Investment Q&A

Q: May I have your comments on the recent earnings report for Granite. Thank you

Q: There is always the debate about investment in real estate versus the market. I lean towards the market. If one is to buy a rental property you get better leverage with a mortgage. Your income is from rental from which taxes and maintenance must be deducted. Liquidity is not as good as in the stock market. On the other hand you could buy a good REIT if you wish to stay with property and let someone else do the work and rely on capital gain and dividends and have liquidity. Can you suggest some REITs in which to invest.

The classic example of the thirty year track record Royal Bank where the price went from $3 to near $100 and a dividend of $3 so the stock appreciated by 33 times and the dividend is 100%. You can't touch that with real estate.

Your comment.

Q: Can you recommend a US Industrial REIT
Thank You
Craig

Q: On 2/28 H&R Announces Suspension of Distribution Reinvestment Plan, what are the possible reason(s) for a company to take that action? Anything to be concerned about regarding the stock/company?

Thanks

Q: I presently own REF in my RRSP (4%) - with the aquisition by CHP would it be advisable to keep the merged position or sell and replace. If I replace - what REIT looks good at the moment? I also have a position in AX (2.5%). Should I sell before the close or wait for another competing offer? If I don't by a replacement REIT what looks good in it's place?

Thank You

Q: Having sold my AAR.UN on the buyout news, I have been sitting on some cash and looking at either DIR.UN or NWH.UN to replace AAR. Do you have a preference between these two, and your reasons. Note that I am more interested in income stability than growth, and already hold a small position in NWH.UN.
Thank-you

Q: In the Globe and Mail online today David Berman wrote an article about BEI with the following title, "Despite a big rally this week, investors should avoid this REIT". What is your take on this view?

Q: Can you comment on new acquisition by extendicare of Lynde
Creek retirement facility.
Thanks.

Q: Can I please get your opinion of Medical Properties Trust (MPW).

Thanks

Dave

Q: Can you please comment on Boardwalk Reit results and your opinion of the company going forward ?

Is it a good time to start a position in Stantec (4% position) ?

Thank you

Q: Good Morning, Would you see BE.un recovering if the pipeline goes through to B.C.? Thank you. Anne

Q: This looks like an interesting REIT which buys income-generating auto dealerships. Seems to provide good payouts and cash flows seem good so far.
Would you see this as a income stock or is it more of a growth stock ?
The way they acquire dealerships makes it appear like a growth stock. Your views please.

Q: Good morning 5i team,
I am 72, have no private pension, a diversified portfolio (50/50 asset mix RRIF included; no real estate holdings other than my residence), with a 10-year "quality" bond ladder in my RRIF to cover CRA withdrawals. I have funds available in my RRIF, and am considering an investment in REI for income and long-term capital appreciation. I would appreciate your thoughts, and any suggestions other than REI to achieve income and some growth in the RRIF.
Edward

Q: Hi
Please comment on DIR.UN, and REIT’s in general.
The market doesn’t like our ‘ bond proxies’ ( Utilities, Telcos, Pipes etc). So, where to hide? DIR.UN has held up pretty well over the past month and the 7%+ yield is tempting.
Thanks
Frank

Q: Can you compare FCR with Rio Can? What would your preference be between these 2 stocks ? Joe

Q: Could comment on, seems to trade lightly but seems to have decent metrics.

Q: Is CAR-UN suitable to own in a TFSA and is this an okay time to buy?

Q: Good morning 5i.
What is your price target
for American Hotel Income Properties HOT.un
1 year out ?
How would you rate the quality
of continued high distributions ,
vs its cash flow payout ?
Are there any other Hotel Property names that you like?
Thank you
Barry from Montreal.

Q: What do you recommend doing with shares of CREIT with the takeover announcement?

Q: So would you sell the entire holdings of REF or keep the units of CHP? This transaction (if I sell the entire holding) will reduce my exposure to REITS in my portfolio by 50% to a little over 2%. Would you beef that up a bit and if so, what REIT would you pick up (other than HR)?