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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: In its Q1 report, BRE attributed its net loss to "the fair value of the exchangeable units issued by the Company, driven by a rise in the Company's share price." Other metrics were encouraging, but particularly considering the scope (~80% of revenue) of the exchangeable units penalty, should I be concerned about their impact going-forward? Their effect seems to be to punish the company when it shows good momentum.
Read Answer Asked by John on June 06, 2019
Q: I am overweight in real estate and currently hold both HR.UN and BPY.UN. If I were to reduce my holdings, do you have a preference for holding one over the other (or go equal weight)?

With the current market volatility, would it be better to wait before rebalancing.

Your thoughts please.

Thanks for the great Service.

Stephen
Read Answer Asked by J Stephen on May 29, 2019
Q: Riocan was droping fast today, today we knew the anouncements of the elections of new directors. Were these results (one item noted : Paul Godfrey had 24% of the votes withheld) the reason for the drop ?. Volume jumped from 35k to 650k in the last minute of the session (3.59 pm) , are these real transactions ?, done by whom ?
Thanks !!!. take the credits you feel fair.
Read Answer Asked by Alejandro (Alex) on May 29, 2019
Q: It seems interest-rate sensitive stocks might be a good place to be right now and my sense is REITS and the banks have been beaten up the most.
Not sure I'm ready to jump back into banks, but would consider it if you're bullish.
Would you give me your best ideas for REITs and possibly Dividend payers.
And do you think my theory is correct?
Read Answer Asked by Kyle on May 23, 2019
Q: Hello 5i
The P/E for BIP BEP and CSH seem a bit odd. Would you please explain the reasoning of these P/E's?
Thank you
Stanley
Read Answer Asked by STANLEY on May 22, 2019
Q: Considering the recent market volatility and dovish tone from central banks, I would like to increase my exposure to REITs sector for some consistent income. Among the different REIT sectors, I am more lean towards to the Industrial sector, and currently looking to deploy some money into one of the names mentioned above. Any preference? Thanks. Tim
Read Answer Asked by yun on May 22, 2019
Q: I would like to add one of AP.UN, MRG.UN, or SMU.UN to my REIT holdings. Can you rank them in terms of which one will likely provide the best combined return (on yield and growth) for a three year hold? Or if there others I should also consider? Thanks.
Read Answer Asked by Victor on May 21, 2019
Q: I am in my late 70's and need to add to my real estate sector in my TFSA and would appreciate if you would rate these three trusts in regard to quality and safety. Do you have any other trusts you would recommend. I use the dividends in my TFSA as a major source of income.
Rio Can. REI.UN, H&R Trust HR-UN and Brookfield Properties BPY-UN

W
Read Answer Asked by Wayne on May 21, 2019
Q: The general objective for my portfolio is quality, dividend growth. Thinking about the REIT portion of my portfolio and recognizing that REIT dividends do not present the best growth opportunity, I am reviewing H&R REIT and Riocan REIT, both of which appear to be in repositioning mode. I could just hang in with them. Or I could sell one and buy an industrial REIT. Qs:
- should I hang in on both? (I am in the money on both).
- if I were selling one, which would you sell?
- of the Canadian industrial REITs, is Dream Industrial your favourite?
- would you consider Dream Industrial (or your preferred industrial REIT) of equivalent quality to H&R and Riocan?
Read Answer Asked by Carl on May 16, 2019
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