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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: Because I cannot contribute new funds to my LIRA, I have a number of high-yield stocks to generate income that can be reinvested in growth. Full position in PDC for diversification and smoothing effect, half position in everything else. How safe are these utility and REITs dividends with 7-9.5 % yields? Alternative suggestions for 10 year plus strategy? (Please deduct as many credits as required)
Read Answer Asked by Stephen on February 01, 2018
Q: Hi,

I'll be managing my spouse's account in the next month or so. One of the reasons we'll be managing it ourselves it is that our current manager does not take a balanced approach to portfolios, thus she has about a 25% weighting in REITs. Below are the REITs she holds, can you prioritize them in terms of what to hold or sell? Each of the below is between 2 and 4% of our portfolio value and we don't need the income.

Northwest Healthcare
BTB REIT
Extendicare
Dream Office
Northview Apt
Slate Office REIT
One REIT (which is being bought out I understand)

Thx.
Read Answer Asked by Cameron on September 29, 2017
Q: Ran a screen for companies with good dividend, high ROE, and reasonable P/E. Seems a lot of REITS appear on such a list. Could you indicate your general thoughts at this time on REITS and related companies. Could you also please rank the following on stability of income, with some growth potential. Thanks much.

FN First National Financial
AAR.UN Pure Industrial REIT
SOT.UN. Slate Office REIT
RUF.UN Pure Multi-Family REIT
INO.UN Inovalis REIT
EXE - Extendicare
Read Answer Asked by Kirk on March 29, 2017
Q: Hi 5i team:

What is your opinion about dream office, I am really underwater on this one and seriously thinking to take a capital loss and move on. is there any hope for recovery ?

Slate office : what is you opinion on their management team, is now a good entry point ?

regards
Alex
Read Answer Asked by Alejandro (Alex) on October 06, 2016