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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: Any comments on the current excitement at ACR.UN? Sandpiper seems to be making some noise about shaking up the board to increase the value of their investment. The Company's response is negative as expected.

Is ACR.UN's move to internalize management "Opportunistic" (per Sandpiper) or is Sandpiper just taking advantage of Agellan's "completion of its thorough due diligence process... to internalize". There always seems to be a big number attached to this process that is offensive on the surface.

So far, management's response seems more professional that Sandpiper's sensationalist press releases. Is Sandpiper for real?

Thanks for your thoughts!
Read Answer Asked by Robert on September 20, 2017
Q: Hi 5i team, I'm looking to add one more name in the real estate sector. I currently have BTB Reit, Artis Reit and the etf XRE. Could you please suggest a few ideas. What are your favourite reits at this time and would you replace any of my current holdings? Thanks. Mario.
Read Answer Asked by Mario on September 20, 2017
Q: I have owned AX for 3 yrs, averaged down 1 time but still underwater, recently took small positions in KWH & DR.Interested in BRE. Looking for safety, growth, and dividends. Should I sell AX put the proceeds into BRE or spread the proceeds evenly among KWH, BRE, DR. Perhaps you could rank these four.
Many thanks
Read Answer Asked by george on September 19, 2017
Q: I bought AX.UN for income and growth, and while the 8% dividend remains attractive I am concerned about growth in this space. I'm thinking of trading for KWH.UN for same payout but possible greater growth potential. I would appreciate your thoughts on this action.
Thanks as always fro the great service
GUY R
Read Answer Asked by Guy R. on September 14, 2017
Q: In these times of rising interest rates, I am wondering if it is better to own rate reset prefs or perpetuals? Also are all REITs better on the back burner for now, or are there some that still look attractive?
Thanks
Read Answer Asked by steve on September 13, 2017
Q: Smart REIT keeps falling. Are rising rates clouding the outlook? Do you think it's wise to keep holding, or would you actually buy more? I'm not in it for income. Similarly, would you start a position in RIOCAN today? Thanks for your thoughts.
Read Answer Asked by Brian on September 13, 2017
Q: In a previous question in March you answered that MEQ was a much more expensive stock then Boardwalk BEI-un. MEQs book value was .5 at the time vs a .7 from Boardwalk. How did you make that judgement that MEQ was much more expensive? Since March boardwalk is down 15%, does that make it significantly less expensive then MEQ at the moment?

Also is it safe to assume IIP.un has pretty much has the same strategy as MEQ albeit an Eastern Canada concentration? Its book value is 1.1 vs a .6 from MEQ. Its ROE is significantly better then MEQ but P/E ratios are roughly the same? Does that justify the lower book value of MEQ or am I looking at things wrong?

What are your 3 favorite stocks in the real estate market.

thanks
Read Answer Asked by Thomas on September 11, 2017
Q: I purchased the series E convertible debentures in April, 2017 assuming that they would mature September 30, 2017. They are in my children's RESP. It was going to pay for their tuition this semester. As you know they have made a proposal to extend the maturity date to September 30, 2020. It is in my best interests to receive the funds on September 30, 2017. I will likely vote no to the change. Do you think the debenture holders will still receive their funds if the motion does not pass?
Read Answer Asked by Robert on September 11, 2017
Q: I would like to consolidate these three by choosing one. I am looking for dividend safety and some growth.
Peter
Read Answer Asked by Peter on September 08, 2017
Q: Was considering Mainstream Health Investment. Am somewhat concerned that it operates in the States. From what I understand, extendicare pulled out of the US because they had to deal with legal issues. I realize that HPL is just the landlord for the facilities, however, if the companies leasing the facilities have issues it will reflect on Mainstream. Is it possible that extendicare is a lesser quality operator than the operators that rent mainstream's facilities. What risks are there since I plan holding this company long term given that it's a demographic play. What do you honk of the buisness model. Is it a good investment.
Read Answer Asked by Anthony on September 07, 2017
Q: I like its business-operator of senior residences- as the very wealthy group,the babyboomers are getting older & will likely use this services.However I am held back by the following.A very high P/E 145.4(trailing) & 163.4(F)per TRI.It missed expected eps 3 of the last 4Qs.Its 3.9% yield is relatively low in the sector.Underperformed TSX the last year.Reached a $16.50high in early June/17 & been in a decline since.Canada has a strong GDP leading to expectations of an imminent increase in interest rate which will be negative for proxy bond sectors including CSH.Your view please.Thanks for u normal great services & advices.
Read Answer Asked by Peter on September 05, 2017
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