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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: Could you please kindly comment on MEQ's latest Q1 report in addition to the following:
1. what might be a good price entry point if you think this might be suitable for a small position in a TFSA?
2. do you have concerns with the liquidity of the stock?
3. is there much insider ownership and have they been buying lately?
4. does this company have a habit of issuing stock?
5. does this company have a lot of debt?
Read Answer Asked by Ian on February 08, 2024
Q: Hello, I sold ERE.UN recently but I want to keep a toe in the residential sector and was looking at KMP.UN, after reading a favorable report from a broker. The current valuation is interesting, among other points. What is your opinion of this REIT? Should I buy after the earnings release (Feb 14)? FYI, I know you like CAR.UN, but I am not interested at this point. Thanks.
Read Answer Asked by Martin on February 01, 2024
Q: St. Joe apparently has tens of thousands of acres of land free and clear, ready for development in NW Florida that are valued at 20,000 an acre but the market value is more like 2,000,000 an acre. Is the stock trading at current levels hugely undervalued or have I missed something. Thanks for your help
Read Answer Asked by Ian on January 30, 2024
Q: We recently sold our rental units and are considering adding CAR.UN to our income portfolio for exposure to Canadian residential units and rental income. I'm curious about your thoughts on valuing Canadian REITs. What specific factors or metrics do you consider when determining if a REIT is in value territory?
TY
Read Answer Asked by Derek on January 29, 2024
Q: Greetings:
It has been some time since a question has been asked about MRG.UN. I am looking for a replacement when my Tricon shares are taken from me!!!! Would you be so kind as to give me your opinion on: Growth expected, growth if any --past two years, even though price fell with advance in interest rates, analysts covering it. They have recently put an NCIB in place. Anything else you might think of. Multiple X cash flow. Any chance of a takeout? How does it compare to MRC and MRT.UN. Thanks, Ben.
Read Answer Asked by BEN on January 29, 2024
Q: I was wondering if you could provide an update with regards to Chartwell. Should we expect much growth. Has made a nice move but should I consider moving on. Difficult sector? Thinking of moving to Manulife.

Thanks

Dave.
Read Answer Asked by David on January 25, 2024
Q: I am looking for other canadian residential reits to buy with my funds from selling TCN. I think with interest rates topping out and very possibly declining later this year, reits are a very good, safe place to invest. Can you suggest any other canadian residential reits that have good upside from here and give a decent dividend? I am thinking of ERE as well as HOM. Any comments?
Read Answer Asked by arnold on January 25, 2024
Q: HI Guys
A general question about regulatory requirements, but maybe using TCN as an example as it is now in play....... When a company like Blackstone makes a offer for a company like TCN, once the offer is in place, is the acquirer (Blackstone) permitted to continue to buy stock offered in the market up to 100% even before the vote?

Just seems there is a lot of selling and buying and wondering that would be smart of Blackstone.

Thanks

Stuart
Read Answer Asked by Stuart on January 23, 2024
Q: Regarding responses to questions on where to redeploy funds from Tricon, I did not see any reference to InterRent Real Estate Investment Trust. I already own Dream Industrial and plan to add, but to maintain exposure to residential real estate, does it also make sense to add to IIP.UN? Why or why not?
Read Answer Asked by Barbara on January 23, 2024
Q: looking at some names where tricon money may flow to.
-notice several bank analysts research reports on tricon have peers :
bdi, svi, mrd, meq, drm. would like your thoughts please.
thank you
Read Answer Asked by howard on January 22, 2024
Q: Currently I have no exposure to real estate in my portfolio. This is because I have been very hesitant to buy into real estate for the last few years because of Covid, then high interest rates, office workers working from home effecting Office REITS and on-line sales effecting Retail REITs. Are there 3 safe REITs out there paying a 4 - 5% dividend that a retired senior can invest in or should I just continue to stay away from the whole sector for now?
Read Answer Asked by Ronald on January 22, 2024
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