Investment Q&A

Q: Current thoughts on each of these for income ? Thank you.

Q: Ewing Morris has increased its all cash offer to $4.10 from $3.85. Conditions apply. The initial offer and now the increase raises questions that I can not really even guess at figuring out. While that may be the same for you I am asking for your comments on the initial offer and now the increase to $4.10. I lean towards accepting the offer as I have a significant holding but also a huge capital gain. Btb.un is trading at $3.85 today so not that close to $4.10 in my opinion and that seems like a reluctance on the part of buyers to see this offer as a done deal. Of course there is the 8 million limit. Thank you for your comments.

Q: Can you comment on the Ewing Morris offer ;with conditions, at $3.80? The offer can be withdrawn anytime prior to closing. Of course you do not know how fragile the offer is but any comments would be appreciated. I own BTB.UN long term so taxable when sold. Thank you.

Q: Hello, I would like your opinion of BTB REIT. I know it is small but it seems to be chugging along since the pandemic. The distribution is attractive, given the 8% AND the fact that, since 2006, it is all return of capital. How is this possible since most other REITs have typically a mixed bag of ROC and « other income » and/or capital gains? Thanks

Q: I own Nexus.un and btb.un and I drip them monthly.

Can you please comment on their latest earning reports with REIT related metrics and on future guidance ?

Thanks,

Q: Please comment on BTB.UN recent Q report. Thank you!
James.

Q: Good morning,

can you please share your thoughts on BTB.un and NXR.un, their recent financials including any going forward comments you may have, payout ratio and future growth based on the interest rates moving downward.

I'm in love with the monthly dividends and I have been dripping both stock, my position in both is starting to be central in my portfolio.

Thank you

Q: Please comment on BTB.un and their recent financials including any going forward comments you may have. Thank you.

Q: On your site it says that BTB's dividend growth is -100%, which I presume means that it has been cancelled. Is this correct? I can find no corroborating information.

Thank-you,

Q: What are your thoughts about this as a US/CDN high yield income portfolio? Any ideas would be appreciated. Please take as many credits as needed.

Q: Hi 5i,
A coupla questions, please deduct accordingly:

1. I've just received the following cautionary analysis regarding DIR.UN, and wonder if you would provide your comments on the points raised. I'm interested in acquiring DIR.UN but am concerned about the stated risks.

Currently, the following risks have been identified for the company (DIR.UN):
Major Risk
• Debt is not well covered by operating cash flow (8.6% operating cash flow to total debt).
Minor Risks
• Dividend is not well covered by earnings (dividend per share is over 12x earnings per share).
• Profit margins are more than 30% lower than last year (63% net profit margin).
• Shareholders have been diluted in the past year (3.1% increase in shares outstanding).


2. Could you also provide your analysis on BTB.UN based on the same criteria as applied to DIR.UN. I owned it years ago and enjoyed the yield, but became convinced it was too risky for my income portfolio. Now, years later, I see that while its unit price hasn't increased much, none of the fears materialized and had I held on it would have supplied decent income during that time. I'm considering re-entering.
Thanks 5i - much appreciated.
Peter

Q: Since TNT.UN 's slice on its dividend and subsequent plunge- how would sot.un and btb.un stand now ? Makes one apprehensive especially the office reits.

Q: Is it time to reduce BTB.UN holdings or should I hang in there for future gains. Why is it not recovering ? Thanks for your counsel.

Q: Are these three companies safe for an income-seeking investor? What are their prospects going forward and are the dividends sustainable? Please rank them. Thanks.

Q: In my TFSA I am looking to move it to a more growth oriented stance. In keeping with this I have added ENGH and LSPD already. In what order would you sell the above (other than LSPD and ENGH)? I could sell off whole positions or just reduce the holdings either is fine. Any reasoning behind the ranking would be useful too.

Q: Would appreciate it very much ranking the above based on your expectation of total return over 3 to 5 years period. I wish to consolidate these number into less positions. In particular I am thinking of selling FCR at a loss and perhaps add to GRT.un or one of the others,

Thanks

Q: Please rate four REITS above for 5 year hold. #1 best, and reasons for choice. Any you would not recommend. I hold SRU.UN & REI.UN All in TFSA. Use dividend yearly for income.
Thanks..Cec.

Q: What is your view on BTB.UN.
Should I ride it out or sell/move on? Currently down 37%. 1% of porfolio.

Q: Could you comment on TNT.UN and BTB.UN. I understand tnt has federal government contracts ?

Q: Could I please get your in-depth analysis on the above companies? How sustainable would there dividends be during a business downturn in a low rate environment?