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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: Hi 5I,
I have held Boardwalk for a long time (perhaps to long) and watched the stock pickup momentum in the summer of 2018 only to sell off and not recover.
Is this worth holding? Or move on to another income name that you could recommend. My thesis to own Boardwalk was that is was best of breed and carried a conservative payout with a fair REIT growth profile until the energy slide occur. I thought perhaps Boardwalk stock would start to return to a cover (or at least return some of the slide), but the energy climate seems to continue to impact the investor sentiment.

The recommendation does not have to be a REIT, and I have been looking at topping up CSH & NWC (not sure if this is too small cap to compare) to a 5i weighting %.

If selling BEI is the best option should I wait past May 15-19 earning release? Might get a bit more of clarity or hope of improvement (could be worse as well).
Read Answer Asked by Dean on May 13, 2019
Q: My questions is about REIT investing. Seems that REI.un, BEI.un's 5 year return is cyclical, could be just back to original value whereas CAR.un and IIP.un value climb nicely over a 5 yr. period. Any difference in selecting these REIT's ?
Read Answer Asked by DAVID on August 31, 2018
Q: I own both of these companies and I have very good gains on each of them. What is your rationale for adding to a winning position? Should I wait for a pullback or add to it monthly for the next 3 months or so in addition to the DRIP.

Thank you,
Jason
Read Answer Asked by Jason on August 24, 2018
Q: How would you rank the following REITS, in terms of long term holds? REI.UN, BEI.UN, AX.UN CAR.UN
Read Answer Asked by steve on August 14, 2018
Q: Could you please rate from best to worst. Thank you
Read Answer Asked by Anne on January 03, 2018
Q: Hi Team,
In your response to Joanne, Nov 14 regarding comparison of BEI.UN and CAR you state :
"and we would much prefer CAR, and would have concern on CAR's distribution." Did you really mean you have a concern with CAR's distribution?
Also in light of BEI's announced distribution cut starting Jan 1, 2018 and their new growth plans do you believe the bad news is now priced in and this is a good buy currently considering down to $40 this am?

Thanks for your sevice,

Steve

Read Answer Asked by Steve on November 15, 2017
Q: Boardwalk REIT constitutes about 13% of my TFSA and I am essentially breakeven on the stock having bought some at low prices in 2009 and more at a very high price in 2015. Your comments that it is a hold for dividends troubles me since although currently an excellent dividend I want either higher dividends or capital gains in the long term i.e. in 10 years or so. Do you see it continuing to tread water for 10 years or do you see a rebound in stock price or even higher dividends before then? Can you also provide a bit of an explanation for your answer. Much appreciated.
Read Answer Asked by ED on October 16, 2017
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