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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: Hi,
I'm looking for income and hopefully a little growth as well. I currently own GRT/UN.TO, CAR/UN.TO and have some of DRG/UN.TO from before the buyout. Would you be able to rate these choices in order of preference? What % weight would you recommend for this sector at the moment, and do you foresee that weighting being changed as we head into Q1 next year? These will be held in a cash account, so should I be considering the potential tax implications? Deduct as many credits as you need. Thanks for all your hard work,
Dawn

Read Answer Asked by Dawn on December 05, 2019
Q: In a question from Gord yesterday you suggested INO.UN as REIT that would provide investment in Germany and France. It is a small cap with a very high yield which leads me to request your assessment on the risk assessment of this company. Is the company higher risk, given it's small size and investment in Europe. Also, how safe is the dividend at it's current lofty level?
Read Answer Asked by Dennis on September 19, 2019
Q: I have the above Reits which I would like to consolidate into much smaller number. Appreciate your opinion on your preference of which ones I should keep/switch to, based on expectation of total return over 3-5 years period.
Thanks
Read Answer Asked by Saad on January 15, 2019
Q: I hold substantially less than 5% of each of the above securities in my diversified portfolio.The sector is not over-represented in my portfolio. I would appreciate your opinion as to which, if any, should be sold because of duplication; and/or to reduce the # of stocks held; and/or because of other specific concerns; and which, if any, should be added to. I do not require the cash from any disposition, am not averse to risk, and, subject to your comments, would reinvest it in this or any other sector which you recommend.Thank you in advance for your usual reasoned response.

Read Answer Asked by Harold on July 10, 2017
Q: Hello 5i,
I have no REIT's in my portfolio and would like to add one that does not have Western Canada exposure. I have a long-term horizon of 7-10 years and am ok with small-cap risk. But is an 8% dividend yield crazy and unsustainable? Would you recommend one of these two REIT's? THX.
Read Answer Asked by Robert on August 18, 2016
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