Investment Q&A

Q: TCN ( down 40%) , SGR.U ( down 17% ) IIP.UN (down 25% )
Looking at possibly selling these losers . Your opinion sell or hold ? If I do sell, what safe dividend paying stock would you suggest for a hold

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 ?

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

Q: Please give me you opinion on both companies and which one would you prefer and why? What price would you buy at?

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.

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

Q: Why is cap reit performing better than minto and Interrent. Please compare and contrast the three companies.

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

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.

Q: I am considering adding some real estate to my portfolio. I expect interest rates to remain relatively steady or drop slightly over the next two years. Do you think now is a good time to purchase a REIT or is there more potential downside as the interest rates on their debt resets higher as the debt matures? I am specifically looking at residential real estate companies. Of the above companies which one or two do you prefer and why? Is there a real estate sector you would prefer over residential?

Q: How did IIP do vs expectations in q4? And is it a buy?

Q: Thinking of starting a new position. Which might have more upside and what would be a good entry point for either of these?

Thank you

Q: Saw Andrew Moffs on BNN Monday discussing REITs and Real Estate companies. Looking for a 2nd opinion on these 8. Maybe just a ranking from 1 to 8 in order of preference for a long term hold. Yield doesn't matter, looking for best total return. Which ones look buyable at this time?

Q: Would you buy any Cdn REITs at this point...and if yes, what 3 (and in what order) would you buy at current prices.? Thank you as always for your great insight.

Q: What are some REITS that aren't in the heavily leveraged area ?

Q: I currently have holdings in the above-noted companies inside my TFSA and am intending to add to one or more of the positions. I understand that they are very different entities, but how you would rank them in terms of general quality and upside? Thank You

Q: I am intending to take a small position in one of these 2 companies. Security of capital and long term growth are the mainstays of my investing objectives. Current distributions or dividends are of no particular importance, except to the extent they contribute to the objectives. Which company would you choose, and why? Thank you for your excellent service.

Q: I like theses 3 reits. Is there 1 you would you would prefer to hold in a non registered account for more tax efficient distributions
Thanks Terry

Q: What are your 3 best ideas for REITS Med to Long Term {US/CAN}.

Q: Can you please comment on IIP.UN most recent quarterly resorts. How does it compare to CAR.UN from a valuation perspective?