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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, I am concerned that the move toward working from home and the probability that the trend will continue even after the pandemic crisis is behind us will have a negative impact on bpy given their exposure to the office space market.
Likewise they have significant holdings in shopping malls, and with the increase in online shopping are they likely to suffer a negative double whammy? Your thoughts are appreciated.
George
Read Answer Asked by george on May 15, 2020
Q: Artis and RioCan are both trading at about a 50 % discount to their NAV. Both pay a good dividend. Would you invest in either one? Would you favour one over the other? Are their dividends "safe"? AX.UN is down nearly a dollar in the last two days. Is there a reason for that? Thanks for your insight.
Read Answer Asked by George on May 14, 2020
Q: AX.UN,BEI.UN ,CUF.UN ,EXE, ,IIP.UN, PLC, This are my big looser,What is your opinion
and if sell which one or all?
Read Answer Asked by Nizar on May 13, 2020
Q: Bought ZRE in a non-registered account just weeks before COVID. Down 33%. Yikes. Would you suggest waiting it out? And if so - looking at your trusty crystal ball - when would you see share prices for this ETF rising to pre-COVID levels (a year...two years)? Alternatively, is it time to cut my (considerable) losses and invest in another sector (tech, consumer cyclical?) which would have a better chance of seeing a faster recovery? Thanks.
Read Answer Asked by Maureen on May 13, 2020
Q: I picked some of FCR.UN today at $11.90/share for my TFSA. I am looking at this trust and thinking it is very cheap now - NAV around $18 and they did OK in April with 74% of rents collected plus they have tenants like Walmart, Canadian Tire, Liquor stores - and located in the bigger cities (GTA). Seems like they would do good long term at this price with a nice yield? I am looking at a 5 year hold at minimum.
Read Answer Asked by Kevin on May 13, 2020
Q: Hi - Can you update me on your thoughts about Allied Reit. I am long but am concerned about pressure on commercial real estate (eg companies looking for less space than before due to remote work spaces/office sharing). So I guess it boils down to would you be buyers, sellers or holders of AP.un leaving gain/loss for taxes out of the consideration?
Read Answer Asked by Doug on May 12, 2020