Joined November 2017
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22 Mar 2024
For all of you loving $BCE.to for its dividend (or worrying about it)
... why not just own the preferred shares?
They yield from 7%-10% and the dividend reliability should not be in question.
28 Jun 2023
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I will carve out some time btwn watching World Cup games to re-listen to the $HR.UN Q1 call, from perspective that CEO Tom was already discussing w/ Blackstone.
I suspect it might show that HR Reit already in discussions with Blackstone. "Balls in the air, just wait n see"-vibe.
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That Evergrande Group failure in China has repurcussions far and wide.
Jun 12
Still don't understand why China doesn't get to host the world cup
People love football, they have infrastructure, it's cheap, VISA free, good time zone
Would easily be the most popular edition (in terms of visitors)
Is FIFA boycotting? Why?
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With this Blackstone news/rumour, but $hr.un still trading below $12, I am seriously thinking whether the correct move here is to buy more units.
Jun 11
BLACKSTONE IN TALKS TO ACQUIRE CANADIAN PROPERTY FIRM H&R.
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Linamar $lnr.to Skyjack scissor lifts in action.
Management, feel free to use for your next investor presentation.
What's the TAM for this? 😜
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Since everyone suddenly has a $Lulu take, here's mine:
I spent winter '15-16 in downtown Vancouver. Every weekend was filled with women in Lululemon yoga pants walking the Seawall with a latte in hand. The vibe was total flaunt.
Recapture that vibe!
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Look, we've all done things at the last minute ahead of a deadline...
...but writing a Constitution is definitely not one of them.
Jun 2
CAQ government to work ‘double time’ to create Quebec constitution by June 12, justice minister says montrealgazette.com/news/pro…
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Flashback Dec 2020, when $CAR.UN renewed mortgages at 1.84% interest rate for 10 year terms. Also, it added $1B of new mortgage amount as well (vs $365M expirations).
That was great execution then, but also why I feel uncomfortable with it today (bcos debt needs to be renewed).
I was also hesitant to add much $Car.un. I did not feel comfortable with them still having lots of low interest debt that will renew at higher rates, while rent revenue stay flat or even reverse.
Of course, $250k per door implied is crazy cheap.
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After watching sports fan emotionally overreact to every little thing their team does (during these Stanley Cup playoffs)...🏆
I now understand so much better how investors overreact so often and so volatilely in the stock markets, especially when real money is involved.
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Martinrea $MRE.TO trading at same share price as 12 years ago, despite significant improved financial metrics.
Tell us, @deepvalueco, what would its share price be today if it trades at 1.5x B/V, like it did in 2014?
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White throated sparrow.
So many visual features (striped head, yellow temple), but somehow the white throat distinguishes it from other sparrows.
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American Goldfinch (male, wearing its breeding coat), spotted at Bois de Liesse Park in Montréal.
In the video, it's singing "God bless America", Bad Bunny style.
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Even the Globe & Mail publishing half bullish articles about Commercial (Office industrial) Real Estate).theglobeandmail.com/business…
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Allbirds, my backyard edition.
I want a visit from a handsome house finch.
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Subscribed to Crave Premium and fired it up on the new home theatre.
Both the HD & 4K content look trash like I'm wearing beer googles (and not the ones Bart tried).
How does WB agree to license their gorgeous HBO shows to Bell $BCE.to knowing the image quality is so bad. 🤮😵
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$lulu My local Lululemon has a t-shirt with "Chip in" written on it.
A not so subtle message from the design team to management?
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Got a visit from a handsome blue Jay in the front yard.
It told me that I should considered buying $rci.b again.
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$BEI.UN Boardwalk REIT's Q4 presentation states their current trading price implies valuation at $200,000 per door.
Their announced YTD sales have been made at... $191,000 per door.🤷♂️🤷♀️
That being said, the 5.1% exit cap rate on the sales is pretty bullish Canadian multifamily.
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