Investment Q&A

• Brookfield Infrastructure Partners L.P. (BIP.UN $49.71)
  • $49.71 Cap: $22.89B
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• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
  • View NWH.UN Profile
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Q: Greetings,
I am specifically interested in finding out about NWH & BIP but as a general "rule of thumb", are international holdings better held in RRSP accounts irrespective of them being listed on TSX?

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Read Answer Asked by Arzoo on November 05, 2018

• Dream Global Real Estate Investment Trust (DRG.UN $16.79)
  • $16.79 P/E (TTM): 4.7X
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• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
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• Summit Industrial Income REIT (SMU.UN $23.48)
  • $23.48 P/E (TTM): 0.6X
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Q: Any comments on the three reits above?

Thanks

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Read Answer Asked by John on October 09, 2018

• AltaGas Ltd. (ALA $49.29)
  • $49.29 P/E (TTM): 19.68X Cap: $15.34B
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• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.68)
  • $13.68 P/E (TTM): 6.96X Cap: $1.04B
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• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
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Q: I own the following in a non-registered account. (I own growth stocks in my TFSA, and US/international equities and Canadian bonds in my RRSP). The goal is to DRIP the following stocks in my non-registered account until I retire and then use the income only to cover some monthly expenses.
CPD; BNS; SLF; FTS; ENB; ALA; BCE; CHP.UN; NWH.UN; VET; NWC; and EIF.
Do you have any concerns with any of these companies long term?

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Read Answer Asked by Pamela on October 04, 2018

• Medical Facilities Corporation (DR $16.61)
  • $16.61 P/E (TTM): 10.36X Cap: $296M
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• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
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Q: I am thinking about exiting DR and buying NWH.un.
Your thoughts please and thank you.

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Read Answer Asked by george on October 03, 2018

• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
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Q: In this mornings G&M, there was an article by Sean Pugliese about Canadian REITs that included a table of interesting REIT data. According to Mr. Pugliese, the Debt/Equity ratio for NWH.UN is 324%. Do you agree with that number and, if you do, do you think that it jeopardizes the value of this REIT?

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Read Answer Asked by richard on September 07, 2018

• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
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Q: I have 1% in NWH.un since a long while. Healthcare equity income as a long term hold. Their recent deal appear to provide them with safety and growth.
Looking to buy more. Do you think management could be given credit for their vision and operational execution, and how would you rate it now for income?

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Read Answer Asked by Daniel on August 15, 2018

• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
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Q: Please provide your analysis of the recently announced JV in Australia. Is this reit a buy at this level for both growth and income?

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Read Answer Asked by Robert on August 07, 2018

• AltaGas Ltd. (ALA $49.29)
  • $49.29 P/E (TTM): 19.68X Cap: $15.34B
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• Whitecap Resources Inc. (WCP $15.31)
  • $15.31 P/E (TTM): 14.89X Cap: $18.58B
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• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
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Q: Comments on recent numbers please,, deduct appropriately.

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Read Answer Asked by Pat on August 02, 2018

• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
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Q: Can you explain free cash flow with NWH.UN. What is the pay out ratio.

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Read Answer Asked by roland on July 26, 2018

• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
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Q: Hello. I have some new money in my TFSA. I would like to put it in the REIT sector. I am looking at NWH.UN. What do you think about it? Do you have any suggestions?

Thanks.

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Read Answer Asked by Bhaskar on June 21, 2018

• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
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Q: What is your take on the recent proposed deal in Australia?

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Read Answer Asked by roland on May 11, 2018

• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
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Q: From the information that I have discovered it appears to have much potential and also has a 7.2% dividend yield. What is your opinion on this stock and is this the right time to buy?

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Read Answer Asked by Terry on March 16, 2018

• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
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Q: Please give opinion on recent quarter numbers.

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Read Answer Asked by Pat on March 09, 2018

• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.92)
  • $12.92 P/E (TTM): 34.92X Cap: $3.77B
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Q: Having sold my AAR.UN on the buyout news, I have been sitting on some cash and looking at either DIR.UN or NWH.UN to replace AAR. Do you have a preference between these two, and your reasons. Note that I am more interested in income stability than growth, and already hold a small position in NWH.UN.
Thank-you

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Read Answer Asked by grant on March 02, 2018

• H&R Real Estate Investment Trust (HR.UN $10.06)
  • $10.06 Cap: $2.79B
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• Chartwell Retirement Residences (CSH.UN $21.28)
  • $21.28 P/E (TTM): 106.05X Cap: $6.77B
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• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
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Q: I hold these 3 RIET’s in my investment accounts. I am looking for a replacement for H&R. Would appreciate your suggestions to provide a reasonable return with some growth. The holding will be in a taxable account.
Thank you
Les

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Read Answer Asked by Les on January 22, 2018

• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
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Q: What is you take on Northwest Healthcare Properties? Seems to be well diversified geographically and a well managed pay out ratio. Would you put this in the medical sector or real estate?

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Read Answer Asked by roland on January 09, 2018

• Bank of Nova Scotia (The) (BNS $97.17)
  • $97.17 P/E (TTM): 19.02X Cap: $119.76B
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• BCE Inc. (BCE $33.17)
  • $33.17 P/E (TTM): 4.97X Cap: $30.93B
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• Sun Life Financial Inc. (SLF $88.82)
  • $88.82 P/E (TTM): 14.38X Cap: $49.20B
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• Fortis Inc. (FTS $79.58)
  • $79.58 P/E (TTM): 22.59X Cap: $40.51B
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• AltaGas Ltd. (ALA $49.29)
  • $49.29 P/E (TTM): 19.68X Cap: $15.34B
  • View ALA Profile
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• Enercare Inc. (ECI $28.99)
  • $28.99 P/E (TTM): 44.2X
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• Exchange Income Corporation (EIF $103.00)
  • $103.00 P/E (TTM): 35.76X Cap: $5.78B
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• Goldman Sachs CDR (CAD Hedged) (GS $41.49)
  • $41.49 P/E (TTM): 21.36X Cap: $355.41B
  • View GS Profile
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• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
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• Crius Energy Trust (KWH.UN $8.80)
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Q: Hello Peter,
I hold a balanced total portfolio across my TFSA, RRSP and non-registered accounts. I keep my highest dividend payers in my non-registered and currently have them on DRIPs. Are there any of theese that you don't think should be on DRIP because they are too risky?

ALA, KWH.UN, FTS, BNS, SLF, GS, NWH.UN, ECI, EIF, BCE

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Read Answer Asked by Pamela on December 07, 2017

• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
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Q: Can you pleas provide your opinion of NWH.UN's 3rd Q results. Thanks ! Dave

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Read Answer Asked by David on November 10, 2017

• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
  • View NWH.UN Profile
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Q: I would like your opinion on the following REIT : NWH.UN

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Read Answer Asked by Stephen on October 27, 2017

• Sun Life Financial Inc. (SLF $88.82)
  • $88.82 P/E (TTM): 14.38X Cap: $49.20B
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• Brookfield Renewable Partners L.P. (BEP.UN $45.60)
  • $45.60 Cap: $31.01B
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $86.21)
  • $86.21 P/E (TTM): 19.24X Cap: $15.19B
  • View CCL.B Profile
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• Stella-Jones Inc. (SJ $88.07)
  • $88.07 P/E (TTM): 14.92X Cap: $4.80B
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• Chartwell Retirement Residences (CSH.UN $21.28)
  • $21.28 P/E (TTM): 106.05X Cap: $6.77B
  • View CSH.UN Profile
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• Premium Brands Holdings Corporation (PBH $82.74)
  • $82.74 P/E (TTM): 57.3X Cap: $4.31B
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• Savaria Corporation (SIS $27.61)
  • $27.61 P/E (TTM): 28.9X Cap: $6.29B
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• K-Bro Linen Inc. (KBL $34.64)
  • $34.64 P/E (TTM): 23.65X Cap: $449M
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• Vital Infrastructure Property Trust Tr Unit (NWH.UN)
  • P/E (TTM): 19.55X Cap: $1.41B
  • View NWH.UN Profile
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Q: I am in my late 30's, and I have a long-term time horizon. However, I find myself gravitating towards stocks with stable businesses that pay dividends. I currently own BEP.un, NWH.un, CSH.un, and SLF.
For a long-term, yet somewhat conservative investor, what are some companies that I should consider adding to my portfolio? Thanks in advance!

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Read Answer Asked by Jonathan on October 17, 2017