Q: In about 4 yrs I have more than doubled by initial investment in GRT. A nice problem to have but...is it time to cash in (registered account) and deploy elsewhere or are forward metrics still showing potential for mid term appreciation. Still showing a decent yield
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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: Good morning. Could you please comment on Blackstones offer, and would you recommend selling WIR.UN at this mornings price and moving on or might there be a better opportunity by waiting.
As usual, thanks for the always sage advise.
John
As usual, thanks for the always sage advise.
John
Q: What would you consider to be similar Canadian companies (or companies that trade in Canada) to Invitation homes? I like what they're doing but hoping to find a Canadian alternative. If there are a few wich is your favorite?
Thanks!
Thanks!
Q: Can you please comment on the quarter results and outlook?
Q: Hi 5i Team,
I am looking to invest in a private industrial/warehousing REIT that at some point might go public. What are the typical valuation metrics used for REITs in the public markets and what do you see as the average valuation for public REITs in the industrial/warehousing space?
Thanks in advance,
Jon
I am looking to invest in a private industrial/warehousing REIT that at some point might go public. What are the typical valuation metrics used for REITs in the public markets and what do you see as the average valuation for public REITs in the industrial/warehousing space?
Thanks in advance,
Jon
Q: Any comments on the recently announced property dispositions by H&R? Is this a positive development in your view?
Q: Good day, 5I. Can you please tell me your opinion of the two companies above. Are there any in the Forestry industry your prefer? Thank you.
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Granite Real Estate Investment Trust (GRT.UN)
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InterRent Real Estate Investment Trust (IIP.UN)
Q: I am looking for exposure to REITs for some capital appreciation but primarily for income either through individual REITs or ETFs. Can you recommend some individual REITs and ETFs. Is this a good time to be buying REITs instead of bonds for income?
Q: What do you think about this REIT? Lots of AB exposure and hasn’t done much over the last few years but I’m thinking it may play catch up going forward (relative to other apartment reits).
Q: Would appreciate your views on this company and comments on the home building industry in the United States. Thanks
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iShares Canadian Financial Monthly Income ETF (FIE)
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Dividend 15 Split Corp. Class A Shares (DFN)
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Canoe EIT Income Fund (EIT.UN)
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BMO Canadian High Dividend Covered Call ETF (ZWC)
Q: Hi 5i:
Can the Price to Earnings ratio (P/E) be used to determine the valuation of these yield plays or should I be looking at the Net Asset Value (NAV) instead?
Using P/E they rank cheapest to most expensive as: DFN, FIE, ZWC and EIT.UN. Is that accurate and if not, how would you rank them, cheapest to most expensive?
Thanks in advance,
Greg.
Can the Price to Earnings ratio (P/E) be used to determine the valuation of these yield plays or should I be looking at the Net Asset Value (NAV) instead?
Using P/E they rank cheapest to most expensive as: DFN, FIE, ZWC and EIT.UN. Is that accurate and if not, how would you rank them, cheapest to most expensive?
Thanks in advance,
Greg.
Q: Could you comment on results
Q: For a 3% position and a 1-2 year hold which would you prefer REAL or TCN and reasons why thank you
Q: Nexus has run about 10% recently including 5% in one day. It was steady to slightly positive in Monday’s weakness which was not typical. I own it. Do you have any comments or any insight regarding Nexus?
Q: For a long-term hold would you be more comfortable with IIP or TCN. Currently hold IIP and CAP as my reits. Thanks
Q: Peter; Any idea of the flooding could affect Ere.un? I’m assuming they would have to announce any major damage? Thanks. Rod
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Canadian Net Real Estate Investment Trus (NET.UN)
Q: Interested in learning more about this REIT. If I were to invest in any one REIT in Canada, how does NET-UN stack up?
Q: My REIT stocks have taken off in the last month or so as yields have pulled back. Interest rates can’t stay this low for too long as the BOC has already started tapering despite no action from the Fed. Do you think the move in REITs is overdone and should I trim and wait for a pullback as rates slowly rise? Do you think the disconnect between BOC and Fed policy will lead to further appreciation in the CAD?
Thank you,
Jason
Thank you,
Jason
Q: I have US dollars to invest. I am looking for relatively safe income investments such as a US$ REIT or a preferred ETF something like ZUP but in US$. Do you have any suggestions? Thanks for your help.
Q: I am puzzled by recent share-price movement downwards in homebuilders, especially given the alarmingly low interest rates. Are UShome builders likely to stay in the doldrums for more than a year , do you think? For example, DHI is profitable; has very low PEG (0.54%, I think); reasonably good cash flow; manageable debt &c., yet shares are going down. (Incidentally M/I Homebuilders, symbol MHO, is even better valued!)
My question however is only about DHI. Please give your views on what you think one should do with holdings in DHI if one wants to build a cash cushion to deploy when markets panic and sink. Please ignore tax consequences.
My question however is only about DHI. Please give your views on what you think one should do with holdings in DHI if one wants to build a cash cushion to deploy when markets panic and sink. Please ignore tax consequences.