Q: Please comment on REAL's earnings report and what you think their prospects are going forward in the current interest rate environment ?....Stock was up 6% at opening but is now down 7% so I don't know what to make of the report ..... Also please comment on what you learned from the Conference call ? ....... Thanks Garth ....
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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: Please comment on the qtrly results from REAL.
Thanks
Thanks
- FirstService Corporation (FSV)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Real Matters Inc. (REAL)
- Dye & Durham Limited (DND)
Q: Hi 5i,
I currently hold DND and REAL, which I had purchased approx. 1year ago. My Thesis for both of these stocks is that once interest rates begin to fall both stocks both could experience positive stock movement to the upside given the current need for housing and all the pent up demand in the US/Canada.
I have read your report on dropping coverage of DND and your answers to questions on REAL. It would appear that your main concern is on their debt levels and that there are better opportunities elsewhere for an investors capital. Is that correct?
Do you have any actual concerns with the business models of both these companies itself? What are your views on the real estate market in general?
Apologize for the multiple questions. Please deduct as many credits as needed.
Thanks in advance!
Greg C.
I currently hold DND and REAL, which I had purchased approx. 1year ago. My Thesis for both of these stocks is that once interest rates begin to fall both stocks both could experience positive stock movement to the upside given the current need for housing and all the pent up demand in the US/Canada.
I have read your report on dropping coverage of DND and your answers to questions on REAL. It would appear that your main concern is on their debt levels and that there are better opportunities elsewhere for an investors capital. Is that correct?
Do you have any actual concerns with the business models of both these companies itself? What are your views on the real estate market in general?
Apologize for the multiple questions. Please deduct as many credits as needed.
Thanks in advance!
Greg C.
- Sylogist Ltd. (SYZ)
- Algonquin Power & Utilities Corp. (AQN)
- Enghouse Systems Limited (ENGH)
- Knight Therapeutics Inc. (GUD)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Dynamic Active Global Dividend ETF (DXG)
- Real Matters Inc. (REAL)
- Xebec Adsorption Inc. (XBC)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- BBTV Holdings Inc. Subordinate Voting Shares (BBTV)
- AbCellera Biologics Inc. (ABCL)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- illumin Holdings Inc. (ILLM)
Q: Hi Peter, Hi have listed my big loosers and will appreciate you opinion for clean up purpose. 1. Can go right away 2. There is some hope so hold on 3. add more
- Park Lawn Corporation (PLC)
- Cenovus Energy Inc. (CVE)
- Precision Drilling Corporation (PD)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Cargojet Inc. Common and Variable Voting Shares (CJT)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Real Matters Inc. (REAL)
- Trisura Group Ltd. (TSU)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: I'm down a fair amount in registered plans after holding each of the 13 listed stocks for some time. Please rate in terms those that are worth keeping as the prospects are good vs those where it's probably time to cut losses and move on. Timeframe of 5 years before starting to draw down from portfolio.
- Real Matters Inc. (REAL)
- Converge Technology Solutions Corp. (CTS)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
Q: Everyone, I am interested in a small cap growth stock with big upside - high risk - what would you suggest? With the understanding that I could lose everything. I have a small position in cash and I don’t like having cash. Clayton
Q: Your March 2 2023 on the company seems relatively positive? But over the Summer/Fall less positive? (correct me if I have that wrong) If true, is it a reflection of real estate market/higher interest rates or execution of the company? Earnings were released on Friday, comment? If you were doing report card/ 5i Opinion today what would you change? Thanks!
- Real Matters Inc. (REAL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- EvokAI Creative Labs Inc. (OKAI)
- illumin Holdings Inc. (ILLM)
Q: Like most I have some options("dogs")for tax loss selling.
In which order would you sell the above? and I assume you would not buy any of them back at this point in time?
Thanks,
Terry
In which order would you sell the above? and I assume you would not buy any of them back at this point in time?
Thanks,
Terry
- Toromont Industries Ltd. (TIH)
- A&W Revenue Royalties Income Fund (AW.UN)
- Boston Pizza Royalties Income Fund (BPF.UN)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Real Matters Inc. (REAL)
Q: These stocks are owned in an income portfolio and while their yields are good the continued downward trend is worrisome. Which would you replace, and with what, and if you could provide a reasoning for the change. REAL is my "real" worry, if truth be told, but I also feel slightly off my pizza these days ...
Q: Hello
Could you comment on Real & First Solar earnings.
Thank you very much.
Could you comment on Real & First Solar earnings.
Thank you very much.
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Real Matters Inc. (REAL)
Q: Further to Kel's July 24th question and your reply re: capital appreciation in the Real Estate sector. You listed 4 favourite Reits - any preference in ranking ? Would you consider the addition of REAL to be a good move ?
Q: Hi team,
May we have your opinion on the Q?
Thanks
May we have your opinion on the Q?
Thanks
- Sylogist Ltd. (SYZ)
- Illumina Inc. (ILMN)
- NFI Group Inc. (NFI)
- Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
- mdf commerce inc. (MDF)
- Ballard Power Systems Inc. (BLDP)
- Pollard Banknote Limited (PBL)
- Real Matters Inc. (REAL)
- Alteryx Inc. Class A (AYX)
- Osisko Development Corp. (ODV)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- D2L Inc. Subordinate Voting Shares (DTOL)
Q: Unfortunately I am down over 50% on all these stocks (held in my TFSA). I am “cleaning house”.
Please give your opinion as to whether any have the potential to recover and are worth holding for a bit longer.
Thanks for your help.
Len
Please give your opinion as to whether any have the potential to recover and are worth holding for a bit longer.
Thanks for your help.
Len
- Illumina Inc. (ILMN)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Veeva Systems Inc. Class A (VEEV)
- Real Matters Inc. (REAL)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Guardant Health Inc. (GH)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Perion Network Ltd (PERI)
- Unity Software Inc. (U)
- Lantheus Holdings Inc. (LNTH)
- illumin Holdings Inc. (ILLM)
Q: I’m significantly underwater on these stocks. Can you please advise which ones you’d hold, and which ones you’d sell? Can you please also give 5 growth stocks in Canada and 5 in the US that you are high on right now in place of the above?
Q: Hello
Could you comment on REAL earnings?
Once the dark cloud of interest rate hikes subside it appears REAL may grow again, at least that is what management seem to be saying? Do they have enough cash to to holdout until then?
Many thanks for your expertise
Stephane
Could you comment on REAL earnings?
Once the dark cloud of interest rate hikes subside it appears REAL may grow again, at least that is what management seem to be saying? Do they have enough cash to to holdout until then?
Many thanks for your expertise
Stephane
Q: I have a few questions regarding these 3 companies, which I hold as part of my real estate exposure. I am down on all 3:
(1) How much overlap is there between REAL:CA and EXPI:US in terms of their various US businesses? I intend to hold REAL for the eventual recovery, cannot use the loss anyway as it is held in an RRSP.
(2) I am considering selling EXPI:US and adding to my TCN:US to consolidate the positions. I can use the loss on EXPI.US. What do you think of this move?
(3) To sum up, hold Real, sell EXPI, add to TCN. Would you do it differently?
(4) In general, due to the shift in outlook for interest rate increases over the past month, do you think the real estate recovery has been accelerated?
Please take as many credits as you like. Thank you.
(1) How much overlap is there between REAL:CA and EXPI:US in terms of their various US businesses? I intend to hold REAL for the eventual recovery, cannot use the loss anyway as it is held in an RRSP.
(2) I am considering selling EXPI:US and adding to my TCN:US to consolidate the positions. I can use the loss on EXPI.US. What do you think of this move?
(3) To sum up, hold Real, sell EXPI, add to TCN. Would you do it differently?
(4) In general, due to the shift in outlook for interest rate increases over the past month, do you think the real estate recovery has been accelerated?
Please take as many credits as you like. Thank you.
- Ensign Energy Services Inc. (ESI)
- Obsidian Energy Ltd. (OBE)
- Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
- Black Diamond Group Limited (BDI)
- Real Matters Inc. (REAL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: I'm down 50%+ in these positions in a registered account with a 5-7 year time horizon. Which of these would you suggest I sell and which would you consider holds? Please offer better alternatives in the same sectors for the sells. thanks!
Q: Has there been positive news on REAL to explain the recent momentum? Is it time to sell and move on or hold for a few quarters? Thank you.
- Sylogist Ltd. (SYZ)
- Enghouse Systems Limited (ENGH)
- Open Text Corporation (OTEX)
- Altus Group Limited (AIF)
- TECSYS Inc. (TCS)
- Real Matters Inc. (REAL)
Q: I use my TFSA to buy and hold low-debt, cash flow positive, technology companies with good long-term growth prospects. My TFSA holdings (ENGH, OTEX, SYZ, TCS, AIF, REAL and AT, ranked by weight) total about 8% of my overall portfolio. My holdings in AT and REAL have fallen to about 1% of my overall portfolio, because of their poor performance, versus 2.5% average holding for each stock in the overall portfolio. I am considering the following options:
1. Keep both AT and REAL for a long term (10+ year) hold (i.e. do nothing)
2. Sell one and consolidate into the other for a long term hold (but which one to keep?)
3. Sell both and consolidate into my other TFSA holdings (which one(s)?)
I would welcome your thoughts with respect to each option, given there is no tax loss selling benefit in a TFSA. Thanks!
1. Keep both AT and REAL for a long term (10+ year) hold (i.e. do nothing)
2. Sell one and consolidate into the other for a long term hold (but which one to keep?)
3. Sell both and consolidate into my other TFSA holdings (which one(s)?)
I would welcome your thoughts with respect to each option, given there is no tax loss selling benefit in a TFSA. Thanks!
- Stantec Inc. (STN)
- Colliers International Group Inc. Subordinate Voting Shares (CIGI)
- FirstService Corporation (FSV)
- Tricon Residential Inc. (TCN)
- goeasy Ltd. (GSY)
- Real Matters Inc. (REAL)
- Trisura Group Ltd. (TSU)
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?