainly fallen out of bed recently. Can you speculate as to why other than threat of the fed. Would you hold going forward 12 to 18 months or would it be prudent to take the profits and run, given the outlook?