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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I'd like to add more real estate exposure to my portfolio but am a bit concerned about real estate valuations in general at this point in the economic cycle. With this said, what are your thoughts on Tricon Capital Group? It apparently did not trade during the "Great Recession" so I wasn't able to see how it would have performed during that period of time when real estate took a major hit.

With your best guess, and knowing how much exposure they do have to the U.S. market, how do you think the company would have done during that challenging time frame?

Thanks.
Read Answer Asked by James on August 15, 2017
Q: Not a question, just two comments:

1) Two days ago I asked a question & expressed a certain level of discomfort with the slide in KXS, to which you "poured oil on the waters". In answer to a question from another subscriber, also about KXS, you reminded us to keep a longer-term focus, be in for the long haul not the short term. Thank you!

2) BMO Capital Markets & NA have both today issued reports with "Outperform" ratings for KXS, further reminder to keep a view of the long term and not panic. I do wonder, though, at the discrepancy in these two reports' price targets -- $82 & $100 -- that's a big spread!

Thanks for helping keeping us on the investment straight-and-narrow. LM.
Read Answer Asked by Lotar on August 11, 2017
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