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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: SeekingAlpha sent an email update on NWH today stating:

“NorthWest Healthcare reported Q3-2022 results and updated on a few key initiatives.

Adjusted funds from operations dropped sharply and dividend payout ratio hit 133%.

Dividend cut looks highly probable in 2-4 quarters.”

The share price of NWH has been weak as of late, but the reaction to the quarter wasn’t terrible; ending the trading day down 1.01%.

What would be 5i’s assessment of the quarter and SA’s prognosis?

Would you view this as a hold or a sell? I had purchased NWH for income going into retirement thinking that the dividend should be relatively stable.
Read Answer Asked by Cory on November 16, 2022
Q: Hi 5i, looking for help taming the RIETs part of my portfolio as i own all of the above. Can you help me with selling some REITs (anything I've doubled up on or is not the best choice). I am planning on redistributing the funds to the remaining REITs. As usual your help is appreciated, if you could rank them also that would be great.
Read Answer Asked by Mark on November 10, 2022
Q: In my non-registered account, I have had small holdings in MRG.UN and NWH.UN for years, as well as larger holdings in ZRE and FIE. I was wondering if I should consider selling all four and splitting the proceeds between GRT.UN, CAR.UN, CPX, and SLF. I am looking for income but would also like some capital appreciation.
What do you think? Note that I also hold ZRE and FIE in my RRSP and plan to keep both in that account. Thank you.
Read Answer Asked by Kim on September 22, 2022
Q: Hi. could you please rank these REITs in order of safest business model during a recession and relative security of distribution. Thanks.
Read Answer Asked by Gary on September 01, 2022
Q: I have never owned a REIT but started looking at a couple. In doing so I realized that I really don’t know what to evaluate in a REIT (beyond type of asset - land, commercial, residential, specialty) and things I normally see as red flags may not be here. Can you tell me a few of the most important fundamentals to look at when comparing REITS (negatives to watch out for specifically, and positive indicators). For example my initial concerns were steady increases on common shares outstanding (seems acceptable and typical of all REITS) and what debt levels are acceptable. If you could tag your favourite REITS today I would appreciate. I have only looked at LAND and IIPR so far.
Read Answer Asked by Dan on August 30, 2022
Q: Hi Peter & Team:

Your thought on the above REIT if i am going to buy now. From most favourable to least. Secondly your comment on the drop of distribution on INO.UN. Thank you
Read Answer Asked by DAVID on August 22, 2022
Q: I have held NWH for several years at about a 2% position, and am considering adding another 1-1.5%. While I have been pleased with the performance/dividends over the years, I am also looking at MPW, which would add some $US, pays a better dividend, is larger and is more US-oriented. Could you compare the two stocks in terms of debt, P/NAV, dividend sustainability, payout, etc, and comment on whether you think they would complement each other to some degree (or is it more of the same). Buy MPW or more NWH, or is the position getting a little large in a specialized area?
Thank-you
Read Answer Asked by grant on August 08, 2022
Q: Hi, for higher income and safety of distribution could you please list 4 or 5 attractive REITS. Growth is not a concern, just income and relative security. Thanks.
Read Answer Asked by Gary on July 22, 2022
Q: Hi again 5i

Just a follow up to my previous question Redding TCN. My observation after some research leads me to believe that NWH has not only fallen less on hard markets than TCN and pays a 6.2% dividend substantially more than TCN
Would this be a good exchange long term?
Read Answer Asked by Peter on June 13, 2022
Q: Hi,
What 5 or 6 uncorrelated Canadian companies & REITS would you pick for a "HIGH YIELD" portfolio for SAFE INCOME?

Thanks
Read Answer Asked by Carlo on June 10, 2022
Q: All four of these companies seem to be interest sensitive & are dropping a lot. NWH.UN is still up 15%,TIXT is down 25 %, while IIP.UN is even & DIR.UN is down 18%. Should I sell because of the announced & upcoming interest raises or continue to hold them? They all appear to be good companies but are being swept along by the tide of selling.Thanks
Dave
Read Answer Asked by Dave on May 03, 2022
Q: Would you please rank these 12 REITs for future growth prospects, where 10 is the best prospects & 1 the worst. Also would please indicate what REIT assets contribute to future growth & those REIT assets that have very little future growth. Thanks ... Cal
Read Answer Asked by cal on March 23, 2022
Q: Can I have your thoughts about these stocks and ETF’s for someone with a 3 to 5 year timeframe and who is in their mid 30’s?

Thanks
Read Answer Asked by David Michael on February 07, 2022
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