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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: Thank you for answering my question on NAV.
The unanswered part of the question is "of the 3 is DIR.un still your favourite. Lastly please rank by risk."
Read Answer Asked by Jeff on August 09, 2022
Q: I am wondering about the NAV for DIR.un as the company reported an updated value of $16.64 last week with its Q2. How often does a REIT update its own numbers for this as a rule? I note it trades at a 25% discount to this number now whereas a year ago it traded at a premium to NAV.

What comparable NAV numbers would SMU.un and GRT.un have and of the 3 is DIR.un still your favourite. Lastly please rank by risk.

Read Answer Asked by Jeff on August 09, 2022
Q: MPW pays a dividend of some 7%. I do hold a small position and am wondering if I should maintain or exit. I like the yield but in the past I have not had capital appreciation success with "high yield" stocks and usually ended with a net loss. I don't see any reason to exit except the high yield is telling me the market knows something I do not. Am I "over-reacting" ? Thanks John
Read Answer Asked by John on August 09, 2022
Q: I have held NWH for several years at about a 2% position, and am considering adding another 1-1.5%. While I have been pleased with the performance/dividends over the years, I am also looking at MPW, which would add some $US, pays a better dividend, is larger and is more US-oriented. Could you compare the two stocks in terms of debt, P/NAV, dividend sustainability, payout, etc, and comment on whether you think they would complement each other to some degree (or is it more of the same). Buy MPW or more NWH, or is the position getting a little large in a specialized area?
Thank-you
Read Answer Asked by grant on August 08, 2022
Q: After reading your report on InterRent REIT, I'm looking into it further. I currently hold NWH but am looking for more growth in both the distribution and unit price (NWH hasn't increased the distribution in a long time, and the unit price hasn't grown that much).

I see that all of InterRent's 2021 distribution was ROC so all tax-deferred. Is this expected to continue? If so, that's a great benefit as I'm holding in a taxable account.
Read Answer Asked by Patrick on July 26, 2022
Q: Hi, for higher income and safety of distribution could you please list 4 or 5 attractive REITS. Growth is not a concern, just income and relative security. Thanks.
Read Answer Asked by Gary on July 22, 2022
Q: For income and some safety, do you see anything not to like about these four REITs?

Thanks as always.
Read Answer Asked by Danny-boy on July 20, 2022
Q: I like this space. which of these (if any) would you recommend, and why? AMT, CCI, SBAC
Read Answer Asked by Tim on July 19, 2022
Q: Perhaps a bit out of your ballpark, but related to thoughts about bond markets.

I am currently on a floating mortgage which was very attractive a couple of years ago. That is going up, of course, but locking in would be about 2-3% higher.

You can't predict the future, but what do you see as the wise choice here? Stick with the floating rate or bite the bullet and lock in for the next 3-4 years?
Read Answer Asked by Kevin on July 05, 2022
Q: Currently, Invesque 6% convertible debentures series V are trading at about $83 US ( on the TSX). They mature on 30-Sep-2023 at $100, i.e. about 15 months from now.
This corresponds to a fabulous annualized Yield to Maturity of roughly 21%.
In your opinion, what is the risk that Invesque will default in the payment of these debentures? Does this seem to be a good risk to reward?
Thanks!
Read Answer Asked by Gregory on July 05, 2022
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