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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: From an investment standpoint, would you rank Brookfield Property Partners (BPY.UN) in the top 10% of real estate investments listed on the TSX? Which others would you consider for an investment ahead of BPY.UN?

I already own a 4% weighting in another Brookfield investment - BIP.UN. In your opinion, would I be better diversified from a company standpoint by considering an alternative real estate investment?

Thanks.

Jim
Read Answer Asked by James on May 25, 2015
Q: Hi,
Could I get your opinion on holding MRG.UN at this point in the cycle for the next 12-24 months?

Thank you
Read Answer Asked by Douglas on May 25, 2015
Q: Hello - bought some shares in the summer of 2014. The share price has since declined approximately 50% since then and the dividend practically all but eliminated. Would you recommend holding with a view for the long-term, or do you feel that the risks of continuing to hold this stock are too high?
Thank you.
Read Answer Asked by Tyler on May 22, 2015
Q: Insiders-Kingsett & Jon Love-have been buying INN in huge volumes the last 6 months or so(bought 1.047m shs on May 19 to 21).In Oct 21,the stock was $5,then increased to about $6.56 high on Jan 21/15,& since then been on a steady decline to close @ $5.49 on May 21/15.I am confused,so please explain.Is this a good time to average down as I have a small position @ $5.94.Appreciate your normal great services & opinions
Read Answer Asked by Peter on May 22, 2015
Q: Hi 5i team .
can you update your opinion on MEQ ?, on a P/E seems very cheap (it does not pay a dividend). analysts are expecting good growth in NOI for the next two years. How safe it is ?.
Read Answer Asked by Alejandro (Alex) on May 21, 2015
Q: Hi Peter. I would like some exposure to the consumer staple sector for my RRSP. However I find the dividend yield too low (less than 2%). Does it make sense to buy a REIT like Crombie that rents all the Sobey's and IGA stores and pays out a distribution that is more that five times what Empire pays out in dividend? Even if Empire increased its dividend by 10% every year for the next 10 years it still would not catch up to Crombie. Thank you in advance for your advice.
Read Answer Asked by L J on May 20, 2015
Q: Hello Peter & Co,
How would you compare BPY to other office-related Canadian companies or REITs; I own FSV & TCN.
Thanks,
Antoine
Read Answer Asked by Antoine on May 19, 2015
Q: How do you rate EQI in the current environment. The Globe is full of negativity about the debt load that the average Canadian has and this does not seem to be hurting the the mortgage stocks too much. Home Capital is sliding a little, but EQI trades so few shares it is hard for me to get any sense of strength or not in the stock.
Read Answer Asked by Charles on May 15, 2015
Q: Just thought I would add to David's question on owning a REIT or a condo. The big difference in favour of owning a condo is your ROI. You can buy a 500k asset with only 20% down or 100k. Leaving you with a 400k mortgage. If your asset appreciates 10% over 5-7 yrs well now you have an asset worth 600k - 400K mortgage leaves you with 200k equity. This does not include the mortgage paydown by the tenants and expense write offs. You have just doubled your money. Then you can get a heloc and buy another property and repeat the process again. Try and do that with a REIT.
Read Answer Asked by pietro on May 14, 2015
Q: Hi,

RBC came out with a report last month on comparing CAR.UN/BEI.UN to renting a condo. Citing you would have done better over the long term with a REIT plus you do not have the hassle of dealing with tenants, possibly not being paid rent etc. What are your opinions with such a thought process of buying a REIT instead of a rental property? Is this a fair comparison?
Read Answer Asked by David on May 13, 2015
Q: Been on quite a downward spiral the last month,could you comment on results ?
Read Answer Asked by terrance on May 13, 2015
Q: Please comment on the price decline of csh.un. Are you aware of any negative company news?

Thanks for your input. Rossana.

Read Answer Asked by Rossana on May 13, 2015
Q: If you were me and owned a small position (0.5% of my portfolio) in Penny Mac would you sell? The recent earnings and stock performance has been awful.
Read Answer Asked by Andrew on May 11, 2015
Q: Good morning 5I team,
Since REITs are included in the Financial Sector, I'm guessing there is no reason to have to hold any, as long as I have a good sector percentage. Is that correct? It seems that many people hold them primarily for income. Since I have about 8 years to retirement, and a decent pension at that time, I tend to focus on growth.
Thanks for everything!
Read Answer Asked by Brenda on May 11, 2015
Q: Hi,
HR.un and REI.un have been great over the years, however, several of my Reits did not make the Reits list(question May 9). I hold about 1,000 shares of AAR.un, AX.un, DIR.un, MR.un, MRG.un, NWH.un, SMU.un, and SOT.un. Are there any in my list that you would be concerned with for the long term? As a retired, income seeker my Reit holdings have always been high and currently represents 14% of my portfolio.
Read Answer Asked by Bruce on May 10, 2015
Q: Hi Peter,

I would like to ask what are the best reit to invest in? thanks a lot.
Read Answer Asked by Rosabella on May 09, 2015
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