Most of the stocks I really like for the long-term are at 52-week highs and so I'm not buying. But, saying that, Canadian banks are high on that list, so are REITs like $GRT.un, $CHP.un, and $NET.un. $DOL.to is a terrific company. $TRI.to is excellent too. $IMO.to is the class of the energy sector. Hard to choose only five!

observation of the day: Nice to see $net.un at 52week highs. Such an undrated reit imo

I’m in $NET.UN since your recommendation, a nice under the radar REIT, IMO.

This week’s newsletter is an analysis on Canadian retail REITs, including: - The factors that impact the sector - Thoughts on $REI.UN.TO, $SRU.UN.TO and $NET.UN, among others - An analysis of $CHP.UN.TO acquiring $FCR.UN.TO canadiandividendinvesting.co…

My picks : $HR.UN $REI.UN $NET.UN

I own a small position in $NET.UN. It is a small retail REIT. Their building locations are excellent and they have quality tenants. Management seems to be competent. Their tenants in my town are Walmart, Tim Horton and a small strip mall with A&W, Beau Soir (Petro Canada), etc.

$NET.UN looks incredibly cheap and overlooked. Anyone here have any goood research on it? I’m looking to increase my REIT exposure as I think a lot of the Canadian names are heavily discounted and priced for no success.

Canadian Net REIT is a hidden gem. • Only net lease REIT in Canada • Higher cap rates, lower competition • 3x Faster historic FFO growth than US peers Yet it trades at just ~10x cash flow and a near 6% dividend yield. $NET.UN $O

This is going to sound very stupid but there are som fantastically priced REITs that I believe are prime to be acquired right now. $HR.UN - 60% of book value. $MRG.UN - 40% of book value. $NET.UN - 50% of book value. How low do some of these names have to go before PE buys?

4Q25 $NET.UN Holding Equity Small Caps FI 1) CNET cierra 2025 con un desempeño operativo sólido, destacando crecimiento del AFFO por unidad ( 9% YoY) y mejora del NOI ( 7%), impulsado por adquisiciones y aumentos de renta. La cartera mantiene un perfil defensivo con 100% de ocupación, WALT de 5,9 años y spreads positivos en renovaciones (~6–7%), confirmando capacidad de crecimiento orgánico. A nivel financiero, el balance se refuerza con menor payout (52%), control del apalancamiento (55% LTV) y exposición limitada a tipo variable. El pipeline de adquisiciones se mantiene activo, aunque con disciplina estricta en asignación de capital. 2) Opinión: Los resultados validan la calidad y estabilidad del AFFO, permitiendo sostener un escenario base de crecimiento del 5% anual sin necesidad de supuestos agresivos. Bajo esta premisa, la valoración forward a 2028 (>8,5 CAD a 12× AFFO) implica un upside del >45% desde niveles actuales, con asimetría favorable dado el soporte del flujo recurrente. La tesis se mantiene como una combinación de yield compounding moderado, donde el retorno depende principalmente de la ejecución operativa más que de una expansión significativa de múltiplos.

Canadian Net REIT came out with 2025 earnings last night: - FFO $0.663/unit, up 10% - Rental income up 7.1% - NOI up 6.9% - AFFO up 12% - 52.5% FFO payout ratio I expect a distribution raise in the summer. Nice numbers, still trades for 9x FFO (way too cheap, IMO) $NET.un

Canadian dividend stocks with earnings this week: Monday - $FEC.to Tuesday - $ATD.to - $HMM.A - $NET.un - $TNT.un Wednesday - $BYD.to - $NRR.un - $POW.to Thursday - $HPS.A - $ISC.to - $KBL.to - $PBH.to (Yeah, that's right kids. I'm back)

📈Muchos me preguntan que pasa con Equity Small Caps FI en caso de recesión/soft landing USA 2H26 o 2027? Anticipar recesiones es complejo pero uno tiene que prepararse para diferentes posibles escenarios. En todo caso la cartera de acciones Norteamérica está construida para hacerlo mejor que el mercado en ese posible escenario, con empresas contracíclicas o con menor ciclicidad al mercado. Solo hay que ver los nombres uno a uno $EZPW idea secreta $IGIC $VOXR $MAI $LB $E $NET.UN $ATEX $GLIBA $PAYS $AAP Etc. Aviso legal/disclaimer: Invertir en acciones individuales conlleva riesgo, esto en ningún caso es una recomendación de compra/venta. Es una comunicación dirigida a los partícipes de Gestión Boutique IV Equity Small Caps FI

$NET.un follow up 🍆💦

✅Gran día para Equity Small Caps FI con los mercados en rojo y el fondo subiendo un 1,5% 13% $MAI 12% $ATEX 11% $OVH 4% $NET.UN 4% $VOXR Etc. youtube.com/live/GsxHlmHyc3I…

Observation of the day: Nice to see $NET.UN hit 52 week high.

I wrote about Canadian Net REIT $NET.un over on @SeekingAlpha if anyone is interested in my updated thoughts on that one. seekingalpha.com/article/485…

Net.un and nwh.un are worth checking out too! I think your eyes may be more experienced in evaluating stocks but I have been happy with them 😂

Canadian NET REIT came out with terrific earnings last night: - FFO/unit up 12% - Rental income up 11.5% - NOI up 10.9% - 52% payout ratio - 6.5% yield This stock should trade for way higher than 8x FFO, IMO. $NET.un

$NET.UN, a TSX-venture, a smaller city, Quebec-focused, neccessity-based retail REIT, still rocking at 100% occupancy. FFO growth of 9% YoY. Planning more accretive growth opportunities in a niche market.