Investment Q&A

Q: I would appreciate an update regarding the payout ratio for this company, and your assessment of both the likelihood of a dividend cut and the relative safety of the dividend after, say, a 50% trim (which today would still leave about 6.5% payout).
Thanks!
Paul K

Q: Once they payout the $4.55 special dividend, we should be looking at a $9.50 or less stock, do we know if the monthly distribution is staying the same as it would then be yielding over 7%?

Q: I did read your last comments .I do keep stocks long term for dividends.Since more people work at home,should we still believe in the future of this Cie (according to the kind of contracts and customers they have),and in this context would the stock still be a "hold",or rather a buy or a sell ?

Q: 5i
When did Dir.un announce a $4.55 special distribution?

Q: I JUST READ THE QUESTION ABOUT THE SPECIAL DIVIDEND OF $4.55,THIS SOUNDS TO GOOD TO BE TRUE, BUY 300 SHARES ON THE 15th get $1365 on the 16th Whats the catch or my math or understanding of this is way off.Thanks

Q: I read an article that suggested MPW is improving with its issues. Do you think this is the case? I am an income investor and have half a position that is underwater. I am wondering if I should add at this point? What would you recommend?

Q: This weekend’s WSJ quotes Sun Communities as saying that while there are 11.2mm RV-owning U.S. households, there are only 1.7 sewer/water/power hookups for them to park at. Do current North American demographics suggest a strong future for SUI? If so, is it the strongest option in the Snowbird/alternative residence space?

Q: which of these two stocks would you keep in the current conditions ?, based on safety of the dividend and dividend growth and quality of their management for long term hold.

Q: does this stock get a special dividend on june 16th also is this a cash or stock dividend

Q: PINE, excepting its relatively small size, seems to have very interesting numbers. How does it match up to such REITs as DIR.un, etc.?

Q: Despite being currently in a downtrend, the company's seemingly well-funded dividend and diversified business strategy make it interesting to me, a retired, dividend-seeking investor. What are your perceptions? Thanks!

Q: for the special dividend dream office reit (a unit) means? the regular shares? get the dividend.. thanks

Q: Hello, what is the best etf to have exposure to Canadian real estate? THANKS

Q: Since your last comments on prv.un over a year ago, has your opinion changed much? Ot came actoss my screeen because the CEO was buying a few shares. Can you please comment. Buy or don’t bother?

Q: It seems NWH.UN has got itself into a bit of a tangle, and I am not sure how or why. Reading your notes the business looks as though it is rock solid, but the shares continue to unravel and your recent post seems to indicate they do need the current restructuring (correct word?) to take place. The share price is now at an all time new low, save for the pandemic induced low in 2020, and still potentially sliding. What is their difficulty? Over commitment, ex pandemic issues, recent rate rises, blissful overconfidence during the interest rate lull, management, sector issues, etc.,etc,.?? Your original note to me did reference debt, as well as a lack of growth and general concerns about commercial real estate, yet in the latter case I would have excluded NWH from the more usual commercial considerations. The answer is relevant because a worthwhile outlook should include recovery, even if it is priced on the basis of low or even no growth, and that assessment would be appreciated. Look forward to your response.

Q: Why is cap reit performing better than minto and Interrent. Please compare and contrast the three companies.

Q: Hi 5i,
What happens to NWH stock price if the UK sale does not happen?
What happens to the price if the distribution is cut.

Thanks
John

Q: Good morning,

Long time holder of CAR.UN, and although I like it, watching TD go lower and lower seems like a buying opportunity to me, and I know you view TD as having potential over the medium/long-term from these levels. Seems to me like there is greater price appreciation potential, and a greater dividend while things settle down.

I know they are different sectors, but what are your general thoughts on this potential switch? 5 years from now I think it may look smart..... Thanks. - Jeff

Q: Commercial real estate is in big trouble. Do you have any recommendations how to take advantage of the declining fortunes of this sector, in Canada or the US? Is there an inverse commercial real estate etf? Have the stock prices of the sector already been priced in?

Q: Early last week I asked a question about NXR.UN. Still I have not received any answer. My question was about your insight about this company, latest results etc. Does the cash flow cover the dividend. There was a similar delay about my question on FCD.UN two weeks ago.
Thanks for your insight