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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: It is on 5I Tech Analysis on Nov 25 with a $7.70 B.O. It is the co's intention to buy back(BB) $100m worth of shares in 3 stages on "Tender Offer".1)On Aug 29/19 BB 4m shares @ $8 = $32m. 2)Feb 3(closing price $7.72) stated offer to purchase 4m shs @ $8.25(closed@ $7.91today) to commence on Feb 7 to Mar 16.(=$33m). 3)Later this year,will offer to BB $30-35m @ min. $8.50. My 2questions 1)should I tender my shares knowing that there is a higher offer @ $8.50 later in the year plus a current 5.08% yield.?Alternatively,I can tender & buy(hopefully at a better price) at a later date. 2)If I buy more shares the next few days(today's price of $7.91 lower than offer price of $8.25),do they qualify for the $8.25 tender offer? Please advise. Also please comment on the Q results released today after close of market. Txs for u usual great services & views
Read Answer Asked by Peter on February 19, 2020
Q: I own Boardwalk and Interrent REITs. I have nice gains in both. Boardwalk finally seems to have some momentum behind it after languishing for a few years. With a solid quarterly release in the next couple of weeks, do you think it can continue to move higher and get back to the $60's. They keep saying they are trying to diversify the portfolio, but no major moves yet out of Alberta. Alberta's economy is doing better, but the name will always be attached to oil until they diversify throughout the country. Thoughts?

Thanks,
Jason
Read Answer Asked by Jason on February 18, 2020
Q: How do you rate these 3 REITs, Cold being an American Reit that’s had successful growth in the states compared to Car.un and IIP.un in Canada?

Thnx for the awesome service!!👍
Read Answer Asked by David on February 14, 2020
Q: I have held a position in CSH.UN for a long time. I recognize that the share price growth will be slow, but its distribution growth is frustratingly slow.
I'm not looking to hit a homerun. I'm looking for stability and really my main focus is distribution growth as I plan to hold long term.
I am looking to add to my REIT holdings. Are there other REITs you would suggest or should I add to CSH?
Kind thanks for your time and expertise.
Read Answer Asked by Ian on February 14, 2020
Q: Hi
I am looking for a good Canadian REIT ETF and a US REIT ETF from the US. I understand that the Canadian REIT will have less diversification but am interested anyways. Thanks, Len
Read Answer Asked by Leonard on February 12, 2020
Q: Hi 5iR, InterRent real estate appears to me to be a low profile property owner and developer with about 8000 suite located in Ontario and Quebec. The stock price is currently $17.00 and the company yields a very modest, 1.8%. If I had bought IIP in 2015, when it traded at $5.00 I would now be up 240%. The 5yr graph is any investors dream, slow and steady, constantly moving up with almost zero volatility. I like what I see and read about this company.
What am I missing here??? Thanks Team. Cheers, Chris
Read Answer Asked by Chris on February 12, 2020
Q: I would like to have a good REIT stock. Would you recommend buying BPY? Or do you prefer other REIT stocks?
I read the company did some buy backs last quarter. Do you see the stock bouncing back in 2020?

Thank you
Read Answer Asked by Kristelle on February 11, 2020
Q: Hi Guys
I hold BPY.Un amongst a few other Brookfield entities including Bam.a. I was thinking of adding more to BPY.UN and just have a question about it's book value. I know the company is never going to be sold but just kind of wondering what is realistic for book value for BPY.UN and what your screens show. When I look up book value it changes considerably from source to source and I think that might be in part because it has US and CDN listed shares. For example Scotia iTrade pegs the Price to Book at .6. So from your sources what would you say the book value is, in either CDN or US dollars - whatever is easiest for you? Also is there any kind of catalyst you can think of that would move the stock price closer to book value?

Thanks so much Stuart
Read Answer Asked by Stuart on February 10, 2020
Q: I acquired shares of HR.UN twice in 2013 and then in 2018 such that I now have 500 shares at a cost basis of $21.28 per share. So I have a capital gain of only 3.6% now, but of course have harvested dividends on a monthly basis all that time. Obviously I am a 'buy and hold' type of investor predominantly.
I am retired and this holding is in my RIF so the dividend income is very relevant to me.
Is it time to switch into another REIT for the next 7 y or so or should I just stay where I am, in your opinion. If I was to sell, what would be your top 3 REITs to consider with no regard to type of property holdings?
With thanks, gary
Read Answer Asked by Gary on February 06, 2020
Q: I own positions in each of these companies and am wondering about the future prospects of each.
Regarding FCR, does the recent activity of a major shareholder (Gazit Globe) selling some of its shares and an intention to sell more, significantly reduce the future price of the shares? Another way of expressing this is the freedom from Gazit allowing the company to improve their prospects?
REI seems to be a company that has stalled over the last few years. I realize they have been suffering from their holdings in shopping centres but have expected a more positive improvement.
Please give me your opinion on the prospects for each over the next 2 years as I am considering selling both positions.
Read Answer Asked by DAVE on January 31, 2020
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