Investment Q&A

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.

Q: hi,
I hold these 4 REIT's in my RRIF. Do you have any suggestions for replacing DRG?
Thanks, Bryn

Q: Hi,

Could you suggest a replacement for DRG.UN? I already hold TNT.UN, DIR.UN and HR.UN and don't need to add more to these.

Thanks,

Gord

Q: Looks as though DRG is being taken over. As an owner of this REIT is there anything a unit holder has to do at this time?

Q: I would like to add a REIT to my portfolio. What would you suggest?

Q: What’s the probability that the blackstone deal will fall thru and that the stock price would fall?

Q: I own units with them. Nice drip plan. Your views please

Q: If you had to buy one of these names which one would you choose and why?

Q: Artis Real Estate Investment Trust AX.UN
Please clarify the situation on Artis REIT. The first sentence of Marcel’s question on Sep 9 read “Artis is going thru the process of selling all its properties to wrap up its business.” Info from Artis website states “In November 2018, Artis announced its intention to sell between $800.0 million to $1.0 billion of non-core assets over the following three years.” Is Artis just selling non-core assets and continuing the business? If so, does your answer change?
Thank you.

Q: Portfolio Analytics categorizes Sienna Senior Living as Health Care and Northwest Healthcare Properties as Real Estate (I get that it's because it's a REIT). A couple of questions:
1) Does it make sense to consider NWH.UN as being in the Health Care sector?
2) In general, does it make sense to override the sector a stock is allocated in cases like this?
3) Have you thought of adding a column to your database to allow users to do this? Using an extra column rather than overriding the Sector provided by Portfolio Analytics would give the user access to both values.
4) Same questions for Geography (see my previous question).

Thanks
Peter

Q: What is your read on the deal announced today by Canadian Tire?