Investment Q&A

Q: Ventas just released earnings this morning - beat on Revenue and FFO and guidance seemed moderately positive. This stock has been getting hammered lately. Looking to enter a position. Thoughts?

Q: Would appreciate your analysis of today' results announcemt.
Thanks

Q: Hi 5i, would be interested in your current comments on Crombie Reit and its 7% dividend. Thinking of going to a full position from a current half weighting...

Thanks as always

Gary

Q: Any thoughts on these two companies - both are in Healthcare realestate and appear to be much more volatile then I would expect. Great dividends, reasonable value.

Q: 5i Team, other than currency headwinds because results are reported in USD (which should entirely offset when shares are held on TSX) can anyone see what is not to like in the CIG full year results today and explain why the stock did not recover after the recent RBC downgrade to market perform quickly shaved 20% off the stock?
In the result I see: 1. Q4: strong organic local currency revenue growth across the three geographic regions (range 6% - 12%)supplemented by acquisition growth) and strong local currency growth of 8% to 15% across the three business segments. 2. record revenue and net profits (up 16% in Q4 and up 30% full year), the antithesis of an earnings recession plaguing so many companies, 3. an ROE of 58% ($86.1/$149.5), 4. Local currency revenue growth in Q4 of 11% and full year of 18%, 5. Improving margins exceeding double digit goal 6. A P/E multiple of 14x (USD 2.29 eps converted to CDN 3.20 and a CDN 45.00 stock price.
I look forward to your comments and thank you.
Keith

Q: What would you expect in terms of annual distribution percentage increase over the longer term for this company? I intend to hold 10 years give or take. They are active acquirers, and they are in a US market that is experiencing rental growth. Thanks.

Q: Orange Capital announced today it is closing down & has mainly cash in its funds to return to investors.It is 10% shareholder of INN.un.which dropped 5.5% today.Please advise if it has liquidate its holdings.Daily volume does not show such a transaction as most likely a private sale.D Warren on BNN opine Kingsett(20% owner) & other wealthy shareholders( eg Westmount,its founder) have the abilities to buy.Please advise situation.Thanks a lot for your usual great services & views

Q: Dear Gentlemen,
Maybe this will answer to Jim question
I noticed in TMX web site, CUF.un is a Real Estate sector, & REIT industrie. I use this web site for sector information.
This web site is reliable ?
http://web.tmxmoney.com/company.php?qm_symbol=CUF.UN
Best Regards

Q: Hello, what do you think of agellan for a 3 + year hold.
Thanks
Kevin

Q: What do you think of BRE here, with its big fat yield? Would a pullback in housing prices hammer them? I'm looking for a relatively safe yield play in the real estate area. Would I be better off going to a US name?

Q: I'm looking for monthly retirement income. Please suggest a few of your favorite ETF'S that I could invest in that would provide me with a monthly income stream. I am hoping you can suggest investments that would yield 4% or better. I realize that to provide this kind of return I will have to accept some level of risk and I'm prepared to do this. However, I hope you can suggest some investments that are relatively safe. If you know of any other possibilities I would appreciate any guidance you can give to me.
As always, I appreciate any advice you can give to me.


I thank you for your guidance.

Q: The stock just got a positive mention in Barron's. Does the management of this REIT, namely David Hamamoto, have a less than stellar reputation? Any information on this stock would be appreciated.

Q: What are your thoughts on Crombie REIT as a long-term income investment in a registered account? Thanks as always.

Q: Hello, this Reit with US e-commerce props is tanking after a strategic review - I do not understand what is happening with the parent company apparently buying stock ?? Please help me solve this puzzle and advise if I should sell down 20%. Thank you.

Q: How would my reit valuation's react to a possible negative interest rate in the future?

Q: How would you rank & compare AI-T {Atrium}, FC-T {Firm Capital Mortgage},
TMC-T {Timbercreek Mortgage}. I currently have a position in all 3
and wonder if I have made a good decision by owning all 3 of them.
Thank you.

Q: Can you give me your thoughts on this co. I own a very small position and am wondering if it is worth adding a little. I know they have had there problems over the last year but I have also heard that they have made some personal changes and may be looking better going forward.

Thanks. Wayne

Q: Hi,
During the next 2 months or so I will have an extra 120 K to put in stocks (or elsewhere). As I'm retired I will try to have a high income slice stocks. Can you give me 6 to 8 ideas for high dividend REIT or other stocks. Distribution 8% and more, monthly a plus, starting with the safer. A little volatility not a problem for me. I have now CUF.UN, KWH.UN, NWH.UN.
Thanks in advance.
Francois

Q: Seems a USA based grocery anchored reit with a decent yield but trades very lightly.Could you comment ?

Q: I would like to increase/change my exposure to the real estate area and wanted to know how you compare HR.UN and REI.UN? Riocan has had a long successful history but I am concerned that with the recent sale of its US properties it is rather Canada - centric and focused largley on retail properties - albeit very good ones. But I also don't want to second guess management because they have been shown to be smart operators. However, does HR provide more diversification and if so, is this necessarily a positive?

For a first time purchase, which would you suggest and would you switch REI for HR at this time?

Appreciate your insight.

Paul F.