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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 have small positions in sis and csh.un and I am looking to add comparable positions in real estate that has a focus outside of Canada. Would you recommend either Nwh.un or hlp.u with regards safety of dividend with moderate capital appreciation and your reasoning? Thanx.
Read Answer Asked by Steve on February 09, 2017
Q: Hello 5iTeam
RBC has just announced a IPO for Northwest Healthcare Properties REIT fir $10.10. Would you consider this comparable to Chartwell or Sienna and which would you prefer or just stay away from Healthcare altogether?
Regards
Kathy
Read Answer Asked by Kathy on January 24, 2017
Q: Greetings 5i team: Could you please comment on the above stocks with respect to their current versus historical valuations? I guess I am trying to gauge the extent(if at all)their share price is being "propped up" by their yield. I think I know the sectors that are considered most vulnerable to interest rate increases, but do any companies jump to mind that could be more negatively affected than their peers, particularly if rates rose faster than the market anticipates or for the wrong reasons, i.e. inflation versus economic growth? Thank you and best wishes,
Read Answer Asked by Stephen R. on December 21, 2016
Q: I'm 78 and interested in income with security of capital and I'm wondering about changing the percentage allocation of various sectors. For example, rather than hold 5% in each of healthcare, materials and energy, I'm considering holding 15% in healthcare. NWH.un, SIA, DR and SIS are broadly diversified within the sector, provide an excellent average income and have been generally approved by 5i. What do you think, and feel free to make suggestions.

Thanks for all the steady, interesting and profitable suggestions daily.
Read Answer Asked by Tim on November 25, 2016
Q: are these stocks okay to hold as dividend income with possible capital appreciation or which ones would you recommend selling and what would you replace them with?
Read Answer Asked by Gary on November 21, 2016
Q: In my income portfolio, I currently have these 3 REITS invested. I have some additional funds now to invest, which of the 3 do you think is currently the best to add to for long term investment?
Read Answer Asked by Eugene on October 18, 2016
Q: For the past 8 years I have been trying to pick up yield by buying convertible debentures. My objective for the past few years was to get a yield to maturity of at least 5% on these debentures. Today Superior Plus is redeeming one of their convertible debentures (SPF.DB.F). I would like to buy another convertible debenture from the cash that I will be receiving. I am considering NWH.DB.B or NWH.DB.C. Both of them have yields to maturity in excess of 5%. What do you think of these two convertible debentures as a fixed income investment? Note that I am not concerned with conversion privilege. This is a proxy for exposure to a fixed income vehicle. I am only concerned about the yield and the company's ability to pay the principal at maturity.

Thank you
Read Answer Asked by Robert on September 16, 2016
Q: Hello again: I meant to include this property in the question I asked earlier this morning, but please feel free to charge me another credit. Northwest healthcare was unloved by most analysts for the last couple of years but they seem to have turned the corner in terms of investor sentiment since the stock price is up $2 on what was a $7.50 stock at its low. Is this kind of increase justified in your opinion and what is your view on its prospects going into the future. I notice that they hold the second highest percentage of their holdings in Brazil (although it is still a distant second to their Cdn. holdings) and could this be a concern given Brazil's current economic malaise? Thanks again, Don
Read Answer Asked by Donald on April 29, 2016