Q: Hello Team, this stock was recommended in the paper as a good income stock paying a monthly dividend. Could I have your analysis on the company. Thank you, Jen
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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: Mainstreet Health issued a ipo recently It leases it's facilities to Health Care operators in the US I see this as a US real estate play They have 24 facilities and are planning on growing I know it is very early but could you comment on the company's ability to pay a 7+ % dividend I would be buying this for income
Is the dividend paid in US funds ?
Thanks so much
Paul
Is the dividend paid in US funds ?
Thanks so much
Paul
Q: Could you comment on Ivanhoe Cambridge reducing stake in Cuf.un ?
Q: Sorry - I was looking for an CDN or USA ETF not individual stock
: Is there a USA or CDN ETF that your team would recommend similar to CSH.UN, SIA or SIS. Is there any news why SIS is selling off with high volume.
5i Research Answer:
In the US, three to look at are SNH, HCN and LTC
Ventas VTR is also interesting, owning seniors' housing and medical office buildings.
There is no news on SIS, but energy/metals have been very strong and there might be some rotation occurring this week.
: Is there a USA or CDN ETF that your team would recommend similar to CSH.UN, SIA or SIS. Is there any news why SIS is selling off with high volume.
5i Research Answer:
In the US, three to look at are SNH, HCN and LTC
Ventas VTR is also interesting, owning seniors' housing and medical office buildings.
There is no news on SIS, but energy/metals have been very strong and there might be some rotation occurring this week.
Q: Is there a USA or CDN ETF that your team would recommend similar to CSH.UN, SIA or SIS. Is there any news why SIS is selling off with high volume.
Q: I want to increase my holdings in real estate as a contrarian play, and also increase my received dividends.
I am looking at SOT.UN and it has an expected dividend of over 9% and earnings that are more than double that. It made a deal with Fortis recently, and Fortis received shares as part of the deal. I figure Fortis is pretty astute. I would be interested in your opinion.
Is there anything to read into the fact that no questions have been asked about this company on your website. I like to buy things whilst they are still "under the radar"?
I am looking at SOT.UN and it has an expected dividend of over 9% and earnings that are more than double that. It made a deal with Fortis recently, and Fortis received shares as part of the deal. I figure Fortis is pretty astute. I would be interested in your opinion.
Is there anything to read into the fact that no questions have been asked about this company on your website. I like to buy things whilst they are still "under the radar"?
Q: Dream Office REIT is underperforming the REIT index especially recently. It has been trying to improve the balance sheet but is again down today after publicity over a possible sale of part of Scotia Tower. It seems to be very unloved.I have been waiting for a better price to sell with some frustration. Is there hope for better sentiment and price? Thanks for your opinion
Q: I know this one is not your favorite in the category, but it is well off its high, and starting to look interesting. I don't see any news to support the drop over the last few days - are you aware of anything?Would you consider initiating a position in EXE at this time, to be held primarily for income (I have held Sienna for several years)?
Thank-you
Thank-you
Q: The stock has been dropping last a few days. Do you have an idear what happends on the stock?
thanks.
thanks.
Q: I hold this REIT and was most please at the jump when the sale was announced. The sale price is 7.25. The price went up to 7.03 and I assumed that since the deal probably has little risk and it closes relatively quickly, I decided to wait since I saw NO real downside risk. The price then dropped. Is there a risk that I am not seeing?
Thanks
Thanks
Q: With the upcoming new classification of Real Estate being formed out of the Financials under the GICS is there a best way to play this? A single REIT or just pick up an ETF? I've read numbers as high as 100 billion could pour into REITs as a result - what kind of spike in valuations will this cause or is some of this already priced in?
Q: I have notice there is 2 to 3 times volume last week. Is there any news or is it because of interest rate. Will there be any impact if interest rate goes up. Do you think it is time to sell and move to SIA. I am holding both - Csh.un - 5% and Sia - 1%
Thanks a lot
Thanks a lot
Q: Hello to all of you at 5i,
It would seem that the US Fed will very likely raise its overnight rate this summer and there is a strong consensus among pundits that REITs experience quick declines when interest rates rise. How do you feel about Chartwell's vulnerability to that scenario? Is it as interest-rate sensitive as the other, more common types of REITs?
Robert
It would seem that the US Fed will very likely raise its overnight rate this summer and there is a strong consensus among pundits that REITs experience quick declines when interest rates rise. How do you feel about Chartwell's vulnerability to that scenario? Is it as interest-rate sensitive as the other, more common types of REITs?
Robert
Q: Hi guys
please give me your opinion of Summit Industrial REIT. It looks to have a high dividend rate which appears sustainable to me, but will appreciate your view.
please give me your opinion of Summit Industrial REIT. It looks to have a high dividend rate which appears sustainable to me, but will appreciate your view.
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RioCan Real Estate Investment Trust (REI.UN)
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Allied Properties Real Estate Investment Trust (AP.UN)
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InterRent Real Estate Investment Trust (IIP.UN)
Q: I'm holding Allied Properties and RioCan REITs and they make up about 8% of my portfolio. I like the income but I'd also like some growth. Are there better alternatives in this space? What are your thoughts on the relative amount I've allocated to REITs?
Q: Please give me your thoughts on CUF.UN. How was the last quarter? Would you recommend buying here?
Q: Could I please have 5i view on this company - it appears no questions so far. I own some of this stock. Thank you.
Q: Plaza gets routinely very favourable comment. What do you think are its prospects?
Q: Hi Peter & Co.
I was watching BNN Market Call May 26/16. Guest was Daniel Strauss from National Bank. I do not have REITS in my RRIF portfolio but would like to add some. Daniel was discussing an actively managed REIT ETF, RIT.TSX, First Asset Canadian REIT by CI Financial. My research indicate that the MER is .75% and the 12 month trailing distribution yield is 4.88%, the average daily volume appear to be just under 30,000. What do you think of this investment? Are their better alternatives in the actively manage REIT space? Thanks, John
I was watching BNN Market Call May 26/16. Guest was Daniel Strauss from National Bank. I do not have REITS in my RRIF portfolio but would like to add some. Daniel was discussing an actively managed REIT ETF, RIT.TSX, First Asset Canadian REIT by CI Financial. My research indicate that the MER is .75% and the 12 month trailing distribution yield is 4.88%, the average daily volume appear to be just under 30,000. What do you think of this investment? Are their better alternatives in the actively manage REIT space? Thanks, John
Q: Peter and Team,
How exposed is Home Capital to the Vancouver and Toronto markets. Would a reversal of house price gains in those cities materially affect the stock?
thanks,
Marc
How exposed is Home Capital to the Vancouver and Toronto markets. Would a reversal of house price gains in those cities materially affect the stock?
thanks,
Marc