Q: Comments on results and the outlook ahead.. Stock has been very sluggish this year.
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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: Your comments on earnings. If you could also comment on CPG and NWH.un. Charge me additional question credits if required.
thx
thx
Q: As a result of Northern Properties (NPR.UN)recent expansion and diversification of properties, I am tempted to switch my CAR.UN to NPR.UN for the higher yield. Would you consider this a reasonable exchange. Do you think these two REITS are of equal quality and potential? Thank you for your comments.
Q: What can you report on this company? Many thanks.
Q: As I right this question, TN.UN is trading at $7.81 which is substantially below the announced deal value of $9 (cash and shares of new entity). Any idea why there is such a drastic spread from the announced takeover price??
Q: Could you comment on the latest results and their acquisition. The market seems disappointed as the stock sold down over 8% today. As a long time unit holder would you add to a position at the current price, the distribution seems very appealing. Thank You Ron
Q: Can you please comment on the acquisition of True North Apartment REIT and some properties from Starlight Investments? Is this a good deal for NPR.UN shareholders?
Q: Hello Peter & Co,
I own CIG (because I held the old FSV) and thinking of taking a position in BPY.UN; are they complementary holdings or would I be doubling my exposure to the Commercial Real Estate sector?
Thanks,
Antoine
I own CIG (because I held the old FSV) and thinking of taking a position in BPY.UN; are they complementary holdings or would I be doubling my exposure to the Commercial Real Estate sector?
Thanks,
Antoine
Q: Good Morning,
Would you continue to give CSH.UN a B grading, given the recent changes in thia company related to the health care sector? Do you view the divident save; and consider it a growth stock, as well? Thank you
Would you continue to give CSH.UN a B grading, given the recent changes in thia company related to the health care sector? Do you view the divident save; and consider it a growth stock, as well? Thank you
Q: Considering purchasing either TCN or BPY. Would these be considered similar type of companies? Which one would provide better growth over the next 2-3 tears.
Q: I cannot find any information on Home Capital's site about the geographical breakdown of their mortgages. Finally I found a Seeking Alpha article suggesting that about 3% of their loans are oil patch related and that the majority of their loans are in Southern Ontario and in the GTA specifically. Is this correct and where might this information come from so I can get more detail? Thank-you.
Q: How much does Riocan suffer as a result of Target USA not paying the rent of empty stores in Canada, that Riocan cannot find tenants for?
Q: Hi, my position in HCG has fallen to about 2.5% (my full position is 4%). Would advise continuing to wait , or are you comfortable going back to full position yet?
Thank you
Thank you
Q: May I have your comments on today's quarterly report
Thank you very much
Thank you very much
Q: What is your opinion of selling puts underneath the stock - I was thinking of october 27 or 28 puts (the premiums are quite high given the recent volatility) - as I would get either the premium or the stock at a much cheaper price? This assumes, of course, that the company remains solid. If I find out anything that is fundamentally wrong, I would buy back the puts quickly and take the loss, but the loss would be much less than would be the case by owning the stock outright. I am very aware of margin issues and use it in this easy very judiciously.
Q: Do we see this stock as a buy at this stage?
Q: Hello Team
Trying to decided on which is the best and safest reit.I realize they are low risk.But if we go into a recession which would perform better.Thank You
Trying to decided on which is the best and safest reit.I realize they are low risk.But if we go into a recession which would perform better.Thank You
Q: The influential Barron's magazine wrote about this company recently with some specific concerns.
1. This is no longer a growth company. It deserves only a market multiple for a subprime lender which is 1X book value and not 1.5X which means a 35% lower stock price.
2. They have razor thin margin to protect against a possible downturn in the overheated Canadian housing market with salaries not rising.
If these concerns are valid. I have a feeling the bears will pile back in. What is your view? Thank you.
1. This is no longer a growth company. It deserves only a market multiple for a subprime lender which is 1X book value and not 1.5X which means a 35% lower stock price.
2. They have razor thin margin to protect against a possible downturn in the overheated Canadian housing market with salaries not rising.
If these concerns are valid. I have a feeling the bears will pile back in. What is your view? Thank you.
Q: 12:17 PM 7/31/2015
Good morning
What is wrong with Northwest Real Estate investment Trust? I thought it would be a stable business with long lease high quality tenants however I am down 32% now on my 1% position.
Are their buildings now worth a lot less?
Would you now consider the dividend still safe or would I be better to take my lumps, sell and move on to Chartwell which has a lower dividend but I think you consider a much better company for a long hold.
Regards....... Paul K
Good morning
What is wrong with Northwest Real Estate investment Trust? I thought it would be a stable business with long lease high quality tenants however I am down 32% now on my 1% position.
Are their buildings now worth a lot less?
Would you now consider the dividend still safe or would I be better to take my lumps, sell and move on to Chartwell which has a lower dividend but I think you consider a much better company for a long hold.
Regards....... Paul K
Q: I am thinking about buying this REIT and would appreciate your comments. Thank You.