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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 Peter and Team,

We hold HCG in several accounts.

It's down substantially in our grand children's RESP, so we probably should just hang on as it's only 3.2% of a well diversified portfolio that won't be needed for over four years.

However, in my RRIF that holds many 5i recommendations, I'm still up over 8% as it's been a long-term holding. Should I hang on and "hope for the best", or swap it for another divided paying financial stock that has better prospects going forward? (We hold BNS in a margin account).

As always, your advice is highly valued.
Read Answer Asked by Jerry on July 14, 2015
Q: HCG took a big hit today on downgrades. Yet its ROE is still above 20% and it is a dividend grower. Concerns are over lack of growth of new single family mortgages and conservative policies. I would look at this conservative approach as positive in present housing market. I have a small position in HCG. Should I panic or use this low price as a buying opportunity? Thank you.
Read Answer Asked by Michael on July 14, 2015
Q: SCB took a hit this morning, I suppose because of HCG's news. Do you still find SCB a good value and perhaps worth adding some at this lower point?
Read Answer Asked by Jim on July 13, 2015
Q: what's going on with FN price action? Can't find any news and don't have all the market data. Is it related to Alberta exposure? Thanks
Read Answer Asked by David on July 13, 2015
Q: I bought Starwood Property trust due to its low PEG ratio high yield and low PE. So far its given me nothing but grief. Would you sell or hang on?
Read Answer Asked by Andrew on July 11, 2015
Q: Hello Peter and Ryan,
NWH.un March $10.00 July 10 $7.63
At 6:10 PM a news report indicated Paul Dalla Lana acquired more trust units. He now owns 34.15% of the REIT. Plus he has an automatic plan to buy up to 5% more. Please comment on whether it's a hold or a loss sell? Also, in general when one person acquires such a large part of a company, does the interests of small shareholders suffer? Thank you, it's always interesting!
Bruce
Read Answer Asked by Bruce on July 11, 2015
Q: Hi Peter and the team,
Could you please comment on this reit ?
Is it a good buy ?
Thanks!
Jim
Read Answer Asked by Jim on July 08, 2015
Q: Looking to buy as a long term hold for income. Is the distribution sustainable and is there value in this REIT for a long term income investor. Share price keeps dropping even after a merger that makes the company stronger. Don't understand why shareholders are heading for the door? Are there management issues here or something I am not seeing. Looks like a good value/income play? Your thoughts on this stock would be appreciated.
Read Answer Asked by Mark on July 08, 2015
Q: MRT.UN is near a 52 week low. By all metrics it seems to be a bargain. It has a 5.9% yield, a P/E of 11, trades at 2/3 of NAV, with EPS of $1.50 which easily covers the dividend of $0.96.

Why is this stock so Cheap? What would you expect in terms of performance over the next 2 years? Do you feel it is a good buy at the present time?

Thanks again for all your help,

Glen
Read Answer Asked by Glen on July 07, 2015
Q: I am think thinks of buying some RET's for div. income could you suggest something for me.

Jim.
Read Answer Asked by James on July 06, 2015
Q: Reits are now just 4.25% of our portfolio, with a full position in cuf.un and a 3/4 position in cwt.un. I'd like to add one more for income. Can I have your opinion on Milestone- mst.un, Artis- ax,un and hr.un. Thanks, Ted
Read Answer Asked by Edward on July 06, 2015
Q: Hi,

I have 7 REIT's that equals about 23% of portfolio. They are: MST.UN, CAR.UN, AX.UN, REF.UN, ACR.UN, ERM & XRE. If I decided to pair down, which one's would you drop and why?

Thanks
Read Answer Asked by Mike on July 02, 2015
Q: The final pricing of the CHC common share offering hasn't yet been fixed, but is supposed to be between $8.50 and $10.00. I recently purchased some at around $8.30, and expected to see the price rice at least a bit. However, tday the share price has fallen by almost 13%, on very high volume for this stock.

Any idea what is going on?
Thanks!

Read Answer Asked by Gregory on June 30, 2015
Q: Hi Team,

I know you mostly comment on stocks, and I have read your previous commentary on MRC.

I have a hole to plug in my five-year bond ladder which serves as the low risk side of my portfolio. I was thinking of buying an MRC bond maturing 12/10/18, CUSIP 617577AA9, as a small fraction of my bond holdings. Do you think this is a reasonably "safe" investment even though it carry's a BBB low rating? I plan to hold to maturity.

Thank you. Michael
Read Answer Asked by Michael on June 29, 2015
Q: I own MKP and noticed that a new MKP.RT a[[eared on my statement. What does this mean? How should I deal with this?
Thanks
Read Answer Asked by Ric on June 26, 2015
Q: Stock has been acting poorly since they bought their sister company MOB recently. Thought this would make this a stronger co. not a weaker one. Comments please?
Read Answer Asked by george on June 24, 2015
Q: If there were to be a competing bid for RLC how soon do you believe this would occur and what odds would you give it? Given this offer for RLC do you believe this will precipitate future take-overs of other healthcare REITS. Thanks.
Read Answer Asked by Gary on June 23, 2015
Q: Is CYS a good stock to be holding in one's portfolio.Eddie.
Read Answer Asked by Eddie on June 23, 2015
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