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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: 1. I hold some TFII and would like to have your outlook and the future growth of the company

2. Can I get your order of preference between IIP.UN, CAR.UN and TCN and how do you see them going forward. Both IIP.UN and CAR.UN have been trending sideways for some time now .

Thank you

Read Answer Asked by Kristelle on October 15, 2021

Q: My granddaughter has a TFSA that needs some increase in real estate and financials weightings. Would you consider TCN and GSY appropriate for a 3-4 year hold or would you suggest some alternatives?
With appreciation,
Ed

Read Answer Asked by Ed on October 12, 2021

Q: Greetings 5i members
I have been thinking about increasing my reit exposure. I know that you like tcn and Granite reit. There is also a US reit that you have mentioned from time to time. I tried to look it up on the site by going through the questions. But nothing rang a bell. I am quite sure you will know the company I am talking about. Out of the two mentioned and the so far unknown US reit, which would be your favourite and why? I cannot see either any advantage in holding a Canadian reit in a registered account. Nor can i see a disadvantage in holding a US reit. Do you see any advantages or disadvantages one way or another?

Thanks as always for the great service you provide

Read Answer Asked by joseph on October 06, 2021

Q: Can you please give me your opinion on how you would rank these three companies and include some comments
on which you feel are at the best discount to NAV and would likely have better growth over the next 3 to 5 years along with any other pertinent information you feel is relevant.

Thank you!

Read Answer Asked by Kevin on September 30, 2021

Q: Earlier this year we created an equal weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases in the portfolio are made with the intent to be long-term holds (10+ years).

As per an earlier question we posed, we then increased our positions in 12 of the 30 companies. At this time we would like to increase our investments in 6 of the remaining 18 companies. The intent is to increase the other 12 in approximately 4 months. Which 6 would you add to today? Please rank them, include a small blurb explaining each choice and suggest an entry point. Thanks!

Read Answer Asked by Peter on September 29, 2021

Q: Hi,
Can you tell me what type of account is generally best to hold US REITs, from a tax perspective?
I hold these 4 Canadian REITs (TCN, WIR.U, DIR.UN, SMU.UN) and am interested in several US REITS. I've been considering AMT, CCI, EQIX, DLR. Can you comment on these and suggest a few others.

Read Answer Asked by Camille on September 21, 2021

Q: Earlier this year we created an equal weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases in the portfolio are made with the intent to be long-term holds (10+ years).

Our intent is to increase our investments in the 30 companies over time. We have recently increased our positions in BIPC and MG. At this time we would like to increase our investments in 10 of the remaining 28 companies. The intent is to increase the remaining 18 in approximately 6 months. Which 10 would you add to today? Please rank them, include a small blurb explaining each choice and indicate an approximate buy price. Thanks!

Read Answer Asked by Peter on August 19, 2021

Q: I have held IIP.un for about 9 month. Following some declines (story of my life) and then periods of stable value, the stock has been increasing nicely in the last couple of months and I am now up about 15%. Do you see continuing increases for IIP.un or will it flat line after this recent run? The other day a BNN guest suggested that TCN would be better than IIP.un, going forward. What do you think about a switch? Of the 2, which would be a stronger, more secure holding. Thank you for your excellent service.

Read Answer Asked by Leonard on May 11, 2021

Q: Hi Guys
In regard to Tricon obviously most of the homes they bought in the USA after the 2008 crisis have gone up significantly in value. On Tricon's balance sheet would the original cost be reflected or what they are now all worth? Just trying to get an idea of possible upside in terms of book value. Also in regard to Tricon it seems over the years management have bumped around a bit in terms of what the company focuses on in terms of real estate investments. Do you think going forward they have found a focus that should deliver results? Also in comparison to the Industrial REIT's, like Dream or Summit, how would you rate Tricon - better or worse value and upside?

Thanks so much
Stuart

Read Answer Asked by Stuart on April 15, 2021