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First Capital Realty Inc. (FCR)
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Superior Plus Corp. (SPB)
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Morguard North American Residential Real Estate Investment Trust (MRG.UN)
Q: Hi there 5i team, I have a very small position in these 3 companies, either I sell them or buy more , can you give your opinion on safety and growth thanks
5i Research Answer:
We would consider FCR.UN OK for income, but if growth is the goal we would move on. Similar with MRG.UN but it is much smaller and we would consider riskier overall, so a small position could go. SPB has likely bottomed but we cannot make a strong 'add' case for it so we would be fine letting a small position exit.