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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: 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!
Read Answer Asked by Jennifer on June 28, 2018
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
Read Answer Asked by Edward on February 26, 2018
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.
Read Answer Asked by Lucas on January 22, 2018
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
Read Answer Asked by Joanne on January 22, 2018
Q: Could you please rate from best to worst. Thank you
Read Answer Asked by Anne on January 03, 2018
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)?
Read Answer Asked by Carl on December 04, 2017
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
Read Answer Asked by Brian on November 06, 2017
Q: Buy. or Hold. or Sell

Much appreciated. RAM
Read Answer Asked by Ray on November 01, 2017
Q: Do you think REIT's should be owned in ones portfolio? Does a 10% weighting seem to much? Also can you rate the following from best to worst as I am looking to get rid of one. GRT, REI and CRT.
Thanks
Read Answer Asked by sean on October 06, 2017
Q: greetings, looking to top up one of my reits - i have 1/2 positions in all three. If you were to add to one which one do you believe is the best value today assuming the alberta market continues to recover. Looking for a modest stable dividend as i am nearing retirement.
Read Answer Asked by kelly on October 05, 2017
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