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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: These 4 are currently losers in Registered Accounts.
Time to sell and move on or continue holding?
Read Answer Asked by Richard on December 16, 2022
Q: which companies would you invert for 3 year term:
wsp,stn,ecn,dir.un
thanks
Read Answer Asked by gabriel on December 15, 2022
Q: Is it a good time to start buying REITS or should I wait until 1/2 way through next year when we know more about this recession that everyone is predicting?

Can you recommend 1 or 2 CDN and 1 or 2 US for a long term hold?
Read Answer Asked by Graeme on December 12, 2022
Q: I like theses 3 reits. Is there 1 you would you would prefer to hold in a non registered account for more tax efficient distributions
Thanks Terry
Read Answer Asked by Terry on December 07, 2022
Q: Can you supply a few suggestions of dividend stocks that may be good to purchase during tax loss selling? Canadian and US if possible.
A few growth stocks would be a good balance to this question as well! Thanks, James
Read Answer Asked by JAMES on November 28, 2022
Q: Looking for an industrial stock to pair with WSP. CNR has lower volatility, but a higher p/e compared to TFII. I am older looking for total return close to 10%. Would welcome other suggestions. Thank you
Read Answer Asked by Richard on November 24, 2022
Q: On the recent report card for this REIT some numbers given at the top do not agree with those at the bottom under key stats eg 5 yr. revenue growth, current ratio, insider ownership etc. Which to believe?

Also I very much miss the Peer Relative Valuation section we used to see at the bottom instead of key stats that surely should be a duplicate of those above. Any chance of reviving this informative area?
Read Answer Asked by Jeff on November 14, 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: I own grt, smu and dir. I notice that dir and grt are up very strongly today (so far) coinciding with the take-out of smu (announced today). I know you don't give personal advise, however, in principle, do you think it might be time to sell dir and especially grt while their share prices are inflated because of this take out? Perhaps buy them back later when their prices come back down?
Read Answer Asked by arnold on November 07, 2022
Q: Just read that SUMMIT is being taken over. Fortunate enough to own both Summit & Dream Industrial in my TFSA along with HOM-UN-T and TCN along with Interent, Killam . Thinking ahead what would you suggest I replace SMU with in the Cdn Reit space?
Thanks David
Read Answer Asked by David on November 07, 2022
Q: Hi There,
I am considering taking up a position in either DIR.UN or TSU.
After TSU's recent run up, which of the two would be your preference for a 3-5 year hold at current levels?
Additionally, in your opinion, what is the likelihood the the federal government will change the tax rules around REITS in the short term?
Thank you.
Read Answer Asked by Kevin on November 07, 2022
Q: Thanks for the recent report on DIR.UN.

What is the current FFO payout ratio, and is it sustainable in a prolonged stagflationary environment should it occur ?

I was thinking of pairing this REIT with something in the Self Storage sector such as LSI. Would this be a good plan, or is there a better REIT pairing ?

In general, I thought REITs overall would be performing better in this current bout of inflation. Is it all about interest rates?
Read Answer Asked by James on November 03, 2022
Q: Hi 5i
I see you've added DIR.UN to the reports. That's good news.
I bought Dream Ind. 6 years ago because of your OK comments about Dream at that time. I'm up just over 100% and have nice dividends. So thank you very much Peter.
Do you have any other industrial reits that you feel are OK ?
Thx for your hard work
Gerry
Read Answer Asked by Gerry on November 02, 2022
Q: I have these Equities in a RIF Account and I would like to add cash I have available. Please let me know your preferences and maybe your reasons if possible.
Thank you as always.
Albert
Read Answer Asked by ALBERT on October 13, 2022
Q: I own DIR.UN in my non-registered account. To be more tax efficient I would like to sell and repurchase it in my registered account. Can I still claim a tax loss in this situation? Do I need to wait 30 days after the sale before repurchasing it in the registered account?

As usual, thanks for your service.
Read Answer Asked by Douglas on October 07, 2022
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