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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: Hello Peter, Ryan, and Team,
Fam Reit is undergoing a transformation under new managers. It is to become solely an office reit(suburban focus).Fam is to acquire a seven building package from Slate with a 91% occupancy. With these major changes, it will not be the REIT I purchased. With many uncertainties, could I have your assessment of whether it is a hold or sell at this time?
Read Answer Asked by Bruce on November 24, 2014
Q: Could you give me your opinion on CWT.UN which represents ~1% of my portfolio. They seem to have reported good results for Q3. In your opinion, are they likely to be impacted by e-commerce over the next few years?
Read Answer Asked by jacques on November 23, 2014
Q: Read a report on this Reit. (buying properties in Europe)
Your view on this company and this purchase.
thanks for all your contributions to our knowledge base.
Read Answer Asked by john on November 21, 2014
Q: This REIT pays it's dividends in US dollars. Would this be a good buy at this time?
Read Answer Asked by shirley on November 19, 2014
Q: Hi Peter, currently I have REITs AX.un, BBT.un, CAR.un AAR,un and RMM.un, They been paying nice div. I am loosing capital on RMM and would like to replace it with either ATD.b,ZUH, XHC, ZGI or ZLB.
Would appreciate your advise.
Joe.P
Read Answer Asked by Joseph on November 19, 2014
Q: In my portfolio I have Rio Can to cover my real estate, and I am wondering if First Service would be a better choice. I just have a small gain on Rei.un plus the dividend. Should I sell Rei.un and buy FSV? I have all the other names in your model portfolio except SYZ, & DSG.
Thanks very much for the wonderful service!
Read Answer Asked by Shirley on November 19, 2014
Q: On September 15 NWH was at $10.11 and you commented that it was fine for a long term investment. Do you feel the same way at $9.38 or is there now a problem with the company?
Thanks
Read Answer Asked by Tim on November 18, 2014
Q: Hi team, I already have a position in CSH.un Chartwell and was thinking of adding another position in a different company in the long term care space. I was trying to decided whether to chance EXE at these price levels or just take a position in LW whose stock price has held up rather well over the last couple few months. If you had to choose should I just add to CSH (less than 1% of my current portfolio) or take a position in one of the other LW or EXE. Opinions? As always thanks for your time.
Read Answer Asked by Ray on November 18, 2014
Q: Good Morning
Pure Multi-Family REIT has two issues listed RUF.U and RUF.UN. What is the difference between them? Would you recommend an investment in this company?
They also have a 6.5% convertible debenture. Would the DB be a safer place to go in a young business? Would the shares be better held in a RIF or TFSA?


Thanks as always for your guidance.
Read Answer Asked by Warren on November 14, 2014
Q: Peter can you comment on the current price of temple reit -seems overdone to me -Kim
Read Answer Asked by Kim on November 14, 2014
Q: What do you think of dr results. thanks Also lw leisure world reported today could you comment on their results too thanks
Read Answer Asked by don on November 14, 2014
Q: Comments on earnings release and outlook going forward.
Read Answer Asked by Husseinali on November 14, 2014
Q: Hi team - any knowledge of this company & mgmt. They are doing a financing and appear to be invested in US residential housing. It looks small/risky but understand there are some very successful people involved?
Read Answer Asked by Scott on November 12, 2014
Q: Following up on your recent answer re H&R distributions. You note that 58% of the return is "return of capital". I have always considered "return of capital" as giving me my own money back in the sense that it changes my adjusted cost base by the same amount so that I end up paying tax on it when I sell the shares. ie it is giving me my own money back because the company did not earn enough to fully cover the dividend and is therefore not a real earning.
Can you enlighten me on this? ie is "return of capital" really a benefit in the long run?
Thanks
Read Answer Asked by Elliott on November 10, 2014
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