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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: 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.
Read Answer Asked by jane on June 04, 2015
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
Read Answer Asked by Garth on June 04, 2015
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
Read Answer Asked by Paul on June 02, 2015
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.
Read Answer Asked by Paul on June 02, 2015
Q: How would you compare Cuf.un and BTB.un going forward ?
Read Answer Asked by terrance on June 02, 2015
Q: Hi Peter
Can you give an update on Melcor
Thanks
Greg
Read Answer Asked by Greg on June 01, 2015
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
Read Answer Asked by Michael on June 01, 2015
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
Read Answer Asked by Douglas on May 29, 2015
Q: Great advise from 5I !
Just wondered about your thoughts on Slate REIT.
Thanks Bob
Read Answer Asked by Robert on May 28, 2015
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.
Read Answer Asked by Donna on May 28, 2015
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
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