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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: Hello to all of you at 5i,
It would seem that the US Fed will very likely raise its overnight rate this summer and there is a strong consensus among pundits that REITs experience quick declines when interest rates rise. How do you feel about Chartwell's vulnerability to that scenario? Is it as interest-rate sensitive as the other, more common types of REITs?
Robert
Read Answer Asked by Robert on June 01, 2016
Q: I am a Senior with a large percentage of my portfolio invested in equities, a good portion in blue chip dividend paying stocks. I would like more diversification but am not interested in bonds. Do you have any ideas? What about mortgages and how would one pursue this if you think it is a good alternative? Thank You.
Read Answer Asked by Brian on May 16, 2016
Q: Am looking at taking 2% position in either EXE,CSH.UN,or SIA for long term hold in my RSP.
Your thoughts on these 3 would be appreciate re: balance sheet, dividend security, growth prospects, operating issues and take over possibilities.
Thanks
Derek
Read Answer Asked by Derek on April 20, 2016
Q: HI,
Could you please comment on the news release April 8th- Chartwell Retirement Residences Announces Redemption of 5.7% Convertible Unsecured Subordinated Debentures. How do you feel this will impact the share price in the short term. How low could it get? I have been looking to add to my position. What price would be a good entry given the deb conversion is priced at $11.00 I suspect a high conversion rate and a certain amount of selling pressure (potentially strong) as debt investors are not equity investors. It looks like it has already started selling off in advance.

Thank you
Read Answer Asked by Douglas on April 13, 2016
Q: Peter and Team,

I've owned KBL K-bro Linen for three years or so and have seen a nice increase in value and a healthy dividend. Its seems to have plateaued and stayed steady lately (which is fine!) but I am wondering if I could get better return by switching my 4.6% weighting in KBL to CSH instead. Thoughts?
Read Answer Asked by Marc on February 18, 2016
Q: I hold Chartwell REIT and Chemtrade Logistics, 3% and 2.7% respectively. Am looking to add to either (or both?) in this market downturn, for income. What is a good weighting for these companies, and which is the most likely to withstand another barrage of sell-offs? (That is, which sector, which company, is likelier to do well in such an environment.) Thanks!
Read Answer Asked by Sylvia on January 14, 2016
Q: Hi Peter & Team,

I would like to increase my REIT from 4.5% to 6% in my RRIF portfolio(Equally divided between ZRE and XRE) and notice that both do not have CSH.UN and FCR
Questions
a) Is it good time increase position in REIT?
b) GAZIT owns 42.8% of FCR, how do you view this?
c) Which one will you choose?
Thanks
Read Answer Asked by Karl on November 11, 2015
Q: hello 5i:
could you please compare CSH.UN, with O (Realty Income). I'd like to add something in this space, to about 5% of the portfolio, but Chartwell's debt seems fairly high to me. You've said in previous questions that you also like SIA. Would they have better overall fundamentals than CSH.UN?
Read Answer Asked by Paul on September 29, 2015
Q: I apologize if you have already answered this, but I can't find it. Given that the TSX will be moving Chartwell to the Healthcare sector, do you think that is an accurate allocation when trying to build a diversified portfolio? I'm inclined to leave it in Financials as a REIT. Would you agree, or should it comprise part of my Healthcare component?

Thank you.
Read Answer Asked by Alan on June 12, 2015
Q: I like the theme of seniors' care for the long term. I have a small position (<3%) of CSH.UN in my TFSA and it has done well over the last couple of years. Would you add to this or sell it and replace it with a different name in the same space. (I also have a bit of KMP and some D.Un in non-registered accounts, in case other REIT holdings might influence your comments.)

Thanks for your help - I've been with you since almost the beginning and I love your service!
Read Answer Asked by David on January 06, 2015
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