Investment Q&A

Q: I like this company but I am down right now. Would you recommend a tax loss sell and buy it back in 30

Q: Good Evening
Allied Properties is down 57%. and trading at 2012 levels.
Do you see any further declines. Would you sell at these levels or hold. Is it also advisable to average down at these levels. Any comments also on the sustainability of the dividend will be appreciated.
Thanks.

Q: Hi - All other factors aside, would you Buy, Hold, or Sell these stocks based on your outlook for next year or so?

Q: Is the payout (dividend) secure from this REIT? There is some concern expressed about the office real estate sector with more people working from home, going forward.

Q: Would you please rank these 12 REITs for future growth prospects, where 10 is the best prospects & 1 the worst. Also would please indicate what REIT assets contribute to future growth & those REIT assets that have very little future growth. Thanks ... Cal

Q: What are your favourite REIT’s that focus on office properties? Does OPI look undervalued to you?
Thanks

Q: Would you rank these Reits as most likely to see distribution increases and share appreciation in the relatively near future. Are Reits attractive for income now?

Q: As a hedge against inflation would you think some real estate investing would make sense?
What would be your favorites here,tricon?
Any US stocks like LAND ?
Would you have any other ideas as a good protection against inflation?

Q: Hi,

I own several REITs. They don't make up a large portion of my portfolio, but I've always liked real estate investing and I think there's long term value in some names even if they are necessarily exciting right now. I currently own BEI.UN, IIP.UN and GRT.UN. All are up significantly since purchased. I'd like to branch out and I'm looking at REI.UN and AP.UN. I've managed to stay away from Retail, but REI.UN has diversified nicely into multifamily housing and has sold retail properties outside of the 6 urban areas. AP.UN is in the office sector and who knows what's going to happen there even though it is down considerably from its highs. Which would be your choice and do you think there is long term value in these names? It is for an RRSP account.

Thanks,
Jason

Q: Are these two stocks able to make recoveries? Buy, sell, hold or forget about it. Value your input/replies.

Q: I am underweight both. Which one??

Q: Doing a year end review of all of my holdings. I would like to reduce my position in several stocks (or eliminate entirely in the case of HR.UN and CPH) in order to raise some cash for increasing my position in several other holdings. Fairly large question, so I will divide it into 2, this for the potential reductions and a further question about the potential adds. Would you please rank these stocks in the order you would reduce or eliminate to raise some cash, starting with the one you would be most inclined to reduce/eliminate. Sector, or large cap/small cap not a concern, as I have a broadly diversified portfolio with a lot (too many, really) of names. Thank you for this, and also for the very good service. My 1st year as a client, and I will certainly be renewing. I have recommended the site to a few friends who also do investing.

Q: Hello 5i team,

Allied Properties REIT announced last week that they are going to raise their distributions starting January 2021. This is surprising given the uncertainty that COVID has cast over office real estate.

How should investors make sense of this distribution increase? Can we take this as an indication of good Q4 performance thus far?

Thanks!

Q: Hi 5i,
Please rank the safety of current dividend payments over the next 3 years for the companies listed below. Assign a 10 for absolutely no chance of a reduction and a 1 for almost certain a reduction will happen in the next 3 years. Although I do not want to influence you on the rankings, I would give the Royal Bank a 10 as an example.

AP.un
ALA
BCE
BIP.un
BPY.un

Please deduct as many credits as you see fit.

Thanks
John

Q: Allied just released this latest quarter -- how does it look as compared to their earnings potential pre-COVID?

Any major concerns if I buy and hold for the long(er) term?

Q: Hi Peter and Staff

The above 4 REITS are part of my REIT basket in addition to other industrial and apartment REITS.

All are down a lot . Please hit me with sufficient credits to rank them best to worst in terms of prospects for capital appreciation on a risk reward basis considering various valuation metrics as well as the future as you see it.

Please indicate any clear winners or losers in the rankings

Thanks for all you do

Dennis

Q: On August 26 you recommended that Maria could consider AP.UN as a reit because of its data centre exposure. Could you explain what you meant?
Thanks

Q: I was listening to someone who was saying that industrial is the new retail (because of the supply chain to online sales) and that it makes sense to invest in COLD and PBW (US). What are your thoughts on this thesis, and if you agree, what companies would you recommend? It seems that TFII has benefited from this theme.

Q: Hi Peter, Ryan, and Team,

I know that you still like AP.UN, but if one feels that there could be better results elsewhere, how would you feel about a switch to GRT.UN? Allied has done well in my wife's TFSA, but I'm a bit uneasy about the office property sector in the short to medium term. Or do you have any other suggestions in the same sector? Thanks in advance for your advice.

Q: I have held Allied Properties for many years. Since it appears to be invested in office buildings, would it still be worthwhile holding in this present environment or should it be sold and the funds be reinvested elsewhere ? Even at present price I am well rewarded.
Vi