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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: MPW pays a dividend of some 7%. I do hold a small position and am wondering if I should maintain or exit. I like the yield but in the past I have not had capital appreciation success with "high yield" stocks and usually ended with a net loss. I don't see any reason to exit except the high yield is telling me the market knows something I do not. Am I "over-reacting" ? Thanks John

Read Answer Asked by John on August 09, 2022

Q: I have held NWH for several years at about a 2% position, and am considering adding another 1-1.5%. While I have been pleased with the performance/dividends over the years, I am also looking at MPW, which would add some $US, pays a better dividend, is larger and is more US-oriented. Could you compare the two stocks in terms of debt, P/NAV, dividend sustainability, payout, etc, and comment on whether you think they would complement each other to some degree (or is it more of the same). Buy MPW or more NWH, or is the position getting a little large in a specialized area?

Read Answer Asked by grant on August 08, 2022

Q: I am wondering about the relative safety of these Reits if interest rates runs really high. I was reading an article in Barron's which claimed a high number of Reits went bankrupt in the 70's and 80's, but went on to say it wouldn't happen today even in the same case scenario, but it did not say why. Wondering what you think of that statement, and if you could answer "why it wouldn't happen now". Do you think these Reits are safe to add to as they go down, and would their dividends be safe if interest rates ran hot for a couple of years? Thanks.

Read Answer Asked by Pat on June 20, 2022

Q: Discovered this Long Term Care Properties company in the US with monthly dividends of 6%. Do you think this is a stock worth holding to have exposure to US health care? And is dividend sustainable as it seems to have a large payout from my novice analysis. Appreciate your expert analysis very much.

Read Answer Asked by Dr Lorraine on May 24, 2022

Q: Hi gang, could you please me your take on this company. I would like to buy one company from each sector.
1:mpw /vici are divided safe and strong growth.
2:sldp/ chpt which one would you buy today?
3:suf/ally which is a better set for growth and safety of dividends? I would like to buy one company from each sector. Thanks

Read Answer Asked by Alnoor on February 11, 2022

Q: I never bought a REIT because I own another investment condo in Toronto. Would you factor that to your entire portfolio or add another REIT unrelated to residential like MPW, AMT or something industrial? If you would add regardless of having another income property, what would you add?
The condo rent has positive cash flow and the equity is about 3 percent of my overall portfolio. Analytics suggests a 4 percent REIT holding.

Read Answer Asked by Chris on January 27, 2022

Q: Hi 5i,

In a non-registered U.S. dollar account I am looking for an ESG stock (no oil/gas, defence, tobacco, etc.) that has a yield between 4% to 6%. It should be a relatively stable company with some growth potential. It will be less than 1% of an overall balanced portfolio. I have come up with the following possibilities:
ABBV - +/-4.4% yield but patent for Humira coming off in 2023
MPW - +/- 5.4% yield healthcare reit (which seems stable)
WPC - +/- 5.4% yield reit (less stable than healthcare reit?)
CWEN - +/-4.4% yield green energy (not sure if it should be class A or C shares)
I would like your thoughts/opinion on these please for a long-term "little worry" 3 to 5 year hold.
And please, please please if you have other suggestions I would love to hear those!!

Thanks for your wonderful service.

Read Answer Asked by Brian on October 26, 2021

Q: Hello there

can you suggest which canadian REITs you favor these days, and why.

second, I am looking for US etfs that covers the high tech sector and others for the health care sector. Your thoughts. please

as always. your guidance is appreciated


Read Answer Asked by alex on August 05, 2020