Q: I would appreciate your comments regarding their earnings release and the dividend cut. The market did not like the cut in dividend, but I am wondering as to whether this might at some point be a buy. Their payout ratio seemed low for a reit, even with a very high dividend. If the eliminated dividend reduces debt, would they also be a takeover target for a larger reit/
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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: Greetings, this reit appears to have continuing modest improvements in operating results since reinstating its dividend last year but price continues to trend down. What is your updated opinion on future prospects? Continue to hold or sell?
Q: Hot.un has a mouth watering dividend of 8.71%
It recently reinstated its dividend and is way below what it was before Covid, both in price and dividend amount
Is it worth the risk
It recently reinstated its dividend and is way below what it was before Covid, both in price and dividend amount
Is it worth the risk
Q: I am continue to look for Candian listed REITs that own properties in the USA. Your recommendations for any/all sectors of the US REIT market would be appreciated. I already own Tricon Capital but would certainly like to add more residential as well as industrial...
Ed
Ed
Q: Thank you for your reply regarding my question on what to watch for in terms of a return to paying dividends by these two companies. There does not appear be a "Cash Flow" or "Free Cash Flow" item among the Key Data status provided for these companies. I do see a Price to Cash Flow and Price to Free Cash Flow but I'm not sure how to interpret these data points in terms of continued paying a dividend or, in the case these companies, a return to paying dividends. If Cash Flow is a key to payment of dividends is there any chance Cash Flow can be added to the data to all those dividend paying companies listed?
Q: These 2 companies paid a dividend prior to the Covid Collapse. In the case of American Hotel there is some indication of a possible return to dividend payments by Dec 2021 but it's not clear if Surge Energy will return to paying a dividend. Do you think these companies will return to paying dividends again, and if so, what should I be watching for to give me an idea of how long it will take to return to paying dividends.
Looking forward to your need website.
Looking forward to your need website.
Q: I would appreciate your comments on:
1) the latest quarterly results.
2) overall prognosis for this specific company
3) whether you agree with their supposition that the hotel industry will have a recovery surge from pent-up demand probably beginning this summer (in the USA, at least).
1) the latest quarterly results.
2) overall prognosis for this specific company
3) whether you agree with their supposition that the hotel industry will have a recovery surge from pent-up demand probably beginning this summer (in the USA, at least).
Q: Hi team, please provide comments on the deal announced by HOT.UN this week.
Do you see this stock as a good 3-5 year hold?
Thanks
Rob
Do you see this stock as a good 3-5 year hold?
Thanks
Rob
Q: How would you assess the risk/potential in HOT.UN? Some related stocks have gotten much closer to their previous 52week highs. Too much risk?
Q: Is there any point in holding on to American Hotel Income Properties or take the loss and move on?
- American Hotel Income Properties REIT LP (HOT.UN)
- American Hotel Income Properties REIT LP 5.00% convertible unsecured subordinated debentures (HOT.DB.U)
Q: Please provide update on American hotel properties. Is this severely challenged? What do you think about the stock and the convertible debentures at current prices?
Q: This company, like many other hotel companies, has been clobbered the last couple of weeks. Seems to be overdone in my opinion. HOT runs hotels in the smaller US markets (non-conference hotels) and they will not be hit as hard as the larger chains operating in the New York and LA markets. Any thoughts on the prospects and valuation after the drubbing?
Q: Could you please comment on the quarterly results which were just recently released for these 2 companies. Please deduct 2 points as there are 2 separate questions here. Thank you, Ian
- Algonquin Power & Utilities Corp. (AQN)
- American Hotel Income Properties REIT LP (HOT.UN)
- Nutrien Ltd. (NTR)
Q: I hold the above stocks in my TFSA. Since they pay dividends in USD I plan to journal these holdings to the USD side of my TFSA. Is there any risk that it could be deemed an over contribution by the CRA? I hear of cases where transferring TFSA assets from one account to another causes this over-contribution.
Q: Would you comment on American Hotels selling its Economy Lodging portfolio to focus on the premium branded hotels. Lately they have been active is bringing many of its recent purchases up to the premium standard and that has cost a couple of million per hotel.
Thanks,
Ron
Thanks,
Ron
Q: Comments on latest numbers please,, tia, Pat
Q: Your thoughts on this reit with a high yield.
Thank you.
Thank you.
Q: Good Morning 5i, Anything to add or any comment regarding the news around the resignation of HOT President this morning? Thanks
Rob
Rob
- American Hotel Income Properties REIT LP (HOT.UN)
- True North Commercial Real Estate Investment Trust (TNT.UN)
Q: Your thoughts on these companies and which one would prefer for income and some growth 3 years +
Thank you and happy new year everyone!
Thank you and happy new year everyone!
- Pembina Pipeline Corporation (PPL)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Inter Pipeline Ltd. (IPL)
- AltaGas Ltd. (ALA)
- Vermilion Energy Inc. (VET)
- Dream Global Real Estate Investment Trust (DRG.UN)
- Medical Facilities Corporation (DR)
- American Hotel Income Properties REIT LP (HOT.UN)
- Crius Energy Trust (KWH.UN)
- Cardinal Energy Ltd. (CJ)
Q: PLEASE RATE THE BELOW IN ORDER :
A; AS PER DIVIDEND SAFETY
B; AS PER VALUE COMPARED TO CURRENT SHARE PRICE
KWH.UN (Crius Energy Trust)
VET (Vermilion Energy)
ALA (Altagas)
HOT.UN (American Hotel Income Properties REIT)
BEP.UN (Brookfield Renewable Energy Partners)
CJ (Cardinal Energy Ltd.)
DRG.UN (Dream Global Real Estate Investment)
IPL (Inter Pipeline Fund)
PPL (Pembina Pipeline)
DR (Medical Facilities Corp)
THANKS YOU
yossi
A; AS PER DIVIDEND SAFETY
B; AS PER VALUE COMPARED TO CURRENT SHARE PRICE
KWH.UN (Crius Energy Trust)
VET (Vermilion Energy)
ALA (Altagas)
HOT.UN (American Hotel Income Properties REIT)
BEP.UN (Brookfield Renewable Energy Partners)
CJ (Cardinal Energy Ltd.)
DRG.UN (Dream Global Real Estate Investment)
IPL (Inter Pipeline Fund)
PPL (Pembina Pipeline)
DR (Medical Facilities Corp)
THANKS YOU
yossi