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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: A few weeks ago you wrote: "REITs are quite difficult right now due to how weak the housing market has performed and recent news that the Government of Canada will slow immigration." I find this interesting as from CMHC "Canada needs about 3.5 million additional housing units by 2030 to restore affordability." Overall Canada only had 240,267 housing starts in 2023. So there is still a massive shortfall as the 3.5M works out to about 580,000 per year out to 2030. The numbers don't align with the lower prices seen in REITs. Thoughts? Thanks
Read Answer Asked by Mark on December 18, 2024
Q: What are your current thoughts regarding plaza reit as an addition to the income side of my portfolio? If negative, do you have any suggestions for stable high-dividend Canadian stocks that I can investigate? thanks, J
Read Answer Asked by John on December 13, 2024
Q: 5i has been positive on CAR.un for a long time. You are not alone. It seems to be a long term favourite of many if not most REIT analysts. I have held it since 2019 and am down about 9%. It is about $15 below its 2022 high and is trading at 2018 levels. I bought it for income. Other residential REITs have a superior distribution Every day I look at it and say to myself "why am I holding this." What do you see in the future of CAR.un that makes it a buy or even a hold? If I cash out, what would be your next best favoutite with a better distribution?
Read Answer Asked by Ken on December 04, 2024
Q: I have losses of these stocks to varying degrees in my tfsa.Do you see any reason to keep or sell in January? Would you please comment and rate your recommendations for each? Thanx.
Read Answer Asked by Steve on December 03, 2024
Q: I had asked a question about boardwalk selling off recently and you mentioned oil price sensitivity in Alberta and while it has sold off slightly more than peers the entire group has gotten crushed pretty much straight down for the past 6 weeks despite rates trending down (probably at or more than expected) in Canada. Why are these names selling off? I don’t get it. Thanks
Read Answer Asked by Scott on November 05, 2024
Q: Hi! Wondering if you are still positive on Interrent. Can you please comment on how this company is doing and if you see it as a buy, hold, or sell. With interest rates being lowered do you see this stock improving?
Thank you!
Read Answer Asked by Neil on October 25, 2024
Q: Your thoughts on RioCan REIT.
Thank you
Read Answer Asked by Carol on October 21, 2024
Q: I can not find much information on this company, can you please share your insights and analysis please, thanks. Also now that Tricon was acquired by blackstone, what alternative to Tricon can you suggest please, thanks.
Read Answer Asked by MG on October 11, 2024
Q: I hold these 3 REITs and the all went up nicely (roughly 10%)after the last BOC Rate decision,do you see them going back up if we have another rate cut on the 23rd,also it seems to me that InterRent is quite undervalued your thoughts on that company
Thanks
Read Answer Asked by Greg on October 11, 2024
Q: What are your comments for current new money in these small caps
Read Answer Asked by JOHN on September 24, 2024
Q: Hello,

Thanks for all that you do.

CAP REIT has had a good run and is near my price target of $56. Do you think it still has room to run? If not, would you advise selling and picking up some VRN, or are any other beat up companies looking more attractive (I'm indifferent to the sector, but would prefer to stay away from consumer discretionary).

Thanks!
Read Answer Asked by Satish on September 17, 2024
Q: What are you highest conviction Canadian dividend stocks at this moment with interest rates falling, if one is looking for a combination of dividend yield and total return.
Read Answer Asked by Gerry on September 05, 2024
Q: Hello, since the rate cutting have started, what reit would you be interested in Canada and in the US?
Read Answer Asked by Danny on September 04, 2024
Q: If interest rates continue to decrease are REIT's a good investment strategy compared to dividend stock for income investing?
Please rank your top 5 REIT's
Read Answer Asked by Diane on August 27, 2024
Q: My husband is 8 years away from retirement and wants to buy dividend stocks to leave mostly alone (not checking daily like me!) - he'll check in on it now and then. This is the list he's come up with - slightly higher positions in BCE, BPF.UN and slightly lower in AW.UN, CAR.UN and OLY, otherwise fairly evenly split. Do you see this a good list for his purposes, and is there anything you would leave off, or add? Any other alarm bells? Thanks!
Read Answer Asked by Kim on August 21, 2024
Q: I hold BAM as an income stock and also CAR.UN, both in a TFSA. Going forward, I am considering combining them into either BAM or CAR.UN. (And I also hold DIR.UN, a larger position than CAR.UN). I know 5iR likes diversification, however the family has a home and a cottage. If I combine them, what would you suggest as the one to hold, BAM or CAR.UN??? .....Thanks....Tom
Read Answer Asked by Tom on July 17, 2024
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