investment

Here’s a question from an Inner Circle member that raises a key issue about successful investing:

Q: Hello, Pat. I’ve done very well with a lot of your recommendations. In point of fact, some are at or near their all-time highs.

Last week you mentioned that Metro Inc....

RIOCAN REAL ESTATE INVESTMENT TRUST, $22.48, is a buy. The REIT (Toronto symbol REI.UN; Units o/s: 317.7 million; Market cap: $7.1 billion; TSINetwork Rating: Average; Dividend yield: 4.3%; www.riocan.com) continues to rebound as its shopping malls re-open.


In the quarter ended June 30, 2021, revenue rose 10.3%, to $297.7 million from $269.9 million....

The market plunge at the start of the COVID-19 crisis lowered prices for most REITs. That’s because the pandemic forced many businesses to temporarily close. However, vaccines should see the economy normalize in the next several months. That will let these two REITs maintain their current distributions, or even raise them.


ALLIED PROPERTIES REAL ESTATE INVESTMENT TRUST $43.30, is a buy....

ISHARES S&P/TSX REIT INDEX ETF, $20.33, is a hold. The ETF (Toronto symbol XRE; buy or sell through brokers; ca.ishares.com) lets investors tap all 21 Canadian real estate investment trusts in the S&P/TSX REIT Index.


Investors pay an MER of 0.61%, and the REIT fund gives you a 2.7% yield....

Generally speaking, Canadians are blocked from buying mutual funds that are registered in the U.S. unless those funds are also registered with provincial securities commissions. (Moreover, some Canadian mutual funds are only available in a limited number of provinces.)


Investors in this country can, however, buy exchange-traded funds, or ETFs, listed on U.S....

A: Segregated mutual funds guarantee that you’ll get back all, or part of, your initial capital after 10 years. Most “seg funds” offer either a 75% or a 100% guarantee. Seg funds also provide a death benefit. If you die before the 10-year term is over, your beneficiaries get the 75% or 100% guarantee on the initial investment, or the market value of the fund, whichever is higher.

Note, because segregated funds can be paid out directly to your beneficiary, it’s not included as part of your estate....

H&R REAL ESTATE INVESTMENT TRUST $16 is a buy. Due to COVID-19, the REIT (Toronto symbol HR.UN; Cyclical-Growth Dividend Payer Portfolio, Manufacturing sector; Units outstanding: 286.9 million; Market cap: $4.6 billion; Distribution yield: 4.3%; Dividend Sustainability Rating: Average; www.hr-reit.com) cut its monthly distribution by 50% with the May 2020 payment, to $0.0575 a unit from $0.115....

Demand for office space remains depressed as employees continue to work from home due to COVID-19. However, vaccines should see many offices re-open in the next several months. That will let these two REITs maintain their current payments, or even raise them.


ALLIED PROPERTIES REAL ESTATE INVESTMENT TRUST $43 is a buy. The REIT (Toronto symbol AP.UN; Cyclical-Growth Dividend Payer Portfolio, Manufacturing sector; Units outstanding: 127.3 million; Market cap: $5.5 billion; Dividend yield: 4.0%; Dividend Sustainability Rating: Above Average; www.alliedreit.com) owns 194 office buildings and 10 properties under development, mainly in major Canadian cities....

Mondelez is approaching the ninth anniversary of its October 2012 split from Kraft Foods Group. The breakup let Mondelez focus on its faster-growing snack foods business, particularly in developing countries. The stock is now up around 120% since the split, and we feel it still has plenty of growth ahead....

Investing in top Canadian gold mining companies can lead to resource-sector gains, but be sure to use our tips to choose wisely