skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: We own both of these companies in a riff account for the dividend and hopefully some growth given the demographics. Any reason why they have dropped so much recently ( seems to be more than the market) and would you buy more at these prices?
Thank you. Maggie
Read Answer Asked by Maggie on November 04, 2016
Q: My question is about REITs in general. When I hear of management disposing of non-core investment properties I usually cringe as I feel like the buying and selling is just churning and move from one thing to the next while pay themselves finders fees and all the 3rd party fees for buying and selling. Why can't REITs have a strategy to buy and hold or is this a too simple a strategy in practice?
Read Answer Asked by Eugene on November 04, 2016
Q: I am a conservative, retired, dividend-income investor with a pension, CPP, annuities and a diversified equity portfolio, consisting of 60% stocks and 40% ETFs-Mutual funds.

I currently have 8% of my equity portfolio in REITs, 5% in Sentry Global REIT and the other 3% sourced from portions contained within ZLB, Sentry Cdn Income and RBC Cdn Equity Inc Fund.

Question 1 = What percentage of my asset mix would you currently recommend be allocated to the REIT sector? In the past, I believe you recommended 5%. If I ignore the "portions" discovered by "looking under the hood", I am at 5%. However, the true number is probably 8%.

Q 2 = About a year ago Sentry REIT was combined with Sentry Global REIT. As of Sept 30/16 it was quite global = 43% Cdn, 28% USA, 6% Singapore, 4% each in UK, Australia, France, 3% Spain, 3% Japan, 2% Netherlands, and 2% Hong Kong. I am concerned about the various currency impacts on the performance of the fund. The fund has a 1 year total return of 6.6% to Sept 30, but a -1.25% return YTD. I have held this fund for over 3 years and have averaged > 6%/year, but I am concerned about the currency impacts on future performance. It has a MER of 2.4%. Is it time to sell and move into something like ZRE?

Thanks in advance, Steve
Read Answer Asked by Stephen on November 04, 2016
Q: Hello 5i team,
I would like to purchase a few REITS through my RRSP account since I currently have non. I was thinking of purchasing one of the listed REITs that you suggested in a previous question and maybe an ETF (if they exist).

Of the REITs (CSH, HR, CAR) which one has the best dividend/growth? I figured a REIT that goes across the country would be the best.

Also do REIT ETFs exist? If so are there some that possible cover commercial properties only?

Thank you,
Andrew
Read Answer Asked by Andrew on November 02, 2016
Q: Hi,

I am a income investor so looking for dividends. My portfolio currently contains banks, pipelines, utilities, and telco's. I am thinking I should add some real estate to my portfolio and i was looking at MST.UN and/or CUF.UN-T. What are your thoughts on these two company's? Are there other real estate investment trusts you prefer?

Thanks,
Eileen
Read Answer Asked by Leigh on October 31, 2016
Q: Good morning Peter and Team,

In our accounts (Margin, RRIF, RRSP, and two TFSAs), we have no health care stocks or ETFs per se, but we do have a 1.8% position in Chartwell. In my sector breakdown, I classified Chartwell as "Real Estate", and notice that in your answers to other 5i members, you refer to Chartwell as a health care stock. Would I be correct in re-classifying CSH.UN as health care? If I wish to further reduce my overweight real estate holdings which contain AP.UN, CIG, CSH.UN, FCR, FSV, and TCN, would there be any that I should "let go" or reduce? What "additional" health care stock or ETF would you recommend at this time, using the cash that the sale/reduction of the above stocks would provide? Please feel free to deduct as many credits as this lengthy question entails, and thanks for the great help your service provides.
Read Answer Asked by Jerry on October 27, 2016
Q: I've been considering CAR.UN. While the drop in recent days might be seen as "good" for me, in lowering my cost, given that my three most recent purchases (DH, KBL and IWO) have all been immediate losers, I thought I'd better ask you first: do you see anything to explain the recent drop with CAR.UN; and do you think this is a good time to start a position? (As CAR's recent performance is not materially different from XRE, perhaps it's more of a concern with REITs generally at this time?
Read Answer Asked by James on October 27, 2016
Q: I have questions about the recent acquisition and stock offering for Milestone, one of my largest holdings.

1. They did not mention whether the acquisition is accretive - is it accretive?
2. Why would they sell about 185 M worth of stock for a 242M property, especially since they are also disposing of another property?
3. They say the NAV of properties will increase by a net amount of about 300 M, yet the cost of the property is 242M (and recall that this includes a disposition of one property) - isn't it a bit hard to b believe that they got a 300 M property for 242M? Is this possible? Or are they playing with the numbers?
Read Answer Asked by arnold on October 21, 2016
Q: As a retired investor, I hold positions in both company for the income. I am concerned with the U.S. Feds possible rate increase in December and the BOC's statement that they seriously discussed lowering interest rates and their effects on the share price of these stocks as capital preservation is paramount to me.
Your opinion on this would be greatly appreciated as to a hold or sell.
Thank you, Peter and Team
Read Answer Asked by Isabel on October 20, 2016
Q: In my income portfolio, I currently have these 3 REITS invested. I have some additional funds now to invest, which of the 3 do you think is currently the best to add to for long term investment?
Read Answer Asked by Eugene on October 18, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!