Q: GRT.UN: Only 33% is from magna bldgs - the rest is modern warehouse set-ups that cater to the on-line commerce that is evolving more quickly with CV19 is my understanding; however, as the vaccines are rolled out will this not have a negative effect initially on the unit price? I'd love to buy; but, seems very expensive right now. A full position for me would be 1500 shares. Comments please.
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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: Can I get your thoughts on American real estate looking out 1-2 years. I am assuming with rates low and looking that way for a while that the market should be strong.
I have just started looking at MDC Holdings, can you provide any insight to this company.
Thanks
I have just started looking at MDC Holdings, can you provide any insight to this company.
Thanks
Q: I like GRT for it's industrial focus and international exposure.
Am thinking of buying some.
Any comment would be welcome
Thanks, jerry
Am thinking of buying some.
Any comment would be welcome
Thanks, jerry
Q: Hi
Can you please give me your opinion on this stock. Would you continue to hold or can you recommend an alternative. Thanks Clare
Can you please give me your opinion on this stock. Would you continue to hold or can you recommend an alternative. Thanks Clare
Q: Oversold? Or am I missing something fundamental?
Q: Hi last question was in June. Barrons article this week likes this stock. your thoughts? Thank you. Bill
Q: Am interested in this small US industrial REIT and would appreciate your thoughts. Thanks Bill
Q: Do you think it is good opportunity to buy a dip?
Q: What companies will benefit most by providing the logistics for distribution of the virus vaccine? Would Americold Trust, COLD be one of these companies?
Q: Question on GRT.UN earnings. stock is down $2.50 today. Do you agree with the analyst target of $84.
Thanks, Steve
Thanks, Steve
Q: I am thinking about taking a small position for income (1,000 shares) in my TSFA.
What do you think?
What do you think?
Q: Hello Peter, it's been a couple of months since you addressed a question on this company. Can I please have your current assessment? Also, as the yield is very nice, if one has a moderately high risk tolerance and no need for the cash in the next few years, would you consider it worth holding, or would you move on to something else.
- NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
- Summit Industrial Income REIT (SMU.UN)
- Americold Realty Trust Inc. (COLD)
Q: Hi,
I hold SMU (up 100%) and NWH (up 40%). COLD, however, has come up as recommended from a few places I get my ideas from and I'm considering initiating a position in it. To free up some funds I need to dump either SU or NWH and am curious which one you would exit and why? I'm more interested in capital growth than dividend and generally hold mid-long term.
Cam.
I hold SMU (up 100%) and NWH (up 40%). COLD, however, has come up as recommended from a few places I get my ideas from and I'm considering initiating a position in it. To free up some funds I need to dump either SU or NWH and am curious which one you would exit and why? I'm more interested in capital growth than dividend and generally hold mid-long term.
Cam.
Q: Does EXE is a buy now? is the dividend sustainable?
Q: Good day Team!
Could you provide some insight to the 3rd qtr Earnings report? With 1.3% improvement in revenues and a 9.7% improvement in AFFO, how did their profit drop so dramatically? Is it related to the sale "in line with fair value" of the Regina asset?
Any other take-aways you could share would be appreciated.
Thanks for the great service.
Could you provide some insight to the 3rd qtr Earnings report? With 1.3% improvement in revenues and a 9.7% improvement in AFFO, how did their profit drop so dramatically? Is it related to the sale "in line with fair value" of the Regina asset?
Any other take-aways you could share would be appreciated.
Thanks for the great service.
Q: No question on CoStar (CSGP) in the database.
Great Cash Flows, low Cap Ex. Grew Reneues and EPS roughly at 10x in 10 year with only ~2x share count increase. Something good is happening here. However, on P/E basis, it is really expensive.
With Gross Margin at 80% and 20% Net Margin I don't understand why ROE is so low (<10%).
Balance sheet is fine with very little debt. Digitizing conservative industry (real-estate), which appears to have good long term growth opportunities.
Is that a US version of Altus Group? What do you think of the Name?
Great Cash Flows, low Cap Ex. Grew Reneues and EPS roughly at 10x in 10 year with only ~2x share count increase. Something good is happening here. However, on P/E basis, it is really expensive.
With Gross Margin at 80% and 20% Net Margin I don't understand why ROE is so low (<10%).
Balance sheet is fine with very little debt. Digitizing conservative industry (real-estate), which appears to have good long term growth opportunities.
Is that a US version of Altus Group? What do you think of the Name?
Q: Hi can you comment on Invesque's earnings? Does this stock have any potential to go higher in the next 12-24 months?
Thanks!
Thanks!
- BMO Laddered Preferred Share Index ETF (ZPR)
- Global X Active Preferred Share ETF (HPR)
- iShares Global Real Estate Index ETF (CGR)
- Vanguard Real Estate Index Fund ETF (VNQ)
- iShares MSCI Mexico ETF (EWW)
- Invesco Preferred ETF (PGX)
- iShares U.S. Preferred Stock (PFF)
- RBC Canadian Preferred Share ETF (RPF)
- Eidos Therapeutics Inc. (EIDX)
- iShares MSCI Brazil ETF (EWZ)
- iShares MSCI Spain ETF (EWP)
Q: Hello, looking for emerging markets, ETFs you recommend ex China and ex India (as I already hold INDY and FXI). Also looking for non-Canadian REIT ETF recommendations (I hold XRE). Finally what are your thoughts on preferred share ETFs and which would you recommend (Canadian or not) outside of CPD.
Thanks!
Thanks!
Q: hi folks:
are either sienna or chartwell snrs investable at this point for a 5 year hold?
income plus some 'eventual' capital growth
or, just too much uncertainty and far better opportunities available than to bother with a broken industry?
thanks as always
are either sienna or chartwell snrs investable at this point for a 5 year hold?
income plus some 'eventual' capital growth
or, just too much uncertainty and far better opportunities available than to bother with a broken industry?
thanks as always
Q: Hi again,
I asked a question about SAFE the other day. Thanks for your answer there.
I was actually asking because of the I didn't know whether the new public offering represented a positive or a negative sign. Can you comment on that?
Also, they talk about offering these shares at $61 until Nov 13 (tomorrow!) which is lower than the market price. I am a shareholder and would be interested in buying at this price, but am not sure if it's available to me or how I would acquire the shares.
Feel free to make this a public question if you think the information would be useful to other members. If you could reply in time for me to buy the shares (if I'm able), I'd appreciate it but don't expect it.
I asked a question about SAFE the other day. Thanks for your answer there.
I was actually asking because of the I didn't know whether the new public offering represented a positive or a negative sign. Can you comment on that?
Also, they talk about offering these shares at $61 until Nov 13 (tomorrow!) which is lower than the market price. I am a shareholder and would be interested in buying at this price, but am not sure if it's available to me or how I would acquire the shares.
Feel free to make this a public question if you think the information would be useful to other members. If you could reply in time for me to buy the shares (if I'm able), I'd appreciate it but don't expect it.