skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: You have an updated report on Enbridge (ENB) dated 24 January. In the SUMMARY section of that report I see the words "bond proxy". That's an interesting concept. I own a full allocation of ENB because it is a safe, stable source of tax-advantaged income - indeed a sort of "bond proxy". Staying with that idea, are there other equities/ETFs/products that 5i would consider to be "bond proxies"?
Can you suggest a few?

Would a close look at your Income Portfolio provide a selection of appropriate names?

Tax-advantaged income is preferred over interest-producing products.

Thank you,
IslandJohn

Read Answer Asked by John on February 09, 2023
Q: Saw Andrew Moffs on BNN Monday discussing REITs and Real Estate companies. Looking for a 2nd opinion on these 8. Maybe just a ranking from 1 to 8 in order of preference for a long term hold. Yield doesn't matter, looking for best total return. Which ones look buyable at this time?
Read Answer Asked by Dan on January 31, 2023
Q: Looking for a real estate play in my TFSA with a 3-5 year hold. I note that TCN is smaller and more volatile than CAR. However TCN is currently priced at a substantial discount to CAR. I noted your comment to a previous question about investors switching to growth names from bond proxies after interest rates settle. Considering an initial 2% position in TCN. Comments please. Thank you
Read Answer Asked by Richard on January 26, 2023
Q: I have 20 Thousand US Cash in My US RRIF acc't. I am looking at deploying it into 5 stocks for income. I don't have any oil sector stocks or ETF, Reits or banks.Looking for idea's which could bring dividends and growth over time.Tks 5i take as many credits as required. 79 year old.Do not need any money to pay my RRIF monthly payment as I have Can account with ample cash for 18 months
Read Answer Asked by Guy on January 12, 2023
Q: Can you dumb down the non-cash distribution capreit announced tonight?

For me specifically, I hold it within a TFSA - what can I expect? Don't hold enough shares to even accumulate what would amount to one share, thought I might have understood that completely wrong as I guess no one is actually gaining shares?

Thanks in advance
Read Answer Asked by Jeff on December 16, 2022
Q: Is it a good time to start buying REITS or should I wait until 1/2 way through next year when we know more about this recession that everyone is predicting?

Can you recommend 1 or 2 CDN and 1 or 2 US for a long term hold?
Read Answer Asked by Graeme on December 12, 2022
Q: What are your 3 best ideas for REITS Med to Long Term {US/CAN}.
Read Answer Asked by Valter on November 25, 2022
Q: Hi 5i, looking for help taming the RIETs part of my portfolio as i own all of the above. Can you help me with selling some REITs (anything I've doubled up on or is not the best choice). I am planning on redistributing the funds to the remaining REITs. As usual your help is appreciated, if you could rank them also that would be great.
Read Answer Asked by Mark on November 10, 2022
Q: All above are my loosers,looks like reit is hammered badly,can STAG.N Be proxy for all this stocks REIYS WILL
Perhaps hurt more in December tax selling.
Read Answer Asked by Nizar on October 28, 2022
Q: I own shares in ZRE, GRT.UN, and CAR.UN. They are all down in this market. Should I hold these for a year, hoping the markets will improve, or should I sell and move into something like TCN. Can you suggest better real estate companies, where the growth might be better, when the markets move up.
Read Answer Asked by Vinod on October 21, 2022
Q: Hello Peter,
Algonquin Power has a current dividend rate of. 6.72 percent given the current price of 14.55 cdn according to yahoo. Does this rate include the conversion to Canadian currency. I was thinking of buying AQN over Canadian Apartment Reit mostly due to the dividend (6.7 percent vs 3.53). I know it is not an apples to apples but from an upside both seem to be the same, approximately 30 percent. If you do think it is worth diversifying, is there another reit that pays high dividend but is considered stable. Thanks very much
Read Answer Asked by umedali on October 20, 2022
Q: Can you please rank these REITS as long term investments?
Does this ranking change if we are in for a long period of inflation?

Can you please rank them by valuation at today's prices?
Read Answer Asked by James on October 17, 2022
Q: In my non-registered account, I have had small holdings in MRG.UN and NWH.UN for years, as well as larger holdings in ZRE and FIE. I was wondering if I should consider selling all four and splitting the proceeds between GRT.UN, CAR.UN, CPX, and SLF. I am looking for income but would also like some capital appreciation.
What do you think? Note that I also hold ZRE and FIE in my RRSP and plan to keep both in that account. Thank you.
Read Answer Asked by Kim on September 22, 2022
Q: Hello 5i,

I read a response to a previous question, which suggested investors who own their home already have sufficient allocation to the Real Estate sector. Just want to make sure I understand correctly before eliminating the sector from my watchlist.

Still, if I was to include a couple of REITs, what is your opinion of CAR.UN and AMT?
Read Answer Asked by Garth on September 08, 2022
Q: Hi - I am just trying to better understand apartment REITs in this environment. Such REITs seem to still be in decline even though everyone is talking about how residential rents are firm and/or rising. So are apartment REITs like this one more affected by rising rates and overall mkt sentiment...than the prospect of much higher revenues? Thank you as always!!
Read Answer Asked by Douglas on September 07, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!