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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: Would appreciate your comments on their just-released quarter financials. Dividend back over 5% after this day's drop. Payout ratio of about 43%. I am wanting to own residential, but have been put off by the low dividends from most. This one is now looking good to me, but do you see any red flags here? Are there any others you might suggest (but please, with a reasonable dividend!)
Thanks!
Paul
Read Answer Asked by Paul on February 14, 2024
Q: I am hearing investors piling into commercial real estate. I am looking for office real estate REITs in Canada that are beaten down, will not go down but have a potential price appreciation when environment improves. I am more looking for capital appreciation and not necessarily dividend.
Read Answer Asked by Ron on February 14, 2024
Q: Gentlemen: I have held some shares of this in my TFSA for some time but see it has decreased in value since last October. I dont have to sell but wonder if you see any good news on the horizon or would I be better selling and getting something else
Read Answer Asked by Ken on February 13, 2024
Q: Could you please kindly comment on MEQ's latest Q1 report in addition to the following:
1. what might be a good price entry point if you think this might be suitable for a small position in a TFSA?
2. do you have concerns with the liquidity of the stock?
3. is there much insider ownership and have they been buying lately?
4. does this company have a habit of issuing stock?
5. does this company have a lot of debt?
Read Answer Asked by Ian on February 08, 2024
Q: Hello, I sold ERE.UN recently but I want to keep a toe in the residential sector and was looking at KMP.UN, after reading a favorable report from a broker. The current valuation is interesting, among other points. What is your opinion of this REIT? Should I buy after the earnings release (Feb 14)? FYI, I know you like CAR.UN, but I am not interested at this point. Thanks.
Read Answer Asked by Martin on February 01, 2024
Q: St. Joe apparently has tens of thousands of acres of land free and clear, ready for development in NW Florida that are valued at 20,000 an acre but the market value is more like 2,000,000 an acre. Is the stock trading at current levels hugely undervalued or have I missed something. Thanks for your help
Read Answer Asked by Ian on January 30, 2024
Q: We recently sold our rental units and are considering adding CAR.UN to our income portfolio for exposure to Canadian residential units and rental income. I'm curious about your thoughts on valuing Canadian REITs. What specific factors or metrics do you consider when determining if a REIT is in value territory?
TY
Read Answer Asked by Derek on January 29, 2024
Q: Greetings:
It has been some time since a question has been asked about MRG.UN. I am looking for a replacement when my Tricon shares are taken from me!!!! Would you be so kind as to give me your opinion on: Growth expected, growth if any --past two years, even though price fell with advance in interest rates, analysts covering it. They have recently put an NCIB in place. Anything else you might think of. Multiple X cash flow. Any chance of a takeout? How does it compare to MRC and MRT.UN. Thanks, Ben.
Read Answer Asked by BEN on January 29, 2024
Q: I was wondering if you could provide an update with regards to Chartwell. Should we expect much growth. Has made a nice move but should I consider moving on. Difficult sector? Thinking of moving to Manulife.

Thanks

Dave.
Read Answer Asked by David on January 25, 2024
Q: I am looking for other canadian residential reits to buy with my funds from selling TCN. I think with interest rates topping out and very possibly declining later this year, reits are a very good, safe place to invest. Can you suggest any other canadian residential reits that have good upside from here and give a decent dividend? I am thinking of ERE as well as HOM. Any comments?
Read Answer Asked by arnold on January 25, 2024
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