skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I've been considering CAR.UN. While the drop in recent days might be seen as "good" for me, in lowering my cost, given that my three most recent purchases (DH, KBL and IWO) have all been immediate losers, I thought I'd better ask you first: do you see anything to explain the recent drop with CAR.UN; and do you think this is a good time to start a position? (As CAR's recent performance is not materially different from XRE, perhaps it's more of a concern with REITs generally at this time?
Read Answer Asked by James on October 27, 2016
Q: I have questions about the recent acquisition and stock offering for Milestone, one of my largest holdings.

1. They did not mention whether the acquisition is accretive - is it accretive?
2. Why would they sell about 185 M worth of stock for a 242M property, especially since they are also disposing of another property?
3. They say the NAV of properties will increase by a net amount of about 300 M, yet the cost of the property is 242M (and recall that this includes a disposition of one property) - isn't it a bit hard to b believe that they got a 300 M property for 242M? Is this possible? Or are they playing with the numbers?
Read Answer Asked by arnold on October 21, 2016
Q: As a retired investor, I hold positions in both company for the income. I am concerned with the U.S. Feds possible rate increase in December and the BOC's statement that they seriously discussed lowering interest rates and their effects on the share price of these stocks as capital preservation is paramount to me.
Your opinion on this would be greatly appreciated as to a hold or sell.
Thank you, Peter and Team
Read Answer Asked by Isabel on October 20, 2016
Q: In my income portfolio, I currently have these 3 REITS invested. I have some additional funds now to invest, which of the 3 do you think is currently the best to add to for long term investment?
Read Answer Asked by Eugene on October 18, 2016
Q: H&R real estate investment trust calls itself an "open-ended" trust compared to others that call themselves a "close-ended" trust.
Is the internal structure of H&R more like a mutual fund? Should it be a concern?
Which of these three do you prefer for a long-term hold, as the only REIT in a portfolio. Thanks for your help.
Read Answer Asked by Robert on October 17, 2016
Q: Hello; You have spoken favorably about SIA in previous commentary; My concern is about valuation and its vulnerability in an increasing rate environment. Can you comment about SIA's stock price relative to operational cash flow. I suspect it is in the 15 to 20 range which seems very high. Thanks for your great service.
Read Answer Asked by Uthaman on October 17, 2016
Q: I am a little confused by your answer to Richard's question yesterday about HCG. On the one hand, you still consider HCG a good long term investment, while on the other hand, you said that you took it out of the Balanced Portfolio on short term prospects. I had thought that your advice was based on long term investing, not short term trading. I would appreciate your clarification.

Thanks,
Read Answer Asked by Hans on October 16, 2016
Q: I just sold about $5,000.00 in stocks inside my TFSA, with a little profit of $500.00 over the period of 8 months. I did it so I can add it to my self directed RRSP account to lower my taxes this year. In my RRSP I own approx 20% oil,15% financial, 10% utilities, 10% auto, 5% marijuana and the rest is in CDZ. I want to diversify this portfolio. It accounts for 75% of my investments. I am considering a REIT and some technology. What do you recommend?
Read Answer Asked by Grant on October 14, 2016
Q: Peter, I've been thinking of CAR.UN for a long-term hold; it yields about 4.4% But I just saw Ross Healy (who I think has a pretty good track record for conservative investors) recommend Cominar, with its 10% yield. I have no need for active income; everything will be reinvested. For a long-term hold, would you expect someone to do better overall (including distributions of course) with CAR.UN or CUF.UN? The units will be held in an RRSP. Thank you.
Read Answer Asked by James on October 13, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!