This week’s new 52-week highs… (Dec 05-11)

Continues to like it here. About 80-85% is office, rest is retail and parking. Occupancy around 85%, versus 96-97% pre-Covid. In his dividend growers mandate, though it may not for the foreseeable future. Shedding non-core assets. Trades ~40 cents on the dollar of book value, should attract a re-rating.

Would recommend holding. Majority of portfolio in sunbelt states like Arizona and Texas. Would expect income to increase as more people move to warmer Southern areas. Good balance sheet that allows company to maintain dividend payouts. Expecting better times for company ahead. 

Owns shares in business. Current share price a very good time to buy. Would recommend being patient, and holding for the long term. 

Reports on November 5. Now trading at an interesting level, over 15% discount to NAV. Fallen perhaps because of announcement on immigration being curtailed. 60% of portfolio in Atlantic Canada, actively diversifying in Ontario and BC. Likes that 44% of assets are not subject to rent control. Expecting results to be good. Stay the course.

Apartments on both sides of the border. Always trades at wide discount to NAV, a good starting point when you invest. Nice portfolio. Keep holding if you own, but better ideas out there. Nice distribution of 5.5%.

Very attractive dividend, especially for large caps. Walmart anchor tenant which is very good for business. Stable business that could only get better. 

Dividend investing is for 30, not  3 years, to survive ups and downs. AQN has been very difficult in the last 3-4 years. But new management has sold off their renewables business. Also, he's very positive with companies that have a lot of US business, like AQN. When a re-rate comes, things will start to…

A good dividend play. The yield is at 4.6%. People tend to focus on the tech side of green stocks, but this has utilities that have consistent income. They are a potential takeover target for Brookfield so the price has recently shot up. Could get decent returns.

(A Top Pick Feb 25/21, Up 15.3%)Stockchase Research Editor: Michael O’Reilly With the recent completed acquisition by AEM now official, we now consider this position closed. When combined with the previous recommendation to cover half the position, this results in a net investment gain of 22%.

The ultimate winner in inflation. Tough business, low margins, competitive. He owns COST. Loblaw is well run, as are MRU and EMP.A

Short vs. long term bonds. Generally as the expectation comes for rate hikes, you want longer term bonds. You don’t want corporate because if the economic slows, you just want government bonds.

He prefers corporate bonds because they yield more than government bonds. Prices will probably continue to fall. You are getting a bigger yield payment than the yield to maturity on the bonds themselves. CBO-T would be the replacement for this ETF.

Caller has an RRSP with 80% USD, when would you convert some back to CAD using DLR.U to DLR? Maybe after the Canadian election or a new trade deal, 1-3 quarters. Will be lots of volatility and the CAD could weaken. The CAD is grossly undervalued and should be trading at $1.20. Hedge in the…

De-risking 40% of a portfolio at age 59. Likes the idea of PSA. TLT, he believes, is a leveraged play on the bond market and wouldn't do that. BNS high interest savings, for example, pays 4.75% for optionality and no risk. For an ETF filled with 1-year bonds that's very low risk, look at ZST.L. Pays…