Investment Q&A

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.69)
  • $39.69 P/E (TTM): 103.03X Cap: $6.23B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Granite Real Estate Investment Trust (GRT.UN $89.58)
  • $89.58 P/E (TTM): 42.9X Cap: $5.35B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• BMO Equal Weight REITs Index ETF (ZRE $23.61)
  • $23.61 P/E (TTM): 24.16X Cap: $615M
  • View ZRE Profile
  • View Questions on ZRE
• Dream Industrial Real Estate Investment Trust (DIR.UN $13.39)
  • $13.39 P/E (TTM): 30.91X Cap: $3.92B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Interest rates likely peaking and many real estate stocks are trading at discount. I am considering adding to real estate. Would you comment on this thought and suggest a stock and index.

Upvote 0

Read Answer Asked by joe on September 13, 2023

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.69)
  • $39.69 P/E (TTM): 103.03X Cap: $6.23B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Granite Real Estate Investment Trust (GRT.UN $89.58)
  • $89.58 P/E (TTM): 42.9X Cap: $5.35B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN $13.39)
  • $13.39 P/E (TTM): 30.91X Cap: $3.92B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: What are your favorite REIT's now?

Upvote 0

Read Answer Asked by Gregory on August 16, 2023

• Granite Real Estate Investment Trust (GRT.UN $89.58)
  • $89.58 P/E (TTM): 42.9X Cap: $5.35B
  • View GRT.UN Profile
  • View Questions on GRT.UN

Q: Can you comment on the recent quarter please. How did results compare to expectations and is this REIT still growing and valued wel compared to competitors thanks

Upvote 0

Read Answer Asked by Scott on August 14, 2023

• Johnson & Johnson (JNJ $219.47)
  • $219.47 P/E (TTM): 21.1X Cap: $529B
  • View JNJ Profile
  • View Questions on JNJ
• Bank of Nova Scotia (The) (BNS $102.18)
  • $102.18 P/E (TTM): 24.9X Cap: $126.86B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Bank of Montreal (BMO $189.61)
  • $189.61 P/E (TTM): 15.25X Cap: $132.87B
  • View BMO Profile
  • View Questions on BMO
• BCE Inc. (BCE $33.52)
  • $33.52 P/E (TTM): 5.05X Cap: $31.42B
  • View BCE Profile
  • View Questions on BCE
• Enbridge Inc. (ENB $65.92)
  • $65.92 P/E (TTM): 24.73X Cap: $141.95B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Manulife Financial Corporation (MFC $52.15)
  • $52.15 P/E (TTM): 16.29X Cap: $88.09B
  • View MFC Profile
  • View Questions on MFC
• Canadian Imperial Bank Of Commerce (CM $128.38)
  • $128.38 P/E (TTM): 14.8X Cap: $118.45B
  • View CM Profile
  • View Questions on CM
• TC Energy Corporation (TRP $76.36)
  • $76.36 P/E (TTM): 23.28X Cap: $78.57B
  • View TRP Profile
  • View Questions on TRP
• Intact Financial Corporation (IFC $270.23)
  • $270.23 P/E (TTM): 22.63X Cap: $48.07B
  • View IFC Profile
  • View Questions on IFC
• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $175.90)
  • $175.90 P/E (TTM): 16.65X Cap: $11.75B
  • View CTC.A Profile
  • View Questions on CTC.A
• Granite Real Estate Investment Trust (GRT.UN $89.58)
  • $89.58 P/E (TTM): 42.9X Cap: $5.35B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• goeasy Ltd. (GSY $133.04)
  • $133.04 P/E (TTM): 9.64X Cap: $2.14B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Brookfield Infrastructure Partners L.P. (BIP.UN $48.49)
  • $48.49 P/E (TTM): 53.03X Cap: $22.33B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Exchange Income Corporation (EIF $89.61)
  • $89.61 P/E (TTM): 32.41X Cap: $4.79B
  • View EIF Profile
  • View Questions on EIF
• iShares Expanded Tech Sector ETF (IGM $130.24)
  • $130.24 P/E (TTM): 30.63X Cap: $8.93B
  • View IGM Profile
  • View Questions on IGM

Q: I have owned these stocks for over 13 yrs incl. T, JNJ & IGM - added quite a while ago. The last 4 added last 2 years. Sitting on cash build up wondering what to do - ie. buy? Add to; ENB, GRT.UN, , GSY or ? I am 74 YY. I own in my RIF: ALA, FTS, RNW, RY, SLF, TD, RYNWH.UN and ETF ZHY. My Non- Registered account portfolio- first listed stocks represent, by far the largest portion of my investments.

Upvote 0

Read Answer Asked by James on August 09, 2023

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.69)
  • $39.69 P/E (TTM): 103.03X Cap: $6.23B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Granite Real Estate Investment Trust (GRT.UN $89.58)
  • $89.58 P/E (TTM): 42.9X Cap: $5.35B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• InterRent Real Estate Investment Trust (IIP.UN $13.36)
  • $13.36 Cap: $1.86B
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN $13.39)
  • $13.39 P/E (TTM): 30.91X Cap: $3.92B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN
• Real Matters Inc. (REAL $7.43)
  • $7.43 Cap: $545M
  • View REAL Profile
  • View Questions on REAL
  • View Reports on REAL

Q: Further to Kel's July 24th question and your reply re: capital appreciation in the Real Estate sector. You listed 4 favourite Reits - any preference in ranking ? Would you consider the addition of REAL to be a good move ?

Upvote 0

Read Answer Asked by Alexandra on July 28, 2023

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.69)
  • $39.69 P/E (TTM): 103.03X Cap: $6.23B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Granite Real Estate Investment Trust (GRT.UN $89.58)
  • $89.58 P/E (TTM): 42.9X Cap: $5.35B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• InterRent Real Estate Investment Trust (IIP.UN $13.36)
  • $13.36 Cap: $1.86B
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN $13.39)
  • $13.39 P/E (TTM): 30.91X Cap: $3.92B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Thank you for your market update. Following on your comment that real estate sector will play catchup 2H23, what are your best suggestions for capital appreciation? Also what is the rationale - debt/mortgage rates up, not a drain on

Upvote 0

Read Answer Asked by Kel on July 24, 2023

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.69)
  • $39.69 P/E (TTM): 103.03X Cap: $6.23B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Granite Real Estate Investment Trust (GRT.UN $89.58)
  • $89.58 P/E (TTM): 42.9X Cap: $5.35B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN $13.39)
  • $13.39 P/E (TTM): 30.91X Cap: $3.92B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Presently I don't hold any Reits as investments. I would like to start off by purchasing two Reits. Can you please give me your top 3 recommendations in this sector. Thank You.

Upvote 0

Read Answer Asked by Brian on July 11, 2023

• Royal Bank of Canada (RY $234.87)
  • $234.87 P/E (TTM): 16.23X Cap: $329.52B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $131.14)
  • $131.14 P/E (TTM): 11.13X Cap: $223.14B
  • View TD Profile
  • View Questions on TD
• BCE Inc. (BCE $33.52)
  • $33.52 P/E (TTM): 5.05X Cap: $31.42B
  • View BCE Profile
  • View Questions on BCE
• Great-West Lifeco Inc. (GWO $67.16)
  • $67.16 P/E (TTM): 15.21X Cap: $61.75B
  • View GWO Profile
  • View Questions on GWO
• Canadian Utilities Limited Class A Non-Voting Shares (CU $43.52)
  • $43.52 P/E (TTM): 21.35X Cap: $11.83B
  • View CU Profile
  • View Questions on CU
• Granite Real Estate Investment Trust (GRT.UN $89.58)
  • $89.58 P/E (TTM): 42.9X Cap: $5.35B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• iShares Canadian Select Dividend Index ETF (XDV $40.58)
  • $40.58 P/E (TTM): 11.74X Cap: $2.28B
  • View XDV Profile
  • View Questions on XDV
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.07)
  • $42.07 P/E (TTM): 15.33X Cap: $1.15B
  • View CDZ Profile
  • View Questions on CDZ
• Vanguard Canadian Aggregate Bond Index ETF (VAB $23.15)
  • $23.15 Cap: $6.72B
  • View VAB Profile
  • View Questions on VAB
• Hydro One Limited (H $53.05)
  • $53.05 P/E (TTM): 24.35X Cap: $31.45B
  • View H Profile
  • View Questions on H
• iShares Core U.S. Aggregate Bond ETF (AGG $100.20)
  • $100.20 Cap: $136.57B
  • View AGG Profile
  • View Questions on AGG
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.54)
  • $73.54 P/E (TTM): 32.79X Cap: $116.58B
  • View BAM Profile
  • View Questions on BAM

Q: Looking for income from bond etfs and dividend paying stocks that will appreciate in value if interest rates have peaked and gradually fall towards 3% (i.e. those that have been hit unduly hard due to inflationary fears). Suggestions?

Upvote 0

Read Answer Asked by John on July 06, 2023

• Park Lawn Corporation (PLC $26.48)
  • View PLC Profile
  • View Questions on PLC
  • View Reports on PLC
• Restaurant Brands International Inc. (QSR $95.34)
  • $95.34 P/E (TTM): 24.96X Cap: $43.92B
  • View QSR Profile
  • View Questions on QSR
• Chartwell Retirement Residences (CSH.UN $21.16)
  • $21.16 P/E (TTM): 95.55X Cap: $6.42B
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• Granite Real Estate Investment Trust (GRT.UN $89.58)
  • $89.58 P/E (TTM): 42.9X Cap: $5.35B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• Thomson Reuters Corporation (TRI $172.92)
  • $172.92 P/E (TTM): 32.66X Cap: $77.17B
  • View TRI Profile
  • View Questions on TRI
• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN
• InterRent Real Estate Investment Trust (IIP.UN $13.36)
  • $13.36 Cap: $1.86B
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN
• Exchange Income Corporation (EIF $89.61)
  • $89.61 P/E (TTM): 32.41X Cap: $4.79B
  • View EIF Profile
  • View Questions on EIF
• CCL Industries Inc (CCLA)
  • P/E (TTM): 21.0X
  • View CCLA Profile
  • View Questions on CCLA

Q: Good morning 5i, I'm looking to top up the following stocks in my portfolio. Can you rank them by timely buys first ( always looking for a deal) while being cognizant of dividends and growth. Your help is much appreciated.

Upvote 0

Read Answer Asked by Mark on June 22, 2023

• Brookfield Renewable Partners L.P. (BEP.UN $39.23)
  • $39.23 Cap: $25.64B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Granite Real Estate Investment Trust (GRT.UN $89.58)
  • $89.58 P/E (TTM): 42.9X Cap: $5.35B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• BMO Equal Weight REITs Index ETF (ZRE $23.61)
  • $23.61 P/E (TTM): 24.16X Cap: $615M
  • View ZRE Profile
  • View Questions on ZRE
• BMO Equal Weight Utilities Index ETF (ZUT $25.61)
  • $25.61 P/E (TTM): 17.91X Cap: $828M
  • View ZUT Profile
  • View Questions on ZUT
• iShares S&P/TSX Capped REIT Index ETF (XRE $16.40)
  • $16.40 P/E (TTM): 12.83X Cap: $1.12B
  • View XRE Profile
  • View Questions on XRE
• iShares S&P/TSX Capped Utilities Index ETF (XUT $32.19)
  • $32.19 P/E (TTM): 17.48X Cap: $325M
  • View XUT Profile
  • View Questions on XUT
• Hydro One Limited (H $53.05)
  • $53.05 P/E (TTM): 24.35X Cap: $31.45B
  • View H Profile
  • View Questions on H
• Dream Industrial Real Estate Investment Trust (DIR.UN $13.39)
  • $13.39 P/E (TTM): 30.91X Cap: $3.92B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: With utilities and real estate under pressure these days, can you recommend 4 choices in each sector for a conservative investor with a 10 year time line interested in income with some capital appreciation. Please include 2 ETFs and 2 companies in each sector.
Thanks,
Len

Upvote 0

Read Answer Asked by Leonard on June 21, 2023

• Granite Real Estate Investment Trust (GRT.UN $89.58)
  • $89.58 P/E (TTM): 42.9X Cap: $5.35B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• Magna International Inc. (MG $76.91)
  • $76.91 P/E (TTM): 15.42X Cap: $22.11B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Hello 5i, I am thinking of buying Granite Real State Investment Trust. Before I do so I would like your opinion on the company's debt compared to other major Canadian REITs? I am somewhat concerned about the following excerpt from the company profile "Granite derives nearly all of its revenue in the form of rental income from its properties. The company's largest tenant is Magna International, an automotive parts and systems manufacturer, which accounts for the majority of Granite's lease income." This is as if most of their income depends on Magna only, is that a concern to you? Thank you

Upvote 0

Read Answer Asked by Gervais on June 09, 2023

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.69)
  • $39.69 P/E (TTM): 103.03X Cap: $6.23B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Granite Real Estate Investment Trust (GRT.UN $89.58)
  • $89.58 P/E (TTM): 42.9X Cap: $5.35B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• InterRent Real Estate Investment Trust (IIP.UN $13.36)
  • $13.36 Cap: $1.86B
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN $13.39)
  • $13.39 P/E (TTM): 30.91X Cap: $3.92B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Assumption: With 2 years interest rates will begin to go down.

A. you comment on interest rates

B.What Reits do you recommendation now and if interest rates go down

C. recommendation for income careful investor

Upvote 0

Read Answer Asked by JOSEPH on June 09, 2023

• Granite Real Estate Investment Trust (GRT.UN $89.58)
  • $89.58 P/E (TTM): 42.9X Cap: $5.35B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• Killam Apartment Real Estate Investment Trust (KMP.UN $17.66)
  • $17.66 P/E (TTM): 4.62X Cap: $2.19B
  • View KMP.UN Profile
  • View Questions on KMP.UN

Q: which of these two stocks would you keep in the current conditions ?, based on safety of the dividend and dividend growth and quality of their management for long term hold.

Upvote 0

Read Answer Asked by Alejandro (Alex) on June 07, 2023

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.69)
  • $39.69 P/E (TTM): 103.03X Cap: $6.23B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Granite Real Estate Investment Trust (GRT.UN $89.58)
  • $89.58 P/E (TTM): 42.9X Cap: $5.35B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN $13.39)
  • $13.39 P/E (TTM): 30.91X Cap: $3.92B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN
• Alpine Income Property Trust Inc. (PINE $17.28)
  • $17.28 Cap: $240M
  • View PINE Profile
  • View Questions on PINE

Q: PINE, excepting its relatively small size, seems to have very interesting numbers. How does it match up to such REITs as DIR.un, etc.?

Upvote 0

Read Answer Asked by David on June 06, 2023

• H&R Real Estate Investment Trust (HR.UN $10.82)
  • $10.82 Cap: $2.98B
  • View HR.UN Profile
  • View Questions on HR.UN
  • View Reports on HR.UN
• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.69)
  • $39.69 P/E (TTM): 103.03X Cap: $6.23B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Granite Real Estate Investment Trust (GRT.UN $89.58)
  • $89.58 P/E (TTM): 42.9X Cap: $5.35B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• InterRent Real Estate Investment Trust (IIP.UN $13.36)
  • $13.36 Cap: $1.86B
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN $13.39)
  • $13.39 P/E (TTM): 30.91X Cap: $3.92B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Your thoughts on H & R as a long term hold for income, thanks

Upvote 0

Read Answer Asked by Ken on May 02, 2023

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.69)
  • $39.69 P/E (TTM): 103.03X Cap: $6.23B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Granite Real Estate Investment Trust (GRT.UN $89.58)
  • $89.58 P/E (TTM): 42.9X Cap: $5.35B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• InterRent Real Estate Investment Trust (IIP.UN $13.36)
  • $13.36 Cap: $1.86B
  • View IIP.UN Profile
  • View Questions on IIP.UN
  • View Reports on IIP.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN $13.39)
  • $13.39 P/E (TTM): 30.91X Cap: $3.92B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: I am considering adding this stock to my portfolio in a size that would be about 3% of the total. I have not held and real estate for a while and this would be a first step back into that segment. Your views on Granite please and what are 3 other real estate alternatives and how do you rank them vs Granite. Take as many question credits as appropriate.

Upvote 0

Read Answer Asked by JAMES on April 25, 2023

• Granite Real Estate Investment Trust (GRT.UN $89.58)
  • $89.58 P/E (TTM): 42.9X Cap: $5.35B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• Killam Apartment Real Estate Investment Trust (KMP.UN $17.66)
  • $17.66 P/E (TTM): 4.62X Cap: $2.19B
  • View KMP.UN Profile
  • View Questions on KMP.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN $13.39)
  • $13.39 P/E (TTM): 30.91X Cap: $3.92B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: I currently own both GRT.UN and KMP.UN. Would you be comfortable keeping both or would you recommend switching one or both for DIR.UN?
You guys are the best! Thanks

Upvote 0

Read Answer Asked by ralph on March 30, 2023

• Johnson & Johnson (JNJ $219.47)
  • $219.47 P/E (TTM): 21.1X Cap: $529B
  • View JNJ Profile
  • View Questions on JNJ
• Bank of Nova Scotia (The) (BNS $102.18)
  • $102.18 P/E (TTM): 24.9X Cap: $126.86B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Bank of Montreal (BMO $189.61)
  • $189.61 P/E (TTM): 15.25X Cap: $132.87B
  • View BMO Profile
  • View Questions on BMO
• BCE Inc. (BCE $33.52)
  • $33.52 P/E (TTM): 5.05X Cap: $31.42B
  • View BCE Profile
  • View Questions on BCE
• Enbridge Inc. (ENB $65.92)
  • $65.92 P/E (TTM): 24.73X Cap: $141.95B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Manulife Financial Corporation (MFC $52.15)
  • $52.15 P/E (TTM): 16.29X Cap: $88.09B
  • View MFC Profile
  • View Questions on MFC
• Canadian Imperial Bank Of Commerce (CM $128.38)
  • $128.38 P/E (TTM): 14.8X Cap: $118.45B
  • View CM Profile
  • View Questions on CM
• TC Energy Corporation (TRP $76.36)
  • $76.36 P/E (TTM): 23.28X Cap: $78.57B
  • View TRP Profile
  • View Questions on TRP
• Intact Financial Corporation (IFC $270.23)
  • $270.23 P/E (TTM): 22.63X Cap: $48.07B
  • View IFC Profile
  • View Questions on IFC
• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $175.90)
  • $175.90 P/E (TTM): 16.65X Cap: $11.75B
  • View CTC.A Profile
  • View Questions on CTC.A
• Enbridge Income Fund Holdings Inc. (ENF $31.88)
  • $31.88 P/E (TTM): 5.5X
  • View ENF Profile
  • View Questions on ENF
• Granite Real Estate Investment Trust (GRT.UN $89.58)
  • $89.58 P/E (TTM): 42.9X Cap: $5.35B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• goeasy Ltd. (GSY $133.04)
  • $133.04 P/E (TTM): 9.64X Cap: $2.14B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Brookfield Infrastructure Partners L.P. (BIP.UN $48.49)
  • $48.49 P/E (TTM): 53.03X Cap: $22.33B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• Exchange Income Corporation (EIF $89.61)
  • $89.61 P/E (TTM): 32.41X Cap: $4.79B
  • View EIF Profile
  • View Questions on EIF
• iShares Expanded Tech Sector ETF (IGM $130.24)
  • $130.24 P/E (TTM): 30.63X Cap: $8.93B
  • View IGM Profile
  • View Questions on IGM

Q: I have owned these stocks in my non-registered account for 12 years except ETF IGM, T, CTC.A (bought 2 yr ago - up a fair bit). T bought 5 years or so ago. GSY, MFC & GRT.UN a year ago - all 3 up nicely. I buy dividend growers for the most part. I have been retired for quite a while - so, more interested in dividend growth. Large portfolio with banks 40% of total. Do not worry about market downturns: add to positions when they go on sale -08/09 and 2020. Sitting on cash and looking to add to these positions . Do not own ENF.CA - typo. Suggestions?? IFC 5-6 years up 220% including dividends.

Upvote 0

Read Answer Asked by James on March 10, 2023

• Prologis Inc. (PLD $133.59)
  • $133.59 P/E (TTM): 38.43X Cap: $123.30B
  • View PLD Profile
  • View Questions on PLD
• Granite Real Estate Investment Trust (GRT.UN $89.58)
  • $89.58 P/E (TTM): 42.9X Cap: $5.35B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN $13.39)
  • $13.39 P/E (TTM): 30.91X Cap: $3.92B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN
• Stag Industrial Inc. (STAG $37.32)
  • $37.32 P/E (TTM): 28.99X Cap: $6.99B
  • View STAG Profile
  • View Questions on STAG

Q: What are your thoughts on the quarter and year end results for STAG? I'm looking for the best industrial REIT values in the US and Canada right now, can you give me a couple options you like and why?

Upvote 0

Read Answer Asked by Thomas on February 17, 2023

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.69)
  • $39.69 P/E (TTM): 103.03X Cap: $6.23B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Granite Real Estate Investment Trust (GRT.UN $89.58)
  • $89.58 P/E (TTM): 42.9X Cap: $5.35B
  • View GRT.UN Profile
  • View Questions on GRT.UN
• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.61)
  • $5.61 Cap: $1.40B
  • View NWH.UN Profile
  • View Questions on NWH.UN
• Summit Industrial Income REIT (SMU.UN $23.48)
  • $23.48 P/E (TTM): 0.6X
  • View SMU.UN Profile
  • View Questions on SMU.UN
  • View Reports on SMU.UN
• Dream Industrial Real Estate Investment Trust (DIR.UN $13.39)
  • $13.39 P/E (TTM): 30.91X Cap: $3.92B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Hi
How would you rate these REITs based on debt, income security and growth? I am trying to determine where to put some cash in my TFSA, where I ger a good income, but not having to worry about the dividend being cut. Thanks, Len

Upvote 0

Read Answer Asked by Leonard on February 16, 2023