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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: DRM is my largest holding at about 7% of my portfolio. I've let it grow in no small part due to its low beta predictability. It rarely goes up or down much, even on bad market days, and never for long. It has the smoothest chart I've seen in a long time. The last couple of days, though, have changed that. Down a lot (for it) yesterday and down 4.5% today, which it has never done in the last year. Do you know of any reason for the sudden change in its predictable pattern? What do you think of the company and stock?
Read Answer Asked by John on March 10, 2022
Q: Hello. I don't understand what happened with these stocks. I'd held almost a full position on hr.un for about a year. A couple of months ago they made some kind of move and I was awarded pmz.un stocks. Suddenly I showed about a 20% loss on my hr.un holdings which is pretty well equal to the current value of my PMZ holding. I'm wondering if I should sell both and re-invest in better real estate stocks or sell one or the other and put all the proceeds into just one of these companies? Thanks.
Read Answer Asked by Robert on March 07, 2022
Q: I have not seen any questions on Starwood for a while. It has a good yield. Is it a buy at these levels?
Thanks
Ian
Read Answer Asked by Ian on March 04, 2022
Q: Greetings.
1) Could Dream Industrials' expansion into Europe be a hindrance - given the Ukrainian situation?
2) Do you like DIR.UN at these levels?
3) If looking to buy a Canadian REIT - which sector would you recommend? Apartment, Industrials...? Thank you.
Read Answer Asked by Toge on March 03, 2022
Q: Hello Peter and team,
What do you think of Arc Resources? Is it too late to buy at the current price in the $15 dollar range? I was looking at vector vest and they feel chartwell and Sienna are over valued by 50 percent. This does not make sense to me. What metrics do you use to determine their valuation and in your view are they currently fully valued or still have some upside as the dividends are decent?
Read Answer Asked by umedali on March 02, 2022
Q: Hi 5i, what do you think of all the offerings of Starlight Capital, Toronto please?
Read Answer Asked by Ron on March 01, 2022
Q: Are these three companies safe for an income-seeking investor? What are their prospects going forward and are the dividends sustainable? Please rank them. Thanks.
Read Answer Asked by Steven on February 22, 2022
Q: Good Day My question is about the earnings of SmartCentres Real Estate Investment Trust. They seem to have their core as retail but are branching off into residential, storage, and senior complexes. I have always liked this management team and they have done us good over the years. Can you comment on their earnings and your thoughts on the direction of other real estate assets?
Read Answer Asked by jeffrey on February 18, 2022
Q: Dear 5i,
I would appreciate your current thoughts on MHC.U?
In earlier posts you mentioned that their 15x Cash Flow was expensive.
What would be a good value Cash Flow to purchase this stock at?
What is the current Cash Flow and where can I find future Cash Flow metrics? Can you suggest other investable companies in this space other than CAR.UN and BAM? Thanks so much!
Read Answer Asked by Ian on February 17, 2022
Q: Greetings,

Trying to reduce REIT holdings and would appreciate your advice: I don't mind keeping both but if one was sold and all the proceeds used to buy the other, then which one would you prefer to keep adding to? Both classified as "retail" . Which one has more potential to keep growing?

Many thanks!

Read Answer Asked by Arzoo on February 15, 2022
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