Investment Q&A

Q: Hello Team 5i,

Our current weight on DRG.UN has shot up to 7.6%. It's the only holding we have at this elevated weight, so not a huge danger to the whole portfolio. I would prefer to keep my winners but price is quite a bit above 200 day line suggesting pullback to mean and I wonder if I should sell some and take profits? Any words of wisdom from your team greatly appreciated.

Regards

Q: Hello 5i can you comment on cigi earnings

Q: Morning,
Any updated thoughts/metrics on this small REIT that just had an analyst start covering today?

Q: At around $9.25/share, is this worth holding through the sale process. If sale doesnt proceed does it drop back down to the $8 level

Q: With the recent announcement, buying land and building upon it is a very costly way to generate revenues.... what's your view on this type of expansion?

Q: Hi are Dr ,kwh.un and HR.UN safe to add to at todays levels which ones would you top up first

Q: Which would you prefer?

Q: Could you please provide the NAV for MRC.
Thanks
Bob Rose

Q: I have held 1,000 shares in my RRSP since July 2013, and because of the dividend, have just now broken even. Should I take the company's tender offer of $24/share and redeploy, or cut and run?

Q: Hello 5I,
Your opinion of TCN please? I am thinking of starting a small position with this company.
Many thanks for your usual expertise,
Jen

Q: Following on your reply for alternative lenders, i would caution buying Home Capital for the reason suggested. I am a real estate lawyer and my broker contacts tell me Home Capital is doing very little new lending to residential homeowners who can't meet the Canadian bank standards.

Q: With high debt being a concern for all companies, I thought today's news was reasonably positive but it appears that the market disagrees. As always, I would appreciate your analysis.

Tricon Capital Group Inc. (TCN-T) says it has an agreement to sell the portfolio of 14 manufactured housing communities, including its Tricon Lifestyle Communities investment vertical to an institutional investor. "The sale of our TLC manufactured housing communities portfolio represents the next meaningful step along our stated plan to simplify Tricon's business," said Gary Berman, CEO of Tricon Capital. "We intend to use the net proceeds largely to pay down our corporate credit facility, reducing our overall debt level and creating additional flexibility for future investments. Going forward, we will focus our growth efforts on our core investment verticals, where we have a clear path to scale, leadership and attractive long-term returns."

Q: WITH NEW QUALIFYING MORTGAGE RULES, I BELIEVE CONSUMERS WILL BE LOOKING FOR ALTERNATIVES OTHER THAN CANADIAN BANKS ARE THERE ANY STOCKS THAT MIGHT BENEFIT BY THIS CIRCUMSTANCE IF SO, WHAT MIGHT YOU RECOMMEND THANKS

Q: Dream Office REIT has made an offer to repurchase 10M shares @ $24.00. Would you take the offer or hold on?
Thanks,
Peter

Q: What are the tax implications of buying US REITs in a non registered account?

Q: Do you feel this REIT is undervalued currently. Is it a decent purchase? Thanks

Q: I buy Creit at $50 and wait for the takeover to complete.
No shareholder is going to vote against the merger and watch their stock tank to around $40.
Looks simple so I am confused.

Q: Hello Peter
I am newly retired and looking for a stable replacement for my AAR.UN stocks. I’m looking for a steady income dividend type stock that I won't have to worry about. Wondering which of MRG.UN or BPY.UN would you recommend , and why ? Both are trading below book value.
Really appreciate your thoughts .
Thanks.
Joanie

Q: In respect of Nigel's question regarding US multi-residential exposure without having to purchase a US REIT, would like to also suggest MRG.UN.

Q: I have owned both Milestone and Pure Multi-Family in order to gain exposure to the US rental market. Milestone of course was taken out and now possibly Pure. Is there anyway to get exposure to the US rental market without buying a large American REIT? Thank you for your excellent service. Nigel