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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: Questions on CAR.UN:

- Is the negative opinion regarding the recent immigration policy overblown?

- How does present valuation compare to it's historical past per the appropriate metrics?

- Are there major risks if / when there is a severe economic downturn?

- Can you comment on its balance sheet?

- Do you see its plan for modernizing its portfolio as impactful to the business?

- Are you optimistic about its ability to keep increasing distributions going forward?
Read Answer Asked by James on January 15, 2026
Q: Could I have your opinion on NWH?
1) What do you think of the concept (healthcare facilities)
2) why was there a big drop a couple years ago, and has this been resolved or still an issue
3) what is the payout percentage and debt level
4) how are distributions taxed (I’m looking for ROC)
5) buy up to 2% or just stay away

Thank-you
Read Answer Asked by grant on January 14, 2026
Q: Non-urgent question. Please respond at your convenience.
Can you please review and comment on their recent financials/performance?

Share price has dropped from their recent highs and 7% dividend seems attractive.
Can you also give your opinion on dividend sustainability?
Read Answer Asked by Jabs on December 30, 2025
Q: What Long term care stocks would you recommend in Canada or US ?
Read Answer Asked by Allen on December 20, 2025
Q: What would be your 3 favorite REIT's right now and why. Thanks so much.
Read Answer Asked by JAMES on December 12, 2025
Q: Dear 5i
Is investing in insurance companies like SLF a good idea in a declining interest rate enviroment , or are they like banks and make up the difference in lost revenue in other areas of their businesses ?
Also would now be a good time to buy into REITS , DIR specifically as it has not done very well over the past year and therefor more likely to rise more also with declining rates ?
Thanks
Bill C
Read Answer Asked by Bill on December 09, 2025
Q: Was looking through your Tax Loss Selling Report and Dream Unlimited caught my attention. Not much love for or attention paid to this stock to the point that there were no quetions re. its most recent earnings on Nov. 11 . Could I have your belated assessment of these earnings before I decide whether to take a flyer or talk myself down .
Thank-you.
Read Answer Asked by William on December 01, 2025
Q: As I do my year-end review, I am always looking for moves that can add potential ZIP for next year while being mindful of my senior years (old). My portfolio is well established in weighting and sectoral positioning. Chp.un has been in it since 2020 and has given me a 16% return (x div). It seems to have a muted outlook for 2026. What is your view on a switch to the somewhat out-of-favour car.un. At $37.80 ish and estimated up to $48 range next year, it seems like a solid move for growth potential. Not too worried about the minor div variance here. As always thank you for your service.
Read Answer Asked by James on December 01, 2025
Q: At this point I have no real estate companies in my portfolio as I was concerned about on-line shopping affecting retail REITs, work from home affecting business reits, etc.

Is there anything in real estate that is safe and pays a decent dividend??
Read Answer Asked by Ronald on November 28, 2025