Investment Q&A

Q: New to 5i and very good information.

Please could you give opinion on Nwh.un Northwest healthcare properties.
I have a position and was wondering if it's worth holding or sell and invest elsewhere.

Thanks

Q: Do you see any obvious reasons that i should avoid buying independence realty trust? I noticed that the debt level is high. The analysts seem to love this stock.

Q: Peter et al, I bought 250 BPY at $23.26. I am thinking I should buy some more as you seem to like the Brookfield group and its P/E ratio is low. Your thought pls on this. Thanks in advance.
Gary

Q: FYI for Members:
Christine Poole (Globe Invest)just brought up on BNN the fact that in mid June Chartwell will be moved from the TSX Reit Sector to the Healthcare Sector and she considers some of the pressure on the stock price is due to index selling in preparation for this event.

Q: any reason for such drop

Q: Melcor is a small player in the REIT sector, seems like a well run company, pays a decent dividend. My question: is Melcor solid enough to withstand an increase in interest rates when rates start to rise and is it a long term buy for a retirement portfolio. Carl

Q: HR.UN is down below the point at which it announced a share buyback (on June 4.) Is this a 'sell' signal?

Q: TSX has accepted a Notice of Intention, whereby Chartwell will purchase 10% of public float in open market. Interpret if you will. This goes into effect today. Price has been diving since broke support at the end of May. Should put floor on stock?
Thanx

Q: With consensus building that interest rates are about to rise (or are already in the process of doing so), REITs are seen as one of the sectors that will be hard hit. In fact, it would seem that they have already seen important price drops in the past few months, Chartwell Seniors being a good example. Given that interest rates will likely continue to rise (hopefully, at a slow and steady pace along with the growth in the economy), will REITs continue to fall or will there a point in time when their units will rally back to healthier numbers regardless of where interest rates are going? I prefer to hold securities for the long term (à la Warren Buffet), but I keep hearing that it is imperative that I immediately sell all my interest-sensitive stocks.
Robert

Q: Good Morning Peter,

We have seen Derick Warren on BNN a few times and he has recommended Callaway Reit. We have read your report on H & R and would like to know if Callaway is comparable to H & R.

Thank you, Charlie

Q: On June 1st, you mentioned that Sienna this may be a takeover target. Would you think that would be from Extendicare or Chartwell? Would there be other players besides these two, each with their recent influx of cash?
If it was taken over, can you "guess" at what the price, or price-range, might be?
Thanks!
Enjoy your day!

Q: I'm looking to initiate a half position in either INO.UN or DRG.UN. Could you please provide a review of each and give your opinion on which one you prefer.

Q: Hello Peter & team: Appreciated your comments on BNN recently. I plan to sell one of the three following REITs that I currently hold in my portfolio: FCR; PLZ.UN; and AAR.UN. I have roughly the same gain on each but would like to free up some cash. Which would you recommend selling? Many thanks.

Q: I am considering purchasing either CSH.UN or SIA but am having trouble, due to lack of knowledge, in comparing the 2 companies.

Pro CSH.UN
- 5i coverage
- Larger company

Pro SIA
- Higher dividend yield

Unknowns
- Insider ownership (low for CSH)
- Debt (high for CSH)
- Payout ratios
- Stability - (good for CSH)

Please could you fill in the gaps for the unknowns?
Are there any other things I should take into consideration?
Which do you consider the best value at the moment for a long-term holding.

Q: Hi Peter and team. I'm thinking of adding either CUF.UN or HR.UN to my portfolio. Which do you recommend and why? There is a 2% difference in yield. I also own NLY. I realize this is a mortgage backed security but for portfolio sector weighting how would you classify it ? And any comments on the company would be appreciated.
Thanks Garth

Q: Arits, H&R or Riocan? Which one would you pick as a single REIT exposure? Is now a good entry point or should I wait for the first interest rate hike (in the US)? Looking for a long term hold +10 years.

Q: Came across a Company CHC student housing They are in the process of raising $ 163.5 Million dollars to fund new acquisitions They have very few shares outstanding

Are you familiar with this management team Would you recommend buying this company for primarily income and a long term hold Your previous comment was not very favourable on the company

If you don't give this one a buy recommendation could you suggest another income stock

Thank you so much

Paul

Q: Can I get your opinion on the stock. Is this a good entry point ?
Thank you

Q: I hold this in my RRSP and am down 10%. It seems to be stagnant here. Could you please suggest something I could change this out for and recoup my losses. Thank you.

Q: How would you compare Cuf.un and BTB.un going forward ?