Q: Could I get your opinion of NVU.UN. I know it took a hit during the turndown in oil, and is not a really large company. Also largely based in Western Canada I believe.
Q: Hi, can you please comment on today's increase in trading volume. Also, how does this company compare to others in the industry pertaining to affo. With the upcoming capex and very few "buys" on the stock, do you feel this company has a higher probability of surprising to the upside? With payout ratio at around 60%, do you think they will raise the dividend anytime soon? Thanks! :)
Q: Hi Peter and Team,
Could you please give me your update comment on store capital corp. Warren Buffett Berkshire Hathaway has just taken 9.8% stake of STOR. Is STOR debt high as a REIT? IS a good or a OK investment after share price up $2? Thanks
Q: Hello: you seem a little down on d.un, perhaps because of the dividend reduction from a question of the 23rd. Will this have any financial or stock price affect for Drg.un ?
Q: I am puzzled about the fact that some mortgage lenders offer as low as 1.9 to 2.1% mortgage rates. Why would someone lend money as such a low rate, when you can get more (and garanteed) investing it with a CDIC backed GIC. If the amount is huge and not covered by a set of CDIC accounts, such a lender could get the same yield from a short-term bond ETF like ZCS. My theory is that those lenders hope that a small percentage of their borrowers fail to carry the mortgage, in which case, they somehow profit from re-possessing a house that has appreciated in price. If that is not something a lender can do, what am I missing? Thank you.
Q: Could you tell me what is the weighting of REF.UN of appartments/office/retail? It's very weak relative to CAR.UN so I assume it has little weighting to appartments. Thank you.
Would you please provide your opinion on hotel management fees that AHIP pays, and if you feel they are in line with the industry? I have held this for several years and enjoy the monthly return but there has been little appreciation in the shares.
Anyway, inovalis is the only stock I could find that is trading reits in Europe apart DRG that I own since end 2014.
1/ What do you think of this company
1/ Is there any other ways to trade Reits in Europe
THanks
CDJ
Q: I wanted to follow up on Harold's question as I am looking to add this REIT with the PRV I currently hold.
Partners website has the Payout Ratio (Distribution/ACFO) at 95.6% as per Q1 2017 which is higher than the 83% you mentioned so I was hoping for some clarification. Is it 83% on AFFO and if so what is the better measurement metric for REITS, AFFO or AFCO?
I also notice the NAV according to the company is $4.45 however the historical stock charts are not good, do you see them creating that value in the share price?
Q: What is your take on HBC, especially with the value of its Real Estate holding, would it be a worth while investment in hopes that it might spin out part or all of its Real Estate holding.
Q: I have investments in the listed Investment Trusts for income.
With the problems in the Retail Sector (Sears, The Bay, etc), and the growth of on-line shopping, are the values and incomes of any these Trusts exposed?
REI.un and CUF.un have been on a steady decline.
Thank you in advance for your comments.
Dietrich