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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: Peter, your opinion on Temple Hotels Inc please. Is the div. eligible for Canadian tax credit? If you were to rate it what would it be. Thanks Peter, your information is very respected. It helps us small investors a lot, Ken
Read Answer Asked by Ken on September 18, 2013
Q: Could you please comment on Healthlease Properties REIT (HLP.UN)?
Read Answer Asked by Thomas on September 17, 2013
Q: REIT's are unpopular now, so maybe worth a look.
I think of apartment REIT's as less volatile and wonder why True North Apartment REIT (TN.UN) is paying almost 9%. Even if the condo market heads south, their apartments rent for much lower than condo rentals, so not much competition. They are nearly full, as there is a shortage of low rental housing, and have access to CHMC loans at low interest. The CEO has been buying at higher prices. What's not to like?
John
Read Answer Asked by John on September 13, 2013
Q: Hi Peter & 5i: Am I missing it or is there no link from your Members page to your model portfolio?
My real question is whether you could take another look at the answer you gave to Ken on his ZPR question? In particular the comment that: “... we would not choose a single company over an ETF.” Presumably that isn’t generally true or else your model portfolio would only hold ETFs. Keep in mind that Ken’s question was about adding a holding in the context of a larger portfolio. Presumably there are times, at least, during which you might prefer the prospects of a single company over the index (or average return) for the relevant sector. So are you really just saying that right now you don’t prefer HR.UN’s prospects enough to outweigh any perceived individual company risk – or do you mean something more than that? Thanks!
Read Answer Asked by Lance on September 12, 2013
Q: RLC - I am holding some RLC shares. I see that they are about to issue $25 million of convertible debentures. What will this do to the share price?
Read Answer Asked by Dave on September 12, 2013
Q: Hello Peter and the 5I team

I have watched MRC and MEQ for some time, they don't seem to ever trade above book value. I realize that they pay either no div or a very low div, is this the reason why they trade fairly low compared to their P/B ratio? I expect that most real estate investors prefer REITs because of the Higher Div. Do you ever see a point when these companies will trade above their book value? Both companies have decent balance sheet's in my opinion? Whats are your thoughts on these companies?
Read Answer Asked by Darren on September 12, 2013
Q: Hi Peter and Team,

REITs have come under pressure in recent months due to interest rate concerns but one name has never really gotten off its feet since their IPO late last year is Regal Lifestyle Communities Inc (RLC). With all of their properties in Sask, Ont and Nfld and with the demographics playing in favor of assisted living/independent services living would this be worth considering alongside the likes of Chartwell, Extendicare and Amica?

Thank you,
Read Answer Asked by Anthony on September 10, 2013
Q: Do you think it is a good time to buy NPR.UN-T or should I stay out of REITS?
Read Answer Asked by patricia on September 06, 2013
Q: I hold ZRE in my non-registered account and it has taken a hit recently which I am ok with as I primarily purchased it for its healthy yield (5% plus). With an improving economy I would have expected some increase in the monthly payout and that has not happened. Would you expect the REIT industry will be increasing payouts in the near future or should I sell now to avoid further price deterioration as interest rates slowly increase. I already hold lots of interest rate sensitive stocks by way of utilities and pipelines. I note that you recommend H&R which has increased it's payout. Would this be a good switch.
Read Answer Asked by Bruce on September 06, 2013
Q: Peter, I am thinking of selling North West Health reit and taking a small capital loss in taxable accounts and splitting the proceeds between Cominar and Dundee, D. I would like your opinion please. Is D.Un debt too high? Thanks Ken
Read Answer Asked by Ken on September 04, 2013
Q: Hello, 5I, do you think Dundee International (DI.UN) is a really good buy now?
Thank you
Read Answer Asked by Alayne on September 03, 2013
Q: I've taken a 20% hit on Dundee (D.un). Andy Nasr said he would sell Dundee because the supply of office space in Toronto is poised to increase (an area of focus for Dundee). I realize many of the reits have been hit hard but is Dundee fundamentally flawed? I could sell d.un and buy HR.un or FCR to recoup losses when the tide turns more favourable for the sector. Thank-you.
Read Answer Asked by Albert on August 31, 2013
Q: Hi Peter,
I have a question about FCR. I increased my position in early Aug and it is now about 5% of my portfolio. I also own HR.UN, CUF.UN, and AX.UN, approx. 5% portfolio each. These stocks continue to slide, so I'd like to ask you whether you recommend to hold, sell and cut losses, or buy more for either of these? I am looking for long term growth/income rather than immediate one. Thanks a lot!
Read Answer Asked by Michael on August 29, 2013
Q: Hi There
I'm wondering if you have any further comment on ACR.un since your February comment. Thanks.
Read Answer Asked by David on August 28, 2013
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