Investment Q&A

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

Q: Can you please list, in order,the top 3-5 seniors reits and ETFs if such exist?

Q: My portfolio is weak in the medical/healthcare space. I have CSH/SIA (full position when combined), NVO (US, 1/2 position), SIS ( 1/2 position) and GUD (1/4 position). I would like to increase exposure in the sector by the equivalent of about 2 positions. Would you recommend I add to existing stocks or are there others you think I should consider (either Cdn or US is fine for this sector)?

My situation: Retiring in about 2 years and living off investment income. Fortunately we have enough savings that unless I am either foolish or really unlucky, I expect to be "OK".

Thanks for your help. I am doing much better with returns since I started my subscription to your service.

Q: There is always the debate about investment in real estate versus the market. I lean towards the market. If one is to buy a rental property you get better leverage with a mortgage. Your income is from rental from which taxes and maintenance must be deducted. Liquidity is not as good as in the stock market. On the other hand you could buy a good REIT if you wish to stay with property and let someone else do the work and rely on capital gain and dividends and have liquidity. Can you suggest some REITs in which to invest.

The classic example of the thirty year track record Royal Bank where the price went from $3 to near $100 and a dividend of $3 so the stock appreciated by 33 times and the dividend is 100%. You can't touch that with real estate.

Your comment.

Q: What are your thoughts on CSH.UN earnings.

Q: Hi 5i: I currently hold both SIA and CSH, but as part of my stock trimming I am thinking of selling SIA and putting all my eggs into CSH. Does this make sense to you? Thanks for your advice.

Q: Hi Guys

What are your top reits at this time. Given a slow interest increase

Thanks Mike B

Q: I am thinking of replacing positions in Shaw and Rogers with BCE and Chartwell. My only real reason for doing so would be if there was no downside with respect to balance sheets and current valuation and potential upside on share price appreciation and dividend growth over the long term. Would you make the change if those were the only criteria (i.e. without respect to Chartwell's smaller size, different sector etc.)?

Always look forward to your insight, thanks.

Q: Rank the above companies and explain why?