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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: With a record immigration numbers and very few pre-construction sales due to the spook that high rates have put into real estate investors, there is a massive shortage of new housing units that has yet to be felt by the market (in my opinion). I think this is a uniquely Canadian problem and wonder if you see any companies poised to outperform when rates are falling and housing starts begin to pick up? Could you name 3-4 companies that would benefit in different ways when the shortage of available housing starts to translate into a rapid increase in units built?
Read Answer Asked by Tim on March 18, 2024
Q: If I wanted to stay in the real estate sector what are your current favorite candidates to re-invest proceeds when selling my TCN holdings
Read Answer Asked by Ed on January 22, 2024
Q: I am probably being premature from an investment perspective but is there a Canadian LEN? It’s screamingly obvious Canada needs more housing construction; however, how does one best take advantage short of buying construction supply and timber firms?
Read Answer Asked by David on September 18, 2023
Q: Are you aware of any companies in Canada that would have a business model similar to Tricon (TSX:TCN) wherein they rent single family residences in Canada. My understanding is that Tricon's portfolio is largely in the United States.

Thank you
Read Answer Asked by Brad on September 07, 2021
Q: What are your thoughts on MPC? I am trying to find a small cap real estate, non reit company that is growing their real estate rental units with reasonable dept. levels. I would prefer investment back into the company over a large dividend. Do you have any other names I can look into?
Thanks!
Read Answer Asked by Derek on July 24, 2018
Q: Apart from a brief scare because of the GOP tax proposals US home builders have been on a consistent winning streak YTD. What Canadian companies would you recommend in that sector, since here building permits have been soaring recently?
Read Answer Asked by Kurt W on December 11, 2017
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