Investment Q&A

Q: Can you comment on the REIT's June 7 press release? Will this news help to alleviate investor concerns?

Chris M.

Q: is NWH.UN a good investment now, for safety and income.

WHAT STOCKS DO YOU RECOMMEND FOR SAFETY AND INCOME

THANKS
Yossi

Q: It seems NWH.UN has got itself into a bit of a tangle, and I am not sure how or why. Reading your notes the business looks as though it is rock solid, but the shares continue to unravel and your recent post seems to indicate they do need the current restructuring (correct word?) to take place. The share price is now at an all time new low, save for the pandemic induced low in 2020, and still potentially sliding. What is their difficulty? Over commitment, ex pandemic issues, recent rate rises, blissful overconfidence during the interest rate lull, management, sector issues, etc.,etc,.?? Your original note to me did reference debt, as well as a lack of growth and general concerns about commercial real estate, yet in the latter case I would have excluded NWH from the more usual commercial considerations. The answer is relevant because a worthwhile outlook should include recovery, even if it is priced on the basis of low or even no growth, and that assessment would be appreciated. Look forward to your response.

Q: Hi 5i,
What happens to NWH stock price if the UK sale does not happen?
What happens to the price if the distribution is cut.

Thanks
John

Q: For a RRIF withdrawal, I'm thinking of switching either FSZ, NWH or BTO (all of which are down) to a TFSA .

Which of these do you think has more upside potential?

Q: NWH.UN released its earnings today and had perhaps a little bad news - AFFO did not cover the distributions in the quarter - and some good news - deleveraging plans seems to be on track and the CEO comments even raised the possibility of share buybacks once the deleveraging plan is further advanced. What do you make of todays results and these comments in particular? Has it turned the corner? Optimistic or pessimistic?

Q: I am down +/_ 25% on North West Health Care. It seems to be going down daily? I'm an income/ dividend investor but would like a bit of growth as well.
Is it time to let this one go or hang on? Would you have a recommendation for a replacement where I might be able to recoup my losses? Thanks.

Q: Which do you prefer for the safety of the dividend: NWH.UN or MPW?

Thanks for your service!

Q: Which do you prefer? Which is more protected from a possible dividend cut?

Thanks for your service!!!

Q: So NWH.UN announced a successful debenture issue today which will have the effect of reducing interest expense. On the surface this seems like good news, but I am wondering why someone would buy it. The interest rate is lower than the dividend yield and the convertible price is still about $2 higher than currently trading. I can see buying this if you were convinced there was going to be a dividend cut, but I doubt that will be the case at least in the near term given managements stated recent focus. What am I missing? Why would someone buy this debenture? I am an income investor and have a 2% weighting and am thinking of increasing it to 5%…..if I can figure out an answer to my question. Would you be ok with a 5% weighting in this stock under these circumstances?

Thanks in advance. Love the service.

Q: I am down 35% in NWH.UN. Would you suggest holding or selling? Please provide your analysis for your suggestion.

Q: I have small positions in Chorus Aviation, North West Health Care, Lightspeed and Topicus; I'm down in all - and wondering how much patience is warranted - and considering Nuvei. Could you rate these in terms of possible upside and when one might expect this?

Thanks,

Q: 1. Anaergia has sunk to a point where failure has to be considered; yet I would have thought that unlikely?
2. If you ignore the 2020 blip in their share price NWH is now discounting five years of growth. Two questions; why, and is this a sector phenomena – as in health care or if appropriate real estate more generally, or is it an individual problem applying to solely to NWH?

Q: Is the dividend safe??? It appears they are trying to partner with someone???. Will that put he dividend in jeopardy. Thanks Ken

Q: Released earnings Friday, market initially reacted positively, but it still closed down a little. Volume was pretty high also. I own it for income and have owned for a considerable period as I like the nature of the business. Despite this, given the recent results…..is it time to put this one out to pasture?

Q: what are your thoughts on their latest earnings report ? Phil

Q: Own this stock and am down 6%. Think it still pays about 8%. Would you keep it or trade for a better option? Would you own it? If not what would you hold instead?


Thanks



Sheldon

Q: I really like the look of this company's juicey dividend,but i am concerned about the trend of all the doctor's (mine included)even though the pandemic for the most part completely over they are still doing a lot of telephone appointments, and the need for office and clinic's i would think can only decline going forward in our digital world.
Maybe i am overthinking this but this, looks like a good entry point, your thoughts would this be a buy for a2-3 year hold,,,Thanks

Q: What are your thoughts on the respective merits of these firms for an income investor? Do you perceive any superior choices in this space?

Q: Hi
How would you rate these REITs based on debt, income security and growth? I am trying to determine where to put some cash in my TFSA, where I ger a good income, but not having to worry about the dividend being cut. Thanks, Len