Investment Q&A

Q: Hi

Thank you for the great service you provide.

I am looking at these three companies to add to my TFSA. What is the debt load ratio, how does it compare to others in its sector?

I am also curious about NWH. Several of other REITs, in different sectors, have started to move back towards their 2022 highs.NWH has stayed near its low. NWH occupation rate, revenue etc all look good. Is there some concerns about NWH?

Thanks, Len

Q: Is dividend safe?

Q: Good evening,

RNW is down significantly in recent weeks. NWH.UN down as well - just not as much.
In November you suggested NWH.UN was still a hold.
What are your thoughts on these two at this moment in time specially wrt income.

Thanks very much.

Q: Hi, Can I get your analysis of this company and why the share price seems to be on a downwards trend. Is it worth getting into?
Thanks

Q: SL GREEN, despite its recent dividend cut, seems a decent choice. Would you suggest buying REITs at this time and, if so, which ones? I am a retiree seeking inflation-resistant income.

Q: Of the two mentioned above which one would be your choice. Please explain.

Q: Good Morning,

With the recent poor performance of NWH.UN is there any concern with the safety of the distribution?

Thanks much.

Q: What did you think of the latest report from NWH.UN & their new medical REIT in the UK? Will this add to their profit or be a drag on their operations?
Thanks
Dave

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.

Q: Hi 5i, looking for help taming the RIETs part of my portfolio as i own all of the above. Can you help me with selling some REITs (anything I've doubled up on or is not the best choice). I am planning on redistributing the funds to the remaining REITs. As usual your help is appreciated, if you could rank them also that would be great.

Q: About three months ago you were asked about your preference between these two companies. Both have cratered a bit in this market uncertainty. Do you still prefer MPW over NWH at current prices?

Q: In my non-registered account, I have had small holdings in MRG.UN and NWH.UN for years, as well as larger holdings in ZRE and FIE. I was wondering if I should consider selling all four and splitting the proceeds between GRT.UN, CAR.UN, CPX, and SLF. I am looking for income but would also like some capital appreciation.
What do you think? Note that I also hold ZRE and FIE in my RRSP and plan to keep both in that account. Thank you.

Q: Hi. could you please rank these REITs in order of safest business model during a recession and relative security of distribution. Thanks.

Q: I have never owned a REIT but started looking at a couple. In doing so I realized that I really don’t know what to evaluate in a REIT (beyond type of asset - land, commercial, residential, specialty) and things I normally see as red flags may not be here. Can you tell me a few of the most important fundamentals to look at when comparing REITS (negatives to watch out for specifically, and positive indicators). For example my initial concerns were steady increases on common shares outstanding (seems acceptable and typical of all REITS) and what debt levels are acceptable. If you could tag your favourite REITS today I would appreciate. I have only looked at LAND and IIPR so far.

Q: Hi Peter & Team:

Your thought on the above REIT if i am going to buy now. From most favourable to least. Secondly your comment on the drop of distribution on INO.UN. Thank you

Q: Which do you prefer or would you have all 3? In which order would you purchase if you recommend all 3?

Thanks for your service!

Q: I have held NWH for several years at about a 2% position, and am considering adding another 1-1.5%. While I have been pleased with the performance/dividends over the years, I am also looking at MPW, which would add some $US, pays a better dividend, is larger and is more US-oriented. Could you compare the two stocks in terms of debt, P/NAV, dividend sustainability, payout, etc, and comment on whether you think they would complement each other to some degree (or is it more of the same). Buy MPW or more NWH, or is the position getting a little large in a specialized area?
Thank-you

Q: Hi, for higher income and safety of distribution could you please list 4 or 5 attractive REITS. Growth is not a concern, just income and relative security. Thanks.

Q: Hi again 5i

Just a follow up to my previous question Redding TCN. My observation after some research leads me to believe that NWH has not only fallen less on hard markets than TCN and pays a 6.2% dividend substantially more than TCN
Would this be a good exchange long term?

Q: Hi,
What 5 or 6 uncorrelated Canadian companies & REITS would you pick for a "HIGH YIELD" portfolio for SAFE INCOME?

Thanks