Q: The monthly cost of owning a home in the US is now apparently 40% more than renting. Can you comment on your view as to whether this fact sets up a buying opportunity for companies that provide rental properties in the US. Can you also suggest a few such companies to consider and provide your best pick therefrom. Finally for each suggestion could you indicate whether their residential focus is single family or multiple and which one you believe has the most upside ahead. Many thanks.

Q: I am looking to purchase the specialty property REIT SUI and animal pharmaceutical ZTS stocks when the seemingly irrational downward trends settle. Do either have potential debt issues to consider that might explain their current valuations?

Q: This weekend’s WSJ quotes Sun Communities as saying that while there are 11.2mm RV-owning U.S. households, there are only 1.7 sewer/water/power hookups for them to park at. Do current North American demographics suggest a strong future for SUI? If so, is it the strongest option in the Snowbird/alternative residence space?