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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'm holding Allied Properties and RioCan REITs and they make up about 8% of my portfolio. I like the income but I'd also like some growth. Are there better alternatives in this space? What are your thoughts on the relative amount I've allocated to REITs?
Read Answer Asked by Gordon on May 31, 2016
Q: Hi Peter & Co.

I was watching BNN Market Call May 26/16. Guest was Daniel Strauss from National Bank. I do not have REITS in my RRIF portfolio but would like to add some. Daniel was discussing an actively managed REIT ETF, RIT.TSX, First Asset Canadian REIT by CI Financial. My research indicate that the MER is .75% and the 12 month trailing distribution yield is 4.88%, the average daily volume appear to be just under 30,000. What do you think of this investment? Are their better alternatives in the actively manage REIT space? Thanks, John
Read Answer Asked by John on May 30, 2016
Q: I believe you gave incorrect information re CAR.un You said:

Unfortunately because every REIT is different, and every year sources income can be different as well, we do not have an ability to screen properly for your list. It is rare that
For CAR, in 2015, 88.2% of distributions were classified for tax purposes as 'other taxable income'. 6.9% were capital gains, and the balance was foreign non-business income and return of capital. None of the distribution was eligible for the tax credit.

On the CAR website, they report that over 83% of distributions were categorized as ROC. A very different picture for tax purposes. Can you please confirm which is correct
Read Answer Asked by arnold on May 27, 2016
Q: For a conservative income account, which of these two equities do you favor? Is there an alternative in the residential category you would prefer? Thank you, Barrie
Read Answer Asked by Barrie on May 26, 2016
Q: I have a small position in SRU.UN and it has done very well. I noted your comment about valuation. I was looking at TMC as the stock I would switch to. I would certainly like the divvy uptick. Could you flesh out TMC's prospects a bit more and tell me what you think of this move? If you have an idea for a better trade please mention that.

TIA
Read Answer Asked by Gerald on May 25, 2016
Q: I read with interest your recent article in the Post and was intrigued by the comment that research shows 90% of portfolio returns come from sector allocation - if a person wanted to take advantage of that, in a simple, easy to manage and inexpensive way (ignoring taxes for the moment) what would be your view be on an approach where one's equity component of their portfolio consisted entirely of a number of ETF's with each one of the ETF's focused on a particular sector, with a periodic (say quarterly) rebalancing? What specific ETF's would you suggest for such a portfolio? Thank you.
Read Answer Asked by RICHARD on May 20, 2016
Q: Sent a question yesterday so if it is still in the queue, please ignore this.January 2016 you considered MIC to be 'an attractive stock for long term investors willing to go against the current market craziness.' The delinquencies 12% in Alberta in January would likely be growing with the Ft. McMurray fires and Saskatchewan industry being hit also. Should I continue to hold for the dividend?
Read Answer Asked by Gayle on May 19, 2016
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