Investment Q&A

Q: It seems the market is sending the stock to zero here after a short attack. With the yield over 8%, would it be a screeming buy or a run for the exit as most likely scenario?
I know the shares should settle first, and we should not chase yield, but it sure looks enticing, so some help in objectivity please.

Q: I would appreciate an updated opinion on European Residential REIT. Why the big drop recently? Thanks!

Q: Is there a REIT or two that provides high growth potential and high dividend yield. Given the current market circumstances, I might be able to get something at a deflated price.

Q: Why did it dropped so much? The company bought a lot of the houses at much lower prices and it can raise rent. Thanks.

Q: Peter; Could you updates your thoughts on NHF.UN ? Thanks. Rod

Q: Hi again 5i

Just a follow up to my previous question Redding TCN. My observation after some research leads me to believe that NWH has not only fallen less on hard markets than TCN and pays a 6.2% dividend substantially more than TCN
Would this be a good exchange long term?

Q: STOR's current valuation makes it a much more interesting stock than it would have been last July, 2021. Is now a good entry point for an income portfolio seeking to avoid downside risk?

Q: Hi,
What 5 or 6 uncorrelated Canadian companies & REITS would you pick for a "HIGH YIELD" portfolio for SAFE INCOME?

Thanks

Q: Hi There,
I have a fairly large position in CAR.UN and I'm thinking of selling half and buying either DIR.UN or TCN.
Of the two noted, would you have a preference of one over the other?
Thank You

Q: I am thinking of harvesting a tax loss in CAR.UN. Had bought this to protect against, or just dampen, the abrasive effect of inflation. I do not need a loss for tax year 2022 so it would be for use in some future year. I could use the proceeds to buy a different REIT , as a possible (probable?) protection against inflation.
1- Am I correct about REITs being a probable protection against inflation?
2- Although interest rates will be higher going forward, I assume inflation also dampens effect of debt. Is this in fact true?
3-Would you suggest an industrial REIT over a residential? Please suggest names you favor. I like ones that are inter-listed as I have only US$. ( TCN, Granite GRP in the US and others). But ones listed in Canada only are also just fine.

Q: How do you feel about NXRT? If you remember the Big Short this was a favourite of one of the principal investors in that movie - and paid off for him in spades.

Thanks, as always, David

Q: Pennymac would, at first glance, appear to be on the "road to nowhere" in terms of stock price and prospects. However, in Point & Figure terms it is currently in "Triple Top Breakout" mode since May 24 and its cash flow seems more than adequate to meet dividend payout requirements. Is this a decent income stock?

Q: I heard a rumour about the Federal government's threat to REIT flow-through taxation status. Is this something that is actively under consideration? Remnants of the Halloween Income Trust debacle come to mind

Q: Has your thesis changed about these industrial reits or reits in general? The industrials suddenly seem to have lost their shine.

Q: Would you comment on REITS as a class/catagory of investments --- and without limiting the generality --- the aspects of liquidity and taxation?
Appreciative of your good comments

Q: Federal Liberals are reviewing tax treatment of residential REITS claiming "(REITs) are increasingly trying to amass large portfolios of Canadian rental housing, putting upward pressure on rents,” the announcement states, “We will put in place policies to curb excessive profits in this area"

Clearly such a restriction would not be good for REITs but as TCN is the only name I own in this space could I expect it to not be impacted?

Q: I AM THINKING OF SWITCHING REITS. SELLING IIP.UN CA BUYING NXR.UN CA, WHAT ARE YOUR IDEAS FOR DOING AND/OR NOT DOING THIS? THE YIELD IS HIGHER WITH NXR.UN -CA.
THANK YOU FOR YOUR HELP IN DECIDING WHAT TO DO.

Q: Are the interest rate hikes to date, plus the expected hikes for the balance of this year based on BOC's aggressive stance yesterday, likely priced in to this stock now, or is there still a lot of downside risk?

Thanks.

Q: A question about ZRE in the 5i Income Portfolio. I would like to add more real estate to my non-registered account at Questrade. Would it be an accounting hassle to hold ZRE in a non-registered account or would Questrade automatically calculate the ACB? Or would it be best to hold TCN and/or other Canadian real estate holdings that would receive a dividend tax credit?
Thanks!

Q: Other than higher interest rates, is there a reason the US housing REITS have been so weak of late? Does the same reason apply to CAR.UN which have been down.