![\"PrairieSky](\"https:\/\/data.wealthica.com\/api\/securities\/PSK-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\tOpinion about PSK-T: Second in line behind TPZ for what he'd want to own in terms of O&G royalty companies and infrastructure.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
![\"stockchase.com\"](\"https:\/\/stockchase.com\/assets\/favicon.png\")
\t\tstockchase.com\t<\/div>\n<\/div>Feb 10<\/p>\n\n\n![\"CT](\"https:\/\/data.wealthica.com\/api\/securities\/CRT.UN-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\tOpinion about CRT.UN-T: 92% of rent comes from Canadian Tire, which in turn owns about 70% of the REIT. Very stable, so not a tremendous amount of growth. About 2% topline growth translates into ~3% on the bottom line, and that's all you can expect. Interesting transactions. Thinks highly of management. Safe distribution, just south…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Feb 10<\/p>\n\n\n![\"Intact](\"https:\/\/data.wealthica.com\/api\/securities\/IFC-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\tOpinion about IFC-T: P&C insurance tends to be more counter-cyclical. People tend to rush in when the rest of the market isn't flying. Now a very reasonable valuation. Hang-up for him is the growth outlook. Largest market share in Canada, so has to go to international markets (which are less certain). Very well run.If you…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Feb 11<\/p>\n\n\n![\"First](\"https:\/\/data.wealthica.com\/api\/securities\/FCR.UN-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\tOpinion about FCR.UN-T: (A Top Pick Oct 31\/24, Up 14%) Recession- and tariff-resilient. Very defensive. Lots of growth. Record-high occupancy levels of 97.2%. Renewing leases at 16%, above historical averages. Still lots of good upside.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Feb 11<\/p>\n\n\n![\"Morguard](\"https:\/\/data.wealthica.com\/api\/securities\/MRG.UN-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\tOpinion about MRG.UN-T: Apartments on both sides of the border. Always trades at wide discount to NAV, a good starting point when you invest. Nice portfolio. Keep holding if you own, but better ideas out there. Nice distribution of 5.5%.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Feb 11<\/p>\n\n\n![\"Sun](\"https:\/\/data.wealthica.com\/api\/securities\/SLF-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\tOpinion about SLF-T: Holding onto this one, despite selling MFC due to range-bound performance right now.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Feb 12<\/p>\n\n\n![\"Industrial-Alliance](\"https:\/\/data.wealthica.com\/api\/securities\/IAG-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\tOpinion about IAG-T: (A Top Pick Nov 13\/20, Up 33%) Has started buying back shares and paying dividends. Financials should do well as the yield curve steepens. Valuation is not as compelling as before. Middle of the pack. Has moved to US banks and non-financial banks in Canada.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Feb 12<\/p>\n\n\n![\"Choice](\"https:\/\/data.wealthica.com\/api\/securities\/CHP.UN-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\tOpinion about CHP.UN-T: Really good company. Main tenant is Loblaw. 70% of business is retail, 25% industrial, and some mixed-use residential. Typically trades at a premium because it's defensive, now getting much closer to NAV of ~$15.25. Great balance sheet, solid management. Nice growth. Safe. Yield is 5.3% or thereabouts.\u00a0<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Feb 12<\/p>\n\n\n![\"Smart](\"https:\/\/data.wealthica.com\/api\/securities\/SRU.UN-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\tOpinion about SRU.UN-T: Dividend close to 7%. Very defensive, and so distribution is high. Flipside of being defensive and with high occupancy rates is that growth of 1-1.5% is below inflation. Higher leverage means income doesn't translate to earnings potential. Better opportunities, especially in necessity-based retail.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Feb 12<\/p>\n\n\n![\"H&R](\"https:\/\/data.wealthica.com\/api\/securities\/HR.UN-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\tOpinion about HR.UN-T: Hostile takeover. Diversified REIT that doesn't work very well anymore, as it tends to trade at the multiple of the least-liked sector it owns, and it has a lot of office. If you own, hold on, as today's press release indicated interest from multiple parties (and so a higher bid may come…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Feb 12<\/p>\n\n\n![\"Killam](\"https:\/\/data.wealthica.com\/api\/securities\/KMP.UN-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\tOpinion about KMP.UN-T: Very well managed. Company size is in the top 5. Originally focused on the Maritimes, which has seen a lot of population inflows. Expanding into other markets in Ontario such as Kitchener-Waterloo. Likes that they're experienced developers, always improving. Energy-efficient, new construction. Not facing high-rent pressures of others.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Feb 12<\/p>\n\n\n![\"European](\"https:\/\/data.wealthica.com\/api\/securities\/ERE.UN-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\tOpinion about ERE.UN-T: Doing the right things, but public market is not rewarding it. Selling assets piecemeal until the REIT is liquidated, now about 50%, and distributed income to investors. Hold on, still lots of value. Could buy comfortably here as it's trading below $2.50 per share, but assets arguably are worth $3.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Feb 12<\/p>\n\n\n![\"Morguard](\"https:\/\/data.wealthica.com\/api\/securities\/MRT.UN-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\tOpinion about MRT.UN-T: Trevor Rose\u2019s Insights - Trevor\u2019s most-liked answers from 5i Research. Trading at high discount to NAV. Significant cash retention compared to peers. Diversified cash flow streams. Bid competition to slow acquisition growth.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Feb 12<\/p>\n\n\n![\"Dream](\"https:\/\/data.wealthica.com\/api\/securities\/DRR.UN-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\tOpinion about DRR.UN-T: Focused on assets in US. Has never traded above its IPO price. Pursuing strategic alternatives; if you own it, see how those go.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Feb 12<\/p>\n\n\n![\"Fairfax](\"https:\/\/data.wealthica.com\/api\/securities\/FFH-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\tOpinion about FFH-T: In the defensive part of Canadian financial services. Underwriting profitability consistently getting better, the core reason why stock's been doing better. Opportunity to term out its fixed income portfolio. Not a screaming bargain today, but makes sense as part of a diversified portfolio especially as we pivot away from banks and get…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Feb 13<\/p>\n\n\n![\"Definity](\"https:\/\/data.wealthica.com\/api\/securities\/DFY-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\tOpinion about DFY-T: With its growth rate, a good spot to put new money to work.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Feb 13<\/p>\n\n\n![\"Canadian](\"https:\/\/data.wealthica.com\/api\/securities\/CAR.UN-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\tOpinion about CAR.UN-T: Is stable, with apartments remaining strong with steady rent growth.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Feb 13<\/p>\n\n\n![\"goeasy](\"https:\/\/data.wealthica.com\/api\/securities\/GSY-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\tOpinion about GSY-T: Merit on the short report? Really great job building out the business, upgrading loan portfolio, adding adjacent businesses. A complicated business, difficult to get a handle on what's going on under the hood, so you have to have a lot of faith in management.Short report highlighted that issue. That's why his firm…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Feb 13<\/p>\n\n\n![\"Trisura](\"https:\/\/data.wealthica.com\/api\/securities\/TSU-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\tOpinion about TSU-T: Trevor Rose\u2019s Insights - Trevor\u2019s most-liked answers from 5i Research TSU has been under pressure over the years due to its asset impairment from a couple years ago, as well as recently a hardening insurance market. The stock has largely traded sideways for a few years, and it trades at a decent…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Feb 13<\/p>\n\n\n![\"Primaris](\"https:\/\/data.wealthica.com\/api\/securities\/PMZ.UN-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\tOpinion about PMZ.UN-T: Why higher implied cap rate than peers? He scratches his head about this too. Likes it here. A bit of concern about shopping malls in general, with their sensitivity to the consumer. From what his team sees, consumers are continuing to spend $$. And it's cold up here, we love our malls.…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Feb 13<\/p>\n\n\n![\"Calian](\"https:\/\/data.wealthica.com\/api\/securities\/CGY-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\tOpinion about CGY-T: Trevor Rose\u2019s Insights - Trevor\u2019s most-liked answers from 5i Research In Q4 \u2013 2024, CGY reported a revenue growth rate of 3%, with revenues reaching $181M compared to last year\u2019s $175.9M. Adjusted EBITDA margin improved in the quarter to 12.5% from 11.6% last year. Overall, these were acceptable numbers but not that…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Feb 13<\/p>\n\n\n![\"Atrium](\"https:\/\/data.wealthica.com\/api\/securities\/AI-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\tOpinion about AI-T: (A Top Pick Mar 11\/24, Up 14%) More conservative than TF, and he owns both. Core position. Nice dividend. Not trying to shoot the lights out, just want to collect the income and reinvest.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
\t\tstockchase.com\t<\/div>\n<\/div>Feb 13<\/p>\n\n\n\n💡 Utilities<\/strong><\/p>\n\n\n Opinion about CUP.U-T: Fortis owns 60%. Challenge is that hurricane comes through every once in a while. Good system. Rates of return are higher than you can get in Canada. He owns Fortis<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Opinion about FTS-T: Bought on the April dip, but stock hasn't done much. Sell? If you bought in April around $55 and today it's trading ~$72, that's about 10+%. Plus you get a 3-4% dividend yield, with 3-4% dividend growth. Pretty good for a regulated utility, and he's happy to own a company that puts…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t 💻 Technology<\/strong><\/p>\n\n\n Opinion about CVO-T: Good job overall, well run. Exposed to some of the AI trends. Sizable competition for what they do. He's conservative on whether it can differentiate itself in the coming years. Must show it can get the big, multi-year contracts.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Opinion about SHOP-T: He made some nice $$ on it as it reached former peaks. But the stock blew by those and took out old resistance of 2021 highs. That's a breakout, and it's bullish, so nothing wrong with this stock.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Opinion about CMG-T: Spiked up on the close last week. Everything looks really good about this for the long term, everything says you should own some. RSI against S&P since 2022 has been really good, up and to the right.\u00a0Buy some today with a partial position, then add a second component on a further breakout,…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Opinion about MTLO-X: Billy Kawasaki\u2019s Insights - Billy\u2019s most-liked answers from 5i Research. Revenue grew 57% YOY despite soft results in Q4 2021 relative to expectations. A strong second half of 2022 financial year is expected. Holds $8.5M in cash. In talks with Microsoft for a deal. Continues to trade at relatively low valuation. Results…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Opinion about T-T: His firm buys market leaders in sectors that are being positively revalued. Multiple in this sector has been contracting for a long time. Big question is where does revenue come from? Very hard to turn around a stock in a weak sector that's underperforming.\u00a0If you can't rally in a bull market, what…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Opinion about TIXT-T: It has dropped 90% since its IPO. A buyout from Telus has been proposed so you could hold it until the deal closes for a bit more.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t![\"](\"https:\/\/data.wealthica.com\/api\/securities\/CUP.U-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Feb 10<\/p>\n\n\n![\"Fortis](\"https:\/\/data.wealthica.com\/api\/securities\/FTS-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Feb 14<\/p>\n\n\n\n![\"Coveo](\"https:\/\/data.wealthica.com\/api\/securities\/CVO-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Feb 10<\/p>\n\n\n![\"Shopify](\"https:\/\/data.wealthica.com\/api\/securities\/SHOP-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Feb 11<\/p>\n\n\n![\"Computer](\"https:\/\/data.wealthica.com\/api\/securities\/CMG-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Feb 11<\/p>\n\n\n![\"Martello](\"https:\/\/data.wealthica.com\/api\/securities\/MTLO-X\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Feb 12<\/p>\n\n\n![\"Telus](\"https:\/\/data.wealthica.com\/api\/securities\/T-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>Feb 13<\/p>\n\n\n![\"Telus](\"https:\/\/data.wealthica.com\/api\/securities\/TIXT-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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![\"Dye](\"https:\/\/data.wealthica.com\/api\/securities\/DND-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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