Investment Q&A

Q: Could I have your opinion on the quality of management and long term prospects of these companies. Thanks

Q: Morning fellas:
This stock is firing on all cylinders it appears. Would you buy into this name right now?
Thx
Mark

Q: Hi guys
This recent option exercise at Mainstreet does not seem to be in the interests of shareholders other than Bob Dhillon.
http://reitreport.ca/mainstreet-announces-exercise-of-stock-options/

Your thoughts? Is it anything less than standard? I would see less issues if other directors had also been involved but it would appear to involve just the principle owner of stock.

I have held Mainstreet for quite a while. Other than a sale of the company, is there anything else that could move the stock price closer to book value?

I also own Moreguard and am considering selling MEQ for Moreguard - your thoughts.

Thanks guys

Q: Your thoughts on Main Street Equity? It's at the lower end of the yearly range, and I'm considering a small position.

Q: What's your thoughts on this one? Top 3 REITs to replace if required?

Q: In a previous question in March you answered that MEQ was a much more expensive stock then Boardwalk BEI-un. MEQs book value was .5 at the time vs a .7 from Boardwalk. How did you make that judgement that MEQ was much more expensive? Since March boardwalk is down 15%, does that make it significantly less expensive then MEQ at the moment?

Also is it safe to assume IIP.un has pretty much has the same strategy as MEQ albeit an Eastern Canada concentration? Its book value is 1.1 vs a .6 from MEQ. Its ROE is significantly better then MEQ but P/E ratios are roughly the same? Does that justify the lower book value of MEQ or am I looking at things wrong?

What are your 3 favorite stocks in the real estate market.

thanks

Q: Would you be kind enough to rank these companies as to your current preference & explain why? How does the insider ownership play a factor? Would the long term chart comparisons, figure into your decision? With interest rates possibly moving up in the USA & the Canadian real estate mkt. rather extended & a Federal budget on our doorstep, your comments greatly appreciated. Thanks for the hard work. Ken

Q: bei.un has been rising but mainstreet is stalled.
Similar companies, similar geography.
Any thoughts.

Thanks Ian

Q: Could you please provide the NAV for MEQ .

Thanks

Q: How would you rate its stewardship/long term prospects?

Q: Regarding MEQ. Could I get your thoughts on this company. If I recall correctly its a play on multi family housing in western Canada. How does their valuation look against say Boardwalk. Why don't they pay a dividend? If they were to pay a dividend on the same payout as boardwalk what would the yield look like.

Thanks, Rob