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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: could please up-date nwh.un thanks,great work
Read Answer Asked by jim on December 01, 2013
Q: I was thinking of buying these 2 REITS: NWH.UN &NPR.UN? The pay out ratios are good, good ROE & PE decent now. Long-term hold-sell my XRE ETF and buy these two. Or do you think I should wait for the US to announce plans to reduce bond buying-long bond rates go up & REITS go down in pr again?
Read Answer Asked by James on December 01, 2013
Q: Hi Peter I am still in CWT.UN and is by far my biggest holdings(20%). Most purchased in June 2009 and some more in 2013. I also hold H&R(5%). Do you see stability in these units or should I maybe slim down some units and allocate the funds else where. Thanks everyone for your opinions. Brett
Read Answer Asked by jeffrey on November 27, 2013
Q: Hi, Peter
I frankly do not like the way Dundee International is behaving. I worked around financial statement and listened again yesterday to their conference call. Some questions regarding renewals, selling some assets did not helped my feeling. I sold this morning after buying a very small position.
What is your take?
Thanks again.
Read Answer Asked by claude on November 27, 2013
Q: Your thoughts on Timbercreek Global (TGF.UN).
Thank you,

Joseph
Read Answer Asked by Joseph on November 27, 2013
Q: Peter and team,

My portfolio has had a solid year overall but not surprisingly the REIT component, about 17% of the portfolio to start the year, is off sharply. For tax and 2014 cash flow reasons I need to sell one of the following. They are all good companies with now mostly single digit PEs but if you had to sell just one which would it be from:

AGNC, D, CAR, KMP, HR, CWT, REI, AX, ACC AND GRT.

Thank you! 5i is now a daily must read site for me.

Read Answer Asked by Kim on November 25, 2013
Q: I was wondering about the tax situation of some of the reits like Dundee int. and some of the reits expanding into the states and other countries,Are The reits treated simiarly in the US and other countries or do i have to worry about Their rental income being taxed,Also i wonder if you could give me a guess on how high the interest rates could increase before I would start seeing distribution cuts.
Read Answer Asked by Klaus on November 25, 2013
Q: DI.UN is tanking these days. Is it just interest rates & sector rotation or is there a more fundamental problem with the company? Thanks. Michael
Read Answer Asked by Michael on November 24, 2013
Q: Hi Peter and 5iResearch Team,
While listening to BNN this morning the host mentioned that China hedges the USD by buying US real estate. Can you recommend a good ETF that invests in US commercial real estate and do you think this is a good time to buy? I currently own Morguard NA Residential REIT. Can you comment regarding commercial US REIT vs. Cdn REIT that invests in US commercial property? Thank you.
Read Answer Asked by Linda on November 21, 2013
Q: Canadian Tire REIT (CRT.UN) question asked by Paul Nov 20/13:

The regular yield is 6.25% not ~8.25% because of an initial extra week. The company Oct 23/13 news release explained it as follows:

"It is intended that the first distribution of CT REIT will be in the amount of $0.070194 per Unit for the period from today to November 30, 2013 and will be paid on December 13, 2013. Thereafter, CT REIT intends to make monthly cash distributions of $0.054167 per Unit, which are initially expected to provide an annual yield of 6.50%."

Publish as your discretion.
Read Answer Asked by Russ on November 21, 2013
Q: A general question.
I have several REITs and love the monthly dividends but several are under water such as CUF.UN, D.UN, HR.UN, AX.UN

Will the tide ever rise again on REITs in general?
Should I just sit back wait it out and enjoy the monthly divs?
Read Answer Asked by Gord on November 20, 2013
Q: I just purchased the new Canadian Tire REIT - CRT.UN - which declared its monthly distribution for December at an annualized payout rate of 8.26% Wow! I realize the sector won't provide much capital appreciation but this particular REIT seems extremely stable given its long-term leases from Canadian Tire owners. As an income investor, can I rely on this payout as sustainable over the long haul?
Read Answer Asked by Paul W on November 20, 2013
Q: Please give your opinion on Smu.un going forward and whether there are some huge hidden fees as though it were a mutual fund
Thanks
Read Answer Asked by lyle on November 20, 2013
Q: I bought shares in Annaly Capital Management NLY a few years ago when RBC seemed to be giving it the nod. The high yield was attractive and it did OK for a while, but it's down about 37% since I bought them. At current levels, they form about 3% of the value of my wife's and my registered investments. Is there any hope for an upick, or should I just sell and move on? It's depressing looking at that -35% figure in the Gains/Losses column.
Read Answer Asked by John on November 18, 2013
Q: What do you think of Plaza Corp (PLZ)in light of their plan conversion/consolidation and their latest quarterly report.

Thanks
Read Answer Asked by Saad on November 17, 2013
Q: Do you think that PAR.UN will lower their dividend again in the near future? What is your outlook now?
Thanks, Ron
Read Answer Asked by Ronald on November 15, 2013
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