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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: Peter for TFSA would you choose Artis or Leisure world for very long drip hold? Payout ratio? debt? any other recommendations, Thanks Ken
Read Answer Asked by Ken on February 19, 2015
Q: Hi guys, would you please rate the following reits, Canadian apartment, Interrent real estate, Milestone apartment and Morgan N.A. Residential. Looking for both income and growth.

Thanks
Jim
Read Answer Asked by jim on February 18, 2015
Q: Hello Team
What is your current view on Counsel Corp and their latest results? How would they fare in a rising interest rate environment ? Do they have any positive or negative U.S. exposure?

Thank You for your good advice
Read Answer Asked by Clarence on February 17, 2015
Q: Hi Pete Could I have your comments on rei results I read an article in Van Sun were there was concern about the occupancy but was not reflected in the report as this has been a core holding of ours and has served me well .I am not opposed to changing if needed .
I can not find the payout ratio
Thanks for your sevice that I find invalueable
Stan
Read Answer Asked by Stan on February 17, 2015
Q: I am currently working on ensuring that my portfolio is balanced in terms of asset allocation. This exercise is revealing to me that I have no coverage in healthcare and seniors' services. When I look at the companies you've rated I don't see any in this sector that have a 5i rating of B- or better. Are there any?
Read Answer Asked by Neil on February 17, 2015
Q: My only REIT - AP.UN - seems to have gone into hibernation, from being the top performing REIT for the past few years (highest combined return) to seemingly losing all momentum.

I am looking at flipping it for HR.UN that has a larger market cap $6.7 billion vs. $3.0 billion, higher yield 5.6% vs. 3.8% and more positive overall TA numbers for the short and long term prospects.

Do you endorse this switch?

Thanks.
Read Answer Asked by Victor on February 17, 2015
Q: Could you please update your views on bvd.un? Anything changed?
Read Answer Asked by Alain on February 17, 2015
Q: Hi Peter,
Being retired, we owned WEQ and AAR.UN for dividend income for a couple years now. On WEQ we thought that the company would reduce the monthly dividend by atleast half, BUT they took it away completely. You said in the past that when a company does something that completely changes it to sell the shares...which we did last week for a very large loss. On AAR.Un we finally have our origiginal purchage price back and because both companies are run by much of the same management we would like to sell our AAR before management can run it into the ground like they did with WEQ.

We are looking for advice on a steady REIT to replace AAR.UN with for the long haul. Those were the only two REITs that we owned.

Thank you,
Charlie
Read Answer Asked by CHARLES LA on February 17, 2015
Q: Hello Peter and team,

I own CGR and it has done well. What is your current view on this etf and it's holdings? Would you prefer a different etf or individual company for real estate exposure?
Read Answer Asked by Wayne on February 12, 2015
Q: Peter, I would be very interested to get your opinion regarding the recent news that AAR.UN has closed a deal to develop a 60-acre parcel of land in Vaughan, Ont. The $128-million project in partnership with Scannell Properties includes a plan to establish a state-of-the-art distribution and sorting facility to serve the Greater Toronto Area. The tenant, FedEx, has entered into a 15-year lease.
Good news or ???
Thanks to you and your team for your valuable "service". We don't make an investment move before checking the 5i Members Questions.
Read Answer Asked by Linda on February 10, 2015
Q: There seems to be some confusion on your recent comments between these 2 similar but different cos. nwh.un is strictly in Canada while mob.un is international, with a small exposure to Canada. Could you give a separate opinion on each. Thank You
Read Answer Asked by george on February 10, 2015
Q: May I please have your current opinion on BRE.
5i is a superb service. Thank you
Read Answer Asked by Margot on February 10, 2015
Q: I am a new member and this is my first question.
I own the following REIT's BTB.UN, CUF.UN, CRR.UN, TN.UN, DRG.UN, RMM.UN and REI.UN. I also own ZWB. These REIT's plus ZWB represent 26% of my portfolio. Is this too high a weighting or should I reduce and if so which ones should I dump. Other than this my portfolio is diversified across other dividend paying equities.
Thanks in advance.
PS enjoying your website, particularly the questions and answers.
Read Answer Asked by John on February 10, 2015
Q: I bought Regal life style at a much higher price, I am thinking of averaging down, Previous posting indicated that you have positive views of the company. Doing my research I noticed that there is a high insider selling by ELAD Canada at current price, so I am reluctant to add to it. What is your opinion on the high insider selling for this company.

Thanks
Read Answer Asked by Saad on February 09, 2015
Q: 11:04 AM 2/9/2015

Hello Peter

I bought Northwest Healthcare Real Estate Investment Trust nearly 2 years ago at $11.42 a share and I hold only a 1% position. The dividend is very good at 8.5% and I would assume quite reliable given the nature of the business. Do you agree?

However I am concerned that ever since I bought it the shares slowly have slid steadily lower over the last 2 years with lower highs and lower lows pretty much wiping out the income from the dividends. At present it is near a lower high [I am "only" down 18%] and wonder if I should just sell out and take my loss? My only two holdings in this sector are the 1% in NWH.UN and a 1% position in Chartwell CSH.UN.

Do you consider Chartwell to be in the health sector or in the REIT sector?

Should I just hold on to Northwest for income or should I sell it and add the proceeds to Chartwell which I think you believe to be a "better" company.

Thank you.... Paul K
Read Answer Asked by Paul on February 09, 2015
Q: I presently hold Bank of Nova Scotia . I do not have any Reits and after listening to a guest on BNN Friday night I was thinking of switching this to Cominar Reit or your suggested BMO Reit in the Income portfolio. The guest on BNN was high on Cominar and cautious on the banking sector-just wondering what you think?
Read Answer Asked by Bradley on February 09, 2015
Q: I currently hold these 3 pipelines in equal weight and want to reduce pipeline exposure. I consider Enbridge a core holding, so looking to sell one of the other 2. In terms of future prospects and diversification (least similarity to ENB business lines), which one would you recommend I keep, or should I simply reduce each by half?
Read Answer Asked by Benjamin on February 09, 2015
Q: I have owned GRT for over a year and it has made a nice gain in the last several months. What I just noticed is there is a small withholding tax for US dividends, it's very small but since GRT is registered on the TSX can you explain. Also do you recommend a hold on this stock or should I take profits. Thanks as always.

Charlie
Read Answer Asked by Charlie on February 09, 2015
Q: Why is it underperforming others like Atrium. Down 20% over 2 years. What is your opinion for it going forward. I hold TMC, AI and MCAN to diversify the risk. Also what are your thoughts on MCAN which is also a fair bit off its highs.
Read Answer Asked by Husseinali on February 09, 2015
Q: REIT values have been improving, American dollar strengthening, but mrg.un has been languishing in spite of the fact that American properties are held. Should we be switching to another REIT? Is there an explanation other than it is thinly traded?

Bruce
Read Answer Asked by Bruce on February 06, 2015
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