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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: Isn't the main concern on this that although the payout is well covered right now, many of the Alberta properties are perhaps empty but rent revenue still coming in under contracts and as they expire or if perhaps these businesses go under, the coverage ratio and other financial metrics will significantly deteriorate. How big a risk would this be for them? Is it quantifiable from the numbers they release? To ascertain if a distribution cut could occur sometime in the future...
Read Answer Asked by Husseinali on January 18, 2016
Q: Hello Peter and 5i Team

Your opinion regarding the safety of the dividend for these two REITS please? DRG.UN seems to be holding up better than D.UN in the current sell-off. I could do with some reassurance as D.UN is relentlessly dragged down by market sentiment - is it only market sentiment or is there more to this story to be concerned with ?

Thanks
Read Answer Asked by mike on January 18, 2016
Q: hello 5i:
can you advise what type of tax treatment dividends from US REITs, such as OHI, receive here in Canada? From either a registered or open account?
thanks
Paul L
Read Answer Asked by Paul on January 18, 2016
Q: This is a mortgage insurer with great fundamentals: TTM PE 5.8, ROE 11.6%, P/B of 0.65, D/E of 13%, low P.R. and has beat EPS last 3 Q 2015 & increased it's dividend in Nov. 2015. The company does not think we are going to have a real estate crash - neither do I - only caveat is AB - what is their exposure there as a % of their total book? This is a pure negative sentiment play, I guess? Stock is down a lot since Nov. 25 th even with the D > & EPS beat. What am I missing here??
Read Answer Asked by James on January 14, 2016
Q: Cuf.un and D.un have been in pretty much of a freefall approaching the 2008 levels.They had the dividend then,how do you feel about now going forward.
Read Answer Asked by terrance on January 13, 2016
Q: I have positions in RUF.UN,HOT.UN,INO.UN all Canadian listed reits that have there properties outside of Canada.I like that there earnings are outside of Canada and it helps my diversification globally.They all pay a healthy dividend, and do you have any concerns with these selections.Do you have any other reits along the same theme?
Read Answer Asked by Randy on January 11, 2016
Q: HR.UN is down 7.23%, AX.UN down 5.84%, DRG.UN down 5.47%. We do like the dividends but wonder if we should be concerned. We also have positions in HOT, BPY, BIP, BPF and MST and would appreciate any comments you may have on these.
Read Answer Asked by Edward on January 11, 2016
Q: I bought pulte group when it was 15% higher than it is now assuming US housing sector improvement. I also hold Tricon(TCN) also down about 10%. Combined makes up about 4% of my portfolio. Do you think it is wise to hold this for the long term..or should I be looking for better opportunities..
Read Answer Asked by Shyam on January 08, 2016
Q: Wow another day of market 'turbulence' worldwide. It got me wondering if the above named REIT positions that I hold would be classified as "Cyclical" or more like "Defensive". I consider them more stable relative to basic materials and discretionary consumer stocks, and also as income focused. I would like to get your take on this pondering of mine for these specific positions........Thanks.....Tom
Read Answer Asked by Tom on January 08, 2016
Q: Good Morning
The yield on D.UN now exceeds 14%. What is the probability of a dividend cut? As well, what is your assessment of this Company? Is it a sell, buy or hold at this price?
Thanks
Read Answer Asked by Terry on January 08, 2016
Q: Good Morning
The yield on this stock is almost 10%. I am down quite a bit on this stock. Should I sell at this price or buy more. Is the yield sustainable?
Thanks
Read Answer Asked by Terry on January 08, 2016
Q: The stock is 19.40. Even if it seems 'on sale' considering recency history (last year), when oil was last at this level, the stock went as low as 8.50. Was it purely a crisis of confidence? Or, did vacancy rates increase quite a bit? Even though the yield of 6.5% looks good, the 30% exposition to Alberta is bound to show increasing vacancy rates over the the next 2 years. The chart also doesn't show much support from here. What do you think? Waiting for a few weeks shouldn't hurt right?
Read Answer Asked by Matt on January 07, 2016
Q: why does d.un keep selling off, tax loss season is over.it seems to be extremely. oversold . i am at a complete loss here.
Read Answer Asked by mario on January 06, 2016
Q: Do you think Riocan has bottomed yet? With a 6% yield it looks very attractive.
Read Answer Asked by Patrick on January 06, 2016
Q: How would you compare Dir.un and Aar.un going forward ?
Read Answer Asked by terrance on January 05, 2016
Q: Hello Peter & Co,
The only way I am currently participating in US housing activity is through Tricon Capital; could you please suggest a couple of other Canadian names? My exposure to it should not exceed 4% of my portfolio.
For example, I am exposed to the Auto industry through Linamar and Magna and have recently added a position in Exco Technologies; altogether, they represent 6% of my portfolio.
Happy New Year
Antoine
Read Answer Asked by Antoine on January 04, 2016
Q: Temple Hotels announced on Dec 23 that Morguard had purchased another 7 million shares of Temple Hotels at an average cost of $1.07 thru a private share purchase agreement and this was completed with less than 5 vendors. Who would sell that quantity of stock at these prices?

Morguard now owns 39.45% after taking into account the convertible debentures.

They also announced they would be would be taking over the asset management of Templeton from Shelter Canadian Properties Limited.

It seems that Morguard is taking control of this company and was wondering if you could add provide comments on what is taking place at Temple Hotels.
Read Answer Asked by Todd on December 31, 2015
Q: Inovalis seems to have decent fundatmentals but trades very lightly.Could you comment on this ?
Read Answer Asked by terrance on December 31, 2015
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