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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: Greetings 5i,

I am making a effort to simplify my portfolio, and would like your advice on my current REIT exposure. Specifically, I currently hold REI.UN and CSH.UN at roughly 4% each, and am unsure whether both are necessary for my long-term strategy. REI is attractive to me based on its ownership of some of Canada's most important retail properties, its intention to diversify into residential holdings, and its excellent yield. CSH is held due to the nature of its business within an aging population, as well its stability in what I consider to be a relatively weak Canadian health care sector (my other healthcare exposure consists of UNH and JNJ). The income potential offered by holding both is nice, but, as a relatively young investor with a longer time-frame, I feel as if the funds from one might be better utilized on something with a slightly higher growth potential.

I am 36 years old, debt-free, conservative (although not totally adverse to risk), and greatly prefer long-term holds that do not require constant monitoring. My investment portfolio is strictly for the purpose of expediting my retirement, and I have no need of its funds for the foreseeable future.

Do you feel as if continuing to hold both would be beneficial, or would you recommend that I let one go and redeploy the capital elsewhere? If the later, which would you recommend I keep as a long term-hold?

Thank you.
Read Answer Asked by Lucas on January 22, 2018
Q: I currently own small positions in CRT & CHP which seem to be lying fairly dormant. To get a bit more momentum, I am considering switching these to REI . Is this a good strategy. My thinking is that mall owners may be switching to condo development as online shopping increases.

Many thanks, as always.

Joanne
Read Answer Asked by Joanne on January 22, 2018
Q: Could you please rate from best to worst. Thank you
Read Answer Asked by Anne on January 03, 2018
Q: I have a question about retail exposure in REITs. My broker is encouraging me to sell these REITs due to exposure to retail and/or Alberta. Seeing that they all seem to have plans to rebalance their portfolios, I am less concerned. My exposure to retail is around 15% of my REITs overall (mostly via Riocan) and less than 5% of my total portfolio. My exposure to Alberta overall is about the same (mostly through these REITs). Would you recommend reducing my exposure to these REITs and in what order (descending vulnerability)?
Read Answer Asked by Carl on December 04, 2017
Q: Hi Peter, Ryan & Co.
Can I get your assessment of Riocan's latest quarterly results released last week?
It seems to me that Riocan is now turning its strategy to redeveloping some of its retail locations into mixed retail/residential communities (with partners), which seems to make sense given the "Amazon effect" on retail. I would think this would be a great opportunity for them in the future, with more profitability than retail leasing alone. What are your thoughts?
Many thanks,
Brian
Read Answer Asked by Brian on November 06, 2017
Q: Buy. or Hold. or Sell

Much appreciated. RAM
Read Answer Asked by Ray on November 01, 2017
Q: Do you think REIT's should be owned in ones portfolio? Does a 10% weighting seem to much? Also can you rate the following from best to worst as I am looking to get rid of one. GRT, REI and CRT.
Thanks
Read Answer Asked by sean on October 06, 2017
Q: greetings, looking to top up one of my reits - i have 1/2 positions in all three. If you were to add to one which one do you believe is the best value today assuming the alberta market continues to recover. Looking for a modest stable dividend as i am nearing retirement.
Read Answer Asked by kelly on October 05, 2017
Q: Good morning...thoughts on the Riocan news...I held RIOCAN for over 10 years and sold six months ago...I do not believe in retail REIT (for income) as a long term hold...I was interested though in the potential diversification away from retail...Do you think the capital appreciation will be there and potential growth in income...is it too early to jump back in? Thanks
Read Answer Asked by Matthew on October 03, 2017
Q: Greetings 5i,

I currently have a half position in REI.UN. They offer a nice yield, have strong anchor tenants, and I am intrigued by their plans to diversify into the residential space. However, it's recent performance has been less than stellar, and I am concerned that the traditional shopping centre may not have a particularly bright future in the age of the online marketplace.

I am 35, fairly conservative, and have a preference for long-term holds with strong fundamentals. My only other exposure to the REIT sector is CSH.UN (also a half position)

Would you recommend REI.UN as a long-term hold (5 years plus), or do you feel as if this capital would be better deployed elsewhere?

Thank you.
Read Answer Asked by Lucas on August 23, 2017
Q: Hi 5i,

My portfolio has: AD, POW, REI,SRU, PPL, ATD, MG, BCE, EMA and GUD.
In your opinion do I have exposure to all sectors with quality stocks? Which ones would you suggest to add or get rid of?

Thank you!
Read Answer Asked by Lizette on July 21, 2017
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