Q: Hi 5i. I'm looking for income not growth and noticed SGR Dividend is above 8%. Please comment on your opinion of the sustainability of the company and the dividend.
Thanks 5i guys.
Ken
Thanks 5i guys.
Ken
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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: I have substantial units of DIR.UN and I am wondering when the $10.80 USD ($15.01 CD) take over by Morgan Properties would be reflected in the CDN price of the units?
As of this writing the price of DIR is only $12.29 CD?
I don't want to sell if the price will come up. Usually the acquired company's unit price goes up and the acquirer's goes down? Thoughts. Thanks. Bill
As of this writing the price of DIR is only $12.29 CD?
I don't want to sell if the price will come up. Usually the acquired company's unit price goes up and the acquirer's goes down? Thoughts. Thanks. Bill
Q: Opinion please about Artis REIT which pays a steady distribution but not much else happens. Recent results not enlightening.
Thank you.
Thank you.
Q: I have self directed RRSP. It is made up of equities and fixed income investments. I have investments in 16 companies of which 10 are in the Income Model Portfolio. My goal for this account is to have safe reliable dividends with moderate capital appreciation. For the past year I have invested all dividends in money market account. The money market account now makes up 8% of my account. I am 66 years old and do not need the dividend income currently but I will be using as part of my regular income in 2 to 4 years. I plan to buy 2 companies from money market account funds. Would you recommend CSH.UN as part of my portfolio?
Q: What are your thoughts on REITS- like Minto
Thanks
Thanks
Q: I know in the past you have liked CAR.un. But were you disappointed yet again in their earnings report last week? The stock seems dead in the water and the yield is nothing special (for a reit), Do you expect any meaningful increases in the dividend going forward? So why should I hold on to it?
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Colliers International Group Inc. Subordinate Voting Shares (CIGI $226.53)
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FirstService Corporation (FSV $274.78)
Q: Hi, there was a question from Kevin on May 27th. Prices and valuations have changed since then. Could you please give an update to your answer? Thank you!
Q: Looking to open a position in one of the 2 listed companies or others if you have any to recommend. Long term investor with 0 exposure to the real estate sector in the portfolio yet.
Colliers growth projections and better valuation along with positive analysts ratings make it more attractive on the surface. However, I know that you have First Service in the growth portfolio, is there something that I'm missing as to why I should choose FSV before CIGI? Could you please give a breakdown between the two and the reasoning behind choosing one over the other?
Q: Looking to open a position in one of the 2 listed companies or others if you have any to recommend. Long term investor with 0 exposure to the real estate sector in the portfolio yet.
Colliers growth projections and better valuation along with positive analysts ratings make it more attractive on the surface. However, I know that you have First Service in the growth portfolio, is there something that I'm missing as to why I should choose FSV before CIGI? Could you please give a breakdown between the two and the reasoning behind choosing one over the other?
Q: Hello 5i team, could you comment on the news about AIF. Were you expecting this end game? At this juncture, after selling a subsidiary last year? Who could be potential buyers? Brookfield? What range of price would you expect for a privatization? How long do you expect it will take to have news about a formal takeover over offer based on Tuesday’s news that the process has already begun? What is the probability that the current process initiated by the company will conclude on the sale of the company? Thank you for your collaboration
Q: Good day to you folks! I have been looking a this US stock along with CPT and was hoping you might provide some insight into the drop in price, is there some underlying problem in the rental business? Would either be a 'safe' investment based on their latest reporting and would you be able to offer suggestions that might be more attractive from a security perspective.
Appreciate all your EXCELLENT advice and support.
Ted.
Appreciate all your EXCELLENT advice and support.
Ted.
Q: Hello 5i,
I see that DIR.UN just reported on Aug. 5. No questions have been asked since July and the last report was Sept. 2024 when you had it as a "B+".
Do you see yourselves updating the report any time soon?
Any recent changes in your thinking on this one? Was the recent quarter notable in either a positive or negative manner? Or, was it just a "steady as she goes" kind of quarter?
Thanks!!
Cheers,
Mike
I see that DIR.UN just reported on Aug. 5. No questions have been asked since July and the last report was Sept. 2024 when you had it as a "B+".
Do you see yourselves updating the report any time soon?
Any recent changes in your thinking on this one? Was the recent quarter notable in either a positive or negative manner? Or, was it just a "steady as she goes" kind of quarter?
Thanks!!
Cheers,
Mike
Q: What is your take on q2 and did they beat expectations? I have owned shares for a long time and they appear to be a pretty good operator. What is your take? I’m don’t have a large reit allocation currently given industry headwinds but I may add if continues to drift and if operational performance continues. Thanks
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Equity Residential of Beneficial Interest (EQR $64.73)
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Digital Realty Trust Inc. (DLR $164.90)
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Healthpeak Properties (DOC $17.50)
Q: I’m interested in adding to REITs while they are out of favour, is the future and balance sheets decent with these companies? It looks like a good time to buy for conservative income and some growth would you agree?
Q: Do you see this appreciating in the next year, or would you rate it a sell?
Q: Having invested in Colliers in 2020, I've seen it achieve a fourfold return on my initial investment. Considering this performance, would you advise further capital allocation to this asset? Furthermore, do you anticipate its growth rate will be sustainable at a comparable pace, particularly as the company continues to scale. Thank you.
Q: I am cleaning up some long held names providing income only. D.UN has a capital loss in a RRSP which I had hoped to recoup. In the past you have recommended D.UN. Do you see any reason to keep it? I have very little real estate.
Thanks.
Thanks.
Q: Seems to continue to drift down. Good dividend but still looking for growth. thoughts?
Thanks
Thanks
Q: I was just wandering with this company having a take over price close to its share price, if let’s say the market goes down 15-20 % would this company have a cushion so to speak because of their impending offer or would it get hammered like other stocks ..just curious..thanks
Q: hold NLY in RIF,~5%, at a loss.
the dividend of 14% is nice, but the stock keeps bouncing along the bottom.
If int. rates go lower (big if), may NLY get bit of a lift?
Am inclined to sell.
Thanks
jerry
the dividend of 14% is nice, but the stock keeps bouncing along the bottom.
If int. rates go lower (big if), may NLY get bit of a lift?
Am inclined to sell.
Thanks
jerry
Q: would like your comments on this proposed IPO - interesting NYC rental assets with a yield of 4.5% ? any info on pricing or valuation?
Q: In reviewing my various investment portfolios (RRSP, TFSA, Non-Reg), I realized that have no exposure to the Real Estate (R/E) sector in any of them (residential or commercial). My impression is that R/E hasn't been a particularly strong performer over the last 4 or 5 years (really since COVID), so perhaps the gap in my portfolios hasn't really been much of a hindrance. Would you be buying into the sector right now & why? And if so, what 3 to 5 investments (i.e. companies / funds / REITs) would you recommend for long term growth (& perhaps some income) and why? Thank you.