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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 want to invest US$5000 in either BN, BAM or VICI for some growth and decent dividend. Growth is more important. Which would you prefer today with a 2 year outlook
Read Answer Asked by V on February 14, 2023
Q: I see the positive case for TCN - with higher interest rates house affordability is reduced which should bolster the rental market. But some ponderings on TCN:

1. Doesn't TCN own their properties? If so, wouldn't their asset $ go down if/when house prices drop, which seems to be the current trend?
2. Do they carry a lot of debt compared to cash flow, and if so wouldn't their interest servicing costs be higher compared to their rental revenue?

Sorry for the lazyness, I haven't done a deep dive on them and pawning it off to you!
Read Answer Asked by Kel on February 13, 2023
Q: Good Morning,

Could you please provide me with a couple of stable monthly paying US stocks for a RRIF account.

Thanks

Stephen G
Read Answer Asked by Stephen on February 01, 2023
Q: Saw Andrew Moffs on BNN Monday discussing REITs and Real Estate companies. Looking for a 2nd opinion on these 8. Maybe just a ranking from 1 to 8 in order of preference for a long term hold. Yield doesn't matter, looking for best total return. Which ones look buyable at this time?
Read Answer Asked by Dan on January 31, 2023
Q: What are your best 2 picks for the public storage sector US or Canadain and why. Is this a good sector to invest in at this time. Thank you for your analysis.
Read Answer Asked by Ian on January 27, 2023
Q: Would you buy any Cdn REITs at this point...and if yes, what 3 (and in what order) would you buy at current prices.? Thank you as always for your great insight.
Read Answer Asked by Doug on January 26, 2023
Q: Looking for a real estate play in my TFSA with a 3-5 year hold. I note that TCN is smaller and more volatile than CAR. However TCN is currently priced at a substantial discount to CAR. I noted your comment to a previous question about investors switching to growth names from bond proxies after interest rates settle. Considering an initial 2% position in TCN. Comments please. Thank you
Read Answer Asked by Richard on January 26, 2023
Q: I am interested in your comments about PKT. In late 2020 they seemed to wake up and start what appeared to be a pretty aggressive growth strategy, The market responded and the stock price went from $.10 to $1.77 in a 4 month stretch. It has since lost steam and has been hovering around $1.00 for a long time. In the past 12 months it looks like insiders have executed 70 BUYS and 0 SELLS buying over 8m shares or 3.55% of the float (if I am reading your data correctly). My questions are:

- how would you rate their financial stability?
- how would you rate management?
- how would you rate their recent acquisitions?
- management seem to be fully committed and must see the stock as a screaming buy but as they load up on stock is there a danger that they could take the company private at a huge discount while the market is ignoring the stock.......I am interested in how do you read this.

Love your comments and insights

Scott
Read Answer Asked by Scott on January 23, 2023
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