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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: Hi Guys

In regard to Tricon I am thinking of adding to my position but am wondering what their exposure would be to variable rates. I do not want a interest rate surprise like AQN. What do you think of the likelihood of that happening at the upcoming earning release? Should I be worried about any other surprises with TCN? Are you still feeling positive on this stock?

Much thanks Stuart

Read Answer Asked by Stuart on February 24, 2023

Q: I see the positive case for TCN - with higher interest rates house affordability is reduced which should bolster the rental market. But some ponderings on TCN:

1. Doesn't TCN own their properties? If so, wouldn't their asset $ go down if/when house prices drop, which seems to be the current trend?
2. Do they carry a lot of debt compared to cash flow, and if so wouldn't their interest servicing costs be higher compared to their rental revenue?

Sorry for the lazyness, I haven't done a deep dive on them and pawning it off to you!

Read Answer Asked by Kel on February 13, 2023

Q: In one of your answers you felt that Tech, Consumer Cyclicals and Real Estate are areas that have been beaten down and might be poised for recovery. Could you mention 3 stocks for each area listed on the TSX that you would recommend as having solid potential at this time. Thank you.

Read Answer Asked by Michael on February 01, 2023

Q: Saw Andrew Moffs on BNN Monday discussing REITs and Real Estate companies. Looking for a 2nd opinion on these 8. Maybe just a ranking from 1 to 8 in order of preference for a long term hold. Yield doesn't matter, looking for best total return. Which ones look buyable at this time?

Read Answer Asked by Dan on January 31, 2023

Q: So I have added BN and GSY as more growth orientated stocks to my conservative ( banks, utilities, telecom, reits ) non registered account and now looking to add two of these seven names to the mix. Which look the most attractive regarding valuation, balance sheet and growth and why ? Thanks. Derek

Read Answer Asked by Derek on January 27, 2023

Q: Looking for a real estate play in my TFSA with a 3-5 year hold. I note that TCN is smaller and more volatile than CAR. However TCN is currently priced at a substantial discount to CAR. I noted your comment to a previous question about investors switching to growth names from bond proxies after interest rates settle. Considering an initial 2% position in TCN. Comments please. Thank you

Read Answer Asked by Richard on January 26, 2023

Q: How would you rank these. What would the rationale be for the ranking. Housing affordability seems to be a market issue as well as not enough supply. Are these all buys with the macro backdrop?

Read Answer Asked by Christopher on January 20, 2023

Q: What are your top 3 small and top 3 mid cap stocks that you would buy today with great 12-24 mth potential?

Read Answer Asked by Christopher on December 15, 2022

Q: I have REAL in both my TSFA and non-registered accounts. I would like to get rid of it from my non-registered account. Could you suggest a replacement (I do not plan to repurchase it? Do you suggest selling it from the TFSA or waiting for it to turn around a bit?

Read Answer Asked by Mary on December 12, 2022

Q: I am intending to take a small position in one of these 2 companies. Security of capital and long term growth are the mainstays of my investing objectives. Current distributions or dividends are of no particular importance, except to the extent they contribute to the objectives. Which company would you choose, and why? Thank you for your excellent service.

Read Answer Asked by Leonard on December 12, 2022

Q: I am missing the above in my balanced portfolio. Which two would you add first in the new year.
Thanks, Rod

Read Answer Asked by Rod on December 09, 2022