Investment Q&A

Q: If you held 5 or 6 real estate type positions in a diversified portfolio, and wanted to consolidate a bit, would you be in favour of selling a smallish position in SVI and add to medium sized positions in DIR.UN and/or GRT.UN. If yes, would you add to both or just DIR.UN?

Q: I am looking to add some real-estate to my portfolio .
Are there any ETF's or stocks you would recommend.

Q: looking at some names where tricon money may flow to.
-notice several bank analysts research reports on tricon have peers :
bdi, svi, mrd, meq, drm. would like your thoughts please.
thank you

Q: I am woefully underexposed to the real estate sector.
Could you please identify your top 3 Canadian stocks, REITS and ETF's which one might play for the impending interest rate cuts in 2024?

Thanks
Jeff

Q: Thank you for your recommendation. I just want to clarify the ETF that I was referring to is public storage that list in US.

Is there any similar ETF listing on TSX?

Many thanks,

Q: Hey folks...any thoughts on this company? View as a buy/sell...thanks.

Q: Hi 5i,
in regards to SVI.TO:
In your opinion does the executive team have much skin in the game (ie ownership)? It looks like there has been some buying in the last year.
In your opinion what would be a very attractive buy price?
In your opinion do you think this stock might experience more pressure because of tax loss selling later this year?

Q: I have had the impression rightly or wrongly that you aren’t buying into the current narrative that interest rates might stay higher for longer? Just supposing they do stay elevated for some time, are there any companies in your universe that you may have been previously positive on whose debt levels might give you pause under the higher for longer scenario? I’ll use EIF just as an example. Is it something you could run a screen on just to highlight some companies that you think could bear a closer watch under such a scenario? It always seems to me that when a company has an issue (Nuvei being a recent example), it’s always a suddenly too high debt ratio that ultimately takes them down (or at least keeps them from recovering). Appreciate your thoughts as always.

Q: Public storage and cell tower stocks are down significantly this year. Were they simply over-valued previously? Assuming interest rates will stabilize, do you feel that they may offer above average returns going forward? Your favourites listed on US and Canadian exchanges?

Q: Trying to reduce my number of stock holdings. Have identified these 11 as small positions that can be eliminated. Intending to use the cash to add to stronger holdings. I try not to think of a stock as a "hold". There are lots of high quality names you can invest in that look better than a "hold". If you were doing a portfolio clean up, and held these as roughly 1% positions, are there any that you would be reluctant to sell?

Q: Hold I get your thoughts on the latest quarter and also your thoughts on the company in general and do you think this drop in price is an attractive entry point for a 1-2 year hold Thanks

Q: If you held the following smaller cap stocks in positions of 0.5% to 1.0% of your total stock portfolio, and wanted to reduce the number of holdings by selling several of them and using the money to add to others, which ones would you sell and which ones would you add to: ACQ, ADEN, AEP, AND, CHW, CJ, DCM, ECN, GEO, HPS.A, LNF, NOA, PRL, QIPT, RCH, RET.A, SFC, STLC, SVI, TVE, WELL, XTC. Assume overall portfolio is well diversified so sectors not a consideration, and that this is the riskier part of portfolio, so, higher risk is fine. Would be great if you could pare this list of 22 stocks down to about 10-15. Thanks.

Q: Any thoughts on SVI would be appreciated.

Q: In one of your answers you felt that Tech, Consumer Cyclicals and Real Estate are areas that have been beaten down and might be poised for recovery. Could you mention 3 stocks for each area listed on the TSX that you would recommend as having solid potential at this time. Thank you.

Q: Saw Andrew Moffs on BNN Monday discussing REITs and Real Estate companies. Looking for a 2nd opinion on these 8. Maybe just a ranking from 1 to 8 in order of preference for a long term hold. Yield doesn't matter, looking for best total return. Which ones look buyable at this time?

Q: I would appreciate an updated opinion on StorageVault, particularly in light of their recent successful $100M convertible debenture issuance at a relatively low 5% interest rate.
Thanks!

Q: looking to get in some storage vault during this pull back, is it safe to dip my toes back in .

Q: Was wondering about continuing to hold storage vault. Heard a report on The National about a large number of break ins at there facilities. I sounded the there security systems were bogus. This may come back to bite them in the but. They may have to do some spending to improve security. Any way, to me it’s not such a no brainer as before, where all they had to do is pay the power bill to keep the lights on.

Q: Hi 5i , I am interested in adding an REIT with focus on large warehouses and I wonder if there are any you would recommend? Also REIT ETF's interest me . Thank you for any input you have

Q: Thank you for reading my question
I’m looking for warehouse stocks. Can you share a few from the US and any in Canada

Appreciate all your time and attention