Q: Hello Peter, I'm holding two smaller REITs, NWH.UN and ACR.UN, intended for longer-term, higher-yielding RRSP investments. Can you offer any comments on these? Basically, if these continue to be stable 7-8% dividend payers, I'm happy to own them for several years. Thanks! Bob
Q: Hello Peter,Ryan,and Team,
Would you update your thoughts on Fam Reit (F.un) after its quarterly report. The Huntingdon(owns 29%) strategic review was anticipated for June 2014. My take is the payout ratio this quarter is too high, debt has been reduced,a new building will be accretive. Is it a buy now for long term income?
Q: Good morning ,
A new trust DRA.UN formed from an amalgamation of assets has traded for about 5 weeks. Would you consider this an appropriate investment for a renewable infrastructure play? Dream (Dundee) is a well established firm with reasonable depth. What would you suggest if the timing is too early for Dream?
Thanks Guys
Q: Peter and team:
Re HCG
Many people feel housing market is overvalued (due for correction) and interest rates are likely to rise modestly in the coming year or two. How may these factors effect HCG's business model and subsequently share price?
Q: True North Commercial RE Investment Trust -- TNT.UN -- seems to have fallen off the map. RBC Direct Investing no longer covers it, it's not trading today, and there's no news on its website. Can you dig anything up? Thank you.
Q: Genworth ($MIC) is up 5% percent to C$39.72 after earnings topped estimates. It's still a cheap stock with a big dividend. What do you think about earnings? And by how much rates would have to increase next year for it to hurt the stock?
Q: Peter & Team ;
Would appreciate your thoughts re longer term safety of distributions and financial strength of Artis Reit (AX.UN)(assuming we get increasing interest rates and ultimately a recession).
Average term to maturity of mortgages is only 4.4 years .
Would not consider buying until after rates move up some ,price goes down and yield goes up (willing to let train leave without us).
Q: CTL.US I have held Century Link mostly for income for some time. I do not see a reason for today's pop. Can you please enlighten me and advise if I should sell into it or hold. Is the reason likely to be a catalyst for more growth? Thank you, Gayle
Q: There is little information I can find on Mainstreet Equity MEQ which has been doing well since you last commented in January. Could you please give us your valuable assessment of the company? Thanks for your advice. I have learned a lot since subscribing to 5iresearch.
Q: hello - I'm going to use one of my questions for a friend Through his employment he has ended up with Edgewater REIT and doesn't know what to do. I see in May you had an initial review of this new REIT. Since then there has been a secondary offering, no insider buying (at least in the market place).
Would you provide an updated review I would be able to share with him.
Q: ACC Amica Mature Lifestyles The last time a Q was asked about ACC it had just bounced off a 4 year low. You liked it for income. Here it is hitting a new low. At some point there has to be a capital gain opportunity along side a juicy yield. Are we there yet?
Q: It is generally agreed that when interest rates start to go up, most REIT stocks will likely go down. How would Mortgage stocks
be affected if rates go up? Specifically symbols: AI,MKP,MTG,TMC.