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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: Good day!
I have enough money to initiate a new position in a senior's income portfolio. So I am looking at these tempting higher dividend paying companies. Of the 3 which would you recommend? Or another recommendation?

Also, I would like to thank you for your invaluable assistance in managing our portfolios and wish all the team members a wonderful Christmas and a great New Year
Read Answer Asked by David on December 21, 2017
Q: I hold substantially less than 5% of each of the above securities in my diversified portfolio.The sector is not over-represented in my portfolio. I would appreciate your opinion as to which, if any, should be sold because of duplication; and/or to reduce the # of stocks held; and/or because of other specific concerns; and which, if any, should be added to. I do not require the cash from any disposition, am not averse to risk, and, subject to your comments, would reinvest it in this or any other sector which you recommend.Thank you in advance for your usual reasoned response.

Read Answer Asked by Harold on July 10, 2017
Q: Team 5i, would you kindly rank these 4 REITs? I just turned 64 and now want to focus more on Dividends and Asset Protection as opposed to Growth. I like the High Yields. Are they safe? Any other suggestions are most welcome.

Thanks as always!
Read Answer Asked by Austin on May 16, 2017
Q: I am considering adding pure play "Industrial" REITs to my REIT allocation. I currently have sufficient representation in the apartment and office/commercial sectors of the Canadian REITs

Please rank in order of preference the 5 pure play industrial REITs on the TSX. Am I missing any other names?

The market capitalization of the REITS are: Pure Industrial ($1.42B); Dream Industrial ($499M); WPT Industrial ($436M);Summit Industrial ($101M); and Edgefront ($68M).

Is Edgefront REIT too small to invest in?

Given Pure Industrial has Canadian and US holdings is it better than a 50/50 split of Dream (or Summit) and WPT which would give the same proportion of Canadian and US real estate holdings.

Please confirm whether WPT is traded in US dollars on the TSX.

Thanks for the excellent service.
Read Answer Asked by Stephen on March 08, 2017
Q: Good afternoon guys,

Please take the necessary number of credits..... My first question is about AX.UN. From what I have read, they seem to be managing the downturn in Western Canada fairly well - partially by diversifying in the States. Your thoughts on its prospects at this point in time? Does the distribution look (relatively) secure?

Second question pertains to Dream Office. Michael Cooper indicated that he thought the dividend at Dream Office would be lower within 2 years - likely due to their downsizing/rightsizing/upgrading their portfolio. Would you be inclined to wait for the stock to fall further before dipping your toes in?

Final question - Dream Industrial's payout ratio is getting too high. Do you see them cutting the distribution? It just seems that every time they report things look a little worse than they did in the previous quarter.

Thanks again for all you guys do. Great service.

Aaron
Read Answer Asked by Aaron on March 03, 2017
Q: The results seemed OK. Guidance was cautious. The stock is down around 8% or so in the last two days.

What is your opinion on the results and on Dream Industrial as a long term hold. The dividend is quite attractive.

I also hold Pure Industrial REIT and would it make sense to stay diversified or move over the holdings from Dream Industrial into Pure Industrial REIT. Thank you.
Read Answer Asked by Mayur on August 12, 2016
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