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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: Your thoughts on H & R as a long term hold for income, thanks
Read Answer Asked by Ken on May 02, 2023
Q: I am looking at selling HR,PMZ , AD , ( 10% total weighting) keeping CRR and buying KMP(2.5%); all held in my RRIF.
Halifax ( where I live ) is booming ,has a strong rental housing market and KMP has a significant presence there. With continued high immigration and constrained construction the metrics look good for this sector. Some markets have rent control. While concentrated in Atlantic Canada, they are also growing in ON, AB ,and BC.

Your thoughts on KMP and on this portfolio change would be appreciated. Better rental reit suggested ?
Read Answer Asked by Derek on January 20, 2023
Q: I currently have holdings in the above-noted companies inside my TFSA and am intending to add to one or more of the positions. I understand that they are very different entities, but how you would rank them in terms of general quality and upside? Thank You
Read Answer Asked by Andrew on December 19, 2022
Q: Hi Peter & Team:

Your thought on the above REIT if i am going to buy now. From most favourable to least. Secondly your comment on the drop of distribution on INO.UN. Thank you
Read Answer Asked by DAVID on August 22, 2022
Q: Hi, I own the three REIT's, I wanted to sell one or two, which would you recommend as having the best potential over the next five years.

Thank you!
Read Answer Asked by Kim on August 17, 2022
Q: I am currently down on the following stocks and etf's and am considering buying more in order to average down. Are there any of the following that you would not purchase at this time?
Read Answer Asked by James on August 11, 2022
Q: I'm a roughly 50/50 income/growth investor with the income being an important part of our retirement income.

Given that REITs are generally high debt equities I'm questioning how they'll fare given the current environment of rising interest rates and and increasing costs. Will they be able to offset those increased costs by raising rents?

I'd first like you to comment on my assumptions as to what is going on. Agree or disagree.

Secondly I'd like you to comment on the specific REITs that I've mentioned. I'm sure they're all different based debt maturities and rental contracts. The average length of their rental contracts may work against them if it's longer while the average maturity of their debt may work for them if it's longer. Cost increases are now.

Read Answer Asked by Larry on March 23, 2022
Q: Thanks for your previous answer on the share split in these companies. However, I have one final question. Should I deduct the book value of the spin off shares of pmz.un from the original book value of the HR.un shares to come up with an accurate picture?
Read Answer Asked by Robert on March 18, 2022
Q: When I was awarded shares of PMZ I entered them into the program with a book value at the current share price, but in reality, I did not pay for the shares. Conversely the HR.UN became a 20% + loss. I'm wondering if this is okay or should the PMZ shares have gone in at 0 book value or the HR value be reduced to accurately reflect the performance of the portfolio.
Read Answer Asked by Robert on March 17, 2022
Q: Hello. I don't understand what happened with these stocks. I'd held almost a full position on hr.un for about a year. A couple of months ago they made some kind of move and I was awarded pmz.un stocks. Suddenly I showed about a 20% loss on my hr.un holdings which is pretty well equal to the current value of my PMZ holding. I'm wondering if I should sell both and re-invest in better real estate stocks or sell one or the other and put all the proceeds into just one of these companies? Thanks.
Read Answer Asked by Robert on March 07, 2022
Q: are any of these something to have as a good investment ?
Read Answer Asked by jim on February 09, 2022
Q: As a result of the spin off of the enclosed mall portfolio from HR.UN, I now hold shares of Primaris Real Estate PMZ.UN. The holding is much smaller than I normally hold and I am debating whether to sell it or top it up. A press release from PMZ.UN indicates that the present share price of PMZ.UN, about $13.50, but quite volatile, is significantly less than the net asset value per unit NAVPU of about $22. This implies that the potential for the share value to rise in the short to medium term could be quite high. However, the estimation of NAVPU must be a black art in the present market conditions for enclosed malls. My questions are: (1) How are such NAVPU estimates, which are non GAAP numbers, actually made and how valid are such estimates? (2) How high on the risk scale for REITs is PMZ.UN relative to, for example, REI.UN or SRU.UN ?
Read Answer Asked by John on January 10, 2022