Investment Q&A

Q: looking to get in some storage vault during this pull back, is it safe to dip my toes back in .

Q: Was wondering about continuing to hold storage vault. Heard a report on The National about a large number of break ins at there facilities. I sounded the there security systems were bogus. This may come back to bite them in the but. They may have to do some spending to improve security. Any way, to me it’s not such a no brainer as before, where all they had to do is pay the power bill to keep the lights on.

Q: Hi 5i , I am interested in adding an REIT with focus on large warehouses and I wonder if there are any you would recommend? Also REIT ETF's interest me . Thank you for any input you have

Q: Thank you for reading my question
I’m looking for warehouse stocks. Can you share a few from the US and any in Canada

Appreciate all your time and attention

Q: What is your long term outlook on StorageVault Canada?
Thanks

Q: Similar question to the one I asked yesterday. This is regarding some small/medium sized consumer and consumer-related type Canadian stocks. How would you feel about holding each of these stocks in your portfolio, on a 1-10 scale, with a 10 being you definitely want the stock in your portfolio, a 1 being a stock you want no part of, and a 5 being a stock you are basically indifferent about. As part of broadly diversified portfolio, looking for total return over the next 5+ years, comfortable with risk. ACQ, AW.UN, DOO, ECN, GOOS, HTL, LNF, MTY, SIS, SVI, ZZZ.

Q: I am looking for high growth ideas from small caps. From this list, what would be your TOP 3 Picks?

Thanks Valter

Q: Hello Peter,
I got into StorageVault just over a year ago at $3.50. Can you tell me what you think of this company. Also, would you recommend a switch out to First Service Corp at its current price?
Thank-you.

Q: WHEN DO THEY EXPECT TO BE PROFITABLE

Q: Which 4 of the 6 Reits would you buy at current levels? Please rank your choices.
Thanks

Q: In response to the question concerning risks to Storage Vault, you stated in your answer: "We see no particular reason why consumers would suddenly pull items out of storage in a corona world, though."

It seems reasonable to me that people whose incomes are threatened will be looking to reduce expenses. Even if their jobs are still secure, caution may prod them to review all costs and cut where feasible. A storage rental unit can cost $1,500 per year to $5,000 per year or more. People forced to stay at home may be spending some of their time reducing their stuff and possibly making room for things currently in their storage unit. Keep in mind, too, that there are calls out to support non-profits, charities, etc. with donations.

This is what I'm currently doing. Granted, this is purely anecdotal based on a sample size of one. But it merits consideration.

Q: svi appears to have a defensive business will they continue to pay down their debt. what are the positives and negatives?

Q: Is SVI a buy at today's price? Can you suggest a website that provides moving averages?

Thank you.

Q: SVI reports on Fri. Could you please give me the estimates for revenue,EPS and EBIDTA. Thank you.

Q: Your thoughts about SVI. Would you consider this stock recession-proof?. Many thanks Joseph.

Q: This stock has been moving up this past week. Any reason? Time to a small position in a TFSA? Your sage advice please.

Q: Has this company begun a breakout... ie has it attained a tipping point in its path of aquisitions so it is being reflected in a positive trend in the price. Or is it still a waiting game?

Q: Could you comment on Q2 results and what one could expect from the stock over the next 1 to 2 years. Thank you, Ian

Q: Would you please give an update of your thoughts?

Q: Hi,

Self storage companies in the US and companies in Canada such as SVI appear to trade at very high multiples (i.e. P/FFO and P/AFFO). Why is this? I've wanted to invest for some time but am uncomfortable about the valuation . Is there something I'm missing about the self storage space that warrants these apparent premiums?

Thanks for your response.