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: Good evening Peter,

I thought I read somewhere last year that REITS will become Mandatory for all Canadian Money manager / Mutual funds to hold within their portfolios.

If so, when is this required and should this not have a positive impact on the Reit sector ?

Also, if true what Reits do you think will benefit ?

Thank you Peter...

Read Answer Asked by Gordon on May 04, 2015
Q: Haven't seen any questions regarding Northern Properties in a while, what's you opinion of it now, given the slow down in Western Canada?
Read Answer Asked by steve on April 30, 2015
Q: Could I have your opinion on investing in FNM.UN as opposed to buying a REIT ETF or a few, individual REITs. The fund has a good yield, has been around for just over 2 years and is presently at a 6% discount to NAV. How would it compare to something like CAR.UN or Boardwalk?
Read Answer Asked by richard on April 29, 2015
Q: Could I please have your current view on Milestone Apartment Reit as a TFSA holding? Is there another apartment Reit that you would prefer?
Thanks
David
Read Answer Asked by David on April 27, 2015
Q: Hi, would you consider investing in healthcare REITs at this time? In your opinion which would be the best one to invest in right now?

Thank you,
Read Answer Asked by Philip on April 27, 2015
Q: Could you please share your analysis on Killam Properties for both secure income and some capital growth. It is currently rated as "outperform" by the Royal Bank with a $12.00 one-year target. Thanks!
Read Answer Asked by Paul W on April 27, 2015
Q: Held this a long time underwater and it seems to be coming back. Really good yield. Safe to add to tfsa for yield? Thanks James
Read Answer Asked by JAMES on April 27, 2015
Q: I am constantly wrestling with 'industry' in my portfolio. Is Amica real estate, health care, financial? You could help your subscribers education if you identified the industry or asset class of each of the holdings in your model portfolios.
Read Answer Asked by GRAHAM on April 24, 2015
Q: I bought 2,550 shares of TN.UN last June in my RRSP for high yield income, representing only 3.2% of my portfolio. As expected, its price has been relatively flat but the 8%+ dividend has been maintained. Can you recommend other relatively high yield Canadian apartment REITs that would be safer investments.
Read Answer Asked by Jean on April 24, 2015
Q: Hi 5i,

Not really a stock question, but I value your opinions. I would like your take on the Canadian housing market, especially in Vancouver. Is it over valued? By how much? I realize this in not your area of expertise, so any opinion would be great!

Thanks in advance.
Read Answer Asked by Wayne on April 24, 2015
Q: Can you kindly provide your accessment of this stock
Read Answer Asked by Peter on April 23, 2015
Q: I have held these Artis Debentures for 3 years and with the currency changes, have done quite well over this time period. The coupon is 5.75% and the yield to maturity is 5.03%. The maturity date is June 30, 2018. I consider this part of my fixed income although it is held in a taxable account.
In your opinion, should I continue maintain this holding for 3 more years?
Read Answer Asked by Doug on April 22, 2015
Q: I believe your last comment about VRE was in August, 2013, at which time you preferred XRE. Now, looking at these two ETF, which one would you prefer. VRE only pays a 2.1% distribution compared to XRE's 4.7% but over the past two years VRE's value has risen nearly 3x that of XRE's. I am curious why VRE pays such a low distribution when most of its holdings are paying >4%. Is VRE really doing so much better than XRE or am I just mis-interpreting the numbers.
Read Answer Asked by richard on April 20, 2015
Q: peter, I have owned both these stocks for quite a while. both have appreciated nicely. is there any reason for me to sell either. thanks for your opinion. bill
Read Answer Asked by William on April 17, 2015
Q: My questions is concerning the debentures of companies such as Partners Real Estate and Temple REIT . I own debentures of these companies (1 yr debenture for PAR.db and 2 year debenture for TPH). My thinking is that the risk of default is very low despite the poor performance of the shares. The yields are high and the companies before defaulting they will need to cut the dividend/distribution of the common shares and reduce debt by selling assets. The other risk is being paid the principal in shares (in which case one needs to hedge that possibility).
I would appreciate your thoughts on this with regards to the difficulties these companies are facing. (In fact .. I don't see why investors own the common shares and not the debenture).
Thanks in advance for your comments
Read Answer Asked by Elie on April 17, 2015
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!