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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 am just curious if I own t0o many REITS. If I am overweight REITS (20.18%) which one should I sell?
AX.UN (4.45%) CSH.UN(6.78%)
DRG.UN (0.81%)HR.UN(2.67%)
MRG.UN (1.40%)MST.UN (3.47%)
PLZ.UN (0.60%)

Thanks
Read Answer Asked by Jimmy on October 02, 2015
Q: i currently am thinking of retiring im 55 and tired of the volatile markets im considering putting all my money 800K in Dream Office Real Estate Investment Trust d.un with the current 10% yeild that should give me about 6600 monthly income which would be comfortable for me, my house is paid and i have no debt. d.un has taken a hit for being a reit in general and for being located in calgary, i think it is way oversold, i would like to know what you think of this idea.

thank you
Read Answer Asked by mario on September 30, 2015
Q: I am thinking of investing in the REIT space ( individual company or ETF) for income in a registered account. In looking at XRE I note that CSH.un is not now listed in the holdings. Would you have any comment on a reason for it being dropped?

Do you have any preference between XRE or ZRE?

As always -thank you for your guidance.
Read Answer Asked by Len on September 29, 2015
Q: The healthcare and biotech stocks have been hammered badly, would you distinguish them from the retirement residence ones like CSH.un, EXE, SIA and NWh.un? I am looking for dividend and capital appreciation, would you rate the ones above, perhaps, suggest others.
Many thanks, J.P. Burlington
Read Answer Asked by Joseph on September 29, 2015
Q: hello 5i:
could you please compare CSH.UN, with O (Realty Income). I'd like to add something in this space, to about 5% of the portfolio, but Chartwell's debt seems fairly high to me. You've said in previous questions that you also like SIA. Would they have better overall fundamentals than CSH.UN?
Read Answer Asked by Paul on September 29, 2015
Q: What is your opinion of this Reit which I own , and the advisability of taking up the proposed share rights offering ? Thank you




Read Answer Asked by Harold on September 25, 2015
Q: new all time highs for sienna today, any thoughts as what could be going on in the retirement home sector? thanks
Read Answer Asked by michael on September 22, 2015
Q: I have about a 4.25% weighting in ORC. I have done fairly well on it. I understand that it comes with some risk. Just curious do you know much about this company? I was thinking of selling soon but the monthly dividend is hard to give up in US funds. If I did sell I would have over 10K to start a position on the NYSE. I was thinking MSFT, INTC or CSCO I already own DIS, SBUX, JNJ, SBR just to name a few in US Also I was thinking ABBV or Abbott. Just wondering about ORC and its risks Thanks

Jimmy
Read Answer Asked by Jimmy on September 21, 2015
Q: Could I please have your opinion on this Company as an income generating security?
In a slowly rising interest environment, how might the share price and dividend be impacted?
Read Answer Asked by James on September 16, 2015
Q: Sitting on 4100 of these shares. if I cash out now at $18.55 I will lose $810 for not waiting. The Teachers bailed out on a bid for BCE some years ago. What would you do?
Read Answer Asked by GRAHAM on September 16, 2015
Q: Pi Peter, I need your help me to select one of the healthcare companies, NorthWest and Chartwell's 40d moving averages suggest buys, Extendicare numbers are confusing to me: i.e. Pe.133, book value as -66.Perhaps, suggest another one.
Many thanks, J.P. Burlington
Read Answer Asked by Joseph on September 15, 2015
Q: Greetings:
What can you tell me about wpg-n. It appears to be very cheap and out of favour. Also, what is your latest assessment of plaza reit. plz.un-t.
Thanks BEN
Read Answer Asked by BEN on September 14, 2015
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