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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: Having sold Pure Industrial, I am looking at replacing it with industrial or perhaps office. (I already have enough retail and apartment exposure.) I have looked at Dream Industrial but am concerned with its small market cap. Also, the 25% ownership by Dream Office seems unusual and I wonder whether it is a red flag.
What are your top recommendations in the office and industrial segments?
In particular, what do you think of Granite REIT? Do you think that the outcome of the dissident shareholder dispute is positive?
Read Answer Asked by Carl on February 06, 2018
Q: Hello Peter and Ryan,
I am thinking of increasing my weight to 6 percent each for Enbridge and TransCanada to take advantage of the weakness in stock declines during this week. Overall, i am down on both names but expect to keep them for 3 to 5 years as the dividends are great. My covalon technologies position has gone up alot and am thinking of selling half. Lastly, Alimentation couche tard does not seem to be getting too much attention on the positive side as the stock is simply building a base in the low 60s. I would appreciate your opinion on the four stocks please. Thanks very much.
Read Answer Asked by umedali on February 06, 2018
Q: Could you name 2 stocks from each portfolio that would be strong adds during the pull back? Also, in a minor pull back like this would someone be best to add money in blue chip names or growth? Canada or US? Where would you expect best returns?

Much appreciated.
Read Answer Asked by Tim on February 06, 2018
Q: With the current pullback what 5 names in your income portfolio would be best to ad cash to. Thanks.
Read Answer Asked by Peter on February 06, 2018
Q: Hello 5i, firstly let me echo other comments about how nice it is to have an experienced voice of reason on our side during these turbulent times. Thank you!!
I'm considering selling AVO now to free up some cash to buy a few beaten down names. My question is...if the offer for AVO was increased would it likely to be 5-10% or maybe more?
I know this is pure speculation but I am interested in your opinion.
Thank you
Dave
Read Answer Asked by Dave on February 06, 2018
Q: Just doing some more work on ZWE...confused on some beta #s. Globefund has the beta = 2.07. Fundata has a 3 year beta of 0.53. 5iR has it at 0.91. Can you please provide some insight...is it simply different timeframes? I am trying to derisk my portfolio (reduce beta), while at the same time increase dividend income...adding to ZWE seems logical, but the beta numbers are confusing. Thanks...Steve
Read Answer Asked by Stephen on February 06, 2018
Q: Good Afternoon
ARX is almost touching the lows not seen since the great recession and financial crisis of 2008/09. It is my understanding that the environment for energy companies is not favourable but no other energy company has performed as bad as ARX. Are there any other reasons unknown to us?
I will appreciate your comments with respect to ARX going forward. The dividend has been cut only once since the 2008 recession. Do you see any possibility for a dividend cut?
At this level is the stock a hold/sell or buy?
Thank you
Read Answer Asked by Terry on February 06, 2018
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