Investment Q&A

Q: Greetings 5i, your updated analysis please on PLD in terms of valuation, balance sheet strength and future growth. In your opinion would you add, hold or sell, assuming one wants exposure to the Industrial REIT sector? I also hold DIR.UN, have recently added to that position and intend to hold. Thank you.

Q: Can you tell me which of these 2 would be best in a TFSA vs a regular account for tax purposes?

thank you

Q: Hi, in my rrif account, I have both, and I’m considering selling dir.un and adding to Zmi. Dir.un 5years ago was approximately $12.30 when I bought it. Today it is much the same, I think if I sold I might make $100 . Zmi seem much more diversified, safer and could actually make some capital gains. Is the .20 mer and 1.2% difference in dividend a deal breaker, or would you consider this move for a riff account.
Thanks

Q: Which ones (if any) would you buy and hold and forget for 10 years?

Q: What are your thoughts concerning REITs in this current market? What would you suggest as a couple attractive options?
Thanks Ric.

Q: BUY. or. HOLD. or SELL for a 3 to 5 year period?

Q: Hello 5i

I already own DIR for the dividend. Which is the better choice: adding to NXR with a higher dividend or just adding to my existing DIR holdings?

Thanks guys
Ken

Q: I have substantial units of DIR.UN and I am wondering when the $10.80 USD ($15.01 CD) take over by Morgan Properties would be reflected in the CDN price of the units?
As of this writing the price of DIR is only $12.29 CD?
I don't want to sell if the price will come up. Usually the acquired company's unit price goes up and the acquirer's goes down? Thoughts. Thanks. Bill

Q: Good morning

Ive held both of these reits for several years in my rrifs. On car I’m down 13% and on dir flat.

Over the past year car is down 15% and dir is down 5%. That performance doesn’t include dividends

Can you suggest 2 other equities that offer similar income but will come with additional growth?

With thanks

Sheldon

Q: Hello 5i,
I see that DIR.UN just reported on Aug. 5. No questions have been asked since July and the last report was Sept. 2024 when you had it as a "B+".
Do you see yourselves updating the report any time soon?
Any recent changes in your thinking on this one? Was the recent quarter notable in either a positive or negative manner? Or, was it just a "steady as she goes" kind of quarter?
Thanks!!
Cheers,
Mike

Q: How would you rank the following reits (AP.UN, DIR.UN, HOM.UN, MHC.UN, MI.UN, NXR.UN, PLZ.UN, PMZ.UN and REI.UN) for total return. Are they any you would not buy or would only buy a partially at this time?

Q: I am looking at buying Canadian Dividend payers. What are your highest conviction dividend payers. Can you provide top 10 list. Please keep in mind valuation.

Thanks

Q: Hi, would like to know your thoughts about an alternative to dir.un. Have had this one for about three years B.E. 12.60 ,(in an rrif). Or thoughts on another stock or etf I could add to dir. as it is my only stock in R.E. Sector.
Thanks

Q: Those excellent Cies, and others in various sectors, could be significantly punished if the US law bill 899 were adopted by the US senate with no change..Curiously, the valuations of those Cies are not compromised to this day , maybe because it is still too early, and that all this would only start in early 2026....What strategy do you suggest concerning all Cies that have significant US revenues in general ,before any official US senate confirmation? Your point of view shall be extremely appreciated !

Q: I am about to clean up my registered accounts and am wondering if any of the following units which are all down at least 5% should be sold: BCE, AW, XPF, CPD, NWH.UN, DIR.UN and TXF? I have owned these stocks for some time for income but if you think their prospects are limited, I would be content to sell them and reinvest the money elsewhere.

Q: I am under water now with DIR.UN, and have noticed that you are recommending GRT.UN more often as an Industrial REIT option. Should I switch?

Carl

Q: Hello 5i,

We are looking at our fixed income and dividend portion of our portfolio. Dividend stocks are 6% of our overall portfolio.

Bam 3.19%
AW 2.59%
BEPC 5.41%
DIR 6.69%
NTR 3.95%

We want to add another 2% to dividend stocks. Add equally to the above or, add ZEB or CDZ?

Thank you
D&J

Q: If not already asked: What are your thoughts about DIR.UN’s earnings?

Q: As a shareholder I am curious as to their reasoning for not raising the distribution since inception (about 12 years!). It has been about 6 cents for all that time. I also note that the share price has not been growing also, which more or less defeats any convincing argument that funds are being held back to do accretive acquisitions. The payout ratio seems low for a REIT, at 69%, and I note that it has been steadily decreasing. The share count is also increasing (primarily the DRIP?)
My current view is that I can no longer be a shareholder if there is no dividend increase, or if there is an argument as to why that isn't going to happen.
Do you have any argument that could support my remaining a shareholder in a company where neither the distribution nor the share price is increasing?
Thanks!
Paul K.

Q: I just signed up with 5I a couple of weeks ago and you are suggesting I purchase more real estate holdings in my portfolio

Is DIR.UN a good buy at the moment and what is the long term prognosis.
Thanks
Ron