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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: Having sold my AAR.UN on the buyout news, I have been sitting on some cash and looking at either DIR.UN or NWH.UN to replace AAR. Do you have a preference between these two, and your reasons. Note that I am more interested in income stability than growth, and already hold a small position in NWH.UN.
Thank-you
Read Answer Asked by grant on March 02, 2018
Q: I hold these 3 RIET’s in my investment accounts. I am looking for a replacement for H&R. Would appreciate your suggestions to provide a reasonable return with some growth. The holding will be in a taxable account.
Thank you
Les
Read Answer Asked by Les on January 22, 2018
Q: Hello Peter,
I hold a balanced total portfolio across my TFSA, RRSP and non-registered accounts. I keep my highest dividend payers in my non-registered and currently have them on DRIPs. Are there any of theese that you don't think should be on DRIP because they are too risky?

ALA, KWH.UN, FTS, BNS, SLF, GS, NWH.UN, ECI, EIF, BCE
Read Answer Asked by Pamela on December 07, 2017
Q: I am in my late 30's, and I have a long-term time horizon. However, I find myself gravitating towards stocks with stable businesses that pay dividends. I currently own BEP.un, NWH.un, CSH.un, and SLF.
For a long-term, yet somewhat conservative investor, what are some companies that I should consider adding to my portfolio? Thanks in advance!
Read Answer Asked by Jonathan on October 17, 2017
Q: Hi,

I'll be managing my spouse's account in the next month or so. One of the reasons we'll be managing it ourselves it is that our current manager does not take a balanced approach to portfolios, thus she has about a 25% weighting in REITs. Below are the REITs she holds, can you prioritize them in terms of what to hold or sell? Each of the below is between 2 and 4% of our portfolio value and we don't need the income.

Northwest Healthcare
BTB REIT
Extendicare
Dream Office
Northview Apt
Slate Office REIT
One REIT (which is being bought out I understand)

Thx.
Read Answer Asked by Cameron on September 29, 2017
Q: As a new member of 5i Research, I first want to thank you for the service you provide. Fantastic.

I am reviewing the Canadian portion of my RRSP, sector by sector. I have a balanced approach and 15+ years ahead of me before transferring to a RRIF.

I find myself a bit underweight and concentrated in Healthcare, owing only NHW.UN (4% of Canadian portfolio). I was thinking of switching half into CSH.UN for diversification within the Real Estate/Healthcare space, then add a 3% position in GUD for more growth. What are your thoughts?

Note: The US portion of my RRSP, which is half the size of my Canadian portfolio, is invested in Mutual funds with Healthcare/Big Pharma representing about 16% of my US holdings. So my strategy would bring Healthcare to 10% overall in my RRSP.

Thx.
Read Answer Asked by Christian on August 25, 2017
Q: Am thinking of adding 1/2 a position of NWH.UN to a tax advantaged account. Already have a half position in SIA. Would be interested to know degree of insider ownership and significance of institutional interest in NWH.UN and, if possible, short term debt (say, 18 to 24 month -- because of possible rate increases). Thanks for all you do. Deduct as many question 'points' as appropriate.

Alternatively, could add to SIA. Thanks, Bill
Read Answer Asked by Bill on July 10, 2017
Q: I hold smaller positions of the above collection of what I would consider to be "second tier" income stocks in an unregistered account. I also have BIP.UN, CSH.UN and HR.UN in a TFSA. I want to raise a bit of cash before the snow melts; which two or three of these would you sell first?

Thanks for the wonderful service - I've just renewed again!
Read Answer Asked by Dave on March 14, 2017
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