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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: Morguard REIT (mrt.un)is selling for 6 times earnings and paying out about 31% of their earnings. It pays out 8 cents per month to yield about 5.5%. It closed at $18.35 today, down 46 cents. What is your opinion on Morguard REIT?
Read Answer Asked by Ian on March 01, 2013
Q: I noticed that one of your former colleagues at Sprott, Jean-François Tardif is is making some very favourable comments about the recently launched Agellan Commercial REIT (ACR.UN). Would appreciate your thoughts on this company. Thanks
Read Answer Asked by Chuck on February 27, 2013
Q: Peter; Could you update your opinion on CWT.UN please? Thank you.

Rod
Read Answer Asked by Rodney on February 21, 2013
Q: Hi Peter, Could I have your opinion on TNT.un.Thanks
Read Answer Asked by merrill on February 13, 2013
Q: What do you think of FAM REIT (F.UN-T)? Is external management considered a negative for REITs?
Read Answer Asked by Larry M. on February 11, 2013
Q: You folks mentioned that PAR.UN is not a likely buyout target of Riocan because Partners is too small. But how does PAR.UN stand on its own merits as an investment? Currently it is $8, has a P/E of 8 and dividend yield of 8%. That's 8-8-8, which seems the luckiest possibility of all given it is Chinese/Lunar New Year next week/weekend.
Read Answer Asked by David on February 04, 2013
Q: Hi, guys. question: why would kingsett chose to buy up to 5% of primaris' shares now? even with this 5% block, I find it unlikely that their bid would receive enough support to go through. seems like an inefficient use of cash buying primaris in the high $26s and $27s when the value of pmz.un's shares based on hr.un's current share price is lower. seems to me like kingsett could get an better immediate return buying hr.un. your thoughts are always appreciated.
Read Answer Asked by john on January 24, 2013
Q: Hi everyone a few years back I took a position in Leisure world LW at about $10.00 in my TFSA. Some TV experts seem luke warm to this REIT, saying that making money in senior cars is tough. My view is that they are in a high demand area so I am still holding. Is the senior care sector a bad investment area, or should I just sit back and collect my 7% until I need to move into one of their facilities?
Read Answer Asked by Ray on January 23, 2013
Q: Peter, I'd appreciate your thoughts on TPH-T and their news release today. Thank you.
Read Answer Asked by Norman on January 21, 2013
Q: Hi, guys. Any thoughts if riocan will be eager to pull the trigger on another acquisition if they lose out on primaris?

Secondly, do you see any other comparibles to pmz.un on the market. To me, par.un (partners reit) looks a little similar with their portfolio of shopping malls in secondary markets, but I could be totally wrong in this assessment.

And lastly, do you think this deal will re-rate companies with higher quality retail properties, even though they may own other asset classes as well (ie mrt.un)?

Thanks, as always.
Read Answer Asked by john on January 17, 2013
Q: We purchased some share of H&R Reit in November. This morning it was announced that H&R have bid for the purchase of Primaris. Management claim that this is a once in a lifetime opportunity in Canada and that it will not increase the debt to buy. They also say that it will increase liquidity and growth of the company. The market seems to be negative about this news. What do you think of this deal?
Thanks to Peter and Team.
Read Answer Asked by john on January 17, 2013
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