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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: Could you rank the following mortgage companies for me: Firm Capital (FC), First Financial (FN), Timber Creek (TMC) and MCAN (MKP). They have been great for income and are 10.5% of my portfolio. I have held most of these for a lot of years. Should I reduce my holdings?
Read Answer Asked by William on February 11, 2014
Q: Hi Peter and 5i Gang,

Last year I reallocated some of my portfolio to Canadian REITs, unfortunately at the worst time! Before any indication of tapering and the resultant sector decline. So I am underwater between 5% and 20% on my REIT positions now. I notice that they haven't been bouncing back all that enthusiastically and am scratching my head as to why not and whether or not to reallocate out of REITs.

Any thoughts or comments on the sector? Are you able to give me your thoughts about the future prospects of NWH.UN, my worst performer (-19%)?

Many thanks, Derek
Read Answer Asked by Derek on February 09, 2014
Q: INO.un attracted my attention with its high yield. If Europe is in recovery mode this one could move higher. DI.un also in Europe but concentration in Germany, a much bigger Reit with roughly the same yield. I would appreciate your opinion and which one would be your choice or would you prefer another Reit? Which one?

Thanks
Read Answer Asked by Saad on February 09, 2014
Q: Could you give me your opinion on Callaway REIT (cwt.un)?
Read Answer Asked by jacques on February 06, 2014
Q: What is your view on REIT's for 2014?
How do I search 'questions and answers' to find stocks or sectors I am interested in that have already been discussed?
Read Answer Asked by Randal on February 06, 2014
Q: Hi Peter,
Can you give me your opinion on milestone apartment real estate. mst.un. it has a nice divident. Thanks Clare
Read Answer Asked by clara on February 05, 2014
Q: Hi Peter,
I would like your thoughts on Killan Properties . kmp I purchased the shares at 12.20 and thinking of selling them at a loss.Or should I keep them to recoup my purchase price.
Thanks
Read Answer Asked by Lillian on February 05, 2014
Q: Is Leisure World Senior Care, LW. a good investment now. My purchase price is $10.08. thanks
Read Answer Asked by chet on February 05, 2014
Q: Is Ruf.a a limited partnership ? and do the limited patnerships have tax ramifications ? in a rrsp ?
Read Answer Asked by terrance on February 02, 2014
Q: Could I please have your team's opinion on two REIT Exchange Traded Funds for the fixed income side of my portfolio, in addition to bonds and GIC's. I'm considering XRE and/or ZRE. XRE is the Blackrock iShares ETF weighted more heavily in the larger REITS, whereas ZRE is the Bank of Montreal ETF more equally weighted across the sector. Which approach would you prefer? And if you don't consider REITS "fixed income", how would you add real estate to the fixed income mix? Would our home (fully paid) be considered "fixed income" real estate and, therefore, should it's value be added to our "holdings" as a percentage of the fixed income component? Thank you.
Read Answer Asked by Paul W on January 30, 2014
Q: Hi there, TD WebBroker just initiated coverage of FAM Reit (F.UN) with a Buy recommendation. Although it is small still, its share price has fallen since its IPO, and is externally managed by Huntingdon, it yields over 8% and seems to have a decent payout ratio of around 80%. What do you think of this one now and would you consider it a Buy at this level? How would FAM compare to say, AAR.UN?
Read Answer Asked by Gail on January 30, 2014
Q: BTB.UN is a REIT in my portfolio that pays me 9% based on my purchase price but is quite small.Do you see it as a buy, sell or hold?Thanks for all your help!
Dave
Read Answer Asked by Dave on January 28, 2014
Q: Could we please have an update on RLC. Thank you, Bob.
Read Answer Asked by Bob on January 28, 2014
Q: DI.UN Dundee International REIT. What do you think about it now?
Read Answer Asked by Eugene on January 27, 2014
Q: Have $10,000 to invest in our joint account. We're heavy in banks, oil, pipelines, telecom, etc. and I'd like a suggestion for some REITS to check out. I'm looking for good income with safety primarily, but some growth would be nice too. In other words, I want the moon! Cheers, Ted
Read Answer Asked by Edward on January 27, 2014