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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 retired and have held MRT.UN in a RIF for a number of years, but it has dropped 20% in value in that time and although I appreciate the 7%+ yield, it is just languishing there with what seems very little prospect of growth. It does seem to have stopped dropping in value though.

On the other hand, DIR.UN has been on a bit of a tear in the last 3 months and also offers a high dividend. I am considering switching to DIR.UN, but wonder if this rally is played out and if it's likely to maintain its value or slump under profit taking. I'm a bit wary of switching from a loss position in one stock to buying high and losing more on the next one.

Do you have any thoughts on making this switch?
Read Answer Asked by John on May 09, 2018
Q: Hi there,

Which of these would you say is better for income with some growth and why? What would make one a better buy than the other? Finally, once you identify your favourite of the two is it a buy, sell or hold?

Thanks
Read Answer Asked by Tim on May 04, 2018
Q: Hello Team 5i,

Our current weight on DRG.UN has shot up to 7.6%. It's the only holding we have at this elevated weight, so not a huge danger to the whole portfolio. I would prefer to keep my winners but price is quite a bit above 200 day line suggesting pullback to mean and I wonder if I should sell some and take profits? Any words of wisdom from your team greatly appreciated.

Regards
Read Answer Asked by Arzoo on May 02, 2018
Q: With high debt being a concern for all companies, I thought today's news was reasonably positive but it appears that the market disagrees. As always, I would appreciate your analysis.

Tricon Capital Group Inc. (TCN-T) says it has an agreement to sell the portfolio of 14 manufactured housing communities, including its Tricon Lifestyle Communities investment vertical to an institutional investor. "The sale of our TLC manufactured housing communities portfolio represents the next meaningful step along our stated plan to simplify Tricon's business," said Gary Berman, CEO of Tricon Capital. "We intend to use the net proceeds largely to pay down our corporate credit facility, reducing our overall debt level and creating additional flexibility for future investments. Going forward, we will focus our growth efforts on our core investment verticals, where we have a clear path to scale, leadership and attractive long-term returns."


Read Answer Asked by karl on April 10, 2018
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