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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: These symbols are confusing.
They are both showing as having the same US$ div'd.
Same name and both say :CA on you web site,
They appear to be the same but .U trades in US$ on the TSX.
The .UN one is aa newer list and trades in Cdn $.
Any advantage to one over the other?
Cdn $ one seems to do less volume.
I always get gypped on conversion when I trade US$ in a Canadian $ account. Even the trading fee is in US$.
Would appreciate your expert opinion.

Read Answer Asked by Madeline on December 22, 2021
Q: After market close,Bam.a bought Dream Works for new Reit for sale to investors. Please short comment & impact on Bam.a. Txs for u usual great services & views
Read Answer Asked by Peter on December 21, 2021
Q: What are your thoughts on housing (I read that the average price is now $720,000 in Canada. If you could address thoughts on the rental market, reits, and single family dwellings it would be appreciated. Thx
Read Answer Asked by Brian on December 18, 2021
Q: Good Saturday morning 5i Team. I've held Expi for approx 18 months it started out like a rocket but seems to be in the penalty box since the split. I see a new real estate play REAX-Q gaining some early traction. Do I stay the course with Expi, own both or move on. My position is in a TFSA, do I buy REAX as a Canadian or U.S. holding? Best of the season and as always thanks for your good council. David
Read Answer Asked by David on December 14, 2021
Q: Is it better for me to hold these companies in a registered account?

Also, in terms of their portfolio diversification, do I need to own all four?
Read Answer Asked by Brett on December 13, 2021
Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT
Read Answer Asked by kaushikbhai on December 10, 2021
Q: Hi 5i,

I received the tender notice from my broker today:

...Appleseed Merger Sub LLC is offering to purchase any and all outstanding shares of common stock, par value USD$0.01 per share, of CoreSite Realty Corporation at a price per Share of USD$170.00 without interest and subject to any applicable withholding taxes, net to the seller in cash.

Terms:
Option 1: Cash (USD) (See Important Notes)
To receive USD $ 170.00 in cash, without interest and less any applicable withholding taxes per share of CoreSite Realty Corporation tendered.
Option 99: Do Nothing (Default)
Holder to retain Security.

A few question I'm hoping you can answer:
1. When is the transaction expected to close?
2. If I do nothing it says I retain the security? What does that mean?
3. I am very sad to see the stock get taken over? What would be a good replacement for it? There aren't that many names in the same space. Would the replacements have the same growth potential?

TIA!

Wayne
Read Answer Asked by Wayne on December 09, 2021
Q: Hi 5i,
I gather from your answers to the few questions that have been asked about it that you are not great fans of IDR for real estate exposure, and my initial question is basically why and what should I be concerned about?
If I'm reading the information correctly, IDR's 10 year growth rate (2011 - 2021) is 167%, with YTD sitting at 29%. It's annual yield meanwhile is 5.60% (or more) and it is diversified through holding residential, industrial and retail REITs in Canada (67%), USA (24%) and the UK (2%).
Could one potentially do better and risk less through holding individual REITs instead of the basket afforded by IDR and, if so, which ones would you recommend for the real estate portion of a portfolio in the current economic climate?
Thanks!
Peter
Read Answer Asked by Peter on December 09, 2021