Q: Am retired with a cash account full of utilities, banks , pipes, reits, telecoms etc. for income. Over the last 6 months have added BN and GSY for more growth. Have targeted the following growth stocks for next purchase :
XIT : basket of CDN techs
LMN : a mini CSU
EQB : Stephen Smith involvement
TSU: speciality insurance
TCN : faster growing US south residential real estate
Your opinion of each would be appreciated. What is your order of buying based on valuation and growth potential ?
Thanks. Derek
Q: If you had $20,000 to invest today for and Income with some growth investor in an otherwise well diversified portfolio, what would you pick or just add to?
Q: TCN ( down 40%) , SGR.U ( down 17% ) IIP.UN (down 25% )
Looking at possibly selling these losers . Your opinion sell or hold ? If I do sell, what safe dividend paying stock would you suggest for a hold
I was a bit surprised at your answer to Lee on August 21st where you included GSY and TCN as too risky for the average retired investor . I thought both are high on your list ?
Q: The last couple of weeks Tricon has seemingly reversed what was a nice run up from earlier in the year. Normal market fluctuation or did I miss something? Thanks.
Q: I am of the view that Canadian Real estate may be coming back. Are there any Canadian real estate etfs that include non- reits as well ( for example would include Tricon) .
Q: I have been looking at TCN for the growth small cap section of my non registered portfolio for a 2% allocation .The company seems well run, is in the fast growing US Southeast and has a decent dividend.
Two aspects I require help with: how would you assess its financial health and could you comment on its JV operations? Thanks. Derek.
Q: With mortgage rates elevated and a shortage of existing home supply is there a home builder name you would prefer? BLDR, TOL, and GRBK. Any Canadian Homebuilder companies to look into? Thanks, Lesley
Q: Results look good. In my opinion I see 4 important tailwinds. 1. Credit tightening- making it more difficult for home ownership. 2. Housing shortage. 3. Interest rate peaking- improve margins in time, and re accelerate growth 4. Pricing power- ability pass rent increases on. Does this cover them or did I miss any others. Where do you see this company 3-5 years from now. Full purchase make sense at this time?
Q: I am considering adding some real estate to my portfolio. I expect interest rates to remain relatively steady or drop slightly over the next two years. Do you think now is a good time to purchase a REIT or is there more potential downside as the interest rates on their debt resets higher as the debt matures? I am specifically looking at residential real estate companies. Of the above companies which one or two do you prefer and why? Is there a real estate sector you would prefer over residential?
Q: Hi Peter
looking for a yield and hopefully some capital gains when the market gets better
I already have Dir.un and canadian apt reits
what would be a good entry point or it becomes such that I have to back up the truck or it becomes a screaming buy?
good luck to our Cdn investors invested in real estate sector