Income Trusts

April 1, 2020

Well, now that the horrors of March are done with, I’m sure we’re all very happy to start off a bright and shiny new … well, never mind: Faced with grim new projections of the potential scale and economic ramifications of the coronavirus pandemic, investors dumped stocks on Wednesday. The ...

CDPQ Gains 10.4% in 2019

Today, CDPQ announced its results, posting a 10.4% annualized return in 2019 and 8.1% over five years (added emphasis is mine): Caisse de dépôt et placement du Québec (CDPQ) today released its financial results for the year ended December 31, 2019. The weighted average return on its depositor ...

11 Canadian Dividend Growth Stocks Increasing Dividends

Disclosure: Some of the links below are affiliate links (AL), meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase. See disclaimer. Each month I update readers of all the dividend increases in the Canadian Dividend All-Star List (Canadian comp ...

More Fallout at the Caisse's Otéra Capital?

Hugo Joncas of TVA Nouvelles wrote an article discussing why a director of the Caisse's real estate lending subsidiary, Otéra Capital, was fired back in May. The article is in French but I used Google translate and some editing so my readers can get the gist of it:The Caisse de dépôt dismissed a ...

How the Dividend Income of Canadian Dividend Growth Stocks Did During the 2008-2009 Global Financial Crisis

57%* of dividend-paying firms across the world either cut (43%*) or eliminated their dividend (14%*) during the financial crisis of 2008-2009 and “the year after 2008’s global market decline, aggregate dividends fell by 20%.”* *Source: “Global Dividend-Paying Stocks: A Recent History,” ...

AX.PR.G To Be Redeemed

Artis Real Estate Investment Trust has announced: that it has delivered formal notice to the holder(s) of its Preferred Units, Series G (the “Series G Units”) that, on July 31, 2019, the REIT will redeem all of the 3,140,300 outstanding Series G Units at a price of $25.3125 (the “Redemption P ...

14 Canadian Dividend Growth Stocks Increasing Dividends

Disclosure: Some of the links below are affiliate links (AL), meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase. See disclaimer. Each month I update readers of all the dividend increases in the Canadian Dividend All-Star List (Canadian comp ...

3 Canadian Dividend Growth Stocks Increasing Dividends

Disclosure: Some of the links below are affiliate links (AL), meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase. See disclaimer. I missed February and March, but normally each month I update readers of all the dividend increases in the Canad ...

Q: Pat, we really appreciate the research and information you and your team provide. Could you please give us your opinion on possible investment in Boston Pizza Royalties Fund (BPF-UN.TO)? Thanks.

A: Boston Pizza Royalties Income Fund, $17.53, symbol BPF.UN on Toronto (Units outstanding: 21.8 million; Market cap: $382.2 million; www.bpincomefund.com), holds certain trademarks and trade names used by Boston Pizza International at its Boston Pizza restaurants in Canada (but not those in the U. ...

What are the pros and cons of investing in private REITs?

Q. Over the years I have done well investing in a private Real Estate Income Trust (REIT) and I wonder why they are not recommended more often by advisors. Am I missing something? And where can I find more information on REITs?– Jeff A. This is a great question, Jeff. For those who aren’t famil ...