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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: I am considering realizing gains on a 3% position in FSV and moving the proceeds into TCN. My thoughts here are to maintain exposure to US real estate with a lower valuation higher yield while still maintaining a growth tilt. Your comments on this move would be appreciated.
Read Answer Asked by Stephen on July 10, 2018
Q: "We certainly see FCR as a 'slow but steady' type of income name, with not a whole lot of catalysts." A 5i response to a question dated 07 May 2018 from another Stephen.
With the investment news announced today (9 July) and the Short Description: Treasury Offering of Common Shares Price @ $20.50, is this looking good? Any possible problems for example debt loads? Unlike the other Stephen I am down a bit from where I bought this over a year ago.

Thanks
Read Answer Asked by Stephen on July 10, 2018
Q: Morning,
I need some help to understand an "outperform" rating recently issued by RBC on CAR,un.
When the report was issued a day or two ago CAR was trading at $42.63 and only had a yield of 3.1%. RBC has given a $40 price target in 12 months.
Why would there be an outperform rating on a stock that may have a negative return in the next year?
I feel CAR is extremely overvalued at this time and have reduced my holdings by 25%. What is your opinion?
Thanks for the help.
John
Read Answer Asked by John on July 06, 2018
Q: I have about a 3% position in HR.UN and a 4% position in SRU.UN. Both pay a good dividend but I'm down about 9% in both. Perhaps I should switch to a residential or industrial Reit for more growth potential. Any suggestions?
Read Answer Asked by John on July 04, 2018
Q: I currently hold TCN and REI in my TFSA. I am thinking of selling them and replacing with IIP.UN and CAR.UN. I am looking for income with some growth. Do you recommend this or would you leave things as is or possibly consolidate to just one? If so, which? Weighting is high - 17% for REI and 10% for TCN.
Many thanks for your great service!
Read Answer Asked by Jennifer on June 28, 2018
Q: For an income porfolio (like 5iR's), I am thinking of buying CAR.Un and IIP.un for a long-term hold/investment. I know 5iR held CAR,un and am familiar with the differences between these two RIETs (thanks to the question/answers by 5iR). I would like to buy both as a combo. My question is what weighting would you give to a combination of these two?.....Like 4 or 5%?........And what would be the split be? ....like 50%-50% ?.....Thanks.....Tom
Read Answer Asked by Tom on June 26, 2018
Q: Could I get your opinion on these two industrial REITs, both down somewhat due to new secondary offerings (general comments on the sector, payout percentage, debt level, etc.). Do you prefer one over the other? What would view as the maximum percent-of-portfolio for each?
Thank-you
Read Answer Asked by grant on June 22, 2018
Q: I currently hold 3,000 exe at an average cost of $12.00. Down substantially.

I am an income investor with 5 years to retirement.

Your comments / outlook would be most appreciated.
Read Answer Asked by Dave on June 22, 2018
Q: Could you give an opinion on the multi-family reits out there
Read Answer Asked by terrance on June 22, 2018
Q: Hello 5i
I note that CAR.UN has been on amazing ride upwards. I own over 4,000 shares since 2010 @ approx. 10.67/Sh. So I am happy to see the shares are appreciating. But I wonder why this is happening in the last month or so, especially in a period when interest rates are pointing higher. Is someone accumulating for some reason? Or is there anything else I am not aware about.

Thanks for your insights and keep up the great service.
Joseph
Read Answer Asked by Joseph on June 19, 2018
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