skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Which industrial REITs (Canadian or US) are best positioned to ride the Amazon tail winds? Would WIR.UN be one of them? Which REIT would have the most exposure?
Thanks
Read Answer Asked by Tony on April 27, 2020
Q: I would like your help putting together a yield portfolio of between 15 and 20 names.
This would be the entire investments for my wife and I. We are both retired and now live full-time in the U.S. And at some point I expect my Canadian newspaper pension to disappear, so I am looking to replace that money.
I would like your opinion of the above names with regard to safety of the income and overall diversification.
I would also appreciate some additional ideas and would like to know if I`m off base on any or all of these names.
I am currently only invested in CM, BNS and BMO and DIR.UN.
Please take 20 credits (or more).
Thank you in advance for your invaluable assistance.
Read Answer Asked by Kyle on April 21, 2020
Q: Could you give me your top 3 REIT choices here and the u.s. going forwards and why.

Thanks for all your support.
Read Answer Asked by Mark on April 14, 2020
Q: Hi,

Do you agree that many REITS and utility companies are historically way overvalued considering their lack of growth?
If I was to invest in REITS and utility companies for the next few years, could u pick 2 REITS you like for US and 2 for CDN exposure?
Could you also pick two utility companies you like for US and 2 for CDN exposure?
Read Answer Asked by Graeme on April 08, 2020
Q: Thank you to the whole 5I team for your precious help during these difficult times. I am retired and I hold shares in a corporate account of DIR and CAR with losses of approximately 30% each. The company is expected to close within 3 years. Do you think these 2 titles will go back to their paid level by then. If not, would it be appropriate to sell them take a tax loss and migrate to companies with slightly lower dividends but with more growth? I thought of BIP and BEP or BAM. If not, do you have any other suggestions?
Read Answer Asked by Yves on March 31, 2020
Q: Benjamin Tal was speaking on the current situation and crisis. He indicated that the crisis has identified significant cracks in the current global economy and he is forecasting some significant changes in how companies will operate going forward. Particularly he identified that the vulnerability of the supply chain and the 'just in time' approach to supply. He believes these 2 things will change going forward. He believes we will see an acceleration in de-centralization (started by trump) and a more balanced approach to having supplies on hand. If you beleive in these 2 economic trends, what stocks do you believe would fit these trends. I am thinking commercial warehousing and the like?
thank you.
Read Answer Asked by kelly on March 23, 2020
Q: Hi Peter and Staff

If we end up in a longer (say 1-2 year recession) can you provide any comments as to which of the following could suffer more from vacancies or unpaid rent based on their tenants ?

GRT.UN, DIR.UN, SMU.UN

Thanks for all you do
Dennis
Read Answer Asked by Dennis on March 20, 2020
Q: What are your two favourites REITS today? And, what are your two favourite REITS today with dividends >3.5%? Thank you.
Read Answer Asked by Maureen on January 27, 2020
Q: I own Chartwell and H&R few years , they are steady however it appears in the continuing low interst several Reits out perform like Granite REit Dream industrial cap reit etc I don't follow Reits . I am considering replacing one say H&R or both
with quality names in Canada or U.S Sector doesn't Matter
Read Answer Asked by thambirajah on December 18, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!