Q: Hello 5i, I am looking to invest in one or two Canadian real estate ETF. Can you suggest me 3 names with low cost, a good performance and low debt. Thank you! Jean
Q: The MIC stock continues to climb after the Brookfield deal closed.
What are your thoughts for the minority shareholders and the mortgage climate for the business going into 2020?
Thanks
Bob Rose
Q: What do you think about Inter Rent? It recently posted a very good quarter "Operating revenues for the quarter increased by $3.8 million, or 12.4%, over Q2 2018."
I was thinking of just buying this and holding long term.
Q: I've held Artis Reit in my RRSP for quite a few years. I'm thinking of replacing it with H&R Reit. My thinking is H&R Reit:
1) has higher quality assets
2) is almost 4 times the size of Artis Reit (base on market cap)
3) pays a larger dividend
4) is at least as diversified geographically and by asset type (office, retail, industrial, and residential) as Artis Reit
I have two questions:
1) Is H&R just now heading into the problem of too much concentration in Alberta that Artis went through over the last few years (so this may not be the right time for the switch)?
2) Is Artis share price going to appreciate over the next qtr or two from its divestiture of properties at above the REITs NAV? If so, maybe waiting a qtr or two before switching would be better.
As always, I appreciate your insights.
All the best to the 5i Research team in 2020!
Peter
Q: I used to own SVI on the venture, was tired of holding it and as a result missed it’s recent rally. What do you think of PSA on the nyse for a first time purchase.
Q: Hello Peter, just wondering what is driving REITs price lower today, considering both U.S. and Canada 10 yr bond yield trending down quite a bit today. Thanks!
I am looking for your opinion on FCR,un and a comment on its steady decline since the fall - would you purchase here ?
As well, would you buy the receipt as a means to enter the trade and receivee a short term lift in the yield until the installment is due?
Thank you,
Q: For those concerned about the proceeds from the DRG.UN disposition, I can advise that TD Direct Investing changed the portion designated as dividends to ROC on Jan. 3rd.
Happy New Years to you and your 5i family. What is the difference between iip.un and this private reit Equiton (also based out of Burlington,Ontario). Could you base your answer on dividend, past performance, size and mer.
Thanks,
Jim