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?
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: 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
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
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: 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?
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: 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