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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: This question concerns Healthcare in a well-diversified Canadian portfolio (~30 holdings), focused slightly toward growth. Our target is for a 5% weight in this sector.

Currently, we only hold CSH.UN at a loss. We are open to selling it outright and replacing it with 1 or more of your favourites or topping it up and adding at least 1 growth-oriented suggestion. I understand from a previous question that CSH.UN has performed in a close range with REITs, which have adequate representation in our portfolio.

What would be your top picks in Healthcare for long term holds (5+ years)? How would you rate them (1-10, 10 being best) for new money today?

How would you proceed? Would you suggest going with 1 or 2 names? Would you suggest topping up CSH.UN and adding a 2nd name, selling CSH.UN and adding 1 or 2 new names, etc?


Read Answer Asked by Peter on February 17, 2023

Q: Hello,

In light of the recent takeovers of WPT Industrial by Blackstone and Summit Industrial by Dream Industrial /GIC, what are your thoughts on the possibility of Chartwell being acquired? A BNN guest mentioned that Blackstone recently opened a Canadian office and has apparently hired an analyst with experience in retirement residence REITS. Please rate the probability of a takeover on 1-10 basis whereby 10 is very likely. Also, how safe is the dividend? Thanks for the great service.


Read Answer Asked by Anthony on December 22, 2022

Q: I have held these 2 stocks for a long while, but I am getting the impression that it is really hard to make a living in the senior-residential-retirement services. I am thinking on : a) sell one and reinvest in the proceeds in the other , b) sell both and buy instead a dividend payment large cap. (i.e. BNS, ENB) . If a) which one would you recommend to sell , if b) Does this move make sense ? thanks . note : I have plenty of other REITs in my portfolio.

Read Answer Asked by Alejandro (Alex) on December 16, 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: Hello Peter,
Is VFV and XSP about the same except one is hedged? I have held Sienna and Chartwell for a long time and I thought from a demographic point , they would be great long term holds.. I am down alot but the dividend is great. Are these two good long term holds or since covid, the recovery maybe too long of a time given the high interests that we see. Thanks very much

Read Answer Asked by umedali on November 02, 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: Retired, dividend-income investor, who normally buys-and-holds for years, with some trimming-adding to meet my asset allocation targets.

I've held CSH for years...starting to build a position in 2017 in my wife's TFSA (oops) and ditto in her RRSP (double oops). Anyway I have finally lost patience with it and wanted to check in with last sounding board. I've also gone through all of the CSH questions.

Q#1 = your thoughts on CSH...any hope? RBC seems to like it (Outperform with a target of $13.50), but it just doesn't seem to gain any traction...just the opposite.

Q#2 = from an asset allocation perspective, I have CSH at 50% REIT and 50% health. I currently own ZRE (my proxy for the sector) and LIFE (ditto). What are your thoughts on taking the CSH proceeds and adding to both of these? My resultant exposure would be ZRE @ 4.0% and LIFE at 6.5%...even though I understand you can't personalize answers. I see you have ZRE at a 5% weighting in the Income Portfolio but nothing for health.

Thanks for your help...much appreciated...Steve

Read Answer Asked by Stephen on September 06, 2022

Q: Hi
Am I correct in understanding that REITs are a good hedge against inflation? All of these REITs have been decreasing- some more than others. Are there any that you think will continue to be at risk in a rising rate environment? would you add to any during this most recent decline?

Read Answer Asked by Mary on April 09, 2022

Q: In an income portfolio, currently hold CSH.UN at full position and thinking to sell outright to replace with 1/2 positions in AW.UN and SYZ to replace yield and add diversification. What are your thoughts on the move? Does it increase risk?

Read Answer Asked by Tony on March 09, 2022

Q: Hello Peter and team,
What do you think of Arc Resources? Is it too late to buy at the current price in the $15 dollar range? I was looking at vector vest and they feel chartwell and Sienna are over valued by 50 percent. This does not make sense to me. What metrics do you use to determine their valuation and in your view are they currently fully valued or still have some upside as the dividends are decent?

Read Answer Asked by umedali on March 02, 2022

Q: are any of these something to have as a good investment ?

Read Answer Asked by jim on February 09, 2022

Q: This is a follow-up to our question from last week (see:

Based on your response that nothing in the list gives you much cause for concern, we would understand this to imply none of the 30 stocks would be considered a "sell" today.

Please divide the 30 stocks into a pair of ranked (best to worst) lists, one of "buys" and the other of "holds". As well, for each of the "holds" indicate the principal rationale for caution.

Read Answer Asked by Peter on February 07, 2022