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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: Hello 5i,
With the commercial vacancies, lenders just walking away from commercial properties abandoning payments, with working from home becoming the norm and with commercial property tenants and owners defaulting in payments, is dir.un still an investable REIT or should I take my small prfit and run? I have a 5-10 year outlook, am an older value investor enjoying the dividends. If there is a suggestion to sell would you suggest an alternative please
Stanley
Read Answer Asked by STANLEY on July 05, 2023
Q: Hi, a few years ago I got tired of trying to pick winners in the REIT space and invested in your model portfolio choice of ZRE. I'm wondering now if some of the equal weight holdings are starting to be a drag on performance, that may continue into the medium term? The same average yield could probably be obtained with a few individual securities like CAR and DIR with maybe a better outlook for capital appreciation in that same medium term (understanding that you would be moving up the risk scale again)? Do you think you would do better as a stock picker in this space today or stick with the ETF? If the former, do you have better suggestions today than the two named? Thanks.
Read Answer Asked by Stephen R. on July 04, 2023
Q: Hi guys,

I am looking for your top 3 picks on Canadian markets for dividend income and growth with the emphasis being on dividend income.

Which 3 would they be and why?

Thanks

Sheldon
Read Answer Asked by Sheldon on June 27, 2023
Q: With utilities and real estate under pressure these days, can you recommend 4 choices in each sector for a conservative investor with a 10 year time line interested in income with some capital appreciation. Please include 2 ETFs and 2 companies in each sector.
Thanks,
Len
Read Answer Asked by Leonard on June 21, 2023
Q: A while back there was question about DIR.UN and it was asked what was the catch that this company was paying an extra high dividend something along those lines. Your answer was that when the dividend was paid the stock would drop more than what the dividend was. I tried to find the question and couldn't. I noticed Dream is down considerably lately. Is this because of the dividend that was paid? I haven't noticed it in my account lately. Thank you and hopefully you can enlighten me on this.
Read Answer Asked by Dennis on June 20, 2023
Q: If the scenario plays out of higher interest rates for longer; is it logical to presume Reits, and Preferreds, -both sensitive to interest rates, may continue to soften. I have been buying them as they are going down but wondering if this is a good strategy. Could you comment. Thank you.
Read Answer Asked by Pat on June 20, 2023
Q: Can you break down their exposure to various types of real estate? Eg. Commercial, apartment, industrial. How does the recent issuer bud change this?
Read Answer Asked by Cory on June 19, 2023
Q: Looking for income. Any thoughts on which Canadian ones are the best out there if looking for yield more than 5%?
Read Answer Asked by Eugene on June 15, 2023
Q: Dream Industrial REIT seems to be doing very well on its own. I am confused and concerned over how it relates to, and is impacted by, the other Dream offerings (Dream Office, Dream Equity etc.). The market didn't like the Secondary Bought Deal Offering (May 16th) and I'm wondering if there are other such risks with DIR.UN being part of the Dream umbrella. Any insights would be much appreciated.
Read Answer Asked by Toge on June 14, 2023
Q: Covid created the Virtual Office with many businesses opting to work from home using Zoom, Google Meet and MS Teams to name a few virtual meeting suppliers. Is there a potential looming on the horizon that office space will have a high vacancy rates and create pressure on REIT's that carry these empty spaces down the road?
Read Answer Asked by Christopher on June 12, 2023
Q: Assumption: With 2 years interest rates will begin to go down.

A. you comment on interest rates

B.What Reits do you recommendation now and if interest rates go down

C. recommendation for income careful investor
Read Answer Asked by JOSEPH on June 09, 2023
Q: PINE, excepting its relatively small size, seems to have very interesting numbers. How does it match up to such REITs as DIR.un, etc.?
Read Answer Asked by David on June 06, 2023
Q: Hi Gang

What are your top ten Canadian dividend stocks at this time
With a 5 yr investment time line

Thanks Mike B
Read Answer Asked by Mike on May 11, 2023
Q: Hi 5i,
Thanks for all the great work you do.
What are your 5 best overall small cap ideas right now and 5 best small cap value ideas ?
Thanks so much,
Murray
Read Answer Asked by Murray on May 11, 2023
Q: Good Afternoon,
I have owned Killam for a while. There has been no appreciable growth or dividend increase. What is the likelihood of either happening. Would I be better off selling Killam and purchasing another stock? If so, what stock would you suggest that would offer some growth and a good dividend. There is no tax implications as I hold Killam in my TFSA.
Thanks in advance for your opinion.
|Jane
Read Answer Asked by Jane on May 07, 2023
Q: Can you explain Dreams announcement at the close today. It seems DIR has done a bought deal of 12.5M shares at a price of $14.20 (a little below todays close) to raise money which they will then use to buy back 12.5M A class preferred shares? This is a confusing one, why would they do this? Also will this hurt the regular DIR share price since its diluting the shares? Would you buy or is this a bad move? Thx
Read Answer Asked by Adam on May 05, 2023
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