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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: Retired relying solely on my public pensions. Have held DIR.UN for a long time. Just read your latest report. ACB is $3.27 after the ROCs. I hold 2700 units in TFSA which I am orienting towards a growth portfolio instead of income. Would you agree this equity is a candidate to move to my balanced cash account before year end to give it a higher ACB, continue to hold and maybe even add to it?
Read Answer Asked by William Ross on September 24, 2024
Q: What are your comments for current new money in these small caps
Read Answer Asked by JOHN on September 24, 2024
Q: Hi Team. With interest rates on the decline I'm thinking REIT's will become more popular. Also concerned with Telus's struggles so thinking of selling Telus and purchasing equal amounts of Dream Industrial REIT and Granite REIT with the sale proceeds. Would you have any concerns with this?
Read Answer Asked by MATHEW on September 23, 2024
Q: Hi, can i get your opinion on US hotel Reits and if you have to own 1, which one will it be and why?

Thank You
Read Answer Asked by Danny on September 19, 2024
Q: ERE today announced the sale of over 1 Billion in housing and commercial units. In addition a 41.13 special dividend and a 50% reduction in the dividend. I realize this will significantly improve the balance sheets, yet the company is small and will become much smaller. The stock price is up by 23c today. Is the stock worth keeping or should I sell it now. Will the share price gradually climb as it gets closer to the special dividend? What do you think of this sale?.
Read Answer Asked by arnold on September 18, 2024
Q: Hello,

Thanks for all that you do.

CAP REIT has had a good run and is near my price target of $56. Do you think it still has room to run? If not, would you advise selling and picking up some VRN, or are any other beat up companies looking more attractive (I'm indifferent to the sector, but would prefer to stay away from consumer discretionary).

Thanks!
Read Answer Asked by Satish on September 17, 2024
Q: Do oy like the REIT sector at this time? If so, what are some of your favourites (either Cdn or US)? Thank you!
Read Answer Asked by Doug on September 16, 2024
Q: Hello 5i Team

Finally Melcor Developments (MRD) has offered to take Melcor REIT (MR-UN) private at $4.95 with a closing date of late Q4 2024.

I note there is a one month "go shop" for MR-UN to possibly find a better deal, however with MRD owing ~55 %; MRD being the manager of the REITs properties; and the year long Strategic Review Process - is it even a possibility that MR-UN could find another buyer?

With MR-UN trading ~$4.80 should I sell my holdings and move onto another REIT? With only a 3 % difference I think there are other opportunities in the REIT space to replace MR-UN.

What would be 5i top names in the REIT space to replace MR-UN (can be a different sub-sector from MR-UN's operations).

Thanks
Read Answer Asked by Stephen on September 16, 2024
Q: Hello, since the rate cutting have started, what reit would you be interested in Canada and in the US?
Read Answer Asked by Danny on September 04, 2024
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