Investment Q&A

Q: Please rank according to current buy rating. All of these equities are dividend aristocrats with current dividend/distribution higher than 4.5%. Thanks

Q: Good evening!
Looking to add to my portfolio, and these are all high dividend payers. Could you rank them with regard to safety (primarily preservation of capital with low chance of potential problems on any visible horizon), and then also rank them from best grower to worst grower? Please take credits you think are fair.
Thanks! Paul K

Q: For an in come investor investor your thoughts on a switch from Chartwell to CT Real Estate to get a bump in the yield
. Thank you

Q: Can you please rate these for growth, return and safety.
Thank you in advance.

Q: For a non -registered account what would be safer for longer hold and dividend ZMI or CT REIT ?

Q: Can you provide your input on these REITS ?
Please sort them for buying first to least preferred.

Also, suggest which of these you wouldn't buy, if any ? and why ?

Q: Hello,

Do you expect rates to fare better over the next 3-5 years as rates gradually normalize?

Can you give 1-2 names that are liked in the residential, commercial and industrial spaces?

Thanks!

Q: I want to add an REIT to a non registered account. Which one of the above would be a good choice.

Q: Please comment on CRTs Q2,2023 results released today after the bell.Add,Hold or Sell. txs for U usual great views & services

Q: I am looking at investing some funds into real estate and do not find any questions re net.un. Was wondering if you could provide a comparison on the three listed as to which may be preferable for a conservative income focused investor. Thanks.

Q: For income and some safety, do you see anything not to like about these four REITs?

Thanks as always.

Q: I might be finding out I'm less comfortable with volatility than I thought I was <g>. Or am I losing sight of longer-term trends and overreacting to isolated daily extremes?
Two of my holdings are down quite a bit more today than the general market and my other (mostly relatively conservative? - communications/banks/utilities) holdings.
Anything going on sector-related (CT REIT down almost 5%) or company-specific (Atco / utilities down over 3%)? None of my other utility holdings are nearly this bad today.

Q: What are your current thoughts on CRT.UN? Thanks.

Q: Deaar 5i,
I would like your thoughts on CRT.UN vs CTC.
In March 2020 there wax a very dramatic decline in CRT.UN vs CTC.
I would have thought CRT.UN would have experienced less of a decline in stock price.
thanks for your opinion

Q: CRT.UN is my only real estate exposure in my current unregistered portfolio (5% of the unregistered, 1.8% of the total, portfolios). Exploring replacing that with BAM.A (which you answered for me a few weeks ago, not part of this question) or with NWH.UN.
Re: CRT -- pro: better debt level than NWH (?); con: I already have similar exposure to CTC
Re: NWH -- pro: I currently have no other health care exposure (except the tiny portion of Telus); slightly better global diversification; higher dividend; con: higher debt; no historic dividend increases
Any other considerations? What are your thoughts on this potential swap?
Thanks again for all your comments and service.

Q: In my unregistered account (focus on low-debt, low volatility, dividend payers, and about 1/3 of total portfolio) my only real estate exposure is CRT.UN (5% of account, 1.8% of total portfolio). I have similar level of investment in CTC.
Would it make sense to replace CRT.UN with BAM.A, realizing that BAM would have much more than real estate (I have quite a bit of other renewable power elsewhere) and I'd be giving up around 3% dividends in the move.
Or a different REIT?
Time horizon 5 - 7 years.
Thanks for all your advice & guidance.

Q: Which of these two would you favour?
Thank you

Q: I am considering the above 7 REITs and would like to concentrate on the best 4-5 for long term in RRSP; based on current value and growth potential. I am concerned that CRT is trading at too high a valuation (P/B higher than others). Could you please tell us where each of the 7 REITs are trading, relative to their NAV (for example DIR's may be trading at a 10-per-cent discount to NAV). Can you please rank all 7 REITs? Thank you!!
PS: Is it hard to calculate trading price relative to NAV?

Q: I am looking at putting together a portfolio of set-&-forget Canadian dividend-paying stocks, in what will be my only unregistered account, making up about 30% of our overall portfolio. The registered accounts (70% of portfolio) are now all in mixes of VGRO, VBAL and XAW.
My emphasis is on stable large cap companies, with a sprinkling of smaller cap, low beta, decent and growing dividends. I expect to draw down the capital at 6 - 7% per year (in addition to the dividends). Beyond the drawdown, capital preservation is secondary to the income.
What are your thoughts on the following mix? Additions/deletions?
Communication: BCE, T
Consumer Discretionary: CTC.A, LNF
Consumer Staples: NWC, PBH
Financials: BNS, TD, SLF
Industrials: SIS
Materials: SJ
Real Estate: CRT.UN
Energy & Utilities: ENB, AQN, FTS, ACO.X, BEP.UN (or BEPC)
My other thought is 100% CDZ but I'm not very impressed with the historical returns and the (relatively) high MER.
Thanks. Lotar.

Q: A number of Canadian REITs are spinoffs of the properties of big Canadian companies. How do I, as a potential REIT investor, have confidence that the bigger parent (i.e. Magna, Loblaws, Canadian Tire etc.) will not strong-arm the REIT when it comes to rent negotiations etc. ?