Q: The stock is 19.40. Even if it seems 'on sale' considering recency history (last year), when oil was last at this level, the stock went as low as 8.50. Was it purely a crisis of confidence? Or, did vacancy rates increase quite a bit? Even though the yield of 6.5% looks good, the 30% exposition to Alberta is bound to show increasing vacancy rates over the the next 2 years. The chart also doesn't show much support from here. What do you think? Waiting for a few weeks shouldn't hurt right?
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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: What would be Your top 4 reits
Thanks Mike B
Thanks Mike B
Q: why does d.un keep selling off, tax loss season is over.it seems to be extremely. oversold . i am at a complete loss here.
Q: The macro seems to be very good for TCN in the US, and yet the shares continue to drift lower, roughly 30% off from 52 week high. Am I missing something or does TCN look very attractive at this price?
Thanks
Robert
Thanks
Robert
Q: Do you think Riocan has bottomed yet? With a 6% yield it looks very attractive.
Q: How would you compare Dir.un and Aar.un going forward ?
Q: Hello Peter & Co,
The only way I am currently participating in US housing activity is through Tricon Capital; could you please suggest a couple of other Canadian names? My exposure to it should not exceed 4% of my portfolio.
For example, I am exposed to the Auto industry through Linamar and Magna and have recently added a position in Exco Technologies; altogether, they represent 6% of my portfolio.
Happy New Year
Antoine
The only way I am currently participating in US housing activity is through Tricon Capital; could you please suggest a couple of other Canadian names? My exposure to it should not exceed 4% of my portfolio.
For example, I am exposed to the Auto industry through Linamar and Magna and have recently added a position in Exco Technologies; altogether, they represent 6% of my portfolio.
Happy New Year
Antoine
Q: Temple Hotels announced on Dec 23 that Morguard had purchased another 7 million shares of Temple Hotels at an average cost of $1.07 thru a private share purchase agreement and this was completed with less than 5 vendors. Who would sell that quantity of stock at these prices?
Morguard now owns 39.45% after taking into account the convertible debentures.
They also announced they would be would be taking over the asset management of Templeton from Shelter Canadian Properties Limited.
It seems that Morguard is taking control of this company and was wondering if you could add provide comments on what is taking place at Temple Hotels.
Morguard now owns 39.45% after taking into account the convertible debentures.
They also announced they would be would be taking over the asset management of Templeton from Shelter Canadian Properties Limited.
It seems that Morguard is taking control of this company and was wondering if you could add provide comments on what is taking place at Temple Hotels.
Q: Inovalis seems to have decent fundatmentals but trades very lightly.Could you comment on this ?
Q: I know what something is worth is what someone is prepared to pay for it. However, Morguard seems to be a very good company, well run etc. Yet it trades well below asset value. I have seen previous answer but wonder what would be a catalyst to propel the share price higher. I am a long term holder but the stock has been in idle for quite some time. Thanks, Bill
Q: Hello,
Now that the feds have started raising rates, what is your take on REITS in general? Is is a good time start a position for long term hold?
If yes, what are your preferred ones for a 20K investment?
Thanks
Marios
Now that the feds have started raising rates, what is your take on REITS in general? Is is a good time start a position for long term hold?
If yes, what are your preferred ones for a 20K investment?
Thanks
Marios
Q: looking for income safety and growth. is this a good buy or a goodbye?my concern is i buy in us dollars and lose 40 percent on conversion . is their a way around this ,thank you.
Q: I am down 22% on MRT.UN versus up 26% on CSH.UN with investments made at about the same time. I wanted to diversify a bit.
I like the almost 7% dividend that MRT.UN is paying but would like to see the share price come back up. How are they doing with leasing the retail spaces that became vacant or non paying when Target moved out?
Is it a buy, sell or hold. I might be happy to put more money in (RRIF) as long as there is not too much risk of downside.
Thanks your input.
I like the almost 7% dividend that MRT.UN is paying but would like to see the share price come back up. How are they doing with leasing the retail spaces that became vacant or non paying when Target moved out?
Is it a buy, sell or hold. I might be happy to put more money in (RRIF) as long as there is not too much risk of downside.
Thanks your input.
Q: Since your last review the CEO has bought a lot more shares. Could you please update your analyses of this co. Harry
Q: Hello Peter & Team
I just purchased a very small position of NLY for its attractive
yield in RRSP. Is the yield save?
Can you give some insight of this REIT.
Thanks as always.
Merry Christmas!
I just purchased a very small position of NLY for its attractive
yield in RRSP. Is the yield save?
Can you give some insight of this REIT.
Thanks as always.
Merry Christmas!
Q: Good morning,
Could you please comment on the press release from HR today and advise if the stock is a buy here.
Thanks,
Eric
Could you please comment on the press release from HR today and advise if the stock is a buy here.
Thanks,
Eric
Q: I want to add another dividend stock to my reits and, after checking out over half a dozen, have been considering dipping a $15G toe into Dream Global. TD has a buy on it and BMO rates it at 3X. Your thoughts? Thanks, as always, and have a Merry Christmas. -Ted
Q: Not much in the grt. history. What do you think of this reit for a long term hold.I do not hold any reits at present. Looking for income and some growth if possible. Also can you please tell me what a 'stapled unit' is?
Q: Two Harbors appears to be a solid buy right now. What am I missing if anything?
Q: What is your opinion now on Terra Firma, is it a buy at this stage?