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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've held Artis Reit in my RRSP for quite a few years. I'm thinking of replacing it with H&R Reit. My thinking is H&R Reit:
1) has higher quality assets
2) is almost 4 times the size of Artis Reit (base on market cap)
3) pays a larger dividend
4) is at least as diversified geographically and by asset type (office, retail, industrial, and residential) as Artis Reit

I have two questions:
1) Is H&R just now heading into the problem of too much concentration in Alberta that Artis went through over the last few years (so this may not be the right time for the switch)?
2) Is Artis share price going to appreciate over the next qtr or two from its divestiture of properties at above the REITs NAV? If so, maybe waiting a qtr or two before switching would be better.

As always, I appreciate your insights.
All the best to the 5i Research team in 2020!
Peter

Read Answer Asked by Peter on January 12, 2020
Q: Which would you favour over the next year: REITS or banks? And if banks, can you name your top pick for 2020? Thank you.
Read Answer Asked by Maureen on January 10, 2020
Q: If you were to choose between the 3 above. How would you rank them in terms of security (first and foremost) and total performance for a 3-5 year hold?

Thanks to all for your fantastic service and a very successful year in all your endeavour.
Y
Read Answer Asked by Yves on January 06, 2020
Q: I just noticed on my transaction history, as did Geoff (Dec. 17), that a sizable portion of the money I received for Dream Global is listed as a dividend. I too had assumed the transaction to be mostly a capital gain, and sold VET at a loss to offset the gain. If this $10 per unit truly is a dividend, then I, like many others I`m sure, will have a big chunk of unexpected taxable income to choke on! (The circular did mention a bit of an extra distribution without mentioning an amount, but made it sound modest.) For me, as a senior of modest income, this`ll mean a year of lost government benefits. Live and learn, eh. Next time, just sell as soon as the offer is made!
Read Answer Asked by chris on January 06, 2020
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