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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: Brookfield Canada Office Properties (BOX.UN) has a chart that has shown a downward trend since late April. Would you consider this downward momentum as a sign that it is time to sell?
Thank you.
Read Answer Asked by Dennis on June 18, 2013
Q: NWH.UN-T NorthWest Healthcare Properties REIT
Hello Team, I've been holding NWH for a while. Bought for long term and income. Do you have any news aout what could be causing the decline in the share price? I am thinking of adding but waiting for your report and watching for a bottom. Thank you very much.
Read Answer Asked by Dennis on June 16, 2013
Q: Hello 5i Team, I have been following several REITs closely and would like to buy one for my portfolio, as many have sold off considerably. However, I am having difficulty on deciding which one would be the best. Could you please give a recommendation as to what REIT you prefer? Thanks
Read Answer Asked by Karolina on June 13, 2013
Q: Sorry team, it didn't sent last time. Is it possible that the rotation into REITS etc has a further reason? Hedge funds borrowed tons of yen at almost no interest and use the money to buy North American dividend stocks and pocket s cool 3% in 6 months for free almost (leveraged that a few billion times). When they unwind, they sell the divendend stocks and buy yens to pay back the loan. Hence the back up in the value of the yen as well as the drop in those stocks. We, retail investers have to suffer these machinations, I'm afraid. Thanks, Henry
Read Answer Asked by Henry on June 12, 2013
Q: Hello 5i Team. After 3 years as a DIY investor who's sought out numerous sources for information and advice, I have to say that the couple of months I've been a 5i subscriber has so far provided the best service and value. The individual company reports are concise and clear, and the Q& A is invaluable.

My wife and I are retired with some pension and a fair number of laddered GICs, but need additional dividend income to round out our retirement needs. We presently have a portfolio of about 18 stocks, mostly dividend payers and reasonably diversified (e.g. AFN, EIF, WFT, BTE, PPL, PZA). However, we've been sitting on a fair bit of cash, patiently waiting for a suitable pullback and entry point on some expensive 'blue chip' dividend stocks in the banking, utilities, telecom and pipeline sectors.

While I know that no one can time the market, what information should a retail investor look for before buying into these sectors ... especially given the current sector rotation?

Thanks
Tom
Read Answer Asked by Thomas on June 12, 2013
Q: iip.un has taken it on the chin more than other REITs. Is this purely because of its size? Is this a buying opportunity?
Read Answer Asked by Vince on June 12, 2013
Q: Hello Peter,
I am a little confused on the recent price drops on the REIT sector. You say the selling is due to people believing interest rates will be going up soon. Some REITS are offering over 8.0% yields.
At what dividend yield do you believe REITS will stop dropping?
Regards, Max
Read Answer Asked by Max on June 12, 2013
Q: At what point do you think there will be enough "blood in the streets" to consider the REITS a table pounding buy?
Read Answer Asked by Neil on June 12, 2013
Q: Hi Folks
I've been away and seem to have missed something. What is meant by the dividedn/REIT rotation. Are you saying investors are or will be moving out of dividend paying stocks?
GUY
Read Answer Asked by Guy R. on June 11, 2013
Q: In your model portfolio, I see that there is only one "real estate" holding (FSV). In this sector, I own two REITs in my RRSP and realize that my weighting is way out of whack: (14% in REF.UN and 12% in REI.UN.) I am gradually attempting to diversify my holdings, using stocks that you have chosen in the model portfolio, and would like to know which of my two REITs to keep (or if neither or if both) and what percentage REITs should be in a portfolio. I have done very well with both of these REITs, especially REF.UN, but it's a bit painful to see these two stocks dropping daily. Thanks for the great service you provide.
Read Answer Asked by Jerry on June 11, 2013
Q: Hi 5i Team,
Are all these reits still worth holding?
DI.UN, D.UN, MRG.UN, AX.UN, BTB.UN & CRR.UN.
Your opinion is much appreciated.
Henry
Read Answer Asked by Henry on June 11, 2013
Q: With the recent bloodbath in the REIT sector, I've sold a handful of REIT holdings in our various portfolios. But have held on to the following despite the steep price declines: BTB, CSH, CUF, RMM and HLP. Do you see further declines with any of these? Are they likely to be fine in the long run? Our portfolios are reasonably diversified. Thanks.
Read Answer Asked by Thomas on June 11, 2013
Q: hi guys, could you please give me your opinion on DI.Un-T. Thanks DArryl
Read Answer Asked by Darryl on June 11, 2013
Q: KMP/MRC
Please enlighten me as to the differences between REITS and R/E Corps other than paying dividends vs distributions. Since the Corps have fallen with the sell-off in the REIT sector, are they likely to be negatively affected in the same way as REITS if interest rates rise and should they be bought, sold or held through this time? Thanks.
Read Answer Asked by Gayle on June 11, 2013