Q: Is there any company-specific reason for big drops in CIGI in the last few days other than market-related issues. They recently acquired an Engineering service firm, any concerns there in general as well as any debt/share issuance concern?
Q: Hello,
Please comment on my logic based on relative beta's :
If I sell my holdings of XTR and buy equal amount of ZRE, in theory, is there more of a chance that in a market recovery, the overall return for ZRE will be higher simply because it fell more and can therefore rise more?
Or is that too simplistic considering there are so many moving parts?
Q: I currently hold a medium size postion of Invesque.u I depend on the stock for its dividend It is currently yielding 24 percent
If they cut the dividend by 2/3 rds it will still yield 8 percent which is a very high rate In your opinion will the company go bankrupt or will it survive I appreciate your response Paul
Q: Could I get your take on REITs at these levels. I thought they would have held up much better in this current meltdown. Are investors just dumping them because they think tenants are going bankrupt and default on their lease agreements? What is your opinion on FCR.UN? or do you prefer HR.UN? Thanks Ron
Q: NVU.UN is trading at 31.54 and the takeover price is 36.25. I can find no info that the takeover is off. Can you offer any insight, advice on this situation?
Q: I understand Boardwalk exposure to Alberta is high. At $27, what is the valuation vs the other residential reit? They do also have exposure to ON, QC and SK. Do you see value here? Would you buy ? 5 year + hold. Thank you
Q: May I please have your thoughts on IIP.UN in the current environment? It appears to have held up relatively well. As a growth oriented investor I do not have any REIT exposure. However, I have always regretted not establishing a position in InterRent as its performance over the years has been excellent.
Q: Good Afternoon 5i,
Thanks you for the Market update and special report on March 9th I found it very helpful...
My Question. Is this a good time to buy Reits? I'm thinking about adding a ETF reit. Do you have a favorite Canadian ETF Reit?
Your thoughts on 2019 year end results and do you think this is a good point to step in with 1/3 position. I like the div. and think perhaps with more the low interest rate enviromnment and recent and possibly ongoing Fed rate cuts we will be again, or continue to be, in a positive environment for REITS in general.
BTW thanks for all the help and vigilance during these volitile times.
Q: Why in your opinion is Dream following the downside to the same extent as the market? I was hoping that uilities and REITS in general would be less volatile. What do you think of the fall in DIR.?