Investment Q&A

Q: Peter; would love to know if you have any thoughts on FAM REIT, and if you could explain its relationship with Huntingdon Capital. Many thanks - Brad

Q: Hi Peter. Could you give me an updated opinion on CWT.UN. The shares have doubled since I bought it and it now represents ~2.5% of my portfolio. My weighting in REITs is ~8%. My concern about selling some shares would that I would have a smaller after-tax amount to re-invest and would require a higher return to justify the switch. Would you recommend selling some shares? If so what would you recemmend for long-term investment?

Q: I hold 6% in rei.un would you reduce this as of june 20 I was at break even on cost but have held it for 2 years .
Stan

Q: Hi 5i,
Given today's market correction, i'm looking to opportunistically buy some income oriented stocks. What's your top pick in the space given today's reaction (possible over-reaction). I am currently looking at the basket play (XRE-T) and Brookfield Office Properties (BOP.UN-T). Thoughts?

Q: Hi, I have a large holding with REI.un and wondering if I should hold it or sell (at a loss) Do you know if they have any debt that would complicate things with interest rates climbing?

Q: I own some MRG, and disappointed that it is down so much. I thought a new reit with US purchases and excellent parent would do well. Not so? Your comment please. The Div is good but no growth? Thanks Phyl in BC

Q: Hi Peter,
If Sobey's Crombie REIT (CRR.UN) winds up with about 1 Billion worth of Safeway's real estate would that not be a boost to the stock? BMO seems to think it is slightly over valued.

Thanks Peter

Q: HELLO 5I, Concerning Chartwell Reit, I was watching BNN John Stevenson on BNN and he would not buy this company,s shares as they have not converted to a new type of reporting. I missed what type of new reporting he was talking about. Could you comment on this reporting if you know and the company itself. Thanks

Q: thanks for the great service. Do you like the HOT.un, Canadian Hotel income fund. 8.2% dividend which apparently is safe because of location of hotels near rail lines. What do you think?

Q: Brookfield Canada Office Properties (BOX.UN) has a chart that has shown a downward trend since late April. Would you consider this downward momentum as a sign that it is time to sell?
Thank you.

Q: Hi I'm looking to reinvest in cominar reit.
been beaten up a bit,but at the moment is not going with the upside of the other reits.
Any reason for this and would you recommend this reit,

Q: NWH.UN-T NorthWest Healthcare Properties REIT
Hello Team, I've been holding NWH for a while. Bought for long term and income. Do you have any news aout what could be causing the decline in the share price? I am thinking of adding but waiting for your report and watching for a bottom. Thank you very much.

Q: Hello all, Could I please have your opinion on CRR.UN(Crombie).
I see the last time you covered CRR was in Nov.21/12.
May I have a fresh look at it please, Thank you very much.

Q: You have been indicating that Reits are a good buy at this time. Could you give your top 3 picks for long term holdings
\I know you do not cover US stock but would like your opinion on Deere and Company if possible. Thanks

Q: Hello 5i Team, I have been following several REITs closely and would like to buy one for my portfolio, as many have sold off considerably. However, I am having difficulty on deciding which one would be the best. Could you please give a recommendation as to what REIT you prefer? Thanks

Q: Sorry team, it didn't sent last time. Is it possible that the rotation into REITS etc has a further reason? Hedge funds borrowed tons of yen at almost no interest and use the money to buy North American dividend stocks and pocket s cool 3% in 6 months for free almost (leveraged that a few billion times). When they unwind, they sell the divendend stocks and buy yens to pay back the loan. Hence the back up in the value of the yen as well as the drop in those stocks. We, retail investers have to suffer these machinations, I'm afraid. Thanks, Henry

Q: Hello 5i Team. After 3 years as a DIY investor who's sought out numerous sources for information and advice, I have to say that the couple of months I've been a 5i subscriber has so far provided the best service and value. The individual company reports are concise and clear, and the Q& A is invaluable.

My wife and I are retired with some pension and a fair number of laddered GICs, but need additional dividend income to round out our retirement needs. We presently have a portfolio of about 18 stocks, mostly dividend payers and reasonably diversified (e.g. AFN, EIF, WFT, BTE, PPL, PZA). However, we've been sitting on a fair bit of cash, patiently waiting for a suitable pullback and entry point on some expensive 'blue chip' dividend stocks in the banking, utilities, telecom and pipeline sectors.

While I know that no one can time the market, what information should a retail investor look for before buying into these sectors ... especially given the current sector rotation?

Thanks
Tom

Q: iip.un has taken it on the chin more than other REITs. Is this purely because of its size? Is this a buying opportunity?

Q: Hello Peter,
I am a little confused on the recent price drops on the REIT sector. You say the selling is due to people believing interest rates will be going up soon. Some REITS are offering over 8.0% yields.
At what dividend yield do you believe REITS will stop dropping?
Regards, Max

Q: At what point do you think there will be enough "blood in the streets" to consider the REITS a table pounding buy?