Investment Q&A

Q: How would you rank the following REITS, in terms of long term holds? REI.UN, BEI.UN, AX.UN CAR.UN

Q: Hello, could you comment on Freshii and Riocan earnings?

Thank you
Stephane

Q: I have an RRSP account that I have had for years with only mutual funds in it. It doesn't have very much growth and I'd like to do something else with the money, but don't want to pay it a lot of attention, but rather let it sit in the background and grow for the next 15-20 years. It represents about 25% of my total holdings. All my other accounts are fairly balanced, mostly with your recommendations, but I realize I have no REITS at all. I'm wondering about rolling this one into a group of solid dividend producing REITS. Are you able to mention 5 or so that would be diverse and relatively safe for this kind of hold? If you find 20% too large of a position for REITS please suggest some other larger stable co's that I could buy and forget. Thanks. Kim

Q: Hi,

I'm considering selling REI.UN and buying HR.UN. Any thoughts on this trade? Any risks for HR.UN that don't apply to REI.UN?

Thanks,

Gord

Q: I currently hold TCN and REI in my TFSA. I am thinking of selling them and replacing with IIP.UN and CAR.UN. I am looking for income with some growth. Do you recommend this or would you leave things as is or possibly consolidate to just one? If so, which? Weighting is high - 17% for REI and 10% for TCN.
Many thanks for your great service!

Q: I would like to invest in a REIT. What is you opinion of the above REIT's with an eye towards income. Any other suggestions?
Thanks,
Jen

Q: Hello
Could you comment on REI.UN and (TA & RNW) quarterly earnings?
Thank you.
Stephane

Q: Good morning 5i team,
I am 72, have no private pension, a diversified portfolio (50/50 asset mix RRIF included; no real estate holdings other than my residence), with a 10-year "quality" bond ladder in my RRIF to cover CRA withdrawals. I have funds available in my RRIF, and am considering an investment in REI for income and long-term capital appreciation. I would appreciate your thoughts, and any suggestions other than REI to achieve income and some growth in the RRIF.
Edward

Q: Can you compare FCR with Rio Can? What would your preference be between these 2 stocks ? Joe

Q: Hello, could you comment on earnings for these companies please?
Thank you
Stephane

Q: Greetings 5i,

I am making a effort to simplify my portfolio, and would like your advice on my current REIT exposure. Specifically, I currently hold REI.UN and CSH.UN at roughly 4% each, and am unsure whether both are necessary for my long-term strategy. REI is attractive to me based on its ownership of some of Canada's most important retail properties, its intention to diversify into residential holdings, and its excellent yield. CSH is held due to the nature of its business within an aging population, as well its stability in what I consider to be a relatively weak Canadian health care sector (my other healthcare exposure consists of UNH and JNJ). The income potential offered by holding both is nice, but, as a relatively young investor with a longer time-frame, I feel as if the funds from one might be better utilized on something with a slightly higher growth potential.

I am 36 years old, debt-free, conservative (although not totally adverse to risk), and greatly prefer long-term holds that do not require constant monitoring. My investment portfolio is strictly for the purpose of expediting my retirement, and I have no need of its funds for the foreseeable future.

Do you feel as if continuing to hold both would be beneficial, or would you recommend that I let one go and redeploy the capital elsewhere? If the later, which would you recommend I keep as a long term-hold?

Thank you.

Q: I currently own small positions in CRT & CHP which seem to be lying fairly dormant. To get a bit more momentum, I am considering switching these to REI . Is this a good strategy. My thinking is that mall owners may be switching to condo development as online shopping increases.

Many thanks, as always.

Joanne

Q: Could you please rate from best to worst. Thank you

Q: what are your thoughts and conclusion on the very recent up and down on the REI.UN share price?

Q: Would you switch these companies to SmartCentres REIT, thank you Jack.

Q: I have a question about retail exposure in REITs. My broker is encouraging me to sell these REITs due to exposure to retail and/or Alberta. Seeing that they all seem to have plans to rebalance their portfolios, I am less concerned. My exposure to retail is around 15% of my REITs overall (mostly via Riocan) and less than 5% of my total portfolio. My exposure to Alberta overall is about the same (mostly through these REITs). Would you recommend reducing my exposure to these REITs and in what order (descending vulnerability)?

Q: Hi Peter, Ryan & Co.
Can I get your assessment of Riocan's latest quarterly results released last week?
It seems to me that Riocan is now turning its strategy to redeveloping some of its retail locations into mixed retail/residential communities (with partners), which seems to make sense given the "Amazon effect" on retail. I would think this would be a great opportunity for them in the future, with more profitability than retail leasing alone. What are your thoughts?
Many thanks,
Brian

Q: Buy. or Hold. or Sell

Much appreciated. RAM

Q: Good morning,

I am looking for a listing of reits who would be exposed to the Canadian retail sector.( re: Amazon effect )

Thank you for your assistance.

Brad

Q: Which reits is will be effected by Sears by sears liquidation.