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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: I have been adding to my holdings in the Income Portfolio and with the cost/share down I was considering ZRE at this time. In looking at the BMO site (http://www.etfs.bmo.com/bmo-etfs/distribution?fundId=80001 ) I note the following statement under 'distributions' -

" The distributions will either be paid in cash or reinvested in the BMO ETF at the discretion of the manager."

I am wondering your thoughts on how likely it might be that one would not get a cash distribution? If owning individual REITs could this be the case as well? Do you recommend buying ZRE at this time? We are looking for income.

Thank you ever so much for your insights.





Read Answer Asked by Len on July 31, 2015
Q: Dream Office REIT continues to get punished. Office real estate is clearly an out of favour asset class and it seems to me could remain that way for a few years (not to mention the weakness in Alberta). At the current attractive valuation, is this a reasonable holding for a patient investor content to collect the 9.60% distribution yield?
Read Answer Asked by Greg on July 31, 2015
Q: Hello Peter,
It's been over a year now for Slate, and a while since your last comments on it. Could I please have your current take on this company?
Read Answer Asked by Rod on July 30, 2015
Q: I currently hold FC and MTG in my RRSP.Over the last year FC is down 2% and MTG is down by 16%.Both seem to be similar companies.Is there an explanation for this discrepancy? Joe
Read Answer Asked by Joseph on July 30, 2015
Q: PETER AND COMP.
I AM LOOKING AT COMPLIMENT MY PORTFOLIO WITH SOME REALTY STOCKS AND THAT HAVE GOOD DIV. WHAT IS YOUR OPINION ON SRU, CHW AND RUF. OR DO YOU HAVE ANY BETTER SUGGESTIONS.
THANKS
MARGITA
Read Answer Asked by Margita Elisabet on July 29, 2015
Q: Can I have your comments on the recent decline. Is it an over-reaction to HCG? If HCG is dumping brokers, couldn't SCB be picking these brokers up? Overall thoughts on the company as well.

Thanks,
Read Answer Asked by Rob on July 29, 2015
Q: Would you please clarify your view that First National's (FN) payout ratio is 100%? In today's quarterly report, FN states that "on an after tax, pre-FMV basis", the payout ratio was 62% and was down from 67% in the same quarter of 2014. Also, what is FMV?
Read Answer Asked by richard on July 28, 2015
Q: How concerned are you regarding new revelation that a long standing director has resigned. Of note is the timing just before clarification on mortgage originations as well as no reassuring comments from the director involved. I feel it's too late to sell now but this seems like more worrisome news. Thanks for your comments.
Read Answer Asked by richard on July 28, 2015
Q: With all the bad publicity and now an important director resignation would you think it wise to place a stop loss on the stock and around what price would you place it?
Thank you
Read Answer Asked by Linda on July 28, 2015
Q: What's your assessment of this new auto REIT and the safety of the 8% yield? Do you know when they will pay the first dividend?
Read Answer Asked by Gordon on July 28, 2015
Q: You may have read the Barrons article of a few days ago. I would think it may have contributed to the further weakness of the SP. It sounds like a bit of a hatchet job but do you consider it has much merit? I currently own 600 shares at an average cost of $41, and although I still like the stock, think it might be prudent to sell half in case of further weakness or a prolonged sideways slide. What would you do? It is still just 5% of my portfolio. I continue to berate myself for falling in love with companies. Thanks.
Read Answer Asked by Jim on July 27, 2015
Q: After a massive price decline over the past year, the projected earnings for this stock are now stable. Despite its high debt and the downturn in oil prices, it seems that several analysts rate the stock a buy. How do you rate TPH ? What would be a buy signal ?
Read Answer Asked by Don on July 24, 2015
Q: You claim that there was insider selling, in reality according to INK RESEARCH there was zero selling and $648,087.00 insider buying.
Read Answer Asked by John on July 22, 2015
Q: Why is this reit trading at such a low multiple? Lowest in the retail sector along with a 9% yield and a good payout ratio.
Read Answer Asked by John on July 22, 2015
Q: LOOKING TO SWITCH D.UN FOR SOT.UN . CURRENTLY HAVE 15 PERCENT WEIGHT IN REIT SECTOR . HOLDING CSH.UN AND HR.UN AS WELL .
Read Answer Asked by Ken on July 21, 2015
Q: Do you think this reit is severely undervalued compared to a name like TCN.TO tricon capital, MRG.UN own 30 multi residential proporties in the US and has a yield of 6%, with the the loonie going lower their asset and revenue will go UP. thanks.
Read Answer Asked by samuel on July 21, 2015
Q: Please advise whether to sell a small position in Firm Capital, held for income, in light of the recent drop in Home Capital.

Thanks, Tim
Read Answer Asked by Tim on July 16, 2015
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