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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: Hi Folks
I've been away and seem to have missed something. What is meant by the dividedn/REIT rotation. Are you saying investors are or will be moving out of dividend paying stocks?
GUY
Read Answer Asked by Guy R. on June 11, 2013
Q: In your model portfolio, I see that there is only one "real estate" holding (FSV). In this sector, I own two REITs in my RRSP and realize that my weighting is way out of whack: (14% in REF.UN and 12% in REI.UN.) I am gradually attempting to diversify my holdings, using stocks that you have chosen in the model portfolio, and would like to know which of my two REITs to keep (or if neither or if both) and what percentage REITs should be in a portfolio. I have done very well with both of these REITs, especially REF.UN, but it's a bit painful to see these two stocks dropping daily. Thanks for the great service you provide.
Read Answer Asked by Jerry on June 11, 2013
Q: Hi 5i Team,
Are all these reits still worth holding?
DI.UN, D.UN, MRG.UN, AX.UN, BTB.UN & CRR.UN.
Your opinion is much appreciated.
Henry
Read Answer Asked by Henry on June 11, 2013
Q: With the recent bloodbath in the REIT sector, I've sold a handful of REIT holdings in our various portfolios. But have held on to the following despite the steep price declines: BTB, CSH, CUF, RMM and HLP. Do you see further declines with any of these? Are they likely to be fine in the long run? Our portfolios are reasonably diversified. Thanks.
Read Answer Asked by Thomas on June 11, 2013
Q: hi guys, could you please give me your opinion on DI.Un-T. Thanks DArryl
Read Answer Asked by Darryl on June 11, 2013
Q: KMP/MRC
Please enlighten me as to the differences between REITS and R/E Corps other than paying dividends vs distributions. Since the Corps have fallen with the sell-off in the REIT sector, are they likely to be negatively affected in the same way as REITS if interest rates rise and should they be bought, sold or held through this time? Thanks.
Read Answer Asked by Gayle on June 11, 2013
Q: Ref. to ARR-N I mean Armour Residential Reit USA 1.8 BILLION MARKET CAP.Ibought at 6.98 now 4.88 What to do ?
Read Answer Asked by Keith on June 10, 2013
Q: Peter, I have owned the ETF XRE (RRSP) for over 4 years and incl. reinvested dividends I have a gain of approx. 130%. REITS have been hit recently due to concerns about our real estate market (negative press as always) and > interest rates, I guess? Would you sell or keep-Reits should do well in a little higher int. rates as this would indicate a bit of inflation which should be good for fixed asset valuations-I would think?
Read Answer Asked by James on June 10, 2013
Q: Hi Gang, I think I understand why AGNC is falling like a stone, but as long as it's backed by the U.S. government, is it a screaming buy (5% position) at this price.
Thanks
Kyle
Read Answer Asked by Kyle on June 08, 2013
Q: Hi Peter & 5i: It looks like the smoke is clearing after the trustee elections at Partners REIT (PAR.UN). What are your thoughts on the outcome and its current valuation? Thanks!
Read Answer Asked by Lance on June 07, 2013
Q: Would you kindlly give me your opinion on Killiam Properties. Thank you very much.
Read Answer Asked by Catharine on June 07, 2013
Q: I think I know your general opinion of IPOs, but do you have anything special to say about the Loblaw offering of Choice Properties REIT, especially in regard to pricing? Seems to be horrible timing for them,too.
Read Answer Asked by Jeff on June 06, 2013
Q: Good afternoon 5i. I am holding approximately 20% of my stock portfolio in REIT's: D.UN, DI.UN, LW, and Ax.UN. Your response to an earlier question indicated that REIT'S were currently caught up in a sector rotation and thus their decline recently. My questions are do you feel 20%is too large a holding given the market situation, and if so which of my REIT's would you drop.
Thanks for your insight.
Brian
Read Answer Asked by Brian on June 05, 2013
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