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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: Hi Everyone at 5i! Hope you are enjoying your summer so far! I am looking for a little advice. I hold Riocan in my RRSP and having ridden it up and down, I am now back to breaking even . As you gaze into your crystal ball, what do you think itís future prospects will be ? I suspect that interest rates will climb and adversely effect the stock price. Any suggestions for a replacement REIT? Or conservative dividend paying alternative suitable for an RRSP. Cheers, Tamara

Read Answer Asked by Tamara on July 13, 2021

Q: Your most recent answers to questions about HR.UN and REI.UN indicate that you don't favour them and that they do not need to be owned, suggesting DIR.UN instead, among others. So a few days ago I replaced HR.UN with DIR.UN, and ever since, both
REI and HR have been shooting up while DIR languishes. Today alone they are up over 5% and 4% respectively. Can you explain what's happening here?

Read Answer Asked by chris on February 25, 2021

Q: Hi,

I own several REITs. They don't make up a large portion of my portfolio, but I've always liked real estate investing and I think there's long term value in some names even if they are necessarily exciting right now. I currently own BEI.UN, IIP.UN and GRT.UN. All are up significantly since purchased. I'd like to branch out and I'm looking at REI.UN and AP.UN. I've managed to stay away from Retail, but REI.UN has diversified nicely into multifamily housing and has sold retail properties outside of the 6 urban areas. AP.UN is in the office sector and who knows what's going to happen there even though it is down considerably from its highs. Which would be your choice and do you think there is long term value in these names? It is for an RRSP account.

Thanks,
Jason

Read Answer Asked by Jason on February 16, 2021

Q: I am considering selling rei.un and splitting the proceeds between dir.un and iip.un. what do you think?? Also, which do you prefer: dir.un, smu.un or grt.un.
thanks
judy

Read Answer Asked by deirdre on January 22, 2021

Q: Happy New Year 5i!
I recently joined and have been reading as many of these questions as I can get my hands on and appreciate your insight.
I've recently started a TFSA portfolio with a breakdown as follows:
- REI.UN (14%)
- TD (33%)
- FTS (29%)
- HR.UN (3%)
- T (12%)
- SIS (5%)
- ATZ (5%)

I have been attempting to buy into companies and reinvest via DRIP and thus my preliminary focus on dividend companies (with diversity taking a backseat). What are your thoughts on REITs for growth going forward over the next couple years? Are they worthwhile keeping or do you foresee more upside with investment into growth stocks? If so, do you have a top 2 growth stocks that could compliment the rest of the portfolio in lieu of REITs?

Thanks so much!
Kyle

Read Answer Asked by Kyle on January 08, 2021

Q: Hi Peter and Staff

The above 4 REITS are part of my REIT basket in addition to other industrial and apartment REITS.

All are down a lot . Please hit me with sufficient credits to rank them best to worst in terms of prospects for capital appreciation on a risk reward basis considering various valuation metrics as well as the future as you see it.

Please indicate any clear winners or losers in the rankings

Thanks for all you do

Dennis

Read Answer Asked by Dennis on October 20, 2020

Q: With a 5-10 year time horizon, can you recommend any dividend stocks which have stable dividends and high yields due to current market conditions? I think that RioCan and Enbridge both fall into this category and would be interested in similar stocks that have a yield in the 8-10% range.

Read Answer Asked by Jamie on August 06, 2020

Q: I have held riocan for more than a decade,and am still well ahead. However, I am concerned about the retail industry as well as the big yield, and fear a cut. I donít need to be in the reit space in my portfolio. Would you recommend a hold ,or a sale and replacement with a decent yielding and relatively safe alternative?
If so, what would be your favourite?
Thanks for the great service.
Philip

Read Answer Asked by Philip on June 22, 2020

Q: Artis and RioCan are both trading at about a 50 % discount to their NAV. Both pay a good dividend. Would you invest in either one? Would you favour one over the other? Are their dividends "safe"? AX.UN is down nearly a dollar in the last two days. Is there a reason for that? Thanks for your insight.

Read Answer Asked by George on May 14, 2020