Latest Stock Buy or Sell? Make More Informed Decisions!

The caller from Vancouver was looking for ethical REIT's as he was concerned about sky high rents in that area.. The basic response was that Canadian apartment REIT's are doing a great job by doing their best to provide affordable living space for Canadians. Boardwalk for example self-imposes rent increases in Alberta where there no rent controls. There are many other examples of REIT's that provide safe, affordable places to rent along with transparency. They are good ESG companies. Go to their websites to find out more.

It owns retail shopping centres across Canada focused on grocery and pharmacy and is in the best markets. The strength and quality of its tenants is good and it has one of the best shopping centre portfolios globally. It trades at a great discount to the private market value of its real estate net asset value. He agrees with the company's estimate of a share price of $23. Has had some shareholder activism lately and he is hopeful for a strategic review. Yield is 4.7%.   Buy 4  Hold 3  Sell 1.

It owns land and rents it out to RV's and manufactured housing. Basically people buy a home, put it on the land and pay land grants. It is in one of the most defensive asset classes - affordable rents. Trades at a double digit discount to NAV with an attractive cash flow. It has never had a year of negative net income operating growth.   Buy 10  Hold 1  Sell 0

It rents out over 58 000 single family homes across the U.S. It is unique in that it has its own in-house development pipeline. It can add another 15000 homes on lots that they own or have options on. Their homes are similar quality to ones you could buy from a developer. Has attractive internal rent growth as well as external growth. Trades at a 17% discount to its share value and is a very defensive investment.
Buy 12   Hold 10   Sell 0

High inflation is coming down as expected, which means central banks will slow interest rate hikes. He remains fully invested. Keep your cool and stay the course. Markets have climbed 15% since the October bottom. Stay defensive. He expects a mild, not dramatic, economic slowdown; consumer spending remains strong. High-yielding utilities and telcos got hammered late last year, but their dividends are very attractive now (though this won't last), so it's a good time to own these.

Leaders in their field and have a huge backlog, but they're losing a lot of money, since it's a capital-intensive business.  They recently raised some money, with Power Corp investing half that. If they keep growing at this rate, they will continue to need capital. If you believe in EV's, you have to be in for the long term. Not a bad time to buy it now, but risky.

He sold it in November 2021 when they bought a Kentucky company; didn't like that ROI and many institutional investors still don't like that deal for its huge capital cost, but limited return. They recently announced a 40% dividend cut, and they must sell some assets (but AQN hasn't said what). This is dead money until management regains credibility.

A major core holding of his. Sports betting doesn't impact instant lottery tickets which is in fact booming. PBL leads in online lotteries. But shares got way overvalued because excitement over online lotteries and has come down (also due to higher raw costs like ink and paper). He sold then bought back shares. A high-quality, stable company. Drivers: an oligopoly of only 3 players, and governments constantly need revenues.

Am engineering construction company, so margins are lower than WSP's or Stantec's.  Have suffered cost overruns and project lays, like many in their sector. They have a backlog, but you don't know the quality of if it. Are better opportunities elsewhere. Doesn't like the sector.

Doesn't follow this much, but it's an M&A consolidator of IT service providers across North America and Europe. Are in a low-margin business, 5% EBITDA margin. Half of sales are hardware, the other half selling 3rd-party software. Also offering higher-margin ongoing services. Shares have been decimated, because the market didn't see synergies after acquisitions.

It was hit hard during the pandemic when restaurants were closed, but are recovering strongly. Recently, have faced higher freight and material costs. Despite those, margins are healthy. Consumers are returning to bars, restaurants and airports. He expects better results in coming quarters. 

It was hit hard during the pandemic when restaurants were closed, but are recovering strongly. Recently, have faced higher freight and material costs. Despite those, margins are healthy. Consumers are returning to bars, restaurants and airports. He expects better results in coming quarters. Lassonde owns over 30% of DWS and he expects them to buy out the company once DWS improves its margins in say 12-18 months.

He sold his shares a few years ago, because SWP would need a lot of capital to move their plant (to meet higher demand). The results have been pretty good, but the prices have also risen. Also, they face competition and need more capital to complete further expansion. So, they have taken on a lot of debt. They need to grow the bottom line once they launch this second line of production. They overspend on the first production line; that was their key problem.

Has owned if for 15 years and made 8x his money. Would buy it now. They unload cargo from ships, and business is booming in North American ports. Their environmental division is growing fast, owning proprietary tech to repair water pipes. Company has been reporting record results. The PE has never been lower at 10x.

Lead in their business. Just completed a successful turnaround and enjoying strong sales and a record backlog. Cheap, trading at under a third of book value. Expects a strong next quarter, and that's when the company should sell itself. He's pushing for a sale.