Q: Hi, guys. Do you think a move out of di.un (been holding since $10.10) and into ala reduces the risk of my portfolio while keeping the same growth potential? I have been overweight the reit sector, including d.un, for the past few years and am looking to build my positions in the pipelines (I have been holding ppl, ipl.un for the past few years and have added enb more recently). I intend to hold most of my reit positions because I like the yield but also want more exposure to the pipelines because of their growth. What do you think?
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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: At least one BNN reporter and a growing number of other reports suggest REIT's are due for a significant pull back because they have been run up by investors looking for yield. Do you feel a pull back is imminent? Why or why not?
Q: Peter; Do you have a preference between DIR.UN and AAR.UN? Thanks. Rod
Q: CWT.UN? My wife owns in her RRSP the conv. debenture-pd par-one more yr. left. She got a call from CIBC to ask her to convert to shares @$25.50 eac. Deb. pays 6.65% per yr. WE each own CWT as part of ETF XRE which we have owned for 4 years-so, I would think it makes sense to convert and sell to make a tax sheltered gain in RRSP? Your thoughts pl Peter. Thank you...JP
Q: CUF.u is lagging behind the reit sector; is it ok to hold, or is there a reason it's slow?
Bob
Bob
Q: HLP.UN recently announced its first Q report which was in line with their forecast. In your review in July you advised it was too new to really give it a recommendation. Given its rather positive report would you advise to start accumulating some shares at this time?
Q: I see BTB.UN has announced a bought deal equity issue at $4.35 and todays price has dropped on this news. I have held this for about 2 years and have liked the income. Should I be conccerned about this recent event. Thanks John
Q: RUF.U Pure Multi Family REIT LP focuses exclusively on US real estate. With that market appearing to recover, and a 7% yield at current prices would this be a good holding? The principals of this company have an excellent track record with WEQ.un and AAR.un.
As usual, thanks for your guidance.
As usual, thanks for your guidance.
Q: Northwest healthcare REIT looks good at this price. I like the REIT sector and like healthcare and the combination of both appeals to me. What are your thoughts.
Q: Hi Peter, I am looking at buying Allied Properties, would you please give me your opinion. Many thanks.
Q: Peter; Could you comment on RMM.UN? The yield seems to be in the danger zone but the insiders have been buyer recently .Do you knowwhat the " special voting units" are that Mr.Goldhar has been buying privately.Is this additional equity outstanding that pays the same or different distribution? thanks.
Rod
Rod
Q: Hi Peter- What do you think of companies such as NLY-N and AGNC-N? Do you think that the dividend is stable? I have had them for a couple years and it worked out fine so far.
Q: Dundee, Calloway and RioCan are getting relatively cheap. Do you have a favorite among these names for a long-term (5+ year) hold?
Q: Newcastle Investment(NCT-N). I'd appreciate your thoughts on this US REIT.
Q: What is happening at Chartwell Seniors REIT - it has dropped 6% in the last few days - anything to worry about - sell or buy in weakness?
Q:
Would you buy GRT now or wait for the REIT conversion? Thanks.
Rod
Would you buy GRT now or wait for the REIT conversion? Thanks.
Rod
Q: Hi I am considering going into some reits that invest in appartments and condos. What are your picks in Canadian and American reits that do this
Thanks Ken
Thanks Ken
Q: Your opinion on D.un (Dundee REIT) please. It seems it had a good latest quarter, but it's price is continuing its descent to lower day over day prices. It's chart looks very weak. Thanks.
Q: What do you think of the total return prospects for Dundee Corp (DC.A) versus D.UN and DI.UN? Thanks
Q: I am consider purchasing the following REIT's for my portfolio.
Ishares REIT......XRE
Cdn REIT....REF.UN
Inter REIT.....IIP.UN
Ishares Global REIT..CGR
What is you opinion and knowledge of those selections.
Would you reccomend purchasing all symbols or just a one or two
Thanks
Ishares REIT......XRE
Cdn REIT....REF.UN
Inter REIT.....IIP.UN
Ishares Global REIT..CGR
What is you opinion and knowledge of those selections.
Would you reccomend purchasing all symbols or just a one or two
Thanks