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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: Hello Peter and team, I have held a position in the company for more than 10 years. It has been a roller coaster ride with a couple of boom and bust along the way. Recently, it has been recovering fast, with Covid restrictions lifting and people going back to offices. Does this run up have more legs? Is it time to trim? What will the rising interest affect REITS in general? Do you see better opportunities in REITS (not limited to office REITS)? Appreciate your insight!
Read Answer Asked by Ching on March 17, 2022
Q: When I was awarded shares of PMZ I entered them into the program with a book value at the current share price, but in reality, I did not pay for the shares. Conversely the HR.UN became a 20% + loss. I'm wondering if this is okay or should the PMZ shares have gone in at 0 book value or the HR value be reduced to accurately reflect the performance of the portfolio.
Read Answer Asked by Robert on March 17, 2022
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
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