Investment Q&A

Q: Can you provide me your thoughts on PRO REIT

Thank you

Q: Yesterday in the Globe & Mail Gordon Pape suggested "moving on" from Riocan, into "better" REITS.
I can understand his argument, and it would suit me to do this, if I could find the better REITS.
Which Reits do you consider good for income plus a bit of growth?

Q: hi there,

MRC seems to be on a nice upward trend along with the other Reits. Is there any news here that would be driving these steady increases besides the sector other that the share buy backs.

Q: What do think about this company,is the div. eligible for cdn. div. tax credit and is there a US withholding tax, since it invests in US reits.
Thank you..

Q:
What is your opinion of rio an, in view of the increasing amount of online shopping and the eventual reduced Need of retail space?

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

Q: BMO US Put Write(ZPW)
BMO Europe High Dividend Covered Call Hedged to CAD(ZWE)
PowerShares Preferred Portfolio(PGX:US)
BMO Laddered Preferred Share Index(ZPR)
BMO US High Dividend Covered Call(ZWH)
BMO Equal Weight REITs Index(ZRE)
iShares S&P/TSX Canadian Preferred Share Index(CPD)
iShares S&P/TSX Capped REIT Index(XRE)
BMO Covered Call Dow Jones Industrial Average Hedged CAD(ZWA)
iShares Convertible Bond Index(CVD)
BMO Canadian Dividend(ZDV)
Above are ranked as to yield - high to low. Can you rank as to risk - high to low?
Thank you for considering my question
G. Reynolds

Q: Hello thinking of switching out of this stock. While there is a dividend it isn't large enough to offset in my opinion the geographic doldrums. Am thinking of switching to SIA or Milestone REIT. I do not need the income but want some dividend and some capital appreciation. Do you have a preference or another recommendation?? Thanks, Bill

Q: Hi 5i team,
I am re-submitting my question. What do you think of Dream Unlimited Corp? What is its relationship to the other Dream entities?
Thank you, Bryn

Q: Based upon your previous comments and my comfort level I maintain a maximum 10% weighting in REITS while participating in their respective DRIPs. At this point I hold CSH.UN. (with a 200% gain), REI.UN (20% gain) and SRU.UN (400% gain). I am contemplating adding CAR.UN and HR.UN. Please comment on whether this particular REIT selection is acceptable and sufficiently diversified or overly concentrated.

Many thanks.

Q: Regarding the bought deal financing, how does that affect their monthly dividend, payout ratio, yield etc?

Thank You

Q: I am researching REITs to invest personalllythru non registered account and or TFSA. Which do you think would provide good medium term return (on 3-5 year time horizon)?
A friend also told me about NSI.NV, a small REIT which he believes will increase in value by 20% in the short term. Do you know anything about this company and would you recommend investing a small amount of capital, given the fact any investment would be in Euros and there's probably no hedging against devaluation of the CDN dollar available? Thanks for all your help.

Q: Would like your view on hotun, nwhun, after their bot
deals Tues and Wed. Thnks

Q: I have recently received a notice that AX.DB.F is to be redeemed. One option is cash ($1000 per unit)and a second option is a share conversion. In the latter case, Artis is offering 64.5 common shares per $1000 unit. This is equivalent to a conversion price of $15.50 which is nearly two dollars above the present cost of an AX.UN share. Such a large gap doesn't seem right. Can you clarify? I believe this is a full redemption and I must choose one or the other of the options.

Q: I own some H&R Reit, looking to add one of the mentioned ones here. Looking more for growth than income.

Q: Temple Hotels has announced a strategic review. Given Morguard's substantial interest in Temple, does the fact of the review suggest that Morguard is not interested in taking majority control of Temple's properties (as the extent of their ownership suggested)?

Q: What do you think of this REIT? It pays out 8.3% and seems to have a payout ratio of 50%. Owns properties in Europe. Four bank researchers target a 5-10 % increase in value as well.

Q: Good afternoon! As a retired dividend investor, I've held Crombie as a full holding for a number of years, having bought at a good margin of safety (now up 22%). I am concerned that their dividend has not grown since March of 2007 (a 4.7% raise then), and their payout ratio has remained in the 90% range (often more) on AFFO in spite of a number of acquisitions. The distribution is very good, of course, (currently 5.86%) but growth in payable funds seems to be nil on a per share basis. Eventually, inflation will erode the magnitude of the distribution if they fail to grow in an accretive way.
I am considering moving on to another 5-6% dividend payer. Could I have your comments on Crombie as to whether there is something I am not seeing here that should make me want to keep it - i.e. is my thinking correct? Also, if I do switch, which might you recommend that might pay similarly yet have some chance for growth? I am not specifically looking for a similar commercial REIT. (FYI, my current full holdings include STB, RSI, RNW, ECI, BNS (half, should I increase?), PPL, and SIA)
Thanks!
Paul

Q: Would like your view after todays news on acquisitions and financing? Thanks.

Q: Good morning 5iTeam -
I've read an article which Marc Cohodes said he's shorting HCG as there are huge irregularities $1.9B worth in their mortgage biz. Oaken is pumping their higher % rates in all ad spaces. To quote the good doctor from Marathon Man --- "Is it safe."