Q: I have relatively small speculative positions in these three companies and I am considering adding to them to reach the 1% level each. They have appreciated in price nicely. May I have your opinion on these three stocks?
With appreciation,
Ed

Q: Dear 5i,
I would appreciate your current thoughts on MHC.U?
In earlier posts you mentioned that their 15x Cash Flow was expensive.
What would be a good value Cash Flow to purchase this stock at?
What is the current Cash Flow and where can I find future Cash Flow metrics? Can you suggest other investable companies in this space other than CAR.UN and BAM? Thanks so much!

Q: Can you comment on their recent acquisition? What’s your Updated view since your last comments and does this follow along with the theme that with housing becoming more unaffordable for some does this “trailer park/mobile home” space make sense for investment. It seems to according to Financial Post article

https://www.google.ca/amp/s/financialpost.com/real-estate/trailer-parks-could-hold-the-answer-to-canadas-national-housing-crisis/wcm/757f8662-6526-490c-bca4-d962c6e6c8b1/amp/

Your thoughts?