Q: Can you please give me your picks, in order of the 5 best Canadian REITS, regardless of sector (industrial, residential,etc) in terms of yield and growth, to hold for the next 5 years.
Q: Well this one has certainly fallen out of bed recently. Can you speculate as to why other than threat of the fed. Would you hold going forward 12 to 18 months or would it be prudent to take the profits and run, given the outlook?
Q: The majority of my portfolio is invested in the TSX 60 through XIU. I am working on diversifying my portfolio and thought I would start off with the Real Estate sector and am considering ZRE.
Would you have any issues about selling about $13,000 of XIU to buy ZRE and achieve a 5% allocation in the Real Estate sector?
Also, I noticed that ZRE was dropped from the Model Income Portfolio in July 2017. Do you have any issues with ZRE specifically?
Q: I'm considering buying BRE for a TFSA, mainly due to its consistently high Dividend (stable tax-free income). My concern though is that it generally pays out over 3 times what it earns. How can this possibly be sustainable? The way it see it, BRE essentially generates bulk of its revenue from fees (commissions) which can be low risk provided the sales continue growing. Is BRE a good choice for a TFSA at current price?
I'm considering adding a small position of BXMT in my Non Reg US portfolio to generate some additional US $ income. With a 7% yield, how safe is this distribution and would you recommend any other name in its place to achieve my objective? Also, your thoughts on TF in my RSSP account would be appreciated. Thank you
Franco
Q: Hi. What's your take on Artis. Great yield at 9% due largely to the drop in the share price.. Is it buyable for growth and income at this level? Any concerns?
Many thanks
GUY
Q: I have held this stock for a long time and it has continually done well. However, it seems to be getting hit harder than many others. Is it time to add to my position which is about 3% of portfolio. Is there anything going on here that i have missed?
Q: I currently own in my RRSP's SMU.UN, WIR.U, ACR.UN, DIR.un, IIP.UN,KMP.UN.
I know rising interest rates are not the friend of REIT's That is the current environment, not telling when it will stop. And it is pretty vicious currently.
Do you think it prudent to sell these stocks (all are up nicely) and repurchase them when the increasing interest rate chatter subsides, or would you hold?
In your response please advise 'why' as well.
Thanks
Are there any data centre REITs that you would recommend. This is a growth dsector, but P/Es are very high. Alternatively, are there other REIT sub-sectors [such as gaming, 5G towers] that you would prefer. I am looking for REITs that can sustain high interest rates sand continue to grow and throw off decent yield.
Thx
Sam
Q: In your Oct 4 response to a different William , you characterized TCN as very cheap at 7 times earnings. Would you attribute its current pull-back as solely due to rising interest rate concerns , or could the redemption of its debentures into common shares also be playing a role?
Thank-you.
Q: DRG.UN seems to be melting down more aggressively than the market recently. Don't seem to see any news that could prompt this. What am I missing ?
Thanks so much, Team
Nancy
Q: There has been a few upgrades on this stock lately. With a huge dividend, it appears to be gaining some momentum and might be a place to build a small position. Could I have your thoughts please? Also, what is the difference between this and the Greys (MHIVF)? I thought I was buying some IVQ.U on the TSX with US Dollars but ended up with MHIVF.