Investment Q&A

Q: Hi,
What 5 or 6 uncorrelated Canadian companies & REITS would you pick for a "HIGH YIELD" portfolio for SAFE INCOME?

Thanks

Q: Would you comment on REITS as a class/catagory of investments --- and without limiting the generality --- the aspects of liquidity and taxation?
Appreciative of your good comments

Q: Are the interest rate hikes to date, plus the expected hikes for the balance of this year based on BOC's aggressive stance yesterday, likely priced in to this stock now, or is there still a lot of downside risk?

Thanks.

Q: All four of these companies seem to be interest sensitive & are dropping a lot. NWH.UN is still up 15%,TIXT is down 25 %, while IIP.UN is even & DIR.UN is down 18%. Should I sell because of the announced & upcoming interest raises or continue to hold them? They all appear to be good companies but are being swept along by the tide of selling.Thanks
Dave

Q: In a recent response to a question you said that the payout ratio for NWH.UN exceeds 100%. Is this a reason to sell?

Q: I am interested in purchasing MPW or NWH.UN . Which one would be considered more secure with respect to dividend payouts ? Joe

Q: Would you please rank these 12 REITs for future growth prospects, where 10 is the best prospects & 1 the worst. Also would please indicate what REIT assets contribute to future growth & those REIT assets that have very little future growth. Thanks ... Cal

Q: Hello,

Which do you like better for dividend, growth potential and fundamentals?

Thank you Team!

Q: Can I have your thoughts about these stocks and ETF’s for someone with a 3 to 5 year timeframe and who is in their mid 30’s?

Thanks

Q: are they're currently any heath care reits that stand out and are worth investing in ?

Q: Hi,

What are your thoughts about my current portfolio? I am also looking at adding ZRE.TO and ZWC.TO.

Appreciate your help.

Q: Hi Team,

Can you recommend 5 REITS for investing new dollars for 2022?

Q: While recognizing these two Reits operate in different asset areas, which one would you consider safest for dividends and which has the greatest path for growth.

Thanks for all you do

David

Q: Is it better for me to hold these companies in a registered account?

Also, in terms of their portfolio diversification, do I need to own all four?

Q: Good Day; I've started a DRIP process within my TFSA and an RESP with NWH.un, AQN and CLP.un, and am interested in a few other stock ideas that could be considered and appropriate for these type of investment accounts.

thanks,

Q: How would you compare HHL and NWH.UN for income and outlook ?

Q: Can you please comment on the latest quarter.

Thanks.

Q: I am trying to like this company enough to buy in, but have a problem. They have not raised their dividend since they started. It would seem that they grow by aquisitions, funded by issuing stock, but are not able to get a good enough deal to net better than the 6.2 % they are paying now. That doesn't speak well for management. What is the point of growth if it does not get more return? Their payout ratio is apparently 94%.
I always think that for a company that does that, they would at least increase their 6.2% if they fired the management who are - to quote Shakespeare - up to "much ado about nothing". That salary that is spent NOT increasing my payment (at least enough to keep up with inflation!) could go to the bottom line!
In fact, if they are raising their rent by inflation then the net should go up by inflation. The fact it does not generally means they are not managing their costs well at all.
So, that being said, can you muster any argument that could convince me this is worth buying? Hopefully I am missing something!
Thanks!
Paul K.

Q: NWH.UN's proposed purchase of Australian Unity Healthcare: https://www.newswire.ca/news-releases/northwest-healthcare-properties-real-estate-investment-trust-announces-2-6bn-proposal-to-acquire-australian-unity-healthcare-property-trust-884830846.html

Earlier 5i had summarized NWHs last results as "cash flow per unit of 20 cents missed estimates of 22 cents. 98.6% of rent was collected. Revenue was unchanged at $92.6M. Payout ratio 97% (87% normalized). Occupancy 97%. Assets rose 16.2%. Net asset value increased 2%. Leverage ratios declined. Considering covid, we would consider it a fairly decent quarter overall." and have ranked it fairly "low risk" as REITS go.

What impact, if any, do you feel if it's bid (if approved ) to acquire Australian Unity Healthcare Property Trust (at a 16% premium) would have on the above and on NWH's share price?

If there is a significant drop in the share price of NWH.UN would you see this as a "buy"?

Thanks!

Q: In the past you have mentioned you felt the dividend is vulnerable, wondering if anything has changed or do you still feel this way? Could you list a few Canadian REITS you would feel more comfortable with yielding above 5%?

Thanks