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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: Over the last 5+ trading days MRG.UN has been moving down from a recent 52 week high ($13.65). Today MRG.UN closed at $12.95 and moved below its 50 day moving average. As well, recent daily trading volumes are frequently higher than their average volume. Today for example, the volume was well over two times the norm, albeit the average daily volume is only about 26,500. I also noticed late today - on the TMX site, that RBC appears to be doing the majority of the selling of this stock. I would appreciate your thoughts re this REIT. I hold 2000 units that I purchased at $10.00 several years ago. I SO appreciate your expertise. Thanks.
Read Answer Asked by Linda on August 23, 2016
Q: Hello 5I,

This is a follow-up to questions asked about Extendicare Inc that were asked in June. At the time you commented that it was fine for higher risk income. Has your view changed any with the release of 2nd Qtr earnings? CIBC points out that "EXE trades at a discount to its peers on every metric" .The company has identified $465M of development/redevelopment initiatives that it is planning to undertake. CIBC feels that EXE can accomplish this with internal resources.

Your thoughts would be greatly appreciated.

Cheers,
Bob Ahearn
Read Answer Asked by Robert on August 22, 2016
Q: I have been watching SOT.UN and yesterday it dropped after making an acquisition. I have a balanced REIT portion to my portfolio for income, and I am wondering about adding Slate on this drop as it has an 8.8% payout. My other holdings are Artis REIT, Pure Industrial REIT and Smart REIT. Is Slate of a comparable quality to my existing REIT's and would it be a good addition for income?
Read Answer Asked by Kim on August 22, 2016
Q: Saw your suggestion for CPD, XHY, ZRE for dividend income and wondered what would drive each of these securities price performance given that their overall return will be a mixture of price appreciation/depreciation as well as yield and each has a significantly different price history. I'm not planning to blend as I think you should know what drives each investment. I also saw your two notes on CPD so what I think I need is an overview of the relevant price drivers please. Thank you
Read Answer Asked by Mike on August 19, 2016
Q: Can you please recommend a Canadian reit that focuses on rental apartments,houses,etc. that focuses on the Maratimes,especially Nova Scotia? Thank you.
Read Answer Asked by Steve on August 18, 2016
Q: Hello 5i,
I have no REIT's in my portfolio and would like to add one that does not have Western Canada exposure. I have a long-term horizon of 7-10 years and am ok with small-cap risk. But is an 8% dividend yield crazy and unsustainable? Would you recommend one of these two REIT's? THX.
Read Answer Asked by Robert on August 18, 2016
Q: I realize these are all in different sectors but,all have 8% plus dividends; for an RSP account. Diversification not an issue.Which in your view do you like the best and has the best up side as well as maintaining its dividend, mid to long term.
Read Answer Asked by Henry on August 17, 2016
Q: Regarding my question earlier about 2 REIT's to diversify existing position in AX.un, I probably should have pointed out preference for market cap and mimimum current yield. I like (and anticipated) your recommendation of Chartwell however IIP.un sacrifices too much current yield and market cap security to make up for potential growth for me. Would CAR.un fit nicely given my desire for a larger market cap? Is H&R too much like AX.un? thx!
Read Answer Asked by Tom on August 17, 2016
Q: I have sold most of my REIT's I own except for three.

HR.UN 2.96 % weighting (removed the Drip)
AX.UN 6.11 % weighting (Enrolled in Drip)
CSH.UN 8.28% weighting (Enrolled in Drip)

I am a little high in Chartwell I think and maybe Artis too. My overall REIT exposure is most likely way to high. My question is do I sell one entirely, trim back on the high one or remove the Drip and start to take cash. I really like these three REIT's and I am bias towards them and not sure what to do

Your thoughts?
Read Answer Asked by Jimmy on August 15, 2016
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