Q: Hey folks...any thoughts on this company? View as a buy/sell...thanks.
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Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi 5i,
in regards to SVI.TO:
In your opinion does the executive team have much skin in the game (ie ownership)? It looks like there has been some buying in the last year.
In your opinion what would be a very attractive buy price?
In your opinion do you think this stock might experience more pressure because of tax loss selling later this year?
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StorageVault Canada Inc. (SVI)
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Dollarama Inc. (DOL)
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Restaurant Brands International Inc. (QSR)
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AutoCanada Inc. (ACQ)
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BRP Inc. Subordinate Voting Shares (DOO)
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Bausch Health Companies Inc. (BHC)
Q: I have had the impression rightly or wrongly that you aren’t buying into the current narrative that interest rates might stay higher for longer? Just supposing they do stay elevated for some time, are there any companies in your universe that you may have been previously positive on whose debt levels might give you pause under the higher for longer scenario? I’ll use EIF just as an example. Is it something you could run a screen on just to highlight some companies that you think could bear a closer watch under such a scenario? It always seems to me that when a company has an issue (Nuvei being a recent example), it’s always a suddenly too high debt ratio that ultimately takes them down (or at least keeps them from recovering). Appreciate your thoughts as always.
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StorageVault Canada Inc. (SVI)
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American Tower Corporation (REIT) (AMT)
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Public Storage (PSA)
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Extra Space Storage Inc (EXR)
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SBA Communications Corporation (SBAC)
Q: Public storage and cell tower stocks are down significantly this year. Were they simply over-valued previously? Assuming interest rates will stabilize, do you feel that they may offer above average returns going forward? Your favourites listed on US and Canadian exchanges?
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StorageVault Canada Inc. (SVI)
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SmartCentres Real Estate Investment Trust (SRU.UN)
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Allied Properties Real Estate Investment Trust (AP.UN)
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Alaris Equity Partners Income Trust (AD.UN)
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Leon's Furniture Limited (LNF)
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Boralex Inc. Class A Shares (BLX)
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ECN Capital Corp. (ECN)
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Converge Technology Solutions Corp. (CTS)
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Sagicor Financial Company Ltd. (SFC)
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Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
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Nuvei Corporation (NVEI)
Q: Trying to reduce my number of stock holdings. Have identified these 11 as small positions that can be eliminated. Intending to use the cash to add to stronger holdings. I try not to think of a stock as a "hold". There are lots of high quality names you can invest in that look better than a "hold". If you were doing a portfolio clean up, and held these as roughly 1% positions, are there any that you would be reluctant to sell?
Read AnswerQ: Hold I get your thoughts on the latest quarter and also your thoughts on the company in general and do you think this drop in price is an attractive entry point for a 1-2 year hold Thanks
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StorageVault Canada Inc. (SVI)
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AutoCanada Inc. (ACQ)
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Exco Technologies Limited (XTC)
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Leon's Furniture Limited (LNF)
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Tamarack Valley Energy Ltd. (TVE)
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Chesswood Group Limited (CHW)
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Reitmans (Canada) Limited (RET.A)
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Cardinal Energy Ltd. (CJ)
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North American Construction Group Ltd. (NOA)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Richelieu Hardware Ltd. (RCH)
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Data Communications Management Corp. (DCM)
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Geodrill Limited Ordinary Shares (GEO)
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ECN Capital Corp. (ECN)
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Stelco Holdings Inc. (STLC)
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Atlas Engineered Products Ltd. (AEP)
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WELL Health Technologies Corp. (WELL)
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Sagicor Financial Company Ltd. (SFC)
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Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
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Quipt Home Medical Corp. (QIPT)
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Propel Holdings Inc. (PRL)
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ADENTRA Inc. (ADEN)
Q: If you held the following smaller cap stocks in positions of 0.5% to 1.0% of your total stock portfolio, and wanted to reduce the number of holdings by selling several of them and using the money to add to others, which ones would you sell and which ones would you add to: ACQ, ADEN, AEP, AND, CHW, CJ, DCM, ECN, GEO, HPS.A, LNF, NOA, PRL, QIPT, RCH, RET.A, SFC, STLC, SVI, TVE, WELL, XTC. Assume overall portfolio is well diversified so sectors not a consideration, and that this is the riskier part of portfolio, so, higher risk is fine. Would be great if you could pare this list of 22 stocks down to about 10-15. Thanks.
Read AnswerQ: Any thoughts on SVI would be appreciated.
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StorageVault Canada Inc. (SVI)
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BRP Inc. Subordinate Voting Shares (DOO)
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Tricon Residential Inc. (TCN)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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.
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StorageVault Canada Inc. (SVI)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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SmartCentres Real Estate Investment Trust (SRU.UN)
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Allied Properties Real Estate Investment Trust (AP.UN)
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Tricon Residential Inc. (TCN)
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Granite Real Estate Investment Trust (GRT.UN)
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InterRent Real Estate Investment Trust (IIP.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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?
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Q: I would appreciate an updated opinion on StorageVault, particularly in light of their recent successful $100M convertible debenture issuance at a relatively low 5% interest rate.
Thanks!
Q: looking to get in some storage vault during this pull back, is it safe to dip my toes back in .
Read AnswerQ: 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.
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StorageVault Canada Inc. (SVI)
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Prologis Inc. (PLD)
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Public Storage (PSA)
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Boardwalk Real Estate Investment Trust (BEI.UN)
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Cominar Real Estate Investment Trust (CUF.UN)
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Granite Real Estate Investment Trust (GRT.UN)
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CubeSmart (CUBE)
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Extra Space Storage Inc (EXR)
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
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StorageVault Canada Inc. (SVI)
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Prologis Inc. (PLD)
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Public Storage (PSA)
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WPT Industrial Real Estate Investment Trust (WIR.UN)
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Industrial Logistics Properties Trust (ILPT)
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Terreno Realty Corporation (TRNO)
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
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Hamilton Thorne Ltd. (HTL)
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StorageVault Canada Inc. (SVI)
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AutoCanada Inc. (ACQ)
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BRP Inc. Subordinate Voting Shares (DOO)
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Savaria Corporation (SIS)
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A&W Revenue Royalties Income Fund (AW.UN)
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Leon's Furniture Limited (LNF)
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MTY Food Group Inc. (MTY)
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Sleep Country Canada Holdings Inc. (ZZZ)
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ECN Capital Corp. (ECN)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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.
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Sangoma Technologies Corporation (STC)
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Photon Control Inc. (PHO)
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StorageVault Canada Inc. (SVI)
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Theralase Technologies Inc. (TLT)
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GuestLogix Inc. (GXI)
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Redishred Capital Corp. (KUT)
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Good Natured Products Inc. (GDNP)
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WELL Health Technologies Corp. (WELL)
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Docebo Inc. (DCBO)
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Dye & Durham Limited (DND)
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
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