Investment Q&A

Q: How would you rank the following reits (AP.UN, DIR.UN, HOM.UN, MHC.UN, MI.UN, NXR.UN, PLZ.UN, PMZ.UN and REI.UN) for total return. Are they any you would not buy or would only buy a partially at this time?

Q: I am looking at buying Canadian Dividend payers. What are your highest conviction dividend payers. Can you provide top 10 list. Please keep in mind valuation.

Thanks

Q: Hi, would like to know your thoughts about an alternative to dir.un. Have had this one for about three years B.E. 12.60 ,(in an rrif). Or thoughts on another stock or etf I could add to dir. as it is my only stock in R.E. Sector.
Thanks

Q: Those excellent Cies, and others in various sectors, could be significantly punished if the US law bill 899 were adopted by the US senate with no change..Curiously, the valuations of those Cies are not compromised to this day , maybe because it is still too early, and that all this would only start in early 2026....What strategy do you suggest concerning all Cies that have significant US revenues in general ,before any official US senate confirmation? Your point of view shall be extremely appreciated !

Q: I am about to clean up my registered accounts and am wondering if any of the following units which are all down at least 5% should be sold: BCE, AW, XPF, CPD, NWH.UN, DIR.UN and TXF? I have owned these stocks for some time for income but if you think their prospects are limited, I would be content to sell them and reinvest the money elsewhere.

Q: I am under water now with DIR.UN, and have noticed that you are recommending GRT.UN more often as an Industrial REIT option. Should I switch?

Carl

Q: Hello 5i,

We are looking at our fixed income and dividend portion of our portfolio. Dividend stocks are 6% of our overall portfolio.

Bam 3.19%
AW 2.59%
BEPC 5.41%
DIR 6.69%
NTR 3.95%

We want to add another 2% to dividend stocks. Add equally to the above or, add ZEB or CDZ?

Thank you
D&J

Q: If not already asked: What are your thoughts about DIR.UN’s earnings?

Q: As a shareholder I am curious as to their reasoning for not raising the distribution since inception (about 12 years!). It has been about 6 cents for all that time. I also note that the share price has not been growing also, which more or less defeats any convincing argument that funds are being held back to do accretive acquisitions. The payout ratio seems low for a REIT, at 69%, and I note that it has been steadily decreasing. The share count is also increasing (primarily the DRIP?)
My current view is that I can no longer be a shareholder if there is no dividend increase, or if there is an argument as to why that isn't going to happen.
Do you have any argument that could support my remaining a shareholder in a company where neither the distribution nor the share price is increasing?
Thanks!
Paul K.

Q: I just signed up with 5I a couple of weeks ago and you are suggesting I purchase more real estate holdings in my portfolio

Is DIR.UN a good buy at the moment and what is the long term prognosis.
Thanks
Ron

Q: What would be some good recommendations for CDN income stocks yielding around 6% that aren't in your model portfolios?

Q: One of your favourite REITs is DIR.UN.
What are the reasons with respect to a drop of 15% for DIR.UN vs. a more modest drop of 8% for the ZRE during the last week ?
Are there any specific issues arising from tariffs?
Do you still recommend it?
Thanks

Q: What do you think of topping up low-ish positions of DIR.UN and CAR.UN in this environment?
Thanks as always

Q: Hi, I know you like DIR ,I have invested in DIR. for an around 3 years in an rrsp and am down a little but has a good dividend.
Would like to switch out to something a little more growth oriented and was looking at MEQ.
First thing would you have any thoughts on whether this is a good switch.
Second would you have a any of your own suggestions to replace or reduce DIR.UN.
Thanks

Q: I am an 80 year old income investor with some growth. I have $20,000 to employ. The above is a list of my losers out of 50 winners in a portfolio of mostly the Income Portfolio plus 15 yield maximizer ETF's like UMAX. Should I:
1. wait for your monthly advice before acting
2. distribute evenly accross the losers
3. add to the winners
Any other suggestions would be appreciated.
Please take as many credits as needed.
Thank you

Q: Please rank these stock for risk relative to US Tariffs from High to Low.....yes, wonder how defensive these US stocks are......Many thanks.....Tom

Q: My mortgage is coming due at a much higher rate than it has been for the past 5 years, so given the current economic uncertainty, I’ve decided to sell half of my unregistered portfolio to pay it off. I understand this will incur tax, and I’m prepared for that. Here are my holdings—please advise on the optimal order of selling to ensure the remaining portfolio is defensive, particularly against tariffs and economic uncertainty. I'm open to the cheese slicer method across some or all stocks. Please deduct credits as you see fit. Thank you!

Q: Please cpomment o Q results released today and going forward. Add,Hold or Sell. TYxs for u usual great services & views

Q: In their earnings report yesterday, Dream Industrial REIT indicated their net asset value per unit was $16.79. With a current unit price of only $11.96, the NAV is 40% higher than the current market price of the units. Is this large a discount to NAV unreasonable? Are the units really that undervalued? It trades at about 12 times FFO. Is that a cheap valuation and is that a more significant way of looking at the unit price than the net asset value?

Q: Hi,
I know interest rates are going down and I know the population of Canada may not grow as it did in the last few years. But how would you rate these reits in terms of their fundamentals, management, payout, and their risks. If you can rate from 1 to 10, 10 is the best, 1 is the worst.
Thank you