Q: You knew it would happen but I wish it had been at a premium to the pre covid price and not the current price.... I've been a longtime holder and done OK, it has paid a solid div for me over the years and I was happy with the post BIP spike last year. I sold today at the premium over the offer as I agree with you that BIP doesn't need to sweeten anything with control. Unlikely in this market and that space that a white night will come in. So my question is what should I do with the cash? I dont hold any brookfield's so buying BIP is an option or do you have a better brookfield option. I am overweight financial already so doesn't need to be in the same sector. Overall well balanced so could be anything...balanced portfolio follower slowly shifting to income.
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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: Please rate four REITS above for 5 year hold. #1 best, and reasons for choice. Any you would not recommend. I hold SRU.UN & REI.UN All in TFSA. Use dividend yearly for income.
Thanks..Cec.
Thanks..Cec.
Q: Hello 5i,
As a follow up to ny precious question concerning MIC.CA:
Shares of MIC:CA are now $44.18 (aquired at $30 CAN). The deal reads $43.50. Should I just sell now or wait to see if a new offer will develope.
Stanley
As a follow up to ny precious question concerning MIC.CA:
Shares of MIC:CA are now $44.18 (aquired at $30 CAN). The deal reads $43.50. Should I just sell now or wait to see if a new offer will develope.
Stanley
Q: Your opinion please on the take over bid for MIC. Since Brookfield owns 57%, the deal seems to me as safe as it could be. But it seems that the market expecting a sweetened offer. What do you think?
Thanks
Thanks
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- DocuSign Inc. (DOCU)
Q: CAR.UN seems to be struggling. I hold it in an unregistered account at a loss position. I also hold DIR.UN. Am thinking of selling CAR.UN, waiting 30 days and then re-buying or just adding the sale funds to increase DIR.UN. Don't hold any other REITs in my cash account, but have other REITs in RSP account. I am thinking that CAR.UN will need some time to recover and that it will be very slow over time. Do you agree? Would you wait longer to rebuy?
Question 2 is regarding DOCU. Would you consider it still a buy at current levels for a 5 year + hold.
Thanks for your input.
Question 2 is regarding DOCU. Would you consider it still a buy at current levels for a 5 year + hold.
Thanks for your input.
Q: Could I please get your view on NWH.UN. Is the dividend some what safe?
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- Minto Apartment Real Estate Investment Trust (MI.UN)
Q: Can you please compare the valuation (price / cash flow) of Minto versus Capreit and Interrent. Thank you.
- RioCan Real Estate Investment Trust (REI.UN)
- SmartCentres Real Estate Investment Trust (SRU.UN)
- Allied Properties Real Estate Investment Trust (AP.UN)
- First Capital Real Estate Investment Trust (FCR.UN)
Q: Hi Peter and Staff
The above 4 REITS are part of my REIT basket in addition to other industrial and apartment REITS.
All are down a lot . Please hit me with sufficient credits to rank them best to worst in terms of prospects for capital appreciation on a risk reward basis considering various valuation metrics as well as the future as you see it.
Please indicate any clear winners or losers in the rankings
Thanks for all you do
Dennis
The above 4 REITS are part of my REIT basket in addition to other industrial and apartment REITS.
All are down a lot . Please hit me with sufficient credits to rank them best to worst in terms of prospects for capital appreciation on a risk reward basis considering various valuation metrics as well as the future as you see it.
Please indicate any clear winners or losers in the rankings
Thanks for all you do
Dennis
Q: About 3 months ago you provided a report on IPP.UN. By all accounts things looked favourable and it appealed to me thinking it was defensive but since then it has decreased about 15%. I recall a comment from you since then, suggesting the Gov't bringing in rent controls had a negative impact. Where do you see things going for IPP.Un from here?
I also have BIP.UN. Do you see it as defensive?
If I want to raise some cash, which would be better to keep? Thank you for your excellent service.
I also have BIP.UN. Do you see it as defensive?
If I want to raise some cash, which would be better to keep? Thank you for your excellent service.
Q: I own this stock at $19/share. Should I continue to hold and if yes for how long? When the pandemic is over?
Q: Hello 5i
Can you please give me an update on the short-selling side of Brookfield Property Partners stock. Should I be concerned about the # of shares shorted at present. Brookfield Property Partners has had a good recovery to date, but is currently edging down in its stock price. I would appreciate your opinion. Thank you.
Can you please give me an update on the short-selling side of Brookfield Property Partners stock. Should I be concerned about the # of shares shorted at present. Brookfield Property Partners has had a good recovery to date, but is currently edging down in its stock price. I would appreciate your opinion. Thank you.
Q: AIF is at its highest and has seen a significant increase of the last few months. What's causing this? Is it at risk of being overvalued and would you recommend selling, or is it a still a strong long-term hold?
Q: I just read the presentation from Sandpiper laying out their reasons for immediate change at Artis - lack of management/board ownership but at the same time excessive compensation, too much familial association with management contracts, and the retail spinoff being a low value undertaking. What are your thoughts - justified critique or??
Thanks
Thanks
Q: Which of two would be a better investment( Total return) for a 5year hold
Thanks...Cec
Thanks...Cec
Q: What is driving the price lately
- H&R Real Estate Investment Trust (HR.UN)
- Brookfield Property Partners L.P. (BPY.UN)
- True North Commercial Real Estate Investment Trust (TNT.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Hi,
Please rank these REITs for relative distribution safety and eventual share price recovery.
Is there one in particular that you'd get rid of?
Thanks,
Gord
Please rank these REITs for relative distribution safety and eventual share price recovery.
Is there one in particular that you'd get rid of?
Thanks,
Gord
- InterRent Real Estate Investment Trust (IIP.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Have owned these two In my TFSA since October 2019. Since COVID they have not recovered to my cost. DIR has almost got back to break even, But IIP is still lagging. I’m thinking that I should keep DIR but possibly sell IIP. What are your thoughts on these two companies and if I did sell one what would you suggest is a good replacement. Does not have to have a dividend. But have been interested in renewable stocks. Any suggestions. I realize there are several questions here and please takeoff however many credits you deem necessary.
John
John
Q: What REITs do you recommend?
Q: i own Granite i like to add one more.
A REITS MANAGER ON BNN Had as top picks Tricon Bsr and Irish residential (Manage by Capreit. I only want one which one (or anytother) would you recommend
A REITS MANAGER ON BNN Had as top picks Tricon Bsr and Irish residential (Manage by Capreit. I only want one which one (or anytother) would you recommend
- SmartCentres Real Estate Investment Trust (SRU.UN)
- Choice Properties Real Estate Investment Trust (CHP.UN)
Q: We are retired, primarily income investors. We did hold relatively equal positions in SRU,un and CHP.un, but this has changed rather significantly. In view of the current uncertainty about retail marketing, what is your opinion about investments in these two companies. Would you comment on the sustainability of SRU's dividend? Thank you for all the great ideas and comments.
Jane
Jane