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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: Good morning...I agree with many of the comments that you are providing a phenomenal service and great analysis...I have also been investing for the last 25 years with some wins and many losses...however, my position has improved significantly since being a member of 5i with proper stock/sector allocation...introduction to some stocks ....CSU, GSY, PBH, KXS...greed some times get the best of us and looking for someone to blame when it doesn't work out is all to easy......Thanks again!!

With some extra cash not want to sit....what REIT would you recommend for income and maybe a bit of growth...currently own SMU.UN and CSH.UN....was hesitant to add Retail but read article in Globe regarding Riocan, sounds interesting....can you provide a few of your favorites over the next 12 months to hold until move to more growth....(not concerned with weightings or tax)Thanks
Read Answer Asked by Matthew on November 14, 2018
Q: NRZ.us (New Residential). I have a loss on this holding. Share price has been more volatile lately. Although I subscribe to some premium data services , I have not been able to determine (not for sure) whether private placement(s) --- shares and/or debt--- depressed NRZ’ share price. Is this company a reasonably good holding based on what Bloomberg gives for : PEG ratio, Debt levels , ttm and forward P/E and dividend sustainability ? Would you surmise from your terminal whether or not NRZ.us has reasonably good prospects? Although I have checked data on sites I subscribe to, I am getting different data and differing ratios for trailing and forward P/E , debt to equity, and whether share or debt issues actually took place within the last month or two.
Read Answer Asked by Adam on November 13, 2018
Q: In an effort to replicate a REIT ETF I hold the following REITs
which in total compromise 12 percent of my portfolio.
BPY/DIR/HR/NVU/SIA.
I am thinking of adding CHP which would increase the percentage held to 13 percent. Do you think that this would provide reasonable exposure to the various segments within the REIT sector or would you suggest something else.
Thank you for considering my question.
Read Answer Asked by Gail on November 13, 2018
Q: You have mentioned Dream's western Canadian exposure in other answers. This is purely anecdotal but I notice in Calgary that I have a lot of vacant space. Therefore I would prefer to own another industrial REIT. Recommendations please. Thanks always for your great service.
Read Answer Asked by Nigel on November 12, 2018
Q: Just 2 quick questions:

1 - Looking at Interrent, Boardwalk and Killam, it seems like they measure their debt differently. Boardwalk does a ratio of debt to FMV of assets, Interrent seems to do debt to GBV and Killam does debt to total assets. Which metric is correct and is this not a standard measure?

2 - I put a few companies on my watchlist, but I don't seem to be notified when there is a question about them.

Thanks,
Jason
Read Answer Asked by Jason on November 12, 2018
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