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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: Which sector do you think has not participated in the current market recovery so far and what would be your top 3 picks in that sector.
Read Answer Asked by Todd on May 07, 2020
Q: I intend to buy DIR.UN, IIP.UN and CAR.UN. I do not need the income, I would buy them because you have recommended them in the past and I need some diversification into the real estate sector. My question is, given that their distributions can be R of C, foreign income, and other income, are they best purchased in a TFSA or RRSP, rather than in a non-registered account?
Read Answer Asked by Dennis on May 06, 2020
Q: I have some cash to deploy (2.5%) and I am considering these companies. Ignoring sectors could you give me your thoughts on these companies, short term (2 or 3 years) and long term 5+ years.
Read Answer Asked by stephen on May 06, 2020
Q: Hello 5i Team
Northview REIT (NVU) has issued the Management Information Circular for the proposed takeover of NVU by Starlight and Kingsett Capital at a price of $36.25.
Please advise on the following questions:
1 - As no other offer came forward during the go shop period, I am assuming the $36.25 per unit offer will be the best and final offer current shareholders will receive.
2 - Which is the best option to select: OPTION 1 —ALL-CASH ELECTION or OPTION 2 —HIGH YIELD FUND SUBSCRIPTION ELECTION and if Option 2 is selected which percentage of the Unit Election should be selected (refer to the Letter of Transmittal and Election Form).
3 - Reviewing the Management Information Circular, the High Yield Fund looks like the original Northern Properties REIT prior to the 2015 takeover of the True North Apartment REIT. Essentially it looks like Starlight Capital (Mr. Drimmer) is buying back what they sold in 2015. What is 5i's view on this?
4 - I noticed Credit Suisse Securities (Canada), Inc. has become a 9.95 % holder of NVU - do you think they are playing the arbitrage between their purchase price and the offer price?
Thank you
Read Answer Asked by Stephen on May 05, 2020
Q: I am only 2% invested in REITs with BPY.UN and FCR.UN but will add more with time and when some consistency returns to market. Looking at my US cash balance I should be taking advantage of this investment market in a 'sane' way for a retired person. I researched this company and from what I read, mainly from Morningstar, it looks fine for me given it is a US dividend aristocrat as of last February and does support my need for cash flow.

May I have your opinion on this company?

Thanks....
Read Answer Asked by Ronald on May 05, 2020
Q: These are the property Reits that I have. I am down with Dream. As the economy struggles and the ability to pay rent increases, what is your thought at this time? I could see a sell and reentry later, but perhaps this is a poor move. Appreciate your thoughts....
Read Answer Asked by Bruce on May 04, 2020
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