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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: 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
Q: Does the recent announcement by Riocan to sell off properties in secondary
markets offer an opportunity for smaller Reits to buy some real estate
in smaller centres or is it a sign of dwindling profitability in retail
real estate in those centres? Are there any Reits that might buy these properties from Riocan ? Thanks, Joe
Read Answer Asked by Joseph on October 04, 2017
Q: Good morning...thoughts on the Riocan news...I held RIOCAN for over 10 years and sold six months ago...I do not believe in retail REIT (for income) as a long term hold...I was interested though in the potential diversification away from retail...Do you think the capital appreciation will be there and potential growth in income...is it too early to jump back in? Thanks
Read Answer Asked by Matthew on October 03, 2017
Q: Smart REIT keeps falling. Are rising rates clouding the outlook? Do you think it's wise to keep holding, or would you actually buy more? I'm not in it for income. Similarly, would you start a position in RIOCAN today? Thanks for your thoughts.
Read Answer Asked by Brian on September 13, 2017
Q: Greetings 5i,

I currently have a half position in REI.UN. They offer a nice yield, have strong anchor tenants, and I am intrigued by their plans to diversify into the residential space. However, it's recent performance has been less than stellar, and I am concerned that the traditional shopping centre may not have a particularly bright future in the age of the online marketplace.

I am 35, fairly conservative, and have a preference for long-term holds with strong fundamentals. My only other exposure to the REIT sector is CSH.UN (also a half position)

Would you recommend REI.UN as a long-term hold (5 years plus), or do you feel as if this capital would be better deployed elsewhere?

Thank you.
Read Answer Asked by Lucas on August 23, 2017
Q: Hi 5i. I have held full positions in REI.UN and MRT.UN for what seems like forever, enjoying the yield. With the trend towards on-line shopping I am a little worried about owning shopping malls and am considering selling one of these and replacing it with
Read Answer Asked by MATHEW on August 08, 2017
Q: Hi 5i,

My portfolio has: AD, POW, REI,SRU, PPL, ATD, MG, BCE, EMA and GUD.
In your opinion do I have exposure to all sectors with quality stocks? Which ones would you suggest to add or get rid of?

Thank you!
Read Answer Asked by Lizette on July 21, 2017
Q: Hello,

I have a previous position in RioCan that has lost 6.5% value. I also have some spare cash from distributions to reinvest. I am tempted to add to the position in order to bring it to the allocation target and also average down cost. I see a lot of the REITs are suffering though, probably due to the recent interest rate hike. In addition RioCan has been mentioned in the news regarding Sears Canada stores shutdown. They defended very well though saying that Sears only attributed very little to their income.

Would you add to REI in this situation and do you see any fundamental concern going forward with RioCan?

P.S. I don't need the distribution income immediately and will reinvest it anyway.

Thank you
Read Answer Asked by John on July 19, 2017
Q: What odds (high, medium, low) do you put on Riocan's strategy of building more residential on their existing properties having a 'worth while' impact on growth or dividend increases over the next 2 to 3 years?

The Financial Post reported Jan 2017 "The Toronto-based company has a portfolio of about 300 malls across the country, and is seeking to redevelop stores and add housing to at least 50 of them." Link to story: https://goo.gl/HZQQxG

The dividend increases have been small and infrequent over the last 9 years: Jan 2013 up 2.17% and Oct 2008 up 2.22%. Earlier dividend increases used to be roughly annual.

Note that I don't need the income from this stock, so it may be time to move on.

Thanks!
Read Answer Asked by Robert on July 12, 2017
Q: I have investments in the listed Investment Trusts for income.
With the problems in the Retail Sector (Sears, The Bay, etc), and the growth of on-line shopping, are the values and incomes of any these Trusts exposed?
REI.un and CUF.un have been on a steady decline.
Thank you in advance for your comments.
Dietrich
Read Answer Asked by Dietrich on June 19, 2017
Q: Morning,

Would like to know if the dividend from Cominar is currently safe and your view on the stock on an income based portfolio? Would Slate Office REIT be a good replacement if Cominar is deemed too risky?

Thanks!
Read Answer Asked by Richard on June 19, 2017
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my real estate sector which is 3% of my current portfolio. Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio as I am a middle aged investor.
Read Answer Asked by Terry on May 17, 2017
Q: I have been thinking about selling Riocan a bit concerned about the dropping price. I am in a positive position. In a previous questions I asked your opinion on PD. If I sell this position I was thinking of selling on the US side and have the funds deposited to the US side of my portfolio. My discount broker is TD and sure how that would work and would like to know your opinion. Thank you
Read Answer Asked by Heather on May 05, 2017
Q: Hi,
I've been accumulating a position of REI and SRU for a number of years for income. I've noticed not so good performance in REI, would like to know if I keep accumulated just SRU over REI.

Thanks
Read Answer Asked by Lizette on April 20, 2017
Q: Hi,

My wife has $10000 funds available for her TFSA. She's looking to buy RioCan her reason being is it has a good yield and good source for income. Do you any alternatives you think better than this stock that fits for an TFSA account which can give a good yield and the same time growth and stability.

Thank you for you great advice.
Read Answer Asked by sunday on April 18, 2017
Q: I have heard that the recent downturn in price has been due to the "Amazon effect". To which REI has decided to build apartments in some of their properties they acquired to develop malls. Considering that REI.un team is a smart group, it is reasonable to assume that they will succeed in this plan ?, maybe they will have a mishap in their first project (due to inexperience) , but in the long term they will create a stronger company. Then, when is the best time to buy their units ??
Read Answer Asked by Alejandro (Alex) on February 23, 2017
Q: Not all REITs are equal; so, would you say that HOT.UN is more sensitive to the economy than some others - say 50% interest rate- and 50% economy- sensitive? And what about REI.UN? Thanks again.
Read Answer Asked by Henry on December 16, 2016
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