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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 had felt very comfortable owning shares of Car.un - then, I read an article in the Globe written by David Milstead The gist of his article was that some REIT payouts are deliberately not accurate, they are manipulated to look healthier than they really are. He elaborates on I'll use the term "Doctoring" maintenance capex and growth capex and ultimately suggests that investors are being misled with what the company reports and what it does not report. His article concerned me. Car.un seems like a very good investment to me, but after reading his article, I ask myself, IS IT?" Please advise/comment. Thank you.
Read Answer Asked by dale on December 29, 2017
Q: In updating my investment spreadsheets I was surprised to see that I had somehow missed a decrease in D.UN's yearly dividend from $1.50 to $1.00. It appears to have happened in the second half of the year but the company's website is no help - the last post on the front page is from 2016. I find this very strange. I have searched high and low and can't find a press release. Can you shed any light?

Thank you.
Read Answer Asked by Kim on December 29, 2017
Q: Good day!
I have enough money to initiate a new position in a senior's income portfolio. So I am looking at these tempting higher dividend paying companies. Of the 3 which would you recommend? Or another recommendation?

Also, I would like to thank you for your invaluable assistance in managing our portfolios and wish all the team members a wonderful Christmas and a great New Year
Read Answer Asked by David on December 21, 2017
Q: I took a recent position in my RSP account on HLP-U which is now WHIVF in my portfolio. I went to buy more today and received a warning message from RBC "That I am attempting to buy a security that may be non-qualified in a registered account, CRA penalties may apply" and saying to contact my broker so I am contacting 5i instead as you'll likely know more than the guy answering the phone at RBC. Is this holding a concern in a Registered Account and if so why?

Thanks,

Craig
Read Answer Asked by Craig on December 20, 2017
Q: Re. Craig's question about HLP.U. I think it contained a typo: when he said he got WHIVF he probably meant MHIVF. I also bought HLP but my account showed that I purchased MHIVF. Its the same company but instead of receiving the TSX-listed shares as requested, we received US OT-traded shares. (mine not in registered account and I didn't receive the warning that he mentioned).
RBC's explanation was: "Please know that this is only a system limitation and does not impact your actual trade."
Does that make sense to you? I'm guessing that when I place a sell order they will try to transact on the lower volume OTC which may not be the best option for me.
Read Answer Asked by Peter on December 20, 2017
Q: Hi - I have an additional $50k to add to my real estate portion of my portfolio and would like the best reits in the following spaces: a) Low cost residential b) High end residential c) non-retail commercial d) Utilities and Heavy duty industrial e) Non-North American Commercial

What would be your top 5 picks for a long term hold (8 -10 yrs)
Read Answer Asked by Ron on December 18, 2017
Q: In terms of portfolio sector allocation, is it legitimate to consider Canadian Apartment REIT to be a consumer staple; Pure Industrial REIT to be an industrial; and Chartwell to be healthcare? I have 5% in each of these equities -- is it a mistake to be over-concentrated in REITs ? I have a good gain and a good dividend in each of these holdings, but am interested in your perception of interest rate risk and diversification ? Thank you, Tim
Read Answer Asked by Tim on December 14, 2017
Q: Apart from a brief scare because of the GOP tax proposals US home builders have been on a consistent winning streak YTD. What Canadian companies would you recommend in that sector, since here building permits have been soaring recently?
Read Answer Asked by Kurt W on December 11, 2017
Q: Hi Peter, I am wondering if you have heard about this US stock. I find this REIT pretty interesting in owning properties of data centers rather than commercial, residential, shopping mall developments. Their financial statements looks pretty sound since 2005. Is this the only player in town? If all they hold is the land and tech just keeps advancing long term, what possibly could go wrong with this company (besides bad management)? Your thoughts? Thanks.
Read Answer Asked by Michael on December 11, 2017
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