Q: In looking a bit deeper into COLD, I see the short position is ~ 14%! Is this simply b/c it is quite expensive for an REIT? Forward P/E is 70. Apart from it being "expensive" is there any other reason for a high short position on what should be a fairly stable company?
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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 5i,
Recently took small position in LEN for expected shorter term hold 1- 2 year. What is your opinion of released earnings today? Would you continue to hold/buy/sell and why?
Thx
Jim
Recently took small position in LEN for expected shorter term hold 1- 2 year. What is your opinion of released earnings today? Would you continue to hold/buy/sell and why?
Thx
Jim
Q: For all its dividend seems unsustainably high and it is “inevitably” dropping after its de-listing, what do AIV’s fundamentals suggest for the intermediate to long-term?
Q: How would you assess the risk/potential in HOT.UN? Some related stocks have gotten much closer to their previous 52week highs. Too much risk?
Q: What’s your take on the recent sale of assets in the amount of $130m
What is your overall view of this company going forward
Thank you
What is your overall view of this company going forward
Thank you
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Equinix Inc. (EQIX)
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American Tower Corporation (REIT) (AMT)
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Cencora Inc. (COR)
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Digital Realty Trust Inc. (DLR)
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SBA Communications Corporation (SBAC)
Q: These companies have been drifting off their highs and am wondering if there is a particular reason for this; wondering if this is a good time to buy, or hold, and which you think have the best value and potential? Thanks!
Q: 1.5% position, p/p$7.81,loss 23%.Dream office intends to build a 310 meter office & residential complex on 212 King st,w,Toronto .Mpct,the real estate arm of Dream already has interest in a building on King st. What impact will above project of Dream Office have on Mpct. Also,shoud I continue to hold?If not,please provide 2-3 high potential alternatives,regardless of sectors.Txs for u usual great services & views
Q: Hello 5i Team
Now that Sandpiper has reorganized the board of ARTIS, will appoint a new CEO effective January 01, 2020 and will proceed with their 100 day plan, I have the following questions:
1 – Is ARTIS REIT at the current price $10.89 a reasonable price to pay, provided ARTIS/Sandpiper can complete their 100 day plan and hopefully realize Sandpiper’s estimated NAV at $15.40?
2 – Are any of the three outstanding ARTIS preferred units (AX-PR-A, AX-PR-E and AX-PR-I) a better way to play this story?
3 – Any thoughts on other Canadian REITS that could be put into play by activist investors, given most of the undervalued REITs are majority controlled by the parent corporation (Melcor REIT, Morguard REIT etc.).
Thanks
Now that Sandpiper has reorganized the board of ARTIS, will appoint a new CEO effective January 01, 2020 and will proceed with their 100 day plan, I have the following questions:
1 – Is ARTIS REIT at the current price $10.89 a reasonable price to pay, provided ARTIS/Sandpiper can complete their 100 day plan and hopefully realize Sandpiper’s estimated NAV at $15.40?
2 – Are any of the three outstanding ARTIS preferred units (AX-PR-A, AX-PR-E and AX-PR-I) a better way to play this story?
3 – Any thoughts on other Canadian REITS that could be put into play by activist investors, given most of the undervalued REITs are majority controlled by the parent corporation (Melcor REIT, Morguard REIT etc.).
Thanks
Q: Wir.un seems to have decent numbers but remains pretty flat for quite awhile-could you comment.
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Granite Real Estate Investment Trust (GRT.UN)
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Summit Industrial Income REIT (SMU.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Hi 5i Team
I have AX.UN and NWH.UN and want to add a full position of a pure industrial reit. If you had to pick one of DIR.UN, GRT.UN or SMU.UN, which would it be and why? I'm primarily interested in dividends and their safety and growth potential. Alternatively, would you go for a 1/2 position of two?
Thanks
Peter
I have AX.UN and NWH.UN and want to add a full position of a pure industrial reit. If you had to pick one of DIR.UN, GRT.UN or SMU.UN, which would it be and why? I'm primarily interested in dividends and their safety and growth potential. Alternatively, would you go for a 1/2 position of two?
Thanks
Peter
Q: Hi
As I was driving to my "empty" office unit, I heard on CBC Radio One, that there is pressure from some groups for the Health care REITs especially Senior's homes REITs like Siena to withhold the dividends because after all they are getting money from the Govt at this time to stay afloat and why should the Govt money go to pay the investors?! (my words)
Are the dividends at risk? The whole sector can take a BIG hit, if the dividends are withheld, no?
As I was driving to my "empty" office unit, I heard on CBC Radio One, that there is pressure from some groups for the Health care REITs especially Senior's homes REITs like Siena to withhold the dividends because after all they are getting money from the Govt at this time to stay afloat and why should the Govt money go to pay the investors?! (my words)
Are the dividends at risk? The whole sector can take a BIG hit, if the dividends are withheld, no?
Q: The high dividend yield puts up a red flag. what is the pay out ratio and is it sustainable in your opinion?
Q: I do not hold any Reits in my portfolio at this time and would like to add one or two. Can I please have your recommendation on your two preferred Canadian Reits. Thank You.
Q: What are your thoughts on this healthcare etf, it has an attractive yield and the chart looks healthy?
Gordon Pape likes it!
Thnx
Dave
Gordon Pape likes it!
Thnx
Dave
Q: XRE: I've held this one in my RRSP/RIF for 11 years; however, distribution has gone down as has unit price with CV19 and would like to replace with an ETF with a good distribution. Or should I keep?
Q: Mainstreet has characteristics which make it over-looked in its sector despite pretty good longer term performance ie small size , illiquidity and lack of dividend.
Could I have your comments on its earnings and company prospects going forward .
Thank-you.
Could I have your comments on its earnings and company prospects going forward .
Thank-you.
Q: What is the latest company news and opinion regarding stocking going down, sideways or up in the next 6 months and 2 years from now? Are there other similar companies with a greater future upside total return for the indicated time periods?
Q: Does the Rio Can cut increase the chance of Smart cutting their distribution and any other thoughts? Looking at 2 to 3 percent holding. THANKS
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PRO Real Estate Investment Trust (PRV.UN)
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Plaza Retail REIT (PLZ.UN)
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Inovalis Real Estate Investment Trust (INO.UN)
Q: in light of rei.un decision to cut distribution by 33 percent are there any reits in the same space that might now be considering a cut or are there any reits in general that could cut the distribution? thanks Richard
Q: Would appreciate your thoughts on this US grocery anchors reit. Thanks