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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: Hi, could you please suggest one of these,or another you might like better,for income mostly and of course some upside. Do they use ROC to pay part of the dividend?This would be a full position 5%. Management,LowDebt,Good Sector,and capital preservation is most important.
Thanks
Read Answer Asked by Brad on June 07, 2017
Q: If cominar reit cut its distribution in half , its yield would still be a healthy 5.7% yield at $12.95 a share. The AFFO payout ratio would fall to 60 %and its share price would be trading at 10X AFFO and a 25% discount to net asset value.So why are investors dumping the stock because of the high yield and temporary 100% plus payout? (my numbers are based on a %1.28 2017 AFFO from TD Waterhouse, projected to rise going forward.)
Read Answer Asked by John on June 06, 2017
Q: What do you make of the vitriol between activist investors and management of GRT.UN? As a shareholder I have to vote by June 13. I have never before received an email, as I did today, extolling why I should vote in favour of the activists and against management. That said I have enjoyed a fat DIV and a 37% share price increase in the four years since I first bought the stock so you know where my inclination lies!
Read Answer Asked by Kim on June 06, 2017
Q: I took a half position in PRO REIT two months ago after the Globe breakout article and I’ve since read all 5i’s past commentary which I found encouraging.
It is appearing that this is a solid growing REIT with great dividend and monthly DRIP. The payout ratio is dropping, they continue to make accretive acquisitions and it won’t be long before their market cap is over 100 million attracting new investors.
Would now be a good time to add to the position after the latest offering? Any other insight or advice you can offer me on PRV is appreciated.
Craig
Read Answer Asked by Craig on June 05, 2017
Q: what do you guys think of this stock and performance.
It should be a great demographic play,but why is it not acting like chartwell?
Any reason why its down so much today?
Read Answer Asked by Josh on May 25, 2017
Q: My wife and I, retirees, are considering adding a real estate ETF to our portfolio, to hold in TFSAs. You commented that ZRE has an equal weighting in REITS and is more diversified than XRE (that has a 30% weighting in RioCan and H&R). ZRE has a slightly higher distribution % that appeals. My question is on safety of capital. I perceive Rio Can and H&R to be high quality REITs versus say an Artis or Cominar that have a higher weighting in XRE. Which of the two ETFs would you consider safer, or is it a coin toss between the two? Thank you for your comments
Read Answer Asked by Edward on May 17, 2017
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