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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: In reference to your answer that we should consider being overweight the US at this time, can you give one US name in each sector for modest growth (not dividends) over the next few years? Please take as many credits as necessary with thanks.
Read Answer Asked by Gregory on May 17, 2024
Q: Just wondering if you are still comfortable with this REIT.

Have been looking for a commercial property REIT for purposes of diversifying holdings away from multi-family. And I know Choice acquired the old Canadian REIT years ago, which I thought to be of very high-quality at the time.

Choice appears to have less risk due to its size (705 investment properties) and the loan to value ratio appears commensurate with peers.

However, there seems to be a huge number of equity units outstanding after factoring in the exchangeable units. As well, what really appears unusual for CHP.UN is that it trades at a significant premium to NAV whereas most entities in the Canadian REIT universe currently trade at a discount to NAV.

Thank you
Read Answer Asked by Brad on May 17, 2024
Q: I've never had the stomach to buy U.S. dollars to acquire American stocks, so the other day on BNN's Market Call when Greg Newman talked about CDR's, I was intrigued.

Are there any negatives in owning CDR's? Because right now the positives -- such as being Canadian dollar-hedged, the fact they appear to trade like a one company mutual fund, and not having to buy U.S. dollars -- appear pretty damned attractive. Pete.
Read Answer Asked by Peter on May 17, 2024
Q: Hi group I have taken profits on QSR,MCD,GSY,BYD,WSP,CSU,ARC. So my question in what order and at what price do i get back in i own the others, as listed so please rate them also for adding same format. Thanks for your help with this
Read Answer Asked by Terence on May 17, 2024
Q: What are your thoughts on being overweight US stocks vs. CDN for the next year or so?
Read Answer Asked by Gregory on May 16, 2024