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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: I hold Can. Apartments and Northview (half as much). I am considering averaging down Can. Apartments due to low market yield and perhaps adding to Northview. Would you consider this ok, in order to remain in residential?
Read Answer Asked by Carl on November 28, 2018
Q: Hi Peter and Ryan: Thanks so much for your calming responses to the current volatility in the markets. This is my third time through a downturn since retiring in 2000. It isn't much fun, but intellectually I know that the market doesn't go constantly down as well as it doesn't go constantly up. Your well thought out reasons helps to remind me of this.
My first question is: in what sector do you place Csh.un.? It works best for me in Income Trusts, as that is why I have it. The TSX places it in Real Estate.
My second question is; is this a good time to purchase an ETF such as VEE and or FEZ? I am overweight in Canada and the U.S. and underweight in Emerging markets and Europe.
Thanks so much. Your advice is wonderful for a small investor such as myself.
Cathy
Read Answer Asked by Cathy on November 26, 2018
Q: Hi 5i Team.

I have positions in the three ETFs listed above representing financial and Canad/US real estate sectors. The ETFs are at a reasonable cost and provide good yields. What is 5i's opinion about these three ETFs.

Thanks

Iqbal
Read Answer Asked by Iqbal on November 26, 2018
Q: Search for Yield
I am looking for sustainable REIT yield - willing to accept some risk, cognizant that interest rates may continue to appreciate. Currently. have the following higher yield stocks: BX, FSZ, FTS, BEP-U, BIP-U, and T. There are no REITS. Would you advise to invest in REITs at this stage, given that many are near year lows? Criteria: Leaders, niche-players [data cetres, gaming]. To give you an idea of my Watchlist, for Canada: BPY-U, SRU-U, CRT-U, AP-U, IIP-U. For US: VICI, WPC, AMT, DLR, EQIX, HASI. Pls advise your top 3-5 list with rationale.
Read Answer Asked by sam on November 20, 2018
Q: Good morning...I agree with many of the comments that you are providing a phenomenal service and great analysis...I have also been investing for the last 25 years with some wins and many losses...however, my position has improved significantly since being a member of 5i with proper stock/sector allocation...introduction to some stocks ....CSU, GSY, PBH, KXS...greed some times get the best of us and looking for someone to blame when it doesn't work out is all to easy......Thanks again!!

With some extra cash not want to sit....what REIT would you recommend for income and maybe a bit of growth...currently own SMU.UN and CSH.UN....was hesitant to add Retail but read article in Globe regarding Riocan, sounds interesting....can you provide a few of your favorites over the next 12 months to hold until move to more growth....(not concerned with weightings or tax)Thanks
Read Answer Asked by Matthew on November 14, 2018
Q: NRZ.us (New Residential). I have a loss on this holding. Share price has been more volatile lately. Although I subscribe to some premium data services , I have not been able to determine (not for sure) whether private placement(s) --- shares and/or debt--- depressed NRZ’ share price. Is this company a reasonably good holding based on what Bloomberg gives for : PEG ratio, Debt levels , ttm and forward P/E and dividend sustainability ? Would you surmise from your terminal whether or not NRZ.us has reasonably good prospects? Although I have checked data on sites I subscribe to, I am getting different data and differing ratios for trailing and forward P/E , debt to equity, and whether share or debt issues actually took place within the last month or two.
Read Answer Asked by Adam on November 13, 2018
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