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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

Tricon has dropped more than other real estate stocks in the last week and is considerably below book value .... something that I would have given the stock more of a floor. How realistic do you consider their book value if all their homes/properties were liquidated tomorrow and the company was wound down or sold?

It seems , given the price of building materials, you could not begin to build houses for what Tricon bought many of these houses at - many after the 2009 real estate melt down, plus there is so much pent up demand for more housing given inflows of immigrants.

How would you rate the quality of management?

Do you see it as having compelling inherent value and would you add to a partial position now?

Much thanks

Stuart

Read Answer Asked by Stuart on October 04, 2023

Q: hi,
looking through the 5i model income portfolio, these entities are all down in share price. for an investor looking for income and growth (both capital appreciation and dividend growth to keep up with inflation over long term ), are all these a buy today? any a sell? any others in the income portfolio you are more interested in today?
cheers, chris

Read Answer Asked by chris on September 18, 2023

Q: Am retired with a cash account full of utilities, banks , pipes, reits, telecoms etc. for income. Over the last 6 months have added BN and GSY for more growth. Have targeted the following growth stocks for next purchase :

XIT : basket of CDN techs
LMN : a mini CSU
EQB : Stephen Smith involvement
TSU: speciality insurance
TCN : faster growing US south residential real estate

Your opinion of each would be appreciated. What is your order of buying based on valuation and growth potential ?
Thanks. Derek

Read Answer Asked by Derek on September 07, 2023

Q: If you had $20,000 to invest today for and Income with some growth investor in an otherwise well diversified portfolio, what would you pick or just add to?

Read Answer Asked by Martin on August 28, 2023

Q: TCN ( down 40%) , SGR.U ( down 17% ) IIP.UN (down 25% )
Looking at possibly selling these losers . Your opinion sell or hold ? If I do sell, what safe dividend paying stock would you suggest for a hold

Read Answer Asked by Frank on August 28, 2023

Q: ALB-N,ICLN-N,REMAINING ALL TSE,RCI.B,FCR.UN,TCN,GOOS,NTR,TSU,NVEI
Which stocks need to sell or all of them.

Read Answer Asked by Nizar on August 15, 2023

Q: I imagine these will be answered by the time you get to this question, but if not could you comment on earnings for the above companies??? Thanks!

Read Answer Asked by Jeff on August 10, 2023

Q: I have this in a TSFA account. What do you think of the likelihood of this going up? Should I hold or sell this stock? Thanks

Read Answer Asked by Linda on July 18, 2023

Q: Results look good. In my opinion I see 4 important tailwinds. 1. Credit tightening- making it more difficult for home ownership. 2. Housing shortage. 3. Interest rate peaking- improve margins in time, and re accelerate growth 4. Pricing power- ability pass rent increases on. Does this cover them or did I miss any others. Where do you see this company 3-5 years from now. Full purchase make sense at this time?

Read Answer Asked by Christopher on May 11, 2023