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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: I note in your reply to Mark today you say that COLD is expensive; the question from an investment standpoint is how expensive are they? It seems that earnings expectations are all over the place for fiscal '19 and '20. First Call seems to expect over $1 in '20, TR 0.67, while PE ratios presented are anything between almost 300 and 130, which doesn't compute, and on top of that should COLD be evaluated as a REIT AFFO or other criteria or as an ordinary industrial equity? I also note that COLD has failed to meet earnings expectations for the past four consecutive quarters.

Taking into account actual earnings and volume growth could you please fill in some of these gaps and provide a basis for reasoned evaluation of this company's share pricing. The price run down in recent days could provide an attractive entry into an enterprise which appears to have significant prospects because of industry needs as well as fragmentation. Thank you.
Read Answer Asked by Mike on November 11, 2019
Q: Hello Peter,
Can I have your opinion on this ETF. I like the holdings & sector weightings.
I am considering it instead of ZLB. Yes, it is smaller & hasn't performed as well as ZLB, but it has a slightly lower MER and a higher dividend yield, which I like.
What is the max portfolio weighting you would recommend?
I am also considering bumping up the reit weighting with REIT and would appreciate your opinion on this ETF also.
Thank you,
Martin
Read Answer Asked by Martin on November 06, 2019
Q: Looking to more reit exposure I am thinking above three mentioned, either all three or combination. Any thoughts, or opinions would be welcomed, also, please rank in order of preference
Read Answer Asked by John on November 06, 2019
Q: Hi,
Looking for a REIT with momentum, good growth, reasonable dividend at a fair price.
Would Starwood Property (stwd), Brixmor Property (brx) or Realty Income (o) fit the bill ? Or any other you think would better achieve the purpose ?
With many thanks,

Jacques, Mtl
Read Answer Asked by Jacques on November 05, 2019
Q: Just a comment on pros and cons of receiving distributions as return of capital. While a nice problem to have I believe if the ROC results in the capital cost base going negative the ROC is taxed as income.
Read Answer Asked by Lynda on November 04, 2019
Q: Please explain the pros and cons of receiving distributions as return of capital. Also does this differ for non- registered, RRSPs and TFSAs?
Read Answer Asked by bill on November 04, 2019
Q: Both down significantly and I own neither, but have been watching FSV and to a lesser degree, CIGI.

For exposure in real estate and seeking growth (not income) would you prefer one over the other, or are these close enough to equal as far as 5i is concerned? Any guesses as to which one bounces back faster?

Thx.
Read Answer Asked by Cameron on November 01, 2019
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