Q: What are your thoughts on SGR.UN's recent earnings, during the call management indicated that their rents are well below market rates, which provides upside potential as those rents are renegotiated. The payout ratio is high, however, if rents can be increased the payout ratio would fall. Would you be fine holding it here, or is it time to move on to something with a safer dividend? If so what income stock would you recommend replacing it with?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Can you provide an analysis of this REIT? What are the principal risks associated and is the dividend stable? Would this stock be considered “defensive” in nature? With a 9.7% dividend, is it something an income seeking retiree with a moderate risk tolerance should consider. Are there any less risk alternatives you would suggest?
- The Walt Disney Company (DIS)
- Kimberly-Clark Corporation (KMB)
- Lundin Mining Corporation (LUN)
- Toromont Industries Ltd. (TIH)
- Aecon Group Inc. (ARE)
- Tricon Residential Inc. (TCN)
- Granite Real Estate Investment Trust (GRT.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Ivanhoe Mines Ltd. (IVN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Major Drilling Group International Inc. (MDI)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- ON Semiconductor Corporation (ON)
- Slate Grocery REIT (SGR.UN)
- MP Materials Corp. (MP)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Looking to take tax losses and not sure which to pick ? Some of them I can sell and not rebuy ? Please rate them as sell, hold, sell and rebuy. Thanks guys.
Q: Peter has something happened to slate grocery reit?? Dropping like a rock. Does it have to much debt?? Thanks Ken
Q: Hi Gang
Would you buy Slate at this time
Thanks Mike B
Would you buy Slate at this time
Thanks Mike B
Q: Peter; Income aside what would you think of selling Slate and buying Td and BNS with proceeds - for a growth scenario? Thanks.
Rod
Rod
Q: your thoughts on buying this to replace Summit. i am retired and looking for income and have other industrial reits is the US. i see the payout ratio is high but has been coming down steadily. Your thoughts would be helpful.
Q: I would appreciate an updated opinion on Slate Grocery REIT. Thanks!
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Canadian Imperial Bank Of Commerce (CM)
- TC Energy Corporation (TRP)
- Vermilion Energy Inc. (VET)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
- Slate Grocery REIT (SGR.UN)
- Brookfield Corporation Class A Preference Shares Series 37 (BN.PF.D)
Q: I must progressively restructurate a non-registrated portfolio, recovered in early 2022 for self-managing... Here are the percentage of each stock vs all portfolio, and also indications (+/-) if they are at a profit or at a loss on paper. stocks at profit are: BIP.UN (8% of portfolio), CM 5%, DIR. UN 3%, BIPC 1%, BCE 5%, ENB 2%, SGR.UN 1,5%. Stocks at a loss are: BN.PF.D (5% pf portfolio), TRP 1.5%, VET 1.2%.
My objectives are in order: stability, dividends, and some growth if possible.
Some stocks represent a probably too high percentage of the portfolio, I would not sell them “only to rebalance the portfolio” if they are still safe (to avoid non necessary capital gain tax), but I shall sell if they represent a risk. On the other hand, I would not sell stocks with a loss if they respond to my objectives.
I have already balanced a good part of this portfolio with ETF and a selection of stable dividend stocks. Those are the remaining stocks from the original portfolio..
Please give me suggestions for each stock according to objectives as : keep, sell, or sell partly. All of your comments are always greatly appreciated.
My objectives are in order: stability, dividends, and some growth if possible.
Some stocks represent a probably too high percentage of the portfolio, I would not sell them “only to rebalance the portfolio” if they are still safe (to avoid non necessary capital gain tax), but I shall sell if they represent a risk. On the other hand, I would not sell stocks with a loss if they respond to my objectives.
I have already balanced a good part of this portfolio with ETF and a selection of stable dividend stocks. Those are the remaining stocks from the original portfolio..
Please give me suggestions for each stock according to objectives as : keep, sell, or sell partly. All of your comments are always greatly appreciated.
Q: With the acqusition do you see a stock issue ahead or how is it funded ?
Q: Could you explain the selling At the market program announced and effect on stock price
Q: I'm looking to buy this company with 7% div
is it as good as it looks
thanks Linda
is it as good as it looks
thanks Linda
Q: What is your views on Slate for a 2-5 year hold
B
B
Q: Hi, what do you think about this reit for income and a little growth? Would you pick this or suggest something else with 5%+ distributions.
Thanks as always
Thanks as always
Q: Could you comment on results
Q: Just wandering about the distribution of over 8% on this stock. Any of this distribution a return of capital and if not, how safe is the dividend. Many tnx.
Q: Can I get your thoughts on the DHT.un and SGR.un's quarterly report? Any "hit the sell button right away" red flags for sgr.un?
Thanks.
John
Thanks.
John
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- SmartCentres Real Estate Investment Trust (SRU.UN)
- Chartwell Retirement Residences (CSH.UN)
- NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
- Slate Grocery REIT (SGR.UN)
Q: Hello, I currently own CAR.UN, CSH.UN & NWH.UN for income earning
REITs.in a RRIF account. Considering adding SGR.UN or SRU.UN. Which one with a brief why.
Thanks
Roy
REITs.in a RRIF account. Considering adding SGR.UN or SRU.UN. Which one with a brief why.
Thanks
Roy
Q: Could you comment on the deal with Annaly Management ?
Q: what is your opinion about slate reit? Please comment on the safety of the dividend, the POR and potential growth