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  • Dividends At A Reasonable Price - Part 1 [View article]
    Inz,

    Congrats on reaching financial freedom! Lots of decisions to make, but it's great you got so many possibilities to choose the best one for you and your family's lifestyle.

    You got a lot of capital to deploy. It probably feels uneasy with the market reaching its highs. As Chuck says it's a market of stocks, and there are bound to be value to be found.

    Here's a few Canadian ones:

    I recently learned about NWH.UN from the Canadian SA community. On my initial research, it looks good. It calls itself Canada's Healthcare Landlord, and it's merging with its global counterpart soon that owns medical office buildings and hospitals in Brazil, Germany, and Australasia. NWH.UN yields 9.2% currently, and it looks undervalued on FAST. I just started a position on it yesterday...and it's gotten cheaper today grrr.

    Others I like right now are CWB and NPR.UN. They have gone down due to the low oil price. They also look very cheap.

    And of course there's ENB, which always look like it's poised for more growth. I know you're familiar with this one. ;)

    Look forward to your next article!

    Disclosure: Long all the above.

    Best,
    Canadian
    May 12, 2015. 03:09 PM | Likes Like |Link to Comment
  • These HealthCare REITs Are Ready For Buying After Up To A 20% Pullback [View article]
    Sir Money, here you can find an investor presentation (pdf) that came out in March 2015 about the combination of NWH.UN and NWI: http://bit.ly/1GRqTh7

    ...but you probably knew about it already. :)

    Canadian
    May 2, 2015. 11:31 PM | Likes Like |Link to Comment
  • These HealthCare REITs Are Ready For Buying After Up To A 20% Pullback [View article]
    Sir Money, thanks for the link, but that was an announcement on April 28. I'm wondering why NWH.UN has gone done in price and stayed down in price since April 2013.

    It used to trade around the P/FFO of 12, but it's trading closer to 9 now. So, either it's very cheap or there's something wrong.

    With regards to "why my comment to the name change shifted down". I'm afraid I don't have the answer to that, as that's specific to how Seeking Alpha implemented the commenting system.

    Thanks again,
    Canadian
    May 2, 2015. 09:02 PM | Likes Like |Link to Comment
  • These HealthCare REITs Are Ready For Buying After Up To A 20% Pullback [View article]
    Freedom Bravo,

    It's possible to see more pull-back than 2%, more like 7% to 10%...of course not over the course of one day. Until then...? Until then, we can collect Ventas dividends. :)

    CanDivGro
    May 2, 2015. 08:41 PM | 2 Likes Like |Link to Comment
  • These HealthCare REITs Are Ready For Buying After Up To A 20% Pullback [View article]
    Thanks for all your comments and discussions.

    Some investors are anticipating REITs will get cut at least 8-10% when interest rate rise, and rightly so. We don't know how much interest rates will rise and we don't know when. So, my strategy is to dollar-cost average into quality REITs by adding on dips.

    Cheerios,
    Canadian
    May 2, 2015. 04:42 PM | 5 Likes Like |Link to Comment
  • These HealthCare REITs Are Ready For Buying After Up To A 20% Pullback [View article]
    Sir Money, thanks for the update on Leisureworld's name change.
    May 2, 2015. 04:34 PM | Likes Like |Link to Comment
  • These HealthCare REITs Are Ready For Buying After Up To A 20% Pullback [View article]
    Adam, thank you for bringing up the interest rates. You're absolutely right. When the interest rate goes up, the REITs will be affected negatively. And interest rates are at historical lows.

    One good thing about higher interest rates is that the REITs will use their retained earnings more carefully.

    Thanks,
    Canadian
    May 2, 2015. 04:32 PM | 1 Like Like |Link to Comment
  • These HealthCare REITs Are Ready For Buying After Up To A 20% Pullback [View article]
    Cash King, for sure, in time, HCP will be up again.
    May 2, 2015. 04:23 PM | 1 Like Like |Link to Comment
  • These HealthCare REITs Are Ready For Buying After Up To A 20% Pullback [View article]
    Hardog, seems to be the case indeed.
    May 2, 2015. 04:23 PM | Likes Like |Link to Comment
  • These HealthCare REITs Are Ready For Buying After Up To A 20% Pullback [View article]
    Sir Money and Beabaggage,

    First time I heard of those names. Thanks for sharing! They are listed on the Toronto Stock Exchange. If not listed on the US exchanges, it's much harder to get published on SA. Maybe OTC market ones are ok, but I haven't tried.

    Just whizzing them through quicky, NWH.UN has gone done and stayed down in price since April 2013. Will need to do some research on why though.
    May 2, 2015. 04:22 PM | Likes Like |Link to Comment
  • These HealthCare REITs Are Ready For Buying After Up To A 20% Pullback [View article]
    Freedom Bravo, that's a lot of shares. Good luck!
    Canadian
    May 2, 2015. 03:58 PM | Likes Like |Link to Comment
  • These HealthCare REITs Are Ready For Buying After Up To A 20% Pullback [View article]
    Doug, thanks for reading and commenting. In the long-term, VTR will do nicely for us.

    Cheerios,
    CDG
    May 2, 2015. 03:57 PM | 1 Like Like |Link to Comment
  • Just Added ITC Holdings, A Wide-Moat, High-Growth Utility To My Core Income Growth Portfolio [View article]
    Earthtodan, thank you for sharing your insight.
    May 2, 2015. 03:55 PM | Likes Like |Link to Comment
  • Just Added ITC Holdings, A Wide-Moat, High-Growth Utility To My Core Income Growth Portfolio [View article]
    Also, ITC's allowed ROE is 13.88%, still 3.88% higher than the state-regulated utilities. Although there is risk that the allowed ROE could continue to lower, the chance of it slipping under 10% is small.
    May 1, 2015. 02:16 AM | Likes Like |Link to Comment
  • Just Added ITC Holdings, A Wide-Moat, High-Growth Utility To My Core Income Growth Portfolio [View article]
    User 447425,

    I think I answered a part of your question in response to George above.

    In 2014, ITC started to roll out a 5-year capital investment plan of $4.5 billion from 2014 to 2018. For example, in 2014, "ITC delivered $794 million of capital investments, led by the completion of the Kansas V-Plan project at our ITC Great Plains subsidiary and significant progress on the Thumb Loop project at our ITCTransmission subsidiary." - source: http://bit.ly/1Pcq8hO

    Earnings should improve as the projects come into fruition, while shareholders need to be patient as the business grows in time.

    Thank you,
    Canadian
    May 1, 2015. 02:11 AM | Likes Like |Link to Comment
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