Investment Q&A

Q: Please rank these stocks and would you be comfortable buying them now for their generous yields with at least a three year hold?
Any individual company comments are welcome. Thanks.

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

Thanks

Q: Hi There,
I have a fairly large position in CAR.UN and I'm thinking of selling half and buying either DIR.UN or TCN.
Of the two noted, would you have a preference of one over the other?
Thank You

Q: I am thinking of harvesting a tax loss in CAR.UN. Had bought this to protect against, or just dampen, the abrasive effect of inflation. I do not need a loss for tax year 2022 so it would be for use in some future year. I could use the proceeds to buy a different REIT , as a possible (probable?) protection against inflation.
1- Am I correct about REITs being a probable protection against inflation?
2- Although interest rates will be higher going forward, I assume inflation also dampens effect of debt. Is this in fact true?
3-Would you suggest an industrial REIT over a residential? Please suggest names you favor. I like ones that are inter-listed as I have only US$. ( TCN, Granite GRP in the US and others). But ones listed in Canada only are also just fine.

Q: Has your thesis changed about these industrial reits or reits in general? The industrials suddenly seem to have lost their shine.

Q: hello
If you were to build a mini pension with 5 or 6 uncorrelated Canadian stocks/REITS, what would they be? Are they all "buys" today or would you put some (which ones) on your "watch list"?
Thank you.

Q: Which of these two would you purchase today?

Q: REITs are getting pummeled today with some like BEI.UN, DIR.UN and HOM.UN down more that 6%. Any thoughts on why such a big downturn.

Q: All four of these companies seem to be interest sensitive & are dropping a lot. NWH.UN is still up 15%,TIXT is down 25 %, while IIP.UN is even & DIR.UN is down 18%. Should I sell because of the announced & upcoming interest raises or continue to hold them? They all appear to be good companies but are being swept along by the tide of selling.Thanks
Dave

Q: What do you think about the JV they entered into? Big drop in share price today (Friday), Any cause for concern?

Thanks

Q: Dir.un dropped 5.73% to $14.96.Any reason besides the terrible markets on Friday..Note that it is below recent $6.30BD. Have some shares,so is this an opportunity to add. Txs for u usualgreat services & views

Q: True North REIT is paying 8.41% as of today. Is this dividend sustainable and is the share price solid?
Please recommend two other REITs with a relatively generous but safe dividend for steady income? Thanks.

Q: I am looking to increase my allocation to the Materials and Real Estate sectors. My current exposure is only through various index ETFs. Can you provide 3 companies for each sector that trade on the TSX to have a balanced exposure?

Q: Hi
Am I correct in understanding that REITs are a good hedge against inflation? All of these REITs have been decreasing- some more than others. Are there any that you think will continue to be at risk in a rising rate environment? would you add to any during this most recent decline?
thanks

Q: Good morning 5i
I would appreciate your comparison of these 2 industrial reits. Is there an appreciable difference?
Thank you

Q: Note that DIR is one of u favourite Industrial REIT. Recent Bought Deal was $6.30. & has since consistently traded below the above price,currently $16.13. Have a 4% postion .Can I add?.Txs for u usual great services & views

Q: Can you suggest 2-3 Reits for a RIF considering timeliness, safety, dividends and modest appreciation.
Thank you

Q: I'm a roughly 50/50 income/growth investor with the income being an important part of our retirement income.

Given that REITs are generally high debt equities I'm questioning how they'll fare given the current environment of rising interest rates and and increasing costs. Will they be able to offset those increased costs by raising rents?

I'd first like you to comment on my assumptions as to what is going on. Agree or disagree.

Secondly I'd like you to comment on the specific REITs that I've mentioned. I'm sure they're all different based debt maturities and rental contracts. The average length of their rental contracts may work against them if it's longer while the average maturity of their debt may work for them if it's longer. Cost increases are now.

Q: I have not seen any questions on Starwood for a while. It has a good yield. Is it a buy at these levels?
Thanks
Ian

Q: Greetings.
1) Could Dream Industrials' expansion into Europe be a hindrance - given the Ukrainian situation?
2) Do you like DIR.UN at these levels?
3) If looking to buy a Canadian REIT - which sector would you recommend? Apartment, Industrials...? Thank you.