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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: Hello, could you comment on REI and KMP reits, and Saputo earnings?
Thank you
Stephane
Read Answer Asked by Stephane on February 14, 2019
Q: Hi, what would be your top ranked Reits that have decent growth with at least a four percent distribution, thanks??
Read Answer Asked by Pat on February 07, 2019
Q: I am looking to add an industrial REIT (either SMU.UN, WIR.UN, or DIR.UN) to an RESP for a 5-8 year hold. Funds are not needed for another 8 years. Which of the 3 REITS listed would you recommend purchasing and why do you prefer it over the other 2?
Read Answer Asked by Linda on February 06, 2019
Q: Could you give me your take on its latest acquisition. It is partially funding this through new stock issuance, and the market has reacted to that. What I would like to know is whether this is a better reit at this price than it was yesterday before the deal at its previous price.
Read Answer Asked by John on February 06, 2019
Q: Hello. On Jan 31/19 I purchased DRG.UN in an RRSP account. I have a couple of questions:

1) A recent article by Globe & Mail columnist Eric Reguly (Jan 31/19 "Italy is back in recession, and Germany might not be far behind") has me wondering whether this REIT would be adversely affected if a recession happened in Germany, as this REIT’s "German office properties represent the majority of its holdings in terms of total square footage" and "derives nearly all of its revenue in the form of rental income" (per Morningstars description)

2) You responded to a previous query that this REIT would be better held outside an RRSP. Could you please explain why.

Thanks for your guidance.
Cheryl
Read Answer Asked by Cheryl on February 04, 2019
Q: Greetings 51 Team,
A number of questions recently on REITs. Not surprising; although they tend to be boring, they have (as a group) held up nicely on both a 1 yr and 5 yr basis and offer a good yield.
However, 'all REITs are not created equal' and 5i has recently recommended DRG, HPMP, GRT, and HR. I own AP, SRU as well as XRE and have not seen a lot of discussion on those names.
Plse explain why 5i would recommend one REIT, and in particular the four above, over another and, if you care to comment on AP and SRU.
TY
SP
Read Answer Asked by Steve on February 04, 2019
Q: My first question as a rather new subscriber! I am 7 y into RRIF withdrawals so wish mostly dividend stocks in this portfolio. I have held EXE since May, 2015 and am now barely $1300 above (all in dividends and share value) as of today. I have read your comments about "quality trade off" and "weak hold for income"with regards to holding EXE instead of SIA and / or CSH.UN. You have commented that EXE debt is about 10 times cash flow. Could you give me similar information about SIA and CSH.UN please. I am about ready to sell EXE for positions in both or either of SIA and CSH.UN (in spite of them having lower dividends and earnings per share and higher P/E). Comments appreciated.
Read Answer Asked by Gary on January 31, 2019
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