Q: Hello Peter,
With the recent gains, i reduced my chartwell residences to 4% from 8% weighting. I was thinking of reducing it to 2% and using the proceeds to buy Sienna Senior Living. Do you think this is a good switch or the risk reward is better by simply keeping chartwell and collect the dividends. I am thinking of doing this as chartwell has gone up quite a bit this year. Thanks
Q: Hello 5i
Would you please comment on what is going on with TCN these days. Seems to be weak and not participating with market up swings. It has been in a downtrend since Aug2015 a recent purchase has me underwater and the stock price appears to be heading back to the 2016 lows.
Has something happened to this stock from the viewpoint of major investors - making it a sell?
Thanks
Dave
Q: Incredible buying on reits to what appears to be extreme over pricing. So now it's the overlooked undervalued I seek.
I am looking at aar.un and plz.un as undervalued. Would you agree or could you suggest a few.
Thank you.
Q: MST.UN just released its Q1 results. Kindly give us an overview on those results and the future prospects. In particular the cash flow and the likelihood of an increase in distribution to the unit holders.
Should we be concerned about the slight decline in occupancy rates?
Q: Timbercreek Mortgage Corporation TMC
Hello 5i.
I am a holding of TMC bought at lower price. Today's news looks like a good initiative and beneficial to holders of TMC - company size, TSX exposure and reduction of fees paid.
Would you please comment on how a holder of TMC should interpret the news? What are your thoughts on TMC from dividend sustainability given it trades at an 8.78% yield today?
Current trading has investors indicating they do not like the transaction.
Thanks
DAve
Q: As a follow-up question to yesterday, when you suggested TPH ... What could be the possible effect of the Fort McMurray properties to this stock? Out of a total 13 properties in Alberta, I note that 8 of them are situated in Fort Mac.
Q: NWH.UN has moved up about 10% the past several weeks after a long decline over 2 or 3 years. The stock is trading slightly below book value with a low P/E of 5.3. Do you think the stock has room to increase further?
Q: I would appreciate your take on the first quarter earnings miss. They have had several misses in a row, but I am encluraged by the growth in originations (finally). I would appreciate your thoughts.
Thanks,