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The traditional players have to keep reinvesting capital to keep up with competitors, who all have the same problem. Only interesting play in the space is QBR.B. No market share, good product offering, and no clients. So any market share it grabs would be a big boost to its business.

Likes real estate in general. In particular, likes those that are building their businesses; not the ones that are just collecting rents, paying dividends, and going sideways. 

CEO is great and is investing in the company. Turning around. Sector will benefit from lower interest rates. Looked at this one, likes it, but not liquid enough for the size of position he wanted. He bought AP.UN and SRU.UN instead.

Likes real estate in general, sector will benefit from lower interest rates. In particular, likes those that are building their businesses; not the ones that are just collecting rents, paying dividends, and going sideways. A good business run by good people. Yield is 10%, sustainable, won't get cut.

Real estate stocks have been killed. In some cases, stock price is less than half of NAV. Rate cuts will really help. Generating big cash, plus development plans to increase the value of the business. Good businesses run by good people. And the market isn't recognizing any of this.

Ontario is lagging the back-to-the-office trend. Here it's about 60%, US is about 75%. When that normalizes, demand will go up along with price for office space. Demand will increase, but supply hasn't because nothing's been built for years. If he sees lots of cranes in an area, he doesn't go there.

Likes real estate in general, sector will benefit from lower interest rates. In particular, likes those that are building their businesses; not the ones that are just collecting rents, paying dividends, and going sideways. A good business run by good people. 

After asset sale 6 weeks ago, announced not going to reduce debt or buy back substantial stock. Stock's moved sideways. Pressure from hedge fund to buy back shares, rather than redeploy $$ elsewhere, has not subsided. Wait and see. 

He owns BN instead. The key to data centres is that they all need power, and this is one of the biggest wind/solar producers. This partnership will be one of the strongest parts of private equity in the next decade, and is right in BEP.UN's sweet spot.

Great company and competitive advantage. But does the investor have a competitive advantage of knowing something that the market doesn't? Otherwise, it's already priced in. For CSU, the answer is absolutely not. Without that investor advantage, you're just throwing $$ against a wall hoping something will stick.

Really likes it and its acquisition, gives it a stronger position than competitors. Now the only company with a complete rail network between Mexico and Canada, making it a terrific investment. Very strong run for next 5 years. Prefers it to CNR.

Cut to growth forecast is just a short-term thing. Over the long term, not too worried about the cyclicity of it. Prefers CP. 

Owns both, for different reasons.

JPM is the best bank in the US, perhaps the world. Jamie Dimon is the smartest banker around, and has his own money invested in the bank. Management has a deep bench. Not cheap, but he's not selling. Might grow 12-15% a year.

Citi is a turnaround, trades below book value. Most of the others trade at a premium. Owns a number of great, capital-light businesses. Doing a good job getting out of the morass of last 15 years. Doesn't usually buy turnarounds, but at 1/3 book value it was too cheap to pass up. Looking for a double in the next 3 years.

Owns both, for different reasons.

JPM is the best bank in the US, perhaps the world. Jamie Dimon is the smartest banker around, and has his own money invested in the bank. Management has a deep bench. Not cheap, but he's not selling. Might grow 12-15% a year.

Citi is a turnaround, trades below book value. Most of the others trade at a premium. Owns a number of great, capital-light businesses. Doing a good job getting out of the morass of last 15 years. Doesn't usually buy turnarounds, but at 1/3 book value it was too cheap to pass up. Looking for a double in the next 3 years.

Spectacular company, huge competitive advantages. Trades at 60x earnings. Problem is there's nothing he knows about COST that everybody else doesn't already know. He's always looking for an edge that the market doesn't have; if he can't find it, he doesn't buy.

Likes it. One of the better banks in Canada and always has been. Built a US business that mirrored the Canadian, to be the "most convenient bank". Money laundering issue, though significant, is just about over. Fine will be about $3B, they can handle it.

Once fine is paid, they'll either get an order restricting further acquisitions, or they won't. If not, it's extremely over-capitalized and can invest in the US. If they do, they'll buy back stock.

Private equity as an investment has grown tremendously over the last 15 years. This is because people think they get higher rates of return than in the stock market. You're better off buying the stock than the funds. You get all the benefits of the return, and you get the option of liquidity. Yield is 1.8%.