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: Good afternoon my 5i friends. I had a long career in commercial real estate. I'm looking at the core office vacancies and sublets in the CBDs of many big cities, including Toronto and Montreal. The vacancies will drag on with downward pressure on rents and I'm wondering about the fine gang at Brookfield. Do they have inordinate exposure to office space and are they susceptible to rent compression. I am less concerned about retail and I know Brookfield has plenty but the worst is behind us, surely. So, your thoughts on the Brookfield office holdings, please.

kindest regards

al
Read Answer Asked by alex on November 30, 2022
Q: If i bought ANGC today, would i receive the Dec 9th dividend payment?


Thanks

Stephen
Read Answer Asked by Stephen on November 28, 2022
Q: Hi

Last Q on agnc was February…. Lots has changed since then including the share price

I just read an article on SeekingAlpha that suggests now is a better ( but not totally risk free) time to buy it.

BTW 5i is still my favourite source of info. Significantly so!

So I would appreciate your input on AGNC before going after that 15.7% dividend….
especially if it leads to falling off a cliff.

Or moving onto to another high yield but safer investment

Thanks in advance for your guidance.
Read Answer Asked by Donald on November 28, 2022
Q: What are your 3 best ideas for REITS Med to Long Term {US/CAN}.
Read Answer Asked by Valter on November 25, 2022
Q: Hello,

For my pension with my employer, we have limited options with respect to investments. I intend to allocate a portion of my assets to ''Manulife Canadian Real Estate Fund'' (code 9575 / MCREA). Assets of $1.2B Return 1year 17% 2 year 20% 3 year 13%. I have a few questions:

- Can you find the breakdown for the asset allocation: multiresidential, office, industrial, etc. and does it include real estate development? (the information I find and that I was provided is very limited)

- On a scale 1 to 10, how risky is this investment for a 15 year time horizon?

- Can it be considered fixed income in a portfolio?

- How big of a position would you recommend vs total investment assets / portfolio? (% range would be appreciated).

-Returns seem high for the last few years. Can you please provide some comments / insigths?

My level of risk is typically average and I have a long term horizon. I just want to make sure I properly estimate the overall risk of the fund.

Thank you for your help.

Read Answer Asked by Pierre on November 25, 2022
Q: ETF's aside, are you able to rank what you feel may be the most attractive REIT types for the long term:
Storage, Cell Towers, Apartment / Residential, Industrial, Retail, Office, Healthcare, Hotel, and any other you might think are worthy of ranking.

I do recognize that there can be good and bad companies within these sub-sectors. Just trying to get a feel for which may be more attractive before drilling down to that level.
Read Answer Asked by James on November 23, 2022
Q: My position in FCD.UN is down almost 28% in the last year. The shares bumped up recently following earnings release on Nov 10 but then resumed the downtrend. The earnings release shows that distributions are 113% of AFFO. The company bought back 147,000 shares during the quarter. While fewer shares mean fewer distributions, is this a wise expenditure when distributions are over 100% of AFFO? Do think the dividend is safe or should I take my losses and cash out? Thanks for your advice.
Read Answer Asked by Ken on November 16, 2022
Q: SeekingAlpha sent an email update on NWH today stating:

“NorthWest Healthcare reported Q3-2022 results and updated on a few key initiatives.

Adjusted funds from operations dropped sharply and dividend payout ratio hit 133%.

Dividend cut looks highly probable in 2-4 quarters.”

The share price of NWH has been weak as of late, but the reaction to the quarter wasn’t terrible; ending the trading day down 1.01%.

What would be 5i’s assessment of the quarter and SA’s prognosis?

Would you view this as a hold or a sell? I had purchased NWH for income going into retirement thinking that the dividend should be relatively stable.
Read Answer Asked by Cory on November 16, 2022
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!