Q: In reviewing my various investment portfolios (RRSP, TFSA, Non-Reg), I realized that have no exposure to the Real Estate (R/E) sector in any of them (residential or commercial). My impression is that R/E hasn't been a particularly strong performer over the last 4 or 5 years (really since COVID), so perhaps the gap in my portfolios hasn't really been much of a hindrance. Would you be buying into the sector right now & why? And if so, what 3 to 5 investments (i.e. companies / funds / REITs) would you recommend for long term growth (& perhaps some income) and why? Thank you.
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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.
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Welltower Inc. (WELL $161.63)
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iShares MSCI Mexico ETF (EWW $60.47)
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iShares MSCI India ETF (INDA $54.73)
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iShares S&P India Nifty 50 Index Fund (INDY $53.39)
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CareTrust REIT Inc. (CTRE $31.28)
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iShares Latin America 40 ETF (ILF $25.65)
Q: ETF's|: India, Lat. America, Health Reit's
tks H.
tks H.
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Apple Inc. (AAPL $214.15)
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Amazon.com Inc. (AMZN $228.29)
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Alphabet Inc. (GOOG $191.51)
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Intuitive Surgical Inc. (ISRG $501.95)
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NVIDIA Corporation (NVDA $170.78)
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Booking Holdings Inc. (BKNG $5,736.32)
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Salesforce Inc. (CRM $267.22)
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Welltower Inc. (WELL $161.63)
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JPMorgan Chase & Co. (JPM $296.76)
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Visa Inc. (V $355.29)
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Enbridge Inc. (ENB $61.84)
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Constellation Software Inc. (CSU $4,844.17)
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Dollarama Inc. (DOL $185.83)
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WSP Global Inc. (WSP $285.62)
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Celestica Inc. (CLS $229.37)
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Thomson Reuters Corporation (TRI $276.50)
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Alimentation Couche-Tard Inc. (ATD $76.27)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.06)
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Axon Enterprise Inc. (AXON $705.22)
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Toronto Dominion Bank (The) (TD $75.35)
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CrowdStrike Holdings Inc. (CRWD $461.52)
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Vertiv Holdings LLC Class A (VRT $130.19)
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RTX Corporation (RTX $156.49)
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Cellebrite DI Ltd. (CLBT $14.71)
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Brookfield Corporation Class A Limited Voting Shares (BN $92.12)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.86)
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Lumine Group Inc. (LMN $52.03)
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TransMedics Group Inc. (TMDX $109.97)
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Costco CDR (CAD Hedged) (COST $42.92)
Q: BN is sitting at 7.5%, AXON - BKNG are 5% and the rest are 3% positions totaling approx. 83% of my stock assets. I have some 1-2% positions in my cash account (GSY, ATZ, PRL, CLBT, HPS.a, BNS,SU, TMDX, TVK and CNQ. I'm heavy tech, financials and industrials going into H2 2025. Would you add to, remove or change anything is this was your account (assuming you're 52 and plan to retire in 8 years). Not looking for a person allocation but rather if it was you, what might you be looking to adjust, if anything. Note I have no utilities currently. Thanks and have a great weekend.
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Firm Capital Property Trust (FCD.UN $6.03)
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Welltower Inc. (WELL $161.63)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $139.00)
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Power Corporation of Canada Subordinate Voting Shares (POW $54.76)
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Bird Construction Inc. (BDT $28.90)
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Mainstreet Equity Corp. (MEQ $187.52)
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TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU $12.28)
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Valhi Inc. (VHI $17.72)
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TFI International Inc - Ordinary Shares (TFII $90.05)
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Propel Holdings Inc. (PRL $36.26)
Q: I'm in need of cash. Please place these companies in order of which you would sell first. Thanks.
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Welltower Inc. (WELL $161.63)
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Tourmaline Oil Corp. (TOU $61.31)
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goeasy Ltd. (GSY $179.65)
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Valhi Inc. (VHI $17.72)
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Invesco DWA Industrials Momentum ETF (PRN $161.03)
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Topicus.com Inc. (TOI $182.00)
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Propel Holdings Inc. (PRL $36.26)
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Lumine Group Inc. (LMN $52.03)
Q: Hello 5I Team,
I need to trim down these positions in order to generate some cash in the next couple of weeks. Could you please suggest a possible order that you might trim from this list of eight companies, given the current economic climate? Thanks. Brad
I need to trim down these positions in order to generate some cash in the next couple of weeks. Could you please suggest a possible order that you might trim from this list of eight companies, given the current economic climate? Thanks. Brad
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Welltower Inc. (WELL $161.63)
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Dollarama Inc. (DOL $185.83)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $139.54)
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kneat.com inc. (KSI $5.76)
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Tennessee Valley Authority (TVE $23.35)
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Valhi Inc. (VHI $17.72)
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Propel Holdings Inc. (PRL $36.26)
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D2L Inc. Subordinate Voting Shares (DTOL $14.90)
Q: Can you recommend 5 new growth stocks for a TFSA. I have DOL, TVE, VHI and WELL. Would you keep these, given the high valuations of some of them.
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Welltower Inc. (WELL $161.63)
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Suncor Energy Inc. (SU $53.96)
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Enbridge Inc. (ENB $61.84)
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Fortis Inc. (FTS $66.30)
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Tourmaline Oil Corp. (TOU $61.31)
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Agnico Eagle Mines Limited (AEM $172.92)
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Brookfield Infrastructure Partners L.P. (BIP.UN $44.15)
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Dream Industrial Real Estate Investment Trust (DIR.UN $11.91)
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Brookfield Corporation Class A Limited Voting Shares (BN $92.12)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.86)
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Lumine Group Inc. (LMN $52.03)
Q: I have these companies in my tfsa and and I have $7000 to add. How would you rate them right now.
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Welltower Inc. (WELL $161.63)
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Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.90)
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Omega Healthcare Investors Inc. (OHI $39.03)
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Medical Properties Trust Inc. (MPW $4.33)
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Healthcare Realty Trust Incorporated (HR $16.54)
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Diversified Healthcare Trust (DHC $3.53)
Q: Each of MPW and NWH.un seem to be having issues despite their ostensibly strong medical business strategies. Can you recommend medical properties ETF/Landlords who are doing better vis-a-vis growth/dividend?
Q: I've had small positions in these three health providers since Covid. Are they worth keeping?
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Welltower Inc. (WELL $161.63)
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ECN Capital Corp. (ECN $3.10)
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Trisura Group Ltd. (TSU $44.79)
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Converge Technology Solutions Corp. (CTS $5.99)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.91)
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Topicus.com Inc. (TOI $182.00)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.49)
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Neighbourly Pharmacy Inc. (NBLY $18.60)
Q: The above holdings are in my TFSA for long term growth. Looking to add another stock to the account. Can you share a few that would be good additions for long term growth. If adding to an existing names make makes sense; open to that as well as none of these are a full position.
Q: Hello 5i,
Interested in your opinion on if a retired person should own all three of these companies for diversification or just two. Also, could you rank them for me, thank you.
Interested in your opinion on if a retired person should own all three of these companies for diversification or just two. Also, could you rank them for me, thank you.
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Welltower Inc. (WELL $161.63)
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Ventas Inc. (VTR $67.46)
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Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.90)
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Omega Healthcare Investors Inc. (OHI $39.03)
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Medical Properties Trust Inc. (MPW $4.33)
Q: What are your thoughts on the respective merits of these firms for an income investor? Do you perceive any superior choices in this space?
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Welltower Inc. (WELL $161.63)
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Enthusiast Gaming Holdings Inc. (EGLX $0.13)
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Palantir Technologies Inc. (PLTR $154.63)
Q: Your advices to hold on to the above stocks for January bounce is correct so far. When will the bounce normally ends? When it ends,is it time to sell OR should ask the question then? Well had a huge increase of 15 94% to $3.71 today.Please comment as I cannot find any news. Thanks for U usual great services & views
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Questor Technology Inc. (QST $0.49)
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Meta Platforms Inc. (META $713.58)
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Alphabet Inc. (GOOG $191.51)
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PayPal Holdings Inc. (PYPL $76.66)
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Welltower Inc. (WELL $161.63)
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NFI Group Inc. (NFI $19.16)
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goeasy Ltd. (GSY $179.65)
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Roku Inc. (ROKU $90.25)
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Tokens.com Corp. (COIN)
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CrowdStrike Holdings Inc. (CRWD $461.52)
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Lightspeed Commerce Inc. Subordinate (LSPD $13.18)
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Unity Software Inc. (U $33.41)
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Upstart Holdings Inc. (UPST $84.13)
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Nuvei Corporation (NVEI)
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Propel Holdings Inc. (PRL $36.26)
Q: The following are some of the companies I’ve lost money with and will sell for tax purposes. I am wondering what your opinion is re their repurchase as commented on below.
The following I don’t feel I need to buy back, unless you feel differently.
NFI, QST
The following I would like to buy back ASAP unless you feel otherwise. Considering the state of the market do you think I would need a proxy for the next 30 days?
CRWD, GSY, META, NVEI, ROKU, WELL
The following are stocks I would like to buy back but don’t see the urgency, considering how the market currently views these companies, notwithstanding their financial outlook.
COIN, LSPD (I already own SHOP), U, UPST
Thank You.
The following I don’t feel I need to buy back, unless you feel differently.
NFI, QST
The following I would like to buy back ASAP unless you feel otherwise. Considering the state of the market do you think I would need a proxy for the next 30 days?
CRWD, GSY, META, NVEI, ROKU, WELL
The following are stocks I would like to buy back but don’t see the urgency, considering how the market currently views these companies, notwithstanding their financial outlook.
COIN, LSPD (I already own SHOP), U, UPST
Thank You.
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American Tower Corporation (REIT) (AMT $230.18)
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AvalonBay Communities Inc. (AVB $203.39)
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Welltower Inc. (WELL $161.63)
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Realty Income Corporation (O $57.88)
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Prologis Inc. (PLD $110.00)
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Public Storage (PSA $289.62)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $46.05)
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Chartwell Retirement Residences (CSH.UN $17.74)
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Tricon Residential Inc. (TCN $15.34)
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Granite Real Estate Investment Trust (GRT.UN $72.97)
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InterRent Real Estate Investment Trust (IIP.UN $13.31)
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Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.90)
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Choice Properties Real Estate Investment Trust (CHP.UN $14.54)
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Dream Industrial Real Estate Investment Trust (DIR.UN $11.91)
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Digital Realty Trust Inc. (DLR $179.24)
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Federal Realty Investment Trust (FRT $95.63)
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Spirit Realty Capital Inc. (SRC)
Q: Hi 5i, looking for help taming the RIETs part of my portfolio as i own all of the above. Can you help me with selling some REITs (anything I've doubled up on or is not the best choice). I am planning on redistributing the funds to the remaining REITs. As usual your help is appreciated, if you could rank them also that would be great.
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Welltower Inc. (WELL $161.63)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $46.05)
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Granite Real Estate Investment Trust (GRT.UN $72.97)
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Life Storage Inc. (LSI)
Q: Can you please rank these REITS as long term investments?
Does this ranking change if we are in for a long period of inflation?
Can you please rank them by valuation at today's prices?
Does this ranking change if we are in for a long period of inflation?
Can you please rank them by valuation at today's prices?
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Welltower Inc. (WELL $161.63)
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Morgan Stanley (MS $142.21)
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Verizon Communications Inc. (VZ $42.84)
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Walmart Inc. (WMT $95.68)
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BCE Inc. (BCE $33.42)
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Enbridge Inc. (ENB $61.84)
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Brookfield Renewable Partners L.P. (BEP.UN $37.49)
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Algonquin Power & Utilities Corp. (AQN $8.28)
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Blackstone Inc. (BX $171.96)
Q: I am looking for the "safest" dividend paying stocks to add to the above list that will help me weather the recession that according to most commentators will last well into 2023.
5 each from the US and Canada will be of great help.
Many Thanks
5 each from the US and Canada will be of great help.
Many Thanks
Q: can you comment on well preliminary release of q1. how do you rate the stock buy, hold or sell
Q: With the business update from WELL I'm reminded of a similar update from GSY in the depths of market turmoil in 2020. I think GSY re-affirmed their business at a very low stock price ($12? maybe $20?). Had I been wiser and more knowledgeable at the time I would have bought more then and I didn't.
I'm curious why one would not add to (or start) a position in WELL today?
Thx,
Cam.
I'm curious why one would not add to (or start) a position in WELL today?
Thx,
Cam.
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Welltower Inc. (WELL $161.63)
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TELUS Corporation (T $22.50)
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CloudMD Software & Services Inc. (DOC $0.04)
Q: Telus, Maple, Well and others are Canadian stocks in the medical game in Canada and the USA. Are there other Canadian players in the same league? Can you please compare them from a financial performance, competitive and management perspective. Well has dropped by 50% since Sept/2021, very gradually. I'm wondering if there is a reason for the gradual decline. Is there a better stock in the same sector? Canadian or US. Also, is there still momentum pushing down WELL. Do you think it will be beaten by the competition in the next 2-3 years? Is it a sell from this perspective?