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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: 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
Q: I only own one Reit which is Slate Retail Reit. Nice dividend but little movement in stock price. What would be your three favorite Reits? And where does Slate Reit fit into your picks or does it? Thanks so much. Lorraine
Read Answer Asked by Dr Lorraine on February 29, 2016
Q: Was thinking REITS might be a good place to look for income right about now. I own Tricon and TGF.UN for about 2.5% of my PF and for domestic REITs HR.UN and SRU.UN for 2% of my PF. Are there any REITS that seem particularly attractive to you right now?

TIA
Read Answer Asked by Gerald on February 29, 2016
Q: Could you please comment on recent earnings and the purchase of the rental property in Ottawa.
Thanks
Bob Rose
Read Answer Asked by Robert on February 22, 2016
Q: In an almost zero percent interest rate environment what sense does this new direction make? I agree with eliminating the DRIP as it made no sense to issue new equity at the current unit price but the distribution cut and selling properties seems to be misguided. Payout was below 100% prior to this cut. Your thoughts please.
Read Answer Asked by Chad on February 19, 2016
Q: Looking to increase REIT exposure. With growth and income as the objective, which is the better play for 3-year hold?
Read Answer Asked by Tony on February 19, 2016
Q: Lots of changes. They seem to be raising a lot of liquidity; selling assets, cutting dividend, stopping DRIP, and increasing credit facility. Doesn't seem to make sense. Do you think there are skeletons in the closet that are not apparent that they are preparing for? Could things be worse than they look? Or are they eyeing opportunities? Would you be a buyer?
Read Answer Asked by Donald on February 19, 2016
Q: Hi Guys,

Would you sell First Capital Realty (FCR)and buy Boardwalk Reit (BEI.UN) with the proceeds at todays prices and outlook for the future for both companies?

Thanks
John
Read Answer Asked by John on February 19, 2016
Q: Looking to fill a new TFSA for a grandson & thought these 2 might fit the bill. Good dividends & reasonable growth prospects. Your advise - please. Thank you.
Read Answer Asked by Robert on February 18, 2016
Q: Your analysis, please. Down almost 80% from its highs, but Full-year gross revenue up 18% to $6.0 billion; fee revenue up 17% to $5.2 billion; Adjusted Earnings Per Share of $10.01 up 26% reported at the beginning of this month. What am I missing, why is this down so much more than the rest of the market?
Read Answer Asked by Adam on February 18, 2016
Q: Do you have a preference for either riocan or boardwalk at this time. Or would you like another name in the reit space. Hold is for +5yrs. How safe are the dividends. Thanks
Chris
Read Answer Asked by chris on February 18, 2016
Q: Peter and Team,

I've owned KBL K-bro Linen for three years or so and have seen a nice increase in value and a healthy dividend. Its seems to have plateaued and stayed steady lately (which is fine!) but I am wondering if I could get better return by switching my 4.6% weighting in KBL to CSH instead. Thoughts?
Read Answer Asked by Marc on February 18, 2016
Q: In your opinion, is Wheeler's distribution at risk? How risky is this stock on a scale of 1 through 10 ?
Read Answer Asked by george on February 17, 2016
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