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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: I'd like your opinion on Chartwell REIT (CSH.UN). Both it and Lesureworld (LW) have performed extremely well in the last 12 months, especially if you consider the dividends/distributions they provide and how safe/stable they should be.
I currently only own CSH.UN, and it represents about 10% of my overall portfolio. Would you maintain an overweight position or sell half and buy LW? Do you think the sector is overbought? I'm almost 35, and am ok with taking on some risk.
Read Answer Asked by Mike on November 25, 2014
Q: Hi Peter and 5i team,

I'm looking for an industrial stock to add to my portfolio. I currently own CCL.B and SJ, but I'd like to add a third stock in this sector? Do you have recommendations?

I also wanted your opinion on Chartwell Retirement REIT. I currently own 3 REITS (Riocan, H&R and Chartwell), but I was thinking of selling Chartwell and buying Boardwalk for a bit more growth.

Thanks very much,
Jason
Read Answer Asked by Jason on August 01, 2014
Q: Chartwell REIT (CSH.UN) hit a new high today, presumably from news that Ventas is acquiring some retirement communities from Holiday Retirement. Is Chartwell expensive now or do you think it still has room to go? Do you think the REIT may be a future takeover target? Thank you for a great service!
Read Answer Asked by Mike on June 04, 2014
Q: Hi,
I'm following your new Income portfolio and I would like to add a company in the Health sector, Consumer discretionary and Consumer staples (other than Loblaws.) Do you have any recommendations in those sectors? Thank you.
p.s. It was tough to find a web site that broke down the TSX into 10 sectors and tougher to find a site with the constituents of each individual sector.
Really enjoy reading your articles and listening to the webinars.
Read Answer Asked by Frank on May 21, 2014
Q: Happy New year to all. First, I must tell you this the best investment concept I have ever seen. Your integrity and focus on the individual investor is so far advanced the rest are going backward. There is no agenda and we, the investors, just sit back and get, or see through other investor questions and your answers, the most honest advice possible. The price of admission was paid on my first transaction. Thank you so much for doing what you do.
My question; I bought Chartwell at +7 something get a great dividend return, have a nice profit but like all REIT'S do you think there is a growth story here or are we now spinning the wheels.
Again, thanks for all you do. Chartwell is 6.2% of my Portfolio.
Read Answer Asked by Norman on January 08, 2014
Q: Hi Peter, your thoughts on a trade would be appreciated. One of my REIT stocks Cominar Real Estate Investment Trust has broken from the pack on the down side. I’m looking to possibly sell this closed end fund and buy something like Chartwell Retirement Residences. I like to hold my positions long term and focus on dividends but I will tweak my portfolio once in a while, so far it’s worked for the better.
Thanks,
Div. Investor
Read Answer Asked by Mark on November 05, 2013
Q: Regal Lifestyle Communities (RLC) - any chance for an update from your last comments in May? It's dividend is now over 9% due to the drop from it's IPO price. Is this a dog to be avoided or worthwhile purchasing for a diversified income portfolio. I already own Medical Facilities Corp (DR) and Leisureworld Senior Care Corp (LW) in my Healthcare sector at 2.8% each weighting. Adding RLC would increase my sector weight to 8.5% Would Chartwell be a safer bet? Thanks!
Read Answer Asked by Paul W on July 24, 2013
Q: HELLO 5I, Concerning Chartwell Reit, I was watching BNN John Stevenson on BNN and he would not buy this company,s shares as they have not converted to a new type of reporting. I missed what type of new reporting he was talking about. Could you comment on this reporting if you know and the company itself. Thanks
Read Answer Asked by Michael on June 18, 2013
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