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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: 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 don’t 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
Q: I would like to reduce my exposure to REITs and reallocate to other sectors. Considering selling some of these 6. I have a long term focus - 5+ years, looking at total return over that time. May I have your opinion of these in order from best to worst for total return for a long term hold. I'm assuming all will get through this economic disruption OK. AP.UN, GRT.UN, HR.UN, PLZ.UN, REI.UN, SRU.UN. Thanks.
Read Answer Asked by Dan on May 12, 2020
Q: Hello 5i Team
I am comparing the retail REITs and the two distinct groupings in the sector:
Group 1 - REITs majority owned by parent operating company and the majority source of the REIT's income. These would be Choice Properties REIT (CHP.UN), Crombie REIT (CRR.UN) and CT REIT (CRT.UN).
Group 2 - REITS with a large diverse portfolio. These would be First Capital REIT (FCR.UN), Riocan REIT (REI.UN) and SmartCentres REIT (SRU.UN).
The questions I have are:
1 - What would be your ranking of the REITs in Group 1 and your ranking of the REITs in Group 2?
2 - Which is the better Group to select from Group 1 or Group 2?
3 - Any other retail oriented REITs I should be looking at?
Thanks
Read Answer Asked by Stephen on May 08, 2020
Q: I am underwater on these and would like to harvest the losses and re-buy after 30 days (or not). Can you suggest temporary replacements for each? Any of these names you would not buy after the 30 days and just add to others?
Please deduct as many questions as appropriate.
Thank you.
Read Answer Asked by Carlos on May 08, 2020