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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: Which of the following REIT's is your pick for growth and safety: REI.UN, CUF.UN, or CRR.UN. I want to add to my positions and would appreciate you feedback, Thanks in advance.
Read Answer Asked by John on March 14, 2016
Q: Could you please indicate your preferred ETF in the REIT space.

Thanks
Read Answer Asked by Gail on March 14, 2016
Q: What do you make of the results and the future outlook ?
Read Answer Asked by John on March 11, 2016
Q: I understand that Crombie's tenant, Sobey's, is having difficulties integrating their acquisition of Safeway. Our informal observation here in BC is that the Safeway stores are less busy than in the past. Further, it appears that Sobey's has taken a significant impairment charge. With Sobey's being a tenant of Crombie REIT would you recommend that we sell CRR.UN and replace it with another name in the sector? If so, which REIT would you suggest?
With appreciation!
Read Answer Asked by Ed on March 11, 2016
Q: I have heard that Sobey's is having integration problems with its Safeway acquisition. We have observed a marked drop in customers in Safeway stores in our part of BC since the acquisition. With Crombie REIT as the landlord for this chain would you recommend selling Crombie and purchasing an alternative in the REIT space. I do like income with a bit of growth.
With appreciation!
Read Answer Asked by Ed on March 10, 2016
Q: What is the price/cash flow on this company and how does it compare to peers? How about the discount to NAV? Thanks a lot.
Read Answer Asked by Michael on March 08, 2016
Q: It's been moving higher lately which is confusing as apartment vacancies seem to be increasing in Alberta lately. Would appreciate your outlook going forward and opinion if it's getting overpriced
Read Answer Asked by William on March 07, 2016
Q: What is this reit trading at in terms of price to cash flows and how does this number compare to it's competitors? Also, is this a more utilized valuation metric than discount to NAV and which metric is better to consider? Thanks!
Read Answer Asked by Michael on March 07, 2016
Q: What is your opinion of the latest earnings, and if you feel this stock has more room to grow, and how you feel about it for a longer term hold and what are the risks to holding it.
Read Answer Asked by eugene on March 07, 2016
Q: Good morning,

I am looking for some stock suggestions in the US on how best to play the rental market particularly in some of the more expensive/popular real estate markets in the US ie San Francisco. My thesis the strong growth in real estate prices will result in the millenials choosing to rent in the more popular urban centres either by choice or necessity.
Can you comment on this thesis as an investment opportunity and provide your best equity ideas at this tine in US and Canada.

Thanks for the excellent service!
Read Answer Asked by Thomas on March 07, 2016
Q: Hello,
Why does the company annonce a buyback at a premium to spot price ? Is that standard practice ? How do they come up with a purchase price of 36$ ? Does every share buyback have to be annonced ? Thank you for your general comments on this topic. I am a haapy shareholder but just curious.
Read Answer Asked by Pierre on March 04, 2016
Q: Slate just reported their earnings and the stock is down, what do you think of them.
Read Answer Asked by don on March 03, 2016
Q: Hi Folks
I have owned TCN for some time and the share price is still above my purchase price but the value keeps steadily eroding. RBC reports on it regularly including the Case-Schiller price index in each of the areas where it holds rental homes. These show appreciation of 13.4%, 4.3% and 5.7% in 2013, 2014 and 2015. Most recent results show a small decrease of -0.1%, month-over-month. They also hold homes in areas that are not covered by Case-Schiller including Houston which is affected by the decline in oil prices. About 12% of the rental homes are in Houston according to RBC I remember some reference to this on BNN but I haven't been able to find it. Do you think this may be behind the decline in the stock price and do you have any thoughts on the significance of this factor? Thanks.

Ross
Read Answer Asked by Ross on March 03, 2016
Q: Good time to sell at market prices in the $35 range given all the shares tendered won't necessarily be purchased at $36? Take money off the table as in the short run, this name may not do very much. Might be an opportunity to buy back lower into the name down the road. Or the price may be supported by the earnings growth of the additional leverage the company is taking buying back its under valued shares. Wondering your thoughts.
Read Answer Asked by Husseinali on March 03, 2016
Q: Thoughts on earnings release? Still like them? Many thanks
Read Answer Asked by Mark on March 01, 2016
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