My biggest worry of that name are there four largest properties in Montreal. They need to move cap rates by probably 200 basis points or move which would leave very little equity value. Don't see good risk-reward there at all personally. Think they cut the dividend and likely take a 20-30% haircut.
March 19, 2025 at 5:14 PM
My biggest worry of that name are there four largest properties in Montreal. They need to move cap rates by probably 200 basis points or move which would leave very little equity value. Don't see good risk-reward there at all personally. Think they cut the dividend and likely take a 20-30% haircut.
4 people cooked alive in Toronto Tesla incident:
www.anews.com.tr/world/2024/1...
Quebec man lucky to be alive after Tesla randomly catches on fire while at intersection:
www.apa.ca/en/quebec-ma...
$TSLA #TeslaTakeDown !
www.anews.com.tr/world/2024/1...
Quebec man lucky to be alive after Tesla randomly catches on fire while at intersection:
www.apa.ca/en/quebec-ma...
$TSLA #TeslaTakeDown !
4 people burned to death as Tesla locks doors during crash
In Toronto, Canada, a Tesla vehicle automatically locked its doors during a traffic accident. A fire that broke out in the vehicle resulted in the deaths of 4 people, while 1 person was rescued when a...
www.anews.com.tr
March 13, 2025 at 9:02 AM
4 people cooked alive in Toronto Tesla incident:
www.anews.com.tr/world/2024/1...
Quebec man lucky to be alive after Tesla randomly catches on fire while at intersection:
www.apa.ca/en/quebec-ma...
$TSLA #TeslaTakeDown !
www.anews.com.tr/world/2024/1...
Quebec man lucky to be alive after Tesla randomly catches on fire while at intersection:
www.apa.ca/en/quebec-ma...
$TSLA #TeslaTakeDown !
$NXR.UN latest update from Raymond James
March 12, 2025 at 11:58 PM
$NXR.UN latest update from Raymond James
Oil permabulls seriously underestimated the advancements in drilling and completion technologies.
March 10, 2025 at 3:48 PM
Oil permabulls seriously underestimated the advancements in drilling and completion technologies.
Added $CVE the other day after the second big sell-off for $17ish. Agree it is a good time to add. Had 0 exposure other then a very old Strathcona position in spouse account. Now I'm up to 6%. Will consider upping my exposure if I see a big demand spike globally or US shale starts to roll over.
March 6, 2025 at 9:30 AM
Added $CVE the other day after the second big sell-off for $17ish. Agree it is a good time to add. Had 0 exposure other then a very old Strathcona position in spouse account. Now I'm up to 6%. Will consider upping my exposure if I see a big demand spike globally or US shale starts to roll over.
Raymond James note on $HOM.U sale from this morning.
March 1, 2025 at 2:14 AM
Raymond James note on $HOM.U sale from this morning.
Artis still looks good to me. Impossible to know what's happening behind scenes. Was worried they'd start buying D.Un again even tho I'm bullish on it. Think others may see it as a negative. Resi REITs got hit since Q4 which opened an unusual window to buy them. Will likely re-enter at some point.
March 1, 2025 at 12:59 AM
Artis still looks good to me. Impossible to know what's happening behind scenes. Was worried they'd start buying D.Un again even tho I'm bullish on it. Think others may see it as a negative. Resi REITs got hit since Q4 which opened an unusual window to buy them. Will likely re-enter at some point.
Just in regards to Dream residential, the discount is so wide that if they sell at a discount to Nav it matters very little to me. On the last call they also said 31% of their pf was audited. The cap rates expanded 5 basis points...
February 27, 2025 at 11:12 PM
Just in regards to Dream residential, the discount is so wide that if they sell at a discount to Nav it matters very little to me. On the last call they also said 31% of their pf was audited. The cap rates expanded 5 basis points...
Thanks. I noticed indeed after cap rate were adjusted but in regards to Dream residential, the NAV is $13.39 and Brian Pauls said on the latest CC he is confident in it. I don't care if they sell at $11. My average is low $7s. I think resi is easier to sell then office, so NAV has more use.
February 27, 2025 at 9:51 PM
Thanks. I noticed indeed after cap rate were adjusted but in regards to Dream residential, the NAV is $13.39 and Brian Pauls said on the latest CC he is confident in it. I don't care if they sell at $11. My average is low $7s. I think resi is easier to sell then office, so NAV has more use.
You think there is a read thru for $DRR.U which also has Dallas properties? They said they sold at IFRS values.
February 27, 2025 at 5:59 PM
You think there is a read thru for $DRR.U which also has Dallas properties? They said they sold at IFRS values.
Big BMO buyer is back at Dream Office today. Is Artis-Manji back in business? Good for me as I loaded up bigtime in the past month. Last run with Artis bidding it up allowed me to recover my losses and sell at a gain (with Jane Gavan) before buying back in @konekoresearch.bsky.social
February 25, 2025 at 7:47 PM
Big BMO buyer is back at Dream Office today. Is Artis-Manji back in business? Good for me as I loaded up bigtime in the past month. Last run with Artis bidding it up allowed me to recover my losses and sell at a gain (with Jane Gavan) before buying back in @konekoresearch.bsky.social
$D.UN $DRM.TO latest update after the call. "CLOUDS ARE BEGINNING TO CLEAR."
February 25, 2025 at 3:33 PM
$D.UN $DRM.TO latest update after the call. "CLOUDS ARE BEGINNING TO CLEAR."