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: Hello, 5I, do you think Dundee International (DI.UN) is a really good buy now?
Thank you
Read Answer Asked by Alayne on September 03, 2013
Q: I've taken a 20% hit on Dundee (D.un). Andy Nasr said he would sell Dundee because the supply of office space in Toronto is poised to increase (an area of focus for Dundee). I realize many of the reits have been hit hard but is Dundee fundamentally flawed? I could sell d.un and buy HR.un or FCR to recoup losses when the tide turns more favourable for the sector. Thank-you.
Read Answer Asked by Albert on August 31, 2013
Q: Hi Peter,
I have a question about FCR. I increased my position in early Aug and it is now about 5% of my portfolio. I also own HR.UN, CUF.UN, and AX.UN, approx. 5% portfolio each. These stocks continue to slide, so I'd like to ask you whether you recommend to hold, sell and cut losses, or buy more for either of these? I am looking for long term growth/income rather than immediate one. Thanks a lot!
Read Answer Asked by Michael on August 29, 2013
Q: Hi There
I'm wondering if you have any further comment on ACR.un since your February comment. Thanks.
Read Answer Asked by David on August 28, 2013
Q: Can you please place these Reits in the order that you would buy in today's market ? D.un , Ax.un , Cuf.un
Fcr , Cwt.un , Hr.un , Reid.un. Ap.un . I own all these and they represent 18% of my portfolio , I'am retired and need the cash flow . If I sell some of these names and buy the ones that pay a higher yield I would increase my cash flow , in your opinion is this taking on more risk , same capital but less names ? Finally if we get a housing correction in Canada , will that cause another leg down for this sector ?
Thanks
Read Answer Asked by Manuel on August 25, 2013
Q: I'm thinking of buying some par.un for yield,I know you are not to keen on this REIT,but I see it is going to buy back some of its units,does this make it a little more attractive.
Read Answer Asked by terry on August 22, 2013
Q: I am in the red on True North Apt Reit. What do you think of it and do you think apt reits are able to survive better if interest rates go up?
Read Answer Asked by Darryl on August 21, 2013
Q: HLP-UN.TO is trading at 5 years low. Your comment is appreciated.

Thank you.
Read Answer Asked by Rita on August 20, 2013
Q: Hi Peter and Team, I have been watching LW for some time and up until last week it was rather docile (hovering in the $12-$13 range all year). However, in the last 7 days it went from $12.45 to $10.50 as I am looking at my screen right now. That is a one week loss of almost 16%. Do you think this loss is justified or is this an opportunity to get in cheap?
Read Answer Asked by Kim on August 20, 2013
Q: Symbol=VRE. Vanguard Canada FTSE CDN Capped REIT ETF. Contains 19 CDN REITs (RioCan, H&R, Calloway, Cominar, BPO, etc.). MER= 0.40%. Seems like a good way to get REIT diversity for reasonable cost. Previous 5i answers indicated that current REIT slump is due to "sector rotation" and that money may return looking for income. Would VRE be a good way to do this? Comments please. Additional words regarding Vanguard Canada ETFs also appreciated.
Thanks from IslandJohn.

Read Answer Asked by John on August 20, 2013
Q: Hi Peter & 5i: Thoughts on Partners REIT's recent quarterly report (PAR.UN)? The share price decline to present levels ($6.30s) has pushed the yield up to 10%. Thanks.
Read Answer Asked by Lance on August 19, 2013
Q: What are your thoughts on the possible elimination of REITs by the Feds in the near future?
Read Answer Asked by Joseph on August 19, 2013
Q: What do you think of pure multifamily reit which invests in US houses? Pays over 8% but it has been sagging all year. Is it a good way to play the US housing rebound? Thanks.
Read Answer Asked by Michael on August 19, 2013
Q: Hi Peter & Co.,
I purchased shares in RioCan, Dundee Reit, Calloway, and First Capital Realty earlier this summer. Most have declined in price since then, but now I'm finding the distribution yields so attractive that I'm thinking of "doubling down". Is this a good entry point (has all the damage been done?)or will there be a more attractive entry point between now and year end? Also, my REIT holdings now account for about 10% of my portfolio - what would you recommend as the maximum allocation to this sector (I'm a long-term dividend investor)?
Many thanks and have a great weekend!
Brian
Read Answer Asked by Brian on August 16, 2013
Q: Hi guys, Interrent has taken a real tumble lately. I'm still in the black with it but wondering where the bottom is? Do you have advice about whether i should sell now, or hang on? It's about 5% of my portfolio, and i'm in for long-term steady growth. Your thoughts are much appreciated!
Read Answer Asked by Kate on August 16, 2013
Q: Hi Peter:
I am looking for income
I have positions in Reits including Riocan, CSH.un. H&R
Calloway and a smaller position in Dundee and Granite Reit
the last 2 has taken a bigger hit than the rest of the REITs
If I have more funds coming in to invest, which REIT of the above would you consider to add to ? I have heard of Boardwalk
but unsure if you cover it or not ?
Many thanks! Great show on BNN, Peter gave us alot of very valuable information!
Read Answer Asked by Michael on August 16, 2013
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!