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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: Hello. I am not sure my question on Summit was received yesterday, so let's try this again.

SMU.UN has had a pretty good "post-AAR.UN" bounce this week, rising from $7.46 to $7.98.

I like it for income, but am obviously concerned about price volatility over the near-term. Would you buy at current levels, or wait?

Thanks

Read Answer Asked by Trevor on January 12, 2018
Q: I am a current holder of AAR.UN in my RRSP. What are your top 3 real estate companies to replace AAR.UN in an RRSP with a view of a hold of over ten years?
Read Answer Asked by James on January 11, 2018
Q: Hi, what do you think of Sabra Healthcare REIT (SBRA) for aging US population? How does it compare to CSH and Sienna in Canada? Is timing OK with forecasted 3 rate changes in US this year? Other better suggestions for aging US population?
Read Answer Asked by Kel on January 09, 2018
Q: Hi all,
I was happy to see the deal announcement regarding AAR.UN this morning. I will likely look to sell now rather than wait. I am considering replacing with another REIT or in preferred shares. Considering a balanced portfolio and everything else being equal, looking for both a +4% yearly distribution return and should be a long-term hold, any suggestions? (This is held within an RRSP.) Thanks.
Read Answer Asked by Stephane on January 09, 2018
Q: Hello Peter and team,
I was thinking about buying the following 5 REITS. Collectively they would make up 5% of my portfolio (1% each) and the focus would be on income. I chose them to be a mix of Can, US and Intl exposure, and to have higher yields, and less exposure to commercial.

Please note I have a 2% position in NWH.UN but count that as part of my healthcare portion of my portfolio.

AAR.UN
WIR.UN
RUF.UN
NVU.UN
DRG.UN
Thank you for your excellent service!
Read Answer Asked by Pamela on January 08, 2018
Q: Could you please rate from best to worst. Thank you
Read Answer Asked by Anne on January 03, 2018
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
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