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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: ONR.UN is to be take private, and if I understand correctly, current shareholders are to receive $4.275 in cash per unit (if they elect to take cash) OR shares of Smart Reit (calculated at $4.20) if they prefer. As Mitch Goldhar owns so much of this stock, I assume the deal will be approved.

Do you have a recommendation as to whether shareholders should (a) sell into the current market at $4.21, (b) keep stock and elect cash or (c) keep stock and choose shares in SmartReit.
Read Answer Asked by Don on August 10, 2017
Q: Hello, you have mentioned before that HR.UN has $6 billion in debt. When I look at the data on TMX Money the company has a market cap of just over $6 billion. A) Does that worry you to see that the debt and the market cap are of about the same magnitude? B) What is HR.UN debt-to-cash flow ratio? Is that too high? HR.UN is not performing well in 2017, may be this is just cyclical I don't know. Regards, Gervais
Read Answer Asked by Gervais on August 09, 2017
Q: Further to my Aug 2 question, I did consider XRE but RIT seems the better choice as it has superior returns for all time periods, admittedly at more than double the MER. In case I decide that increasing my company count is OK would you please recommend your top 5 choices for direct company investment.
Read Answer Asked by Ross on August 08, 2017
Q: Hi 5i team,
Can I get your assessment of FCR's most recent quarter? Appeared to be a bit lackluster to me. Apart from interest rate sentiment that seems to keeping most REIT share prices down, are there any heightened business risks to this company given the type and location of the properties they own? And is the current payout ratio reasonable in your opinion?
Many thanks,
Brian
Read Answer Asked by Brian on August 04, 2017
Q: My real estate exposure consists of CAR.UN. To increase diversity I am considering selling CAR and buying RIT. The MER is on the high side but the short and long term performance, relative to other REIT ETFs or mutual funds, seems justified. Volatility is also relatively low. What is your opinion on my plan and on RIT as a long term hold? Are there any other mutual Funds or ETFs I should consider. The percentage of my portfolio devoted to REITs is not high enough to obtain the diversity I seek by direct investments. I also do not wish to increase my security count by 3 or 4.
Read Answer Asked by Ross on August 02, 2017
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