Q: Can I get your opinion / recommendation on buying Choice REIT (CHP) including comments on current management team (from CREIT) and their ability to grow it, and current metrics like debt level, price, payout ratio? Thanks - John C
Q: What do you think of the mix of REITS I am planning to buy to represent the real estate portion of my portfolio which would be 5% total? Any suggested changes?
Q: Hello Peter & Ryan,
Thank you for our great return on ECI, I bought it a week or so before Brookfield buy-out.
Your opinion on re-arrange my TFSA currently holdings 4 stocks DRG.UN, MFC, RY & HLF . We did well with the first three and loss 40% HLF (small position of 300 shares). We have 4 years hold in mind
1) Replace DRG.UN with CHP.UN
2) Double down on HLF small position loss about 40% or replace with RSI or ATD.B
3) Replace MFC with a combo ALA & ENB or FTS & AQN
4) Replace RY with CIX & BNS
Q: I have held AX.UN for quite some time. and I am up on it, solely through the DRIP. Would you recommend holding, and continuing to just build my gains from the dividend, or is there another real estate stock that would be better for the long term. My other real estate holdings are CHP.UN, FSV & CIGI.
Thanks
Q: I buy Creit at $50 and wait for the takeover to complete.
No shareholder is going to vote against the merger and watch their stock tank to around $40.
Looks simple so I am confused.
Q: I presently own REF in my RRSP (4%) - with the aquisition by CHP would it be advisable to keep the merged position or sell and replace. If I replace - what REIT looks good at the moment? I also have a position in AX (2.5%). Should I sell before the close or wait for another competing offer? If I don't by a replacement REIT what looks good in it's place?
Q: Looking to consolidate the number of these dividend payers down to only two,max three.
I would appreciate your ranking,in order,of these that would provide best sustained dividends paid, while preserving capital value.
Q: I currently own small positions in CRT & CHP which seem to be lying fairly dormant. To get a bit more momentum, I am considering switching these to REI . Is this a good strategy. My thinking is that mall owners may be switching to condo development as online shopping increases.
Q: Following your comments about retail REITs a few days ago, I reviewed my REIT holdings and my only retail REIT is CHP.UN. Their properties are almost exclusively Loblaws-branded grocery stores, with a small mix of other retailers. My view in buying this a few years ago is that people have to eat, but at that time there was really no alternative like the recent Amazon move. What is your view of CHP.UN in general, and would you continue to hold it for income.
Q: I hold WCP and CHP.UN (and have for a few years)and looking to replace one or both for SIA.
Of course they are different sectors however I am looking for best choice for future growth and safety of dividend.Held in non registered account.
Thanks
Peter
Q: Can I get your thoughts on this Reit as a long term investment? It's relatively new still, cheap ($$ wise) and pays a decent dividend. It seems like almost guaranteed (I know that's a taboo word) since their tenants are grocery stores and people will always food.
Q: Hi 5i, I have been slowly adding to my portfolio. So far it is all held in a TFSA with long term in mind. The listed companies are the current holdings (I don't know weighted percents off hand). Can you please recommend maybe 2-3 other companies or funds that would help to round out my portfolio? I plan to make regular contributions for the long term. All available DRIP's are being utilized as well to further growth. Do you see any current major issues with the current holdings?
Thanks 5i! Keep up the great work, you're much appreciated!