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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: The distribution yield is ~7 to 8% and the SEC yield at the end of March was 3.9%. The SEC yield is supposed to reflect current performance and yet the distribution appears not to have changed for a while. Since C&S publish the SEC yield I assume this to be the more accurate representation of "real" current yield and the difference is made up from ROC. At 85% fixed rate and 15% variable rate what do you think of its prospects? - I am happy with the real estate basis.
Thanks
Read Answer Asked by David on July 26, 2016
Q: I am reviewing my HCG holding and need help with a few metrics. The LTD, while it has come down is still at $41/share ($2.9b/70m). Is this a level of debt that one should be concerned about? Also expected earnings growth of 7%($4.11-4.70) does not seem great over the next 2 years. Finally despite the recent share buy-back, total shares appear to have grown 69 to 70 million. I have taken these numbers from RBC Direct.
Your comments as usual are appreciated.
Mike
Read Answer Asked by michael on July 25, 2016
Q: Could I get your opinion of the new BIP.UN preferred issue (series 5, reset with floor of 5.35%)? Would you agree with the S&P rating of P-2 low? I already hold both BIP.UN and BEP.UN in the Brookfield group. What would you consider to be the maximum percentage (based on total portfolio value) for BIP.UN + BIP pfd, and would you include BEP.UN in the total or view it as completely different, regardless of ultimate ownership?

Thank-you
Read Answer Asked by grant on July 25, 2016
Q: I am considering initiating a position in Edgefront. It is a HIGH yield small cap REIT that trades on the Venture. It is an owner operator of commercial real estate properties in Western Canada and Atlantic Canada with a primary focus on industrial properties. I currently own 3500 units of Pure Industrial (AAR). I feel that AAR may be nearing the top end of its market price, so am considering taking some profits and investing them in ED.UN. I would appreciate your thoughts on this potential move.
Read Answer Asked by Linda on July 25, 2016
Q: I bought HCG during it's "glory" days, in Oct. 2014, at $51.10. Currently, I've been patiently waiting for the good days to return for the stock price. I have a 40% capital loss. It seems you like the company and the stock. Since it's in my TFSA, I can either wait for a recovery, or take a loss and deploy what's left of my capital elsewhere. What do you see for the stock in the next 1-2 years?
Read Answer Asked by Helen on July 25, 2016
Q: I am considering the purchase of Milestone. It appears that its revenue and distributions are in $US. Could you advise if this complicates matters in terms of tax and what type of account (RRSP or taxable) would be preferred to hold the security? Would the discount brokerage convert the US distribution to CDN and would they usually charge a fee for this?

Thanks as always
Read Answer Asked by Neil on July 22, 2016
Q: Hello 5I,

It appears that the group that started Healthlease Investments, which were bought out in 2014, is back in 2016 with Mainstream Health Investment. The last time they were very successful after their IPO at $10; building a company that was bought out at $14.30.
Would appreciate your thoughts on management and any opinion you would have about the company. (Their corporate structure appears a bit confusing.)

Cheers,
Bob Ahearn

Read Answer Asked by Robert on July 18, 2016
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