Investment Q&A

Q: I own RIT for exposure to the Canadian REIT market. Please rank these four holdings as a long term hold in a growth portfolio. Also, I am considering adding one (or two) individual REITs to add a bit of up side to the general REIT market exposure of RIT. Would you advise this and, if so, which of these three, or any other, would you recommend?

Q: Is there any reason to still hold SES now that it has rebounded a little?
Thanks

Q: Hello 5i

Thank you for your prompt reply to my question as to which account was best to put XRE.

Would all interest from the security only be sheltered in an RRSP or would the same rules apply for a TFSA? At present, I have no room in my RRSP but so have my 2019 contribution money waiting for a home.

Thanks, as always, for your support.

Best
Peter

Q: Good morning. I recently read a report that showed that, over the past 30 years, the Canadian banks ( as a group) have outperformed the TSX ( 10.5% vs. 5%). The report then went on to say the Canadian banks have been/are slow to respond to both new technologies and new market entrants/competitors so the past thirty years is not indicative of continued out performance. Rather, the banks will suffer. In your general view consistent with this? I have always been a fan of our banks but am wondering if my faith needs review.Thanks.

Q: Which of the Brookfield companies would you invest in if you could only choose one and why? Is Bruce Flatt the CEO of the of all of them via the Brookfield parent company?

Q: would like to park some money in a safe place for awhile. what would you suggest ? thank-you.

Q: FTB has a dividend yield of 3.56%, actual mgt fee of .50% and an MER of 1.09%. Could the difference be imbedded fees paid to the financial planner recommending the fund and biasing his judgement. How do imbedded fees impact the recommendation of the financial planner. Is he looking out for your best interests or his? He gets a 1%management fee regardless of performance, although he says if I do better he does better. Perhaps they should be paid on performance

By comparison CLF has a yield of 2.66% and an MER of .17, XSB has a yield of 2.38 and an MER of .17 and HFY has a yield of 4.98% and an MER of 1.03. Funds with a higher MER seems to have a larger yield. Is the yield stated after the MER?

Thank you.

Q: Read a question this morning about investments in REITS. Considering all the variables, and with a focus on the future economic outlook for Canada, what makes adding a number of REITS to one's portfolio at this time a wise decision.

Q: What is the shareholder value in the announcement regarding the massive copper
deposit causing the stock to go up .10 to-day which is fairly significant. Any opinion of upside or exit position ?

Thanks you
Darrell

Q: Photon Control is a company mentioned frequently in this section. You seem to be a fan. Tell me why. Would this be a speculative buy?
Thank you,
Larry

Q: Greetings

I have cash to deploy and I do not have any REIT’s in either my Canadian Cash Account or my TFSA.

What is your opinion of XRE and in which account would make more sense to place it?

I am retired, a conservative investor, and do not need the cash flow at this point in time.

Thanks

Peter

Q: How do Preferred shares typically respond to changes in interest rates?

Q: GTE, PXT and other non Canadian oils have taken the same hit, while oil goes up. what's the reasoning here, and is it a permanent hit, as it seems to be for Cdn. oils??

Q: I own the above. I see Golumbia had a nasty suicide bombing and tension are rising. Do you think I should move to the sidelines? I really like the company but!!!!!!!!

Q: Would you purchase E.T. at this time - their price is around $15.71 - is their dividend safe.
Thanks for your advise
Hanna

Q: I’m not sure if this is in your mandate, but here goes : If a Canadian retail investor ( accredited) is looking to invest in some ‘ alternative strategies’ , where would you point them? Thanks

Q: Would you consider each of these companies as a Buy, Hold, or Sell and your reason[s] for your decision on each company.
Thank you,
Bob

Q: Please analyze Lam's earnings...Given that they are Photon Control's largest customer, this should give PHO a lift...Do you see anything in their commentary about the semi conductor industry firming up? How was their guidance?

Q: Could you please comment on Keyera as a several year (3+ year) hold? Do you currently estimate that the dividend is sustainable?
Many thanks.

Q: This stock is currently trading in the low 2 dollar range, it just sold it's 11 properties in Quebec for an estimated net proceeds of 65 million (after paying off remaining mortgages). It is expected that this cash (not full amount as they are still operating the remaining properties) along with the additional 8.4 million they netted from the sale of a Cornwall property will be returned to share holders shortly in the form of a special dividend.

I would expect this dividend to be in the low one dollar range based on previous 0.87 special dividend declared after the sale of their Western Canadian assets for a net proceeds of 50 million (This is just a guess using basic math skills).

My question is this, do you believe that the remaining 11 Ontario and Manitoba properties plus the current cash balance make this a buying opportunity (i.e is it likely that there will be more than 2 dollars of cash to be distributed before the REIT winds up)? The management did admit in a news release that the value of the remaining properties was lower than their previous estimates based on current market for these assets.