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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: Hi, a few years ago I got tired of trying to pick winners in the REIT space and invested in your model portfolio choice of ZRE. I'm wondering now if some of the equal weight holdings are starting to be a drag on performance, that may continue into the medium term? The same average yield could probably be obtained with a few individual securities like CAR and DIR with maybe a better outlook for capital appreciation in that same medium term (understanding that you would be moving up the risk scale again)? Do you think you would do better as a stock picker in this space today or stick with the ETF? If the former, do you have better suggestions today than the two named? Thanks.
Read Answer Asked by Stephen R. on July 04, 2023
Q: This morning I read your comments on NWH.UN where you stated in your view risk had increased and it didn't need to be owned. I've owned it for quite some time and am still in a plus position on it but admit to not really following it for some time now. Kind of parked it and forgot about it ...... Could you elaborate on your thesis and go over the parts of the business you don't care for and why ? And why risk has increased ? Thanks Garth .....
Read Answer Asked by Garth on July 04, 2023
Q: Those 3 stocks did underperform,the objective being safety meaning low risk of becoming out of business could you comment as "hold,buy or sell" ?
Read Answer Asked by Jean-Yves on June 30, 2023
Q: Good Morning
Today Allied announced that a buyer has been found for their Data Center after six months. A Japanese corporation will pay $1.3 billion. As well, Allied will pay to existing shareholders a special distribution. $1 billion of the proceeds will be used to reduce debt. Aren’t these positive developments? I am wondering why the market is reacting negatively. Allied is down today almost 3% to a level not seen since 2008.
Can you please provide some insight ? Any estimated probability with respect to the dividend cut will be appreciated. Do you advise an income investor to hold or sell ?
Thanks for your on going support.
Read Answer Asked by Terry on June 23, 2023
Q: With utilities and real estate under pressure these days, can you recommend 4 choices in each sector for a conservative investor with a 10 year time line interested in income with some capital appreciation. Please include 2 ETFs and 2 companies in each sector.
Thanks,
Len
Read Answer Asked by Leonard on June 21, 2023
Q: A while back there was question about DIR.UN and it was asked what was the catch that this company was paying an extra high dividend something along those lines. Your answer was that when the dividend was paid the stock would drop more than what the dividend was. I tried to find the question and couldn't. I noticed Dream is down considerably lately. Is this because of the dividend that was paid? I haven't noticed it in my account lately. Thank you and hopefully you can enlighten me on this.
Read Answer Asked by Dennis on June 20, 2023
Q: If the scenario plays out of higher interest rates for longer; is it logical to presume Reits, and Preferreds, -both sensitive to interest rates, may continue to soften. I have been buying them as they are going down but wondering if this is a good strategy. Could you comment. Thank you.
Read Answer Asked by Pat on June 20, 2023
Q: Many experts say that no REIT's are necessary in a diversified if you own a home. Do you agree? How do you personally view this situation? Very curious. Thanks Ron
Read Answer Asked by Ronald on June 20, 2023
Q: Hello,
Has the REIT issued shares in the last few years to fund their residential redevelopments?
What’s the current valuation against peers (price / ffo).
Can you comment to their level of debt vs other REITs. It seems acceptable and supported by a strong leasing profile, although retail.

I am planning on starting a position ant these levels and was looking for your general comments. Thank you!
Read Answer Asked by Pierre on June 19, 2023
Q: Can you break down their exposure to various types of real estate? Eg. Commercial, apartment, industrial. How does the recent issuer bud change this?
Read Answer Asked by Cory on June 19, 2023
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