Q: What is your view of the performance of Tricon Residential over the past year and your opinion on future growth. Thanks.
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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: please tell me what is the upside to buy 400 shares?
- Starbucks Corporation (SBUX)
- AbbVie Inc. (ABBV)
- Illinois Tool Works Inc. (ITW)
- United Parcel Service Inc. (UPS)
- Sun Life Financial Inc. (SLF)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Tricon Residential Inc. (TCN)
- Magna International Inc. (MG)
- Premium Brands Holdings Corporation (PBH)
- A&W Revenue Royalties Income Fund (AW.UN)
- goeasy Ltd. (GSY)
- Leon's Furniture Limited (LNF)
- EQB Inc. (EQB)
- Stag Industrial Inc. (STAG)
- OFG Bancorp (OFG)
- W.R. Berkley Corporation (WRB)
- Bank Nova Scotia Halifax Pfd 3 (BNS)
- NextEra Energy Partners LP representing limited partner interests (NEP)
- Absolute Software Corporation (ABST)
Q: What would be your top picks for dividend stocks that are trading currently at good discounts and have a great recovery potential-across all segments US and Canada? One group making 3.5% or higher; one group 2-3% but have more growth opportunity? Thanks.
Q: Your comments on Trican 1/4ly results please.
Many properties in the US.
Some Toronto rentals.
Large increase in shares outstanding.
Plan to slow SFR acquisitions re interest rates & capital market.
2000 acquisitions this 1/4 plan to reduce to 850 in 4th 1/4.
Many properties in the US.
Some Toronto rentals.
Large increase in shares outstanding.
Plan to slow SFR acquisitions re interest rates & capital market.
2000 acquisitions this 1/4 plan to reduce to 850 in 4th 1/4.
- American Tower Corporation (REIT) (AMT)
- AvalonBay Communities Inc. (AVB)
- Welltower Inc. (WELL)
- Realty Income Corporation (O)
- Prologis Inc. (PLD)
- Public Storage (PSA)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Chartwell Retirement Residences (CSH.UN)
- Tricon Residential Inc. (TCN)
- Granite Real Estate Investment Trust (GRT.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
- Choice Properties Real Estate Investment Trust (CHP.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Digital Realty Trust Inc. (DLR)
- Federal Realty Investment Trust (FRT)
- Spirit Realty Capital Inc. (SRC)
Q: Hi 5i, looking for help taming the RIETs part of my portfolio as i own all of the above. Can you help me with selling some REITs (anything I've doubled up on or is not the best choice). I am planning on redistributing the funds to the remaining REITs. As usual your help is appreciated, if you could rank them also that would be great.
- Apple Inc. (AAPL)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- CVS Health Corporation (CVS)
- Constellation Software Inc. (CSU)
- WSP Global Inc. (WSP)
- Kinaxis Inc. (KXS)
- Tricon Residential Inc. (TCN)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- INVESCO QQQ Trust (QQQ)
- Trisura Group Ltd. (TSU)
- iShares Russell 2000 Value ETF (IWN)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
- Mulvihill Canadian Bank Enhanced Yield ETF (CBNK)
Q: Hi group i would like to add to the above names. In what order /why would you recommend. Would you do it now or wait for further clarity in the market I am sitting on 35% cash Thanks for your help with this.
- Zoetis Inc. Class A (ZTS)
- Tricon Residential Inc. (TCN)
- Roku Inc. (ROKU)
- Stelco Holdings Inc. (STLC)
- NIO Inc. American depositary shares each representing one Class A (NIO)
- CyberArk Software Ltd. (CYBR)
Q: I have many loosers but I am asking for big loosers only.
WELL,TCN,CAE,CSH-UN,ECN,CYBR,HUT,LSPD,LUN,NBLY,NXR.UN,ONEX,ZTS-N,ROKU-N,REI.UN,STLC,ETSY-N,NIO.N.
Tax loss is ok but it is also capital loss,confused but unable to decide,your opinion is highly valued and appreciated.I had high hope in TCN AS RENTS ARE GOING UP but loosing lot.
WELL,TCN,CAE,CSH-UN,ECN,CYBR,HUT,LSPD,LUN,NBLY,NXR.UN,ONEX,ZTS-N,ROKU-N,REI.UN,STLC,ETSY-N,NIO.N.
Tax loss is ok but it is also capital loss,confused but unable to decide,your opinion is highly valued and appreciated.I had high hope in TCN AS RENTS ARE GOING UP but loosing lot.
Q: Hi group can you comment on TCN, and ECN I HAVE BEEN BUYING ALL THE WAY DOWN 0N YOUR RECOMMENDATIONS IS IT TIME TO TAKE MY TAX LOSS,,,THANKS FOR YOUR GUIDENCE
Q: Do you know why TCN is down so much today (-6.55%) on fairly large volume?
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Tricon Residential Inc. (TCN)
- Granite Real Estate Investment Trust (GRT.UN)
- BMO Equal Weight REITs Index ETF (ZRE)
Q: I own shares in ZRE, GRT.UN, and CAR.UN. They are all down in this market. Should I hold these for a year, hoping the markets will improve, or should I sell and move into something like TCN. Can you suggest better real estate companies, where the growth might be better, when the markets move up.
- Keyera Corp. (KEY)
- SNC-Lavalin Group Inc. (SNC)
- Lundin Mining Corporation (LUN)
- Tricon Residential Inc. (TCN)
- Pan American Silver Corp. (PAAS)
- Endeavour Mining plc Ordinary Shares (EDV)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- First Capital Real Estate Investment Trust (FCR.UN)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: These stocks have been identified as the top 10 undervalued mid cap stocks. Would you consider any of these be buys and if so, (given no consideration for sector) can you list in terms of most favorable first. Also, which do you think will "hold on" best given the economic uncertainty and likelihood of recession.
Q: Thy announced a sale of their 20% interest in the US multi-res portfolio for 315 million. The book value from their last annual report was 179 million so the book value was only 52% of the fmv. The use of funds to pay down debt and the evidence that the book value of the company is likely seriously discounted seems to make this company's shares a compelling value.
Q: Where do you see this company falling on the value vs growth spectrum?
Would you consider its real estate holdings to have significant inflation protection benefits?
Thanks!
Would you consider its real estate holdings to have significant inflation protection benefits?
Thanks!
Q: Hi Guys
I have owned Smart Centres for a while and done prety good by it but thinking I might sell that and add to my 1% position in Tricon. Where do you see them in terms of current pricing and future potential? Looking ahead over next 5 years which do you think will be the better position to hold?
Much thanks
Stuart
I have owned Smart Centres for a while and done prety good by it but thinking I might sell that and add to my 1% position in Tricon. Where do you see them in terms of current pricing and future potential? Looking ahead over next 5 years which do you think will be the better position to hold?
Much thanks
Stuart
- Tricon Residential Inc. (TCN)
- BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
- ECN Capital Corp. (ECN)
- SPDR S&P 500 ETF Trust (SPY)
Q: Hi Group what the heck happened to ECN they announced a bought deal and it has gone down since? I see the CEO is loading up on shares He just bought over 1m this week also can you supply your thoughts on TCN seems to me rentals should go up in this environment so what gives with TCN? lastly is it time to take a small position in US and Cad EFFs
Can you give me an entry price on all 4 stocks and your reasoning or should i just wait for markets to shows signs of recovery Was June the lows or are we going to retest June lows (just you best guess I know you do not have a crystal ball
Appreciate your help with my questions
Can you give me an entry price on all 4 stocks and your reasoning or should i just wait for markets to shows signs of recovery Was June the lows or are we going to retest June lows (just you best guess I know you do not have a crystal ball
Appreciate your help with my questions
Q: Interested to note you selected TCN as one of three Canadian stocks you would overweight for a 2-3 hold. How would you compare TCN to MG in terms of risks and total return over the same period? For an investor with a balanced portfolio, which would you recommend? Thank you.
Q: If you were to pick 3 cdn stocks to be overweight on in today’s market what would they be ? 2-3 year hold. Assume good diversification rest of portfolio. Thx
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- Algonquin Power & Utilities Corp. (AQN)
- Tricon Residential Inc. (TCN)
- InterRent Real Estate Investment Trust (IIP.UN)
- Leon's Furniture Limited (LNF)
- Mistras Group Inc (MG)
Q: I had inadvertently marked the following question 'private' and am now sharing it, along with your response. I also have a follow up question: please rate ENB and AQN on a scale of 1-10 for both growth and safety over the next couple of years. Thank you.
Wanting to dip my toe back into the market with a 2.6% total portfolio investment. My goal is to purchase stock in a Canadian company with a dividend >2%, that is anticipated to experience strong growth in the next 2 years and is not particularly volatile. Please rank the following on a scale of 1-10 for both growth and safety: MG, SLF, TCN, LNF, and IIP.UN. Other than GSY, X, BEP and BIP (already held) are there any other Canadian companies you would recommend that would meet my criteria? Thank you.
Asked by Maureen on August 17, 2022
5I RESEARCH ANSWER:
For growth: MG 6; SLF 4; TCN 7; LNF 5; IIP.UN 4
For safety: MG 7, SLF 8, TCN 4, LNF 6, IIP.UN 7
We might add ENB, AQN, X to this list.
Wanting to dip my toe back into the market with a 2.6% total portfolio investment. My goal is to purchase stock in a Canadian company with a dividend >2%, that is anticipated to experience strong growth in the next 2 years and is not particularly volatile. Please rank the following on a scale of 1-10 for both growth and safety: MG, SLF, TCN, LNF, and IIP.UN. Other than GSY, X, BEP and BIP (already held) are there any other Canadian companies you would recommend that would meet my criteria? Thank you.
Asked by Maureen on August 17, 2022
5I RESEARCH ANSWER:
For growth: MG 6; SLF 4; TCN 7; LNF 5; IIP.UN 4
For safety: MG 7, SLF 8, TCN 4, LNF 6, IIP.UN 7
We might add ENB, AQN, X to this list.
- Sylogist Ltd. (SYZ)
- Park Lawn Corporation (PLC)
- Methanex Corporation (MX)
- Parkland Corporation (PKI)
- TMX Group Limited (X)
- Tricon Residential Inc. (TCN)
- Knight Therapeutics Inc. (GUD)
- Savaria Corporation (SIS)
- Acadian Timber Corp. (ADN)
- Leon's Furniture Limited (LNF)
- Evertz Technologies Limited (ET)
- WELL Health Technologies Corp. (WELL)
Q: Ignoring company size and sector diversification, can you please rank these stocks on a best to worst risk / reward basis for long term hold. I own them all in various accounts with a half position or less so my plan would be to let some go and increase position in others with better potential. Any of them you consider good buy at the moment? Thank you!
Q: Can I please have your 3-4 top picks in the REIT space. US exposure would be great.
Thanks!
Thanks!