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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: SL GREEN, despite its recent dividend cut, seems a decent choice. Would you suggest buying REITs at this time and, if so, which ones? I am a retiree seeking inflation-resistant income.
Read Answer Asked by David on December 19, 2022
Q: I have held these 2 stocks for a long while, but I am getting the impression that it is really hard to make a living in the senior-residential-retirement services. I am thinking on : a) sell one and reinvest in the proceeds in the other , b) sell both and buy instead a dividend payment large cap. (i.e. BNS, ENB) . If a) which one would you recommend to sell , if b) Does this move make sense ? thanks . note : I have plenty of other REITs in my portfolio.
Read Answer Asked by Alejandro (Alex) on December 16, 2022
Q: Can you dumb down the non-cash distribution capreit announced tonight?

For me specifically, I hold it within a TFSA - what can I expect? Don't hold enough shares to even accumulate what would amount to one share, thought I might have understood that completely wrong as I guess no one is actually gaining shares?

Thanks in advance
Read Answer Asked by Jeff on December 16, 2022
Q: I am intending to take a small position in one of these 2 companies. Security of capital and long term growth are the mainstays of my investing objectives. Current distributions or dividends are of no particular importance, except to the extent they contribute to the objectives. Which company would you choose, and why? Thank you for your excellent service.
Read Answer Asked by Leonard on December 12, 2022
Q: Is it a good time to start buying REITS or should I wait until 1/2 way through next year when we know more about this recession that everyone is predicting?

Can you recommend 1 or 2 CDN and 1 or 2 US for a long term hold?
Read Answer Asked by Graeme on December 12, 2022
Q: Hi Group is it true that Blackrock has put restrictions on withdrawal of funds (cash) from investments. For a company of this size and magnitude to restrict withdrawals is extremely worrisome. Can you please comment assuming this info is correct (I heard it on BNN last week) Hopefully if true we will not start to see a run on banks and other financial intuitions. When people start withdrawing cash and putting under their pillows causing panic i would be more that a little concerned? Your thought are much appreciated
Read Answer Asked by Terence on December 12, 2022
Q: Real estate obviously having a rough ride with interest rate increases. Do you still maintain holding a weighting in real estate in a diversified portfolio even though this sector is clearly not doing well? I know other fund managers are very strategic and would say hold zero real estate. Is the issue if one exits one will not know when to get back into the sector and diversification is always key, in that not all sectors will ever rise and fall at the same time. Would like your general thoughts on continuing to hold your favorite real estate names through these times and also your thoughts on a less popular name Firm Capital and whether you feel they can weather a recession.
Read Answer Asked by Neil on December 09, 2022
Q: I like theses 3 reits. Is there 1 you would you would prefer to hold in a non registered account for more tax efficient distributions
Thanks Terry
Read Answer Asked by Terry on December 07, 2022
Q: Similar to another question today, I am thinking of selling Summit, but waiting until the new year to delay the tax hit on my capital gains. But - isn't the buyout price $23.50? With the current stock price at about $22.50, there should be about a $1/share gain by waiting for the buyout, compared to about 30 cents of lost dividends between now and then. Am I missing something? Do you think it is better to sell immediately in the new year and move into something else, or wait for the actual buyout?
Thank-you, Grant
Read Answer Asked by grant on December 02, 2022