Investment Q&A

Q: Hello, see Artis has a had a nice little run here, looks like due to its strategic review and disposition of properties. Seen some reports that NAV is around $14. Would you be a seller here at these prices, or hold on for a little more gain?

Q: Gentlemen

My broker has suggested both of the above for above average return and a high degree of safety. They do not trade on the TSX but I wasjust wondering if you had any experience or knowledge on the companies as an alternative investment option for a retired investor.

Thanks

W

Q: Member Sam's mention of Medical Properties Trust this morning caught my eye. I've been looking for a replacement for Dream Global Reit, with some international exposure, and had been considering NWH.UN. But MPW looks interesting too! Would you prefer one over the other, or neither? This is for a non-registered account.

Q: what are your top 3 cdn. reits for growth.i included 3 , i own the 2 dream reits listed above.yield is not that important
there are so many reits it is hard to separate the really good ones.dave

Q: Most REITs held up well during the downturn of the last few days, but BPY.UN has not. How come? What is your outlook for BPY.UN and why?
Thanks

Q: Any thoughts on the press release by Tricon? This looks like there may be a massive overhang on the stock. US holders of a TMX listed stock may not have a pretty outcome.

Q: May I please have your opinion of Invesque. I has recently been listed to trade on the TSX.

Q: Hi 5i, I do not have any real estate exposure in my portfolio or own any real estate assets. My portfolio includes a range of stocks such as SHOP, MELI, PYPL, SQ as well as BNS, DIS and BIP:UN, CNR as some examples.
It seems like there could be a lot of future growth in Atlantic Canada and I am wondering about KMP.UN. I have a small portfolio so would appreciate any suggestions you have for some real estate exposure with growth. Thank you!

Q: Retired, conservative dividend investor. I hold the above securities as well as annuities, Fisgard Capital, CPP, OAS (very soon) and a company pension.

When I screen CSH by the usual metrics (P/E, P/BV, P/CF, P/S, ROE) and look at the technicals, it does not give me a lot of confidence to continue to hold. It seems stuck in the $14 to 15 (16) range. I understand the intention is for CSH to provide stability to the portfolio, especially if/when the market decides to head south.

#1 = Please build me a case to continue to hold or add to CSH.

#2 = If the retirement industry outlook looks good, but a different company (like Sienna) looks better, should a switch be the better option.

Thanks for your help...much appreciated...Steve

Q: HI,

What do you think of this ETF ? Would you buy it now ? For income ? for growth ? Or what else would you suggest mostly for growth and some income ?
Many thanks,
Jacques, Mtl

Q: Hi,
In looking at this particular Centurion ETF, I noticed there are different classes - some of which seem to have higher fees for advisors, etc. I also note that in a previous Q&A you have mentioned this is a mutual fund, as opposed to an ETF and I have been told by the person recommending it that it is a mutual fund trust, which is different - yet their explanation as to why it is different wasn't clear to me. So I am wondering what the difference is between a mutual fund trust and a mutual fund. I assume it operates somewhat like a REIT, but am not really sure. If you could clarify this and whether or not the CEN105:CA is the low fee version, available to direct investors, I would appreciate that. Also please let me know if you would recommend this, or could suggest better alternatives, I would appreciate the input.
Thanks for your continued advice, it is always appreciated.
Dawn

Q: Hi team
this stock has a sharp rise this week, any news re: earnings or positive news?
I have a half position, could I add or hold or buy?

how does HR.un compares to XRE the index ?

thanks

Michael

Q: Hi could I get your top 3 Reit picks to be held in a cash account

Q: Have recently disposed of BTB reit. Which of these 2 securities would you prefer or any other suggestions. Tax is no consideration as held in my RRSP.
Richard

Q: Hello 5i,

I currently hold these stocks in an unregistered account. I have journaled over the five companies into a US account for the dividend. I would like to add possibly two more companies that pay their dividend in US funds. I have the rest of the balanced fund and some growth in my TFSA. Any suggestions to add here, and if it results in duplication, what would you remove from the list. I am well balanced and would likely have to sell at least one current stock and could just add the other if you can give me two. Was looking at Nutrien or AQN. Didn’t pull the trigger on AQN last year at 12.5.

Thanks for the assist.

Q: Hi, can I have your opinion on this company compared to its peers.

Thanks

Q: Your opinion on MAC is appreciated.
Clayton

Q: BSR reit just completed a financing. What is your opinion as a worthwhile income and capital gain investment ? Do you have any recommendations for better alternatives?

Q: In a question from Gord yesterday you suggested INO.UN as REIT that would provide investment in Germany and France. It is a small cap with a very high yield which leads me to request your assessment on the risk assessment of this company. Is the company higher risk, given it's small size and investment in Europe. Also, how safe is the dividend at it's current lofty level?

Q: Since this REIT has now been sold what recommendation do you have to replace my position.