Investment Q&A

Q: In the Real Estate Investment Trust sector rank them from best first on down? Interrent, Riocan, Granite, Broadwalk, and H&R Also give some color why they would be better than the others?

Q: Trying to clean up my portfolio. Any of these losers worth keeping??
I'm a very long term, patient investor.
Thanks.

Q: Please list these REIT's in order of best choice to BUY and long term HOLD. Add your choices if not listed here for best Residential REIT's.

Q: I am seeking dividends. I have room to add a new REIT. Currently, hold CSH.UN and DIR.UN. What is the highest dividend paying REIT that you would be comfortable starting a new position with?
Thanks

Q: With the economy of Quebec booming would an investment in Cominar REIT make sense? I am considering selling Boardwalk REIT, a well managed company but located in Alberta, and not doing well.

Q: Could I have your opinion on the quality of management and long term prospects of these companies. Thanks

Q: Can you comment on the recent quarter? Things seem to be slowly improving.

Jason

Q: bei.un has increased 7.41% today. Your comments? Thanks.

Q: Hi 5I,
I have held Boardwalk for a long time (perhaps to long) and watched the stock pickup momentum in the summer of 2018 only to sell off and not recover.
Is this worth holding? Or move on to another income name that you could recommend. My thesis to own Boardwalk was that is was best of breed and carried a conservative payout with a fair REIT growth profile until the energy slide occur. I thought perhaps Boardwalk stock would start to return to a cover (or at least return some of the slide), but the energy climate seems to continue to impact the investor sentiment.

The recommendation does not have to be a REIT, and I have been looking at topping up CSH & NWC (not sure if this is too small cap to compare) to a 5i weighting %.

If selling BEI is the best option should I wait past May 15-19 earning release? Might get a bit more of clarity or hope of improvement (could be worse as well).

Q: Please provide your opinion on recent Q3 released by BEI. Thank you

Q: I am thinking about swapping BEI for SIA based on return, 2% vs 5.4%. Is this a good time? I am retired and living entirely on dividend income.

Q: My questions is about REIT investing. Seems that REI.un, BEI.un's 5 year return is cyclical, could be just back to original value whereas CAR.un and IIP.un value climb nicely over a 5 yr. period. Any difference in selecting these REIT's ?

Q: I own both of these companies and I have very good gains on each of them. What is your rationale for adding to a winning position? Should I wait for a pullback or add to it monthly for the next 3 months or so in addition to the DRIP.

Thank you,
Jason

Q: How would you rank the following REITS, in terms of long term holds? REI.UN, BEI.UN, AX.UN CAR.UN

Q: In the Globe and Mail online today David Berman wrote an article about BEI with the following title, "Despite a big rally this week, investors should avoid this REIT". What is your take on this view?

Q: Can you please comment on Boardwalk Reit results and your opinion of the company going forward ?

Is it a good time to start a position in Stantec (4% position) ?

Thank you

Q: Good Morning, Would you see BE.un recovering if the pipeline goes through to B.C.? Thank you. Anne

Q: Could you please rate from best to worst. Thank you

Q: Hi Team,
In your response to Joanne, Nov 14 regarding comparison of BEI.UN and CAR you state :
"and we would much prefer CAR, and would have concern on CAR's distribution." Did you really mean you have a concern with CAR's distribution?
Also in light of BEI's announced distribution cut starting Jan 1, 2018 and their new growth plans do you believe the bad news is now priced in and this is a good buy currently considering down to $40 this am?

Thanks for your sevice,

Steve

Q: Could you compare BEI.UN and CAR.UN re: dividend safety and potential for growth? Given the Q2 FFO for BEI and year projections, do you think the business can continue to cover the dividend? How do you rate BEI versus CAR.UN ? Would you rate one over the other as a buy at this time? Thank you kindly for your analysis.