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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’m very confused with the movement in Tricon’s share price despite beating analyst expectations and generally performing well financially for years it seems to only trade sideways. I’ve also noticed that the REIT sector has broken out as a whole (ex. XRE) but Tricon can’t catch a bid. I know the business isn’t quite the same but I’ve heard analysts make analogies to Brookfield and Blackstone and yet the share price just goes sideways. What gives? Also would Tricon be an attractive take out for Brookfield or some other private equity? Thanks
Read Answer Asked by Scott on June 21, 2019
Q: What are your thoughts on the Zillow Group as a (longish term) investment ? Would this be a good way to get a toehold in the Real Estate sector in the US? .. or are there better ways?

ZG seemed to have started out well enough, but then took quite a dive last fall; now it seems to have stabilized and is back on the rise. Was the dive from general market unease, or something fundamental in the company?

Thank you.
Read Answer Asked by Sylvia on June 20, 2019
Q: I realize that you have not been a cheerleader for this company, but wondered what you think of it after the recent (May 2019) acquisition? They are saying it is immediately accretive to AFFO on a per share basis. Another interesting note is their use of the existing management team. I am considering it to add some "USA" flavour to my healthcare full position in Sienna. Would you like it for a full position, or perhaps 50%, or …?
Read Answer Asked by Paul on June 11, 2019
Q: In its Q1 report, BRE attributed its net loss to "the fair value of the exchangeable units issued by the Company, driven by a rise in the Company's share price." Other metrics were encouraging, but particularly considering the scope (~80% of revenue) of the exchangeable units penalty, should I be concerned about their impact going-forward? Their effect seems to be to punish the company when it shows good momentum.
Read Answer Asked by John on June 06, 2019
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