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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: What are your thoughts on SGR.UN's recent earnings, during the call management indicated that their rents are well below market rates, which provides upside potential as those rents are renegotiated. The payout ratio is high, however, if rents can be increased the payout ratio would fall. Would you be fine holding it here, or is it time to move on to something with a safer dividend? If so what income stock would you recommend replacing it with?
Read Answer Asked by T Michael on March 05, 2024
Q: Can you provide an analysis of this REIT? What are the principal risks associated and is the dividend stable? Would this stock be considered “defensive” in nature? With a 9.7% dividend, is it something an income seeking retiree with a moderate risk tolerance should consider. Are there any less risk alternatives you would suggest?
Read Answer Asked by Donald on January 17, 2024
Q: Looking to take tax losses and not sure which to pick ? Some of them I can sell and not rebuy ? Please rate them as sell, hold, sell and rebuy. Thanks guys.
Read Answer Asked by Frank on November 02, 2023
Q: I must progressively restructurate a non-registrated portfolio, recovered in early 2022 for self-managing... Here are the percentage of each stock vs all portfolio, and also indications (+/-) if they are at a profit or at a loss on paper. stocks at profit are: BIP.UN (8% of portfolio), CM 5%, DIR. UN 3%, BIPC 1%, BCE 5%, ENB 2%, SGR.UN 1,5%. Stocks at a loss are: BN.PF.D (5% pf portfolio), TRP 1.5%, VET 1.2%.
My objectives are in order: stability, dividends, and some growth if possible.
Some stocks represent a probably too high percentage of the portfolio, I would not sell them “only to rebalance the portfolio” if they are still safe (to avoid non necessary capital gain tax), but I shall sell if they represent a risk. On the other hand, I would not sell stocks with a loss if they respond to my objectives.
I have already balanced a good part of this portfolio with ETF and a selection of stable dividend stocks. Those are the remaining stocks from the original portfolio..
Please give me suggestions for each stock according to objectives as : keep, sell, or sell partly. All of your comments are always greatly appreciated.
Read Answer Asked by Jean-Yves on January 10, 2023
Q: Hello, I currently own CAR.UN, CSH.UN & NWH.UN for income earning
REITs.in a RRIF account. Considering adding SGR.UN or SRU.UN. Which one with a brief why.
Thanks
Roy
Read Answer Asked by Roy on April 14, 2021