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5i Report
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B
Review of StorageVault Canada Inc.
AUG 22, 2024 - SVI operates in the storage solutions real estate market, one of the best-performing real estate asset classes, with a long runway for growth and consolidation. The economics of the storage business are highly attractive, with a highly cash-generative model and limited capital requirement to maintain the assets. We think SVI is a highly attractive, unique real estate compounder, run by management with a decent track record of value creation. Rating initiated at “B”.
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Q: Hi, my question is a bit specific but also more general. I'm about 25% down on this stock. When I read, it seems that it's solid enough long-term, but it's not going to rise 25% for quite some time. As a non-resident, I cannot sell for harvesting tax losses, but I wonder if selling at a loss and putting the remaining money into something faster growing would be a good idea? Again, part of the question is about this specific stock, and part is a general query. I'm curious about your answer! Thanks!
Q: Could provide any insight into why SVI has dropped hard in the last six weeks, down approximately 24%. Is this a buying opportunity or a falling knife?
Thank you, Mike
Thank you, Mike
Q: Hello, can you please share your views on the most recent quarter. thanks
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