Investment Q&A

Q: Hi
What is your preference for growth and dividend. growth.
Thank you

Q: Value wise, what would you consider the top three Canadian Reits to be?

Q: What REIT to you recommend for a stable income stream with some potential for modest capital appreciation? Thank you Jack.

Q: Instead of purchasing a piece of real estate, am thinking of REITs . Could you recommend a few for a 5+ years hold, both Canadian & US. Thank you. Fooklin

Q: Given the possibility of increased interest rates - wouldyou hold or sell this stock?

Q: 9:50 AM 8/1/2018
The only REITs/Healthcare I own are SIA [3.3% position] and CSH.UN [3.8%]. I am considering buying one or more other REITS for the long term for the income. Could you please advise what REITs in any sector you would suggest that are sufficiently robust to prosper through the next inevitable market correction/crash, have low enough debt not to be of great concern, have a history of growth and rising dividends, and hopefully pay dividends in the 5% range.
Thank you.............. Paul K

Q: I have the above securities as well as RBC Cdn Equity Inc-D shares, Sentry Cdn Income, Sentry Global REIT. I am a retired conservative dividend income investor with a company pension, CPP, annuities and Fisgard Capital for fixed income.

I currently own ECI and will sell and look for a Consumer stock to replace it (not interested in BIP...I have a full slate of Utilities). I filtered several candidates using fundamental metrics (P/E, beta, P/BV, P/CF, P/S) and technical metrics (200 dma, etc), as well as yield and price targets (for what they are worth).

I will keep my CGX and PBH. I'm looking for a long term hold (conservative, liquid stock with a good and growing dividend). My short list of candidates include CLIQ, CTC.a, PLC, TCL.A. I already flushed ADW.A, KBL, RSI and since I already have 1 food stock, I flushed L and NWC.

Please provide your insights into the appropriateness of these Consumer stocks (CLIQ, CTC.A, PLC, TCL.A) for my portfolio, given my circumstances and existing stock positions.

Are there other securities I should consider, even those that I have flushed?

Thanks for your help...Steve

Q: I am thinking of adding a REIT to my dividend portfolio. I have held DRG.UN for some time and it is up 75%, but it is only at a 2.3% weighting. What do you think of me adding CSH.UN or should I add to DRG.UN? Do you have another REIT you like better and why?
Thanks for your excellent service.

Q: After many years I am deciding whether to throw in the towel on Extendicare I know the stock has never been a 5i favourite
Demographics say this should be a growth stock but Extendicare has been a dog
Do you think there is any hope for this stock Should I wait until Extendicare reports In August

Could you suggest a replacement in the same space hopefully with a similar yield
Thank you
PaulW

Q: I have had some bad experiences with REITs and am concerned about dilution and management teams that are looking out for their interests before investors. With that said, what REITs would you recommend that have strong management who are loyal to shareholders? Thanks.

Q: I am currently light in Healthcare & Materials. Companies that I currently hold are COV, CSH.UN, GUD, CCL.B, MX & WEF. Can you suggest three stocks in each sector that I could add?

Thanks, Dave

Q: I currently hold 3,000 exe at an average cost of $12.00. Down substantially.

I am an income investor with 5 years to retirement.

Your comments / outlook would be most appreciated.

Q: Looking for an alternative health care stock that will benefit from the aging population.
Appreciate your thoughts on valuation.

Q: Recently, I got cash from AAR.un buyout from Blackstone. To replace AAR.un I thought about these two companies (I have no exposure to senior housing now) What is your opinion about these two companies ?, Main risks and resistance to a downturn in the economy. Will you favour one over the other ? Or split the funds equally on both ?

Q: Can you please comment on the earnings for all three companies?

Q: Is there any particular reason for the choppiness of CSH.UN, why has CAR.UN performed so much better?

Q: Hi there,

Which of these would you say is better for income with some growth and why? What would make one a better buy than the other? Finally, once you identify your favourite of the two is it a buy, sell or hold?

Thanks

Q: With the recent announcement, buying land and building upon it is a very costly way to generate revenues.... what's your view on this type of expansion?

Q: Hi,
I was wondering if you could recommend some good value, "defensive" REITs with strong growth.
Thanks

Q: It seems counter productive and counter intuitive to me that a company would pay a dividend when their profit margin is so low. For example, CSH.UN (1.63%)? Is it because it is a REIT? Or PKI (0.86%)? Are these profit margins healthy? In general what is considered a healthy profit margin, regardless of the sector? Thks