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: Hello,

For my pension with my employer, we have limited options with respect to investments. I intend to allocate a portion of my assets to ''Manulife Canadian Real Estate Fund'' (code 9575 / MCREA). Assets of $1.2B Return 1year 17% 2 year 20% 3 year 13%. I have a few questions:

- Can you find the breakdown for the asset allocation: multiresidential, office, industrial, etc. and does it include real estate development? (the information I find and that I was provided is very limited)

- On a scale 1 to 10, how risky is this investment for a 15 year time horizon?

- Can it be considered fixed income in a portfolio?

- How big of a position would you recommend vs total investment assets / portfolio? (% range would be appreciated).

-Returns seem high for the last few years. Can you please provide some comments / insigths?

My level of risk is typically average and I have a long term horizon. I just want to make sure I properly estimate the overall risk of the fund.

Thank you for your help.

Read Answer Asked by Pierre on November 25, 2022
Q: ETF's aside, are you able to rank what you feel may be the most attractive REIT types for the long term:
Storage, Cell Towers, Apartment / Residential, Industrial, Retail, Office, Healthcare, Hotel, and any other you might think are worthy of ranking.

I do recognize that there can be good and bad companies within these sub-sectors. Just trying to get a feel for which may be more attractive before drilling down to that level.
Read Answer Asked by James on November 23, 2022
Q: My position in FCD.UN is down almost 28% in the last year. The shares bumped up recently following earnings release on Nov 10 but then resumed the downtrend. The earnings release shows that distributions are 113% of AFFO. The company bought back 147,000 shares during the quarter. While fewer shares mean fewer distributions, is this a wise expenditure when distributions are over 100% of AFFO? Do think the dividend is safe or should I take my losses and cash out? Thanks for your advice.
Read Answer Asked by Ken on November 16, 2022
Q: SeekingAlpha sent an email update on NWH today stating:

“NorthWest Healthcare reported Q3-2022 results and updated on a few key initiatives.

Adjusted funds from operations dropped sharply and dividend payout ratio hit 133%.

Dividend cut looks highly probable in 2-4 quarters.”

The share price of NWH has been weak as of late, but the reaction to the quarter wasn’t terrible; ending the trading day down 1.01%.

What would be 5i’s assessment of the quarter and SA’s prognosis?

Would you view this as a hold or a sell? I had purchased NWH for income going into retirement thinking that the dividend should be relatively stable.
Read Answer Asked by Cory on November 16, 2022
Q: Hi,
I'm interested in these US REITs. Can you rank them best to worst for a longterm holder, and comment on the best account type to hold them in?
I know you've said that in general REITs are best held in a TFSA, but are there any exceptions to that guideline among them.
Thanks
Read Answer Asked by Camille on November 15, 2022
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!