Investment Q&A

Q: Hi Peter et al.
I have got my research done on tmc vs ai,however,there seems to be some disagreement on how rising int rates will affect MICS. I am told by some pundits that rising rates will allow them to command a wider spread, hence more profit. Others claim
investors will move to other places. The same with reits. Your
comments please? Also would you comment on Ivanhoe Mines. The sun rises and sets on it according to your o;ld colleague RICK
RUlE. Also please comment on KOBEX CAPITAL- PAUL VAN EDEN.23 mil mkt cap cash 35 mil. Phoscan chemical LOts of cash but done nothing for years.

THANKS FOR EVERYTHING
BEN

Q: What do you think of MR.UN as a way to passively play a gradual rebound in oil prices, while getting an 8% yield in the meantime?

Q: share price up nicely this year. has something changed in the outlook for this reit? it reported earnings last week and the market seemed to approve.

Q: WHAT SHOULD ONE, A YIELD INVESTOR DO WITH TEMPLE REIT -TRADING CURRENTLY AROUND 2.74$

Q: HI TEAM

I am interested in adding some REITS to portfolio. I own none presently.

1. is this a good time to look at REITS ?
2. How would Bank of Canada changes in interest rates affect sector (the 5i mantra seems to be that earnings and interest rates are the key to looking a company.
3. based on data base you have access to can you classify the following according to the 3 most important metrics to look at for this sector (what are the metrics ? and their values) I think these 3 are the best looking but have trouble with confidence in globe and mail data

HR.UN-T
D.UN-T
AX.UN-T

how would you rank these 3 or do you think others are better from a "value" or safer (maintaining dividend point of view) ?

many thanks

Ernie


by the way, if I understood from my readings on REITS, I am more tax advantaged to hold them in a registered account than an open account ??

Q: Hi team:
this stock went up to $ 33, now pulled back to $ 30
Is there any reason (fundamental) for the pull-back ?
last time someone asked about cWT.un was in Oct last year
I made a 40% profit, buy, hold or sell ? I like the dividend
thanks!

Q: Hi Peter and team, how would rate Boardwalk compare to Chartwell CHS.un and HR.un? Thanks, Gervais

Q: Could you please tell me what you see when you 'screen' MTGE? When I look at the fundamental data and ratios on the TD Direct Markets & Research screen, they seem fine. I'm no pro, so am I missing something here? 14% yield. 84% payout ratio. $1B market cap. Besides using a service such as 5i, what else can a retail investor do to determine if a stock is "decent" or "junk".
Thank you

Q: I have a comment and question. Comment: I appreciated hearing 5i recommending the purchase of Enbridge ENB for a U.S. investment. I don't feel confident about any company in the way I feel confident about the top 5i recommendations. Canadian-based companies that I believe are viewed highly by 5i and that trade on the U.S. exchanges include OTC, STN, BAM, BEP, ENB, FSV, BNS, SLF, GIL, Telus, DSG, Goldcorp, and more. A list can be found at http://www.superstockpicker.com/canadian_US_stock_symbols.html

Question: The one U.S. company I feel a personal connection with is Macerich MAC, as I knew the founder and remember in the early 80s when he was complaining that Wall Street gave him no respect! That's since changed. But I knew he was a good guy and I feel confident about the culture of the company. They own shopping centers. Do you have a comment on MAC? Thank you.

Q: What is your opinion on Morguard? Looking at it as a possible real estate investment.

Q: What is the 5i take on the new agreement between Riocan and HBC?

Thanks.

Paul F.

Q: Could you please comment on the latest earning numbers of Leisure World and rank Leisure World, Chartwell (CSH.UN)and Regal Life Styles (RLC). Ok to own all three as part of a diversified portfolio for income and some growth in a low interest rate environment?

Thank you

Dave.

Q: May I please have your opinion on HCP Inc. for Income with a 2-3 year timeframe. Thank-you.

Q: InnVest REIT INN_UN
There has been an uptick in insider buying on the public market. The next Ex Div date is 25 February. Is this one worth jumping into at current price? Thanks

Q: Besides Chartwell what are some other names that provide assisted living at various increasing levels of care for Seniors? I would be interested in US names because of the larger population. The Canadian names all seem to have large dividends the are unsupported by published earnings.
Thank you.
David Kendrick

Q: Please provide your assessment of DELAVACO RESIDENTIAL PROPERTIES (DVO-U.V). Delavaco specializes in the acquisition and subsequent renovation and leasing of distressed single-family homes in the United States

This stock has dropped about 50 % since Sept 2014 and now appears to be trading well below book value.
It this stock a reasonable way to get exposure to the recovering housing market in the US?

Thanks
Dave

Q: Hi- can I have your analysis of the latest results. They appear to be hitting on all metrics- higher NOI, occupancy, lower debt and payout ratio. thanks

Q: Peter for TFSA would you choose Artis or Leisure world for very long drip hold? Payout ratio? debt? any other recommendations, Thanks Ken

Q: Hi guys, would you please rate the following reits, Canadian apartment, Interrent real estate, Milestone apartment and Morgan N.A. Residential. Looking for both income and growth.

Thanks
Jim

Q: Hello Team
What is your current view on Counsel Corp and their latest results? How would they fare in a rising interest rate environment ? Do they have any positive or negative U.S. exposure?

Thank You for your good advice