Investment Q&A

Q: Hi 5i,

Not really a stock question, but I value your opinions. I would like your take on the Canadian housing market, especially in Vancouver. Is it over valued? By how much? I realize this in not your area of expertise, so any opinion would be great!

Thanks in advance.

Q: I have TCN in my TFSA and am considering adding to it based on the increased contribution room. What are your thoughts on TCN has a long term hold ?

Q: Can you kindly provide your accessment of this stock

Q: I have held these Artis Debentures for 3 years and with the currency changes, have done quite well over this time period. The coupon is 5.75% and the yield to maturity is 5.03%. The maturity date is June 30, 2018. I consider this part of my fixed income although it is held in a taxable account.
In your opinion, should I continue maintain this holding for 3 more years?

Q: Hi: Today, on BNN, John O'Connel said that Home Capital is the most heavily shorted stock in Canada. Hard to believe, but I can't find the US short position anywhre. Do you know what the total short position in Home Capital is? Should I be worried?

Thanks,
Hans

Q: I believe your last comment about VRE was in August, 2013, at which time you preferred XRE. Now, looking at these two ETF, which one would you prefer. VRE only pays a 2.1% distribution compared to XRE's 4.7% but over the past two years VRE's value has risen nearly 3x that of XRE's. I am curious why VRE pays such a low distribution when most of its holdings are paying >4%. Is VRE really doing so much better than XRE or am I just mis-interpreting the numbers.

Q: Hi. In response to Robert's question of April 16th on Empire and REITS, Empire was the first of these retailers to spin off their properties into a reit several years ago. It is Crombie REIT ( CCR.UN). Derek

Q: peter, I have owned both these stocks for quite a while. both have appreciated nicely. is there any reason for me to sell either. thanks for your opinion. bill

Q: My questions is concerning the debentures of companies such as Partners Real Estate and Temple REIT . I own debentures of these companies (1 yr debenture for PAR.db and 2 year debenture for TPH). My thinking is that the risk of default is very low despite the poor performance of the shares. The yields are high and the companies before defaulting they will need to cut the dividend/distribution of the common shares and reduce debt by selling assets. The other risk is being paid the principal in shares (in which case one needs to hedge that possibility).
I would appreciate your thoughts on this with regards to the difficulties these companies are facing. (In fact .. I don't see why investors own the common shares and not the debenture).
Thanks in advance for your comments

Q: What are your current thoughts about Calloway given the bought deal that they just announced?

Q: The yield of 12.9% on Ellington Financial is very tempting and it seems to be favourably looked at by the US analysts -- what do you think of it?

Thanks

Q: Good evening Peter,

Could you let me know what Canadian Reit has shown a combination of the largest capital appreciation and distribution growth over the past 10 years.

Any additional thoughts in general, investing in Canadian Reits at this time for Growth and income.

Thanks Peter...

Q: Hi Peter,

Is there a way through the markets to participate in the increasing housing markets in Toronto and Vancouver? (without having to own a house). My point is there are many ways to participate in real estate through REITs without having to own real estate personally. Thanks

Q: Trading seems odd since the trading halt, any idea what's going on with this stock

Q: Would be interested in your thoughts now that year end results are in. Is,the dividend sustainable? Looking for a stable income producing position and love the yield.
Thank You 5I

Q: Hi team:
at 1 point, it was pointed out that it could be a take out target by other US competitors in the same business
Now that Chartwell has exited her positions in the US
How would it affect the above as a take out target ?
I also noted that the XRE (read estate) is on an uptrend from a technical point of view, thanks,

Q: I currently hold 6 REIT's that represent 19% of my portfolio(RSP). I want to sell 3 of the six and reduce my allocation in this sector. Which 3 of the following 6 would you recommend I sell? CUF.UN, CRR.UN, DRG.UN, IDR.UN, REI.UN and NWH.UN. Thanks in advance.

Q: Morning, I currently do not have a REIT in my portfolio but also do not have much for US exposure other than a couple of Indexed and Divident ETF's. I am looking for a nice yield with modest growth. What do you know of NNN? Ido you have something else you are more comfortable with?

Q: Could you comment on recent reorganization of DRM AND D.UN

Q: Hi, Peter and Team,
Which one of the 4 Canadian Mortgage companies (MIC MKP HCG TMC) for income you would prefer for RIF account?
Thank you and appreciated your services.
Regards