Investment Q&A

Q: HR.UN is down below the point at which it announced a share buyback (on June 4.) Is this a 'sell' signal?

Q: TSX has accepted a Notice of Intention, whereby Chartwell will purchase 10% of public float in open market. Interpret if you will. This goes into effect today. Price has been diving since broke support at the end of May. Should put floor on stock?
Thanx

Q: With consensus building that interest rates are about to rise (or are already in the process of doing so), REITs are seen as one of the sectors that will be hard hit. In fact, it would seem that they have already seen important price drops in the past few months, Chartwell Seniors being a good example. Given that interest rates will likely continue to rise (hopefully, at a slow and steady pace along with the growth in the economy), will REITs continue to fall or will there a point in time when their units will rally back to healthier numbers regardless of where interest rates are going? I prefer to hold securities for the long term (à la Warren Buffet), but I keep hearing that it is imperative that I immediately sell all my interest-sensitive stocks.
Robert

Q: Good Morning Peter,

We have seen Derick Warren on BNN a few times and he has recommended Callaway Reit. We have read your report on H & R and would like to know if Callaway is comparable to H & R.

Thank you, Charlie

Q: On June 1st, you mentioned that Sienna this may be a takeover target. Would you think that would be from Extendicare or Chartwell? Would there be other players besides these two, each with their recent influx of cash?
If it was taken over, can you "guess" at what the price, or price-range, might be?
Thanks!
Enjoy your day!

Q: I'm looking to initiate a half position in either INO.UN or DRG.UN. Could you please provide a review of each and give your opinion on which one you prefer.

Q: Hello Peter & team: Appreciated your comments on BNN recently. I plan to sell one of the three following REITs that I currently hold in my portfolio: FCR; PLZ.UN; and AAR.UN. I have roughly the same gain on each but would like to free up some cash. Which would you recommend selling? Many thanks.

Q: I am considering purchasing either CSH.UN or SIA but am having trouble, due to lack of knowledge, in comparing the 2 companies.

Pro CSH.UN
- 5i coverage
- Larger company

Pro SIA
- Higher dividend yield

Unknowns
- Insider ownership (low for CSH)
- Debt (high for CSH)
- Payout ratios
- Stability - (good for CSH)

Please could you fill in the gaps for the unknowns?
Are there any other things I should take into consideration?
Which do you consider the best value at the moment for a long-term holding.

Q: Hi Peter and team. I'm thinking of adding either CUF.UN or HR.UN to my portfolio. Which do you recommend and why? There is a 2% difference in yield. I also own NLY. I realize this is a mortgage backed security but for portfolio sector weighting how would you classify it ? And any comments on the company would be appreciated.
Thanks Garth

Q: Arits, H&R or Riocan? Which one would you pick as a single REIT exposure? Is now a good entry point or should I wait for the first interest rate hike (in the US)? Looking for a long term hold +10 years.

Q: Came across a Company CHC student housing They are in the process of raising $ 163.5 Million dollars to fund new acquisitions They have very few shares outstanding

Are you familiar with this management team Would you recommend buying this company for primarily income and a long term hold Your previous comment was not very favourable on the company

If you don't give this one a buy recommendation could you suggest another income stock

Thank you so much

Paul

Q: Can I get your opinion on the stock. Is this a good entry point ?
Thank you

Q: I hold this in my RRSP and am down 10%. It seems to be stagnant here. Could you please suggest something I could change this out for and recoup my losses. Thank you.

Q: How would you compare Cuf.un and BTB.un going forward ?

Q: Hi Peter
Can you give an update on Melcor
Thanks
Greg

Q: Hello 5i Team,

What can you tell me about the investment quality of Sienna Senior Living please? A friend told me she has this company on her watchlist.

Many thanks.

Michael

Q: Is FCR breaking down or moving into a buy zone or otherwise?

Q: Would you consider today's price a very good entry point? I understand there may be some uncertainty surrounding the intended use of funds from the US asset sale but that seems way over done? Also, someone on BNN mentioned that it would likely soon not be considered a "REIT" by definition based on it's income mix and therefore, was being dumped by REIT focused funds regardless of fundamentals. If this is the case, I would think that stock price here is an excellent buying opportunity or is it going even lower? Your thoughts/comments are appreciated

Q: Great advise from 5I !
Just wondered about your thoughts on Slate REIT.
Thanks Bob

Q: I bought FN for income and modest growth. I read they have the highest PE ratio of 17.91, comparable to other special industry financials. With the recent results, (losing market share)what is their chance of revenue growth this year. Thank you for providing such a valuable forum. Greatly appreciated.