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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,

Thanks for your excellent service. I owe INO.UN and CHP.UN in REIT. Looking to replace them with 1 Industrial/Commercial/ REIT and 1 residential REIT. Looking for long term growth and not much concerned about Income. Can you recommend 2 REITS in each space with brief comments on the rationale that there long term prospects will be better then the one I am replacing.

Thanks and have a great day

Read Answer Asked by Nimish on August 31, 2021
Q: In my TFSA I am looking to move it to a more growth oriented stance. In keeping with this I have added ENGH and LSPD already. In what order would you sell the above (other than LSPD and ENGH)? I could sell off whole positions or just reduce the holdings either is fine. Any reasoning behind the ranking would be useful too.
Read Answer Asked by Graham on August 31, 2021
Q: There is any ETF ,Funds or others vehicles suitable to invest for a long to mid-therm into farm land.
Thank You
Dan
Read Answer Asked by DANIEL on August 30, 2021
Q: Hi
I am a long time holder of MEQ and I am wondering your overall thoughts considering the 50% growth this past year and if this is the beginning of bigger moves to come for MEQ as they break the 1B market cap.
NAV is a hard thing for me to evaluate, but the company keeps stating they believe they trade below NAV, would you agree?
Allan
Read Answer Asked by Allan on August 24, 2021
Q: I had 2506 shares of BPY.UN before the merger.
Now I have 228 shares of BAM.A and 164 shares of BPYP.PR.A. The value of these two spinoffs is about $40,000 less then the 2506 shares of BPY.UN. Why is this?

Also should I sell those latter two as they only comprise 0.55% and 0.18% of the portfolio or combine the two and add to BAM.A.
Does this also mean I am reduced in real estate as a result of the merger?
Thanks Please deduct as many credits as needed.
Jeff
Read Answer Asked by JEFF on August 19, 2021
Q: I recently submitted a question about possibly under-levered reits, and was surprised to receive an answer about "cheap" reits. To my mind these are quite different concepts.
Read Answer Asked by Peter on August 19, 2021
Q: I have been a longtime holder of SMU and have done well from it The stock has been on a tear lately, now yielding only 2.81 % and is now 10% of my ( non registered) portfolio and 5% of total portfolios. I am reluctant to reduce but wondering if a trimming is in order. Please comment on its technical characteristics. Also own Crombie and HR reits. Ignoring stock weighting,I suppose if I want to trim my reits it should be the one with the least potential and worst metrics, not the one that has given me the best return so that means to trim HR. Your thoughts are appreciated. Derek
Read Answer Asked by Derek on August 12, 2021
Q: Do you know of an ETF that specializes in industrial REITs? I think warehousing and distribution centres will continue to be a growth business. Would you agree?

Thank you.
Read Answer Asked by David on August 11, 2021
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