Q: I have held HR.UN for a few years and have not really like this stock but kept it as you often said it was a good REIT stock.I would be generating a small capital loss if I sell HR.UN but wonder if buying CSH.UN is a better option in the long term. I own no other REIT stock.
Q: what do you guys think of this stock and performance.
It should be a great demographic play,but why is it not acting like chartwell?
Any reason why its down so much today?
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my real estate sector which is 3% of my current portfolio. Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio as I am a middle aged investor.
Q: Hi, I would like to know if you think Csh.un is fine to keep. Fortunately i'am up 37% so thinking of selling for the profit.
Could you tell me if Csh.un is fairly valued and has some more upside, or should I move on, and what to replace it with in the same sector. I also have Sia. And I do like the dividend.
Thank great work,Brad
Q: Reading through the quarterly report I see on the cash flow statement that finance costs are considered an item not affecting cash. The note dealing with it does not explain just itemizes the individual charges. This is also the same for others in the industry, EXE and SIA. How is it that this is true? My head hurts when I try to justify it. My financing costs, mortgage interest, car loan etc affect my cash flow. Thanks
Q: CSH has dividends in something called CAPITAL DIVIDENDS. As I understand it, these dividends are not taxable. Does this mean the cost base goes down by this amount, or what? In a related question, is it best to hold CSH in an RSP (where I currently have my units) or in a taxable account. Should I sell CSH in the RSP and buy it back in the taxable account, adding something else into the RSP?
Q: 10,000 Americans a day will reach the age of 65 and this will continue for the next 19 years. That's 3,500,000 a year times 19 years. More walkers, hips, knees, wheelchairs, nursing homes, retirement homes, pain pills, drugs. More of what Savaria ( SIS ) produces. Great for Savaria !
What other Canadian & U.S. Companies will benefit from this great explosion of aging of America . Is Canada in a similar situation. Baby Boombers, Bob
Q: Planning to increase my stock portfolio with about 8% of SIS and 11% of CSH.UN
Would they be good stocks to add for longer term, conservative and dividend holding?
If you would recommend the stocks then go with the 8% & 11% split or would you suggest a 50/50 split.
Thanks, John
I don't currently own any senior living or healthcare stocks in my Canadian portfolio and have enough cash to add a full position in one company (or a half position in two) at this point. Stability and reliable dividends are priorities for me. Dividend growth would be nice. The ability to trade options would be a plus. Throughout this portfolio I've be focusing on adding Canadian companies with significant operations in the USA. Any suggestions?
Thanks in advance
Peter
Q: A guest on BNN today said the CSH.un isn't quite as defensive as one might think and that the payout ratio is too high. Do you have a different interpretation of the metrics? Is CSH.un still in good shape and stable, long-term, dividend-paying investment? Thanks!
Q: I see chartwell has been a bit weak since the Q4 earnings report. I noticed that AFFO only increased by one cent (5%) in Q4, although 10cents (approx 13%) for the whole year, perhaps suggesting that growth is slowing? In addition, I was disappointed that they only increased the dividend by 2.5%, which is much less than AFFO growth. Does this suggest to you that growth is going to be minimal for 2017? The yield is not high as I think investors (myself included) were buying into the growth story. Do you see meaningful growth going forward?
Q: Hi Peter and group I am up on EXE (28%) in the last 2 yrs I was thinking of adding some more . Is this a good idea or do you recommend another stock in the same space