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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: Good morning...thoughts on the Riocan news...I held RIOCAN for over 10 years and sold six months ago...I do not believe in retail REIT (for income) as a long term hold...I was interested though in the potential diversification away from retail...Do you think the capital appreciation will be there and potential growth in income...is it too early to jump back in? Thanks
Read Answer Asked by Matthew on October 03, 2017
Q: Do you believe Equitable Group is an atractive buy now with its P/E a low 5.6? I am of the opinion that there is to much debt in Canada right now and we could be in a position where many people will default on their mortgages in the next 2 years as real estate prices go down and wages remain stagnant. What do you think about the mortgage environment in Canada and do you think Equitable Group is a safe investment with big upside potential?
Read Answer Asked by eric on October 02, 2017
Q: Hi,

I'll be managing my spouse's account in the next month or so. One of the reasons we'll be managing it ourselves it is that our current manager does not take a balanced approach to portfolios, thus she has about a 25% weighting in REITs. Below are the REITs she holds, can you prioritize them in terms of what to hold or sell? Each of the below is between 2 and 4% of our portfolio value and we don't need the income.

Northwest Healthcare
BTB REIT
Extendicare
Dream Office
Northview Apt
Slate Office REIT
One REIT (which is being bought out I understand)

Thx.
Read Answer Asked by Cameron on September 29, 2017
Q: I am in my early 70's and have now held MRT.UN for a few years in a RIF (4.2%) and although I appreciate the high yield, I am down almost 17%.
The stock appears to be coming up slowly after bottoming out in August, but I continue to ponder the future and if I might be better off letting it go.

I also hold
CSH.UN (Chartwell Retirement Residences - 2.2% of joint portfolios and up 48%);
O.US (Realty Income - 6.8% of joint portfolios and up 43%);
HCN.US (Welltower - 2.8% of joint portfolios and up 35%)

If I sell MRT.UN, I would still have close to 12% in REITS. How do you feel about that in this market?
Read Answer Asked by John on September 21, 2017
Q: Any comments on the current excitement at ACR.UN? Sandpiper seems to be making some noise about shaking up the board to increase the value of their investment. The Company's response is negative as expected.

Is ACR.UN's move to internalize management "Opportunistic" (per Sandpiper) or is Sandpiper just taking advantage of Agellan's "completion of its thorough due diligence process... to internalize". There always seems to be a big number attached to this process that is offensive on the surface.

So far, management's response seems more professional that Sandpiper's sensationalist press releases. Is Sandpiper for real?

Thanks for your thoughts!
Read Answer Asked by Robert on September 20, 2017
Q: Hi 5i team, I'm looking to add one more name in the real estate sector. I currently have BTB Reit, Artis Reit and the etf XRE. Could you please suggest a few ideas. What are your favourite reits at this time and would you replace any of my current holdings? Thanks. Mario.
Read Answer Asked by Mario on September 20, 2017
Q: I have owned AX for 3 yrs, averaged down 1 time but still underwater, recently took small positions in KWH & DR.Interested in BRE. Looking for safety, growth, and dividends. Should I sell AX put the proceeds into BRE or spread the proceeds evenly among KWH, BRE, DR. Perhaps you could rank these four.
Many thanks
Read Answer Asked by george on September 19, 2017
Q: I bought AX.UN for income and growth, and while the 8% dividend remains attractive I am concerned about growth in this space. I'm thinking of trading for KWH.UN for same payout but possible greater growth potential. I would appreciate your thoughts on this action.
Thanks as always fro the great service
GUY R
Read Answer Asked by Guy R. on September 14, 2017
Q: In these times of rising interest rates, I am wondering if it is better to own rate reset prefs or perpetuals? Also are all REITs better on the back burner for now, or are there some that still look attractive?
Thanks
Read Answer Asked by steve on September 13, 2017
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