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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: Brookfield claims this company has a total return on equity potential of between 12-15% per year. It is paying about a 5% dividend. Do you think this return target is realistic in the future with slowly rising rates? Thank you.
Read Answer Asked by Michael on October 21, 2015
Q: HI GUYS
I Hold 851 shares TPH and is no concern .Recently they added
851 rights, could you tell me something about them ,and in your
opinion what to do with them . Thxs Bob
Read Answer Asked by bob on October 16, 2015
Q: I own share of Regal. What is procedure to cash out on recent purchase of company ?
Tks
Jean
Read Answer Asked by Sherrill on October 15, 2015
Q: could you comment on tmc,seems like a gradual decline over time.
Read Answer Asked by terrance on October 13, 2015
Q: Hello Team,
Would you please provide your thoughts on investing in BPY? I do not presently own any REIT type investments. If BPY is purchased on the TSX, will the dividends (unit payments?) I receive be treated as income from a Canadian company or would the US withholding tax apply?
Thanks,
Richard
Read Answer Asked by Richard on October 12, 2015
Q: Good Day Peter & Co.
I own 3500 units of AAR.UN in my TFSA. I have owned it since their IPO several years ago.For the last couple of years their dividend payout ratio has been creeping up According to The Globe & Mail payout ratio calculation, AAR's payout ratio is 108.30%. Do you agree with their calculation? If so, should I be selling some or all of my holding.
Many thanks for your valued opinion.
Read Answer Asked by Linda on October 09, 2015
Q: Could you comment on the Killam proposal to convert from corp to REIT. What are the pros and cons to a shareholder, and in general, do you see this as a positive move?

Thank-you
Read Answer Asked by grant on October 09, 2015
Q: Hi. I believe that CREIT is one of the more venerable and respected Canadian REITs. It has a beta of less than 0.3 which should useful in these volatile markets. It yields a respectable 4%. It is off approximately 20% from its high. It was upgraded this am. Can you comment on NAV, AFFO, and balance sheet/debt risk. It looks like a good buy here with a 10 to 20% total return over a year. UOM
Read Answer Asked by Uthaman on October 08, 2015
Q: I am starting a new position in either AX.UN or AX.PR.G. It would seem the distribution is safer with the preferred, but there's more upside in the actual unit price of AX.UN. Is this accurate? Of the two, which one would you pick?
Read Answer Asked by kelsi on October 08, 2015
Q: hmmm ... I'm seeing that Mainstreet Equity, which owns apartment houses in Western Canada, hasn't risen along with the oil stocks. It certainly declined along with the energy sector. But now it's not going back up. What do you think the disconnect is? Is it a sign the MEQ is mis-priced?
Read Answer Asked by Jerry on October 08, 2015
Q: What is your opinion of and advice on public vs. private apartment rental REITs like Centurion Apartment.

Read Answer Asked by Jean on October 06, 2015
Q: I hold both of these, how would you compare there value?
Read Answer Asked by eugene on October 06, 2015
Q: Hi there

Very much enjoy your service. I was going to add one more REIT to my portfolio to bring it up to 9% weighting. I was looking at Killam versus Pure Industrial knowing they are in very different sectors - apartments in Canada (Killam) versus Industrial in the Canada and the US (Pure Industrial). I need some guidance as to the stability of earnings going forward, the adequacy of the payour ratio looking ahead, and any possible likelihood of dividend increases. Both have dropped lately so don't know if that is a sector thing or other factors. Mainly looking at long term income here.

Much thanks

Stuart
Read Answer Asked by Stuart on October 05, 2015
Q: I am just curious if I own t0o many REITS. If I am overweight REITS (20.18%) which one should I sell?
AX.UN (4.45%) CSH.UN(6.78%)
DRG.UN (0.81%)HR.UN(2.67%)
MRG.UN (1.40%)MST.UN (3.47%)
PLZ.UN (0.60%)

Thanks
Read Answer Asked by Jimmy on October 02, 2015
Q: i currently am thinking of retiring im 55 and tired of the volatile markets im considering putting all my money 800K in Dream Office Real Estate Investment Trust d.un with the current 10% yeild that should give me about 6600 monthly income which would be comfortable for me, my house is paid and i have no debt. d.un has taken a hit for being a reit in general and for being located in calgary, i think it is way oversold, i would like to know what you think of this idea.

thank you
Read Answer Asked by mario on September 30, 2015
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