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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: Good Morning
The recent acquisition of TN.UN by NPR.UN is not looked favourably by some experts. Others suggest that there will be some pain for both the shareholders of the two companies. I own shares of NPR.UN and I would like your opinion wheteher the deal will be beneficial for the holders of NPR.UN shares. If the deal is not beneficial for NPR.UN, would you recommend selling?
Thank you
Read Answer Asked by Terry on August 26, 2015
Q: Hello 5I team

I am interested in MRC, I see that the company is trading well below book value (although I think it trades below book regularly) and the P/E ratio looks appealing as well. The debt levels look reasonable compared to other real estate based companies. Would you add this company to a well diversified portfolio or would you pick another real estate company which ones would you pick if so? Would you consider their properties to be high quality ( they look good from their web site but then every company makes their properties look good)? Do you think that they trade below book value because of the low div yield? What do you think of the management, have they made good acquisitions in the past, have they kept their balance sheet strong? Is this company well diversified geographically as well as sector wise ( industrial, residential, commercial, ect)? What caused the almost $8 dollar drop at the end of July, I didn't notice any news that would have caused this.

Thank you for your opinion.
Read Answer Asked by Darren on August 25, 2015
Q: Thank you for quickly answering my earlier question today on REITs. Can you please suggest some of the preferrd "larger, residential companies" referred to. Are you suggesting that individual companies would be better than buying an ETF?
Again, Thanks.
Read Answer Asked by Len on August 24, 2015
Q: While unit prices in the REIT sector are declining with the market I am wondering if these businesses are/will be adversely affected fundamentally and if it might be a time to buy ETFs or individual companies in the sector? Non are owned now. Retirement income is the main interest. Your insights and opinion are so appreciated. Thank you.
Read Answer Asked by Len on August 24, 2015
Q: Could I please have your thoughts on this reit. It appears to have a number of good canadian and global holdings.

Thanks, David
Read Answer Asked by david on August 21, 2015
Q: Could I please have your comments of bpy.un for a 3/5 year hold. While it has moved positively lately, the share price has not done much for the last year.
Thanks, David
Read Answer Asked by david on August 21, 2015
Q: Noticed the questions around ROE here and your updated report. I just read the Q2 update presentation on the companies website and saw that the ROE has declined from 32% in 2005 to just above 19% in the most recent quarter in an almost steady straight line lower. HCG's stated objective is ROE above 20%. While the ROE is still high, the trend on ROE is not positive and is not meeting their stated objective. Yet you give it an A rating and an avg ROE of 24.7% over 5 yrs. Is the downward trend in ROE a concern to you and the team?
Read Answer Asked by Richard on August 19, 2015
Q: Could you please comment on Melcor results and their outlook?

Thanks,
Milan
Read Answer Asked by Milan on August 18, 2015
Q: You last reviewed it in November 2013. Would you please update your assessment. I am looking to consolidate a number of my REIT holdings, of which I hold a fairly diversified group of 15. Thanks.
Read Answer Asked by David on August 17, 2015
Q: Hello Team
Do you have any opinion on this reit.Thank You
Read Answer Asked by glenn on August 17, 2015
Q: Hello-
I bought a number of Reits several years ago and I am down on all of them. Interest rates are still low- in Canada, lower than several years ago, and property values are still high. Under these beneficial conditions, have most of the REITS actual financial results been poorer than several years ago? If so, why?
What conditions need to exist before the REITS' prices will go back up?
Thanks
Read Answer Asked by Pat on August 17, 2015
Q: Could you give me your opinion on tnt.un
Thanks
Read Answer Asked by howard on August 17, 2015
Q: Would like your current view on Hot.un for income .
thank you.
Read Answer Asked by howard on August 17, 2015
Q: If interest rates rise eventually, do you see a risk of a dividend cut? What is their payout ratio? Would you prefer MKP or one of their peers. Do you believe the sector has bottomed out? Does the high dividend signal troubles ahead?

Thanks for your service?
Read Answer Asked by Ozzie on August 17, 2015
Q: What is your opinion of this company as a long term hold 3plus yrs
Read Answer Asked by Marcel on August 17, 2015
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