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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: My investment advisor has suggested that I sell Crombie due to uncertainty regarding Sobeys, Crombie's principal tenant. Do you share this concern?

He suggested True North as a replacement. What is your opinion?

I would replace Crombie with office and/or residential REITs.

With respect to office, I have enough Artis AX.UN, but could add to H&R HR.UN or buy another which you would recommend. Suggestions?

With respect to residential, I have plenty of Canadian Apartments CAR.UN but would buy another recommendation. Suggestions?
Read Answer Asked by Carl on March 21, 2017
Q: Hi Peter and 5i Team

I don't currently own any senior living or healthcare stocks in my Canadian portfolio and have enough cash to add a full position in one company (or a half position in two) at this point. Stability and reliable dividends are priorities for me. Dividend growth would be nice. The ability to trade options would be a plus. Throughout this portfolio I've be focusing on adding Canadian companies with significant operations in the USA. Any suggestions?
Thanks in advance
Peter
Read Answer Asked by Peter on March 17, 2017
Q: Would you be kind enough to rank these companies as to your current preference & explain why? How does the insider ownership play a factor? Would the long term chart comparisons, figure into your decision? With interest rates possibly moving up in the USA & the Canadian real estate mkt. rather extended & a Federal budget on our doorstep, your comments greatly appreciated. Thanks for the hard work. Ken
Read Answer Asked by Sue on March 16, 2017
Q: I have accounts at multiple CDIC insured lenders. One of them is Oaken Financial which is composed of CDIC insured Home Bank and Home Trust. I'm concerned about the ongoing problems with parent Home Capital; one thing after another. What's your best estimate of the likelihood of a bankruptcy, serious financial issue etc.with Home Capital which would trigger defaults at the subsidiaries so that I would be dealing with the CDIC regarding my GICs. Thanks
Read Answer Asked by Tim on March 16, 2017
Q: Hi 5i team :
Kroll Ball rating agency commented about TAH (USa branch of Tricon) the below note. As shareholders, should we worry now about this note ? or it is an issue to deal with in 2019 . Thanks !!

"It is worth noting that one TAH securitization and the Silver Bay deal are each collateralized by a floating-rate loan with a fully extended term of five years and the other TAH securitization is collateralized by a fixed-rate loan with a five-year term, all of which will come due from September 2019 to November 2021. This concentrated debt maturity profile may result in increased financial stress for the company."
Read Answer Asked by Alejandro (Alex) on March 15, 2017
Q: Good Evening
Yesterday when you answered Michael's question you referred of a Mr. Michael Cooper. My broker's site is showing that the CEO of this company is Jane Gavan.
I noted that the CEO has increased the number of shares held from 20,000 to 38,000 in a year. Is this a positive sign in holding the stock?
Furthermore do you have any figures with respect to the ownership percentage by the insiders of this company?
Would you view the insider activity as positive, negative or neutral for D.UN ?
Thanks
Read Answer Asked by Terry on March 14, 2017
Q: I hold smaller positions of the above collection of what I would consider to be "second tier" income stocks in an unregistered account. I also have BIP.UN, CSH.UN and HR.UN in a TFSA. I want to raise a bit of cash before the snow melts; which two or three of these would you sell first?

Thanks for the wonderful service - I've just renewed again!
Read Answer Asked by David on March 14, 2017
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