Q: As I look around the city where I am temporary, I see all these “tired older malls” with a huge footprint (buildings and parking lots) in well established neighbourhoods. Is it possible that the buying up of these might be a future development play?
Q: buying malls and doubling down on malls later . on fundamentals so far does this look like a good strategy on your wealth of experience would you feel comfortable with this stock ,thanks.
Q: It is on 5I Tech Analysis on Nov 25 with a $7.70 B.O. It is the co's intention to buy back(BB) $100m worth of shares in 3 stages on "Tender Offer".1)On Aug 29/19 BB 4m shares @ $8 = $32m. 2)Feb 3(closing price $7.72) stated offer to purchase 4m shs @ $8.25(closed@ $7.91today) to commence on Feb 7 to Mar 16.(=$33m). 3)Later this year,will offer to BB $30-35m @ min. $8.50. My 2questions 1)should I tender my shares knowing that there is a higher offer @ $8.50 later in the year plus a current 5.08% yield.?Alternatively,I can tender & buy(hopefully at a better price) at a later date. 2)If I buy more shares the next few days(today's price of $7.91 lower than offer price of $8.25),do they qualify for the $8.25 tender offer? Please advise. Also please comment on the Q results released today after close of market. Txs for u usual great services & views
Q: I own Boardwalk and Interrent REITs. I have nice gains in both. Boardwalk finally seems to have some momentum behind it after languishing for a few years. With a solid quarterly release in the next couple of weeks, do you think it can continue to move higher and get back to the $60's. They keep saying they are trying to diversify the portfolio, but no major moves yet out of Alberta. Alberta's economy is doing better, but the name will always be attached to oil until they diversify throughout the country. Thoughts?
Q: Could you comment please on the Ontario Superior Court decision of February 10th,not to hear the Town of Oakville's applications blocking TWC's hearing with LPAT.Does the Town have further recourse or will the LPAT hearings proceed?
Thanks
Bob Rose
Q: I have held a position in CSH.UN for a long time. I recognize that the share price growth will be slow, but its distribution growth is frustratingly slow.
I'm not looking to hit a homerun. I'm looking for stability and really my main focus is distribution growth as I plan to hold long term.
I am looking to add to my REIT holdings. Are there other REITs you would suggest or should I add to CSH?
Kind thanks for your time and expertise.
Q: Hello 5iR....What is your take on this company, QTS Realty Trust Inc Class A, especially for a long-term position for a US diversified portfolio?
.......Thanks....Tom
Q: Hi
I am looking for a good Canadian REIT ETF and a US REIT ETF from the US. I understand that the Canadian REIT will have less diversification but am interested anyways. Thanks, Len
Q: Hi 5iR, InterRent real estate appears to me to be a low profile property owner and developer with about 8000 suite located in Ontario and Quebec. The stock price is currently $17.00 and the company yields a very modest, 1.8%. If I had bought IIP in 2015, when it traded at $5.00 I would now be up 240%. The 5yr graph is any investors dream, slow and steady, constantly moving up with almost zero volatility. I like what I see and read about this company.
What am I missing here??? Thanks Team. Cheers, Chris
Q: I would like to have a good REIT stock. Would you recommend buying BPY? Or do you prefer other REIT stocks?
I read the company did some buy backs last quarter. Do you see the stock bouncing back in 2020?