HOLD

Condo sales falling has reduced demand for storage. Overall, company is fairly small. Debt levels are high, but manageable. Would recommend holding. 

HOLD

Would recommend holding shares. Payout ratio is high, but appears to be able to manage. Occupancy numbers will be interesting to watch. As Toronto grows, will be good for business. Just takes time. 

HOLD

Canadian company that is focused on USA properties. Could be a good option if tariffs hit Canada. Grocery style tenets are very safe. Balance sheet is getting stronger, and dividend looks safe. Would recommend holding for income purposes. 

PARTIAL BUY

Very attractive dividend, especially for large caps. Walmart anchor tenant which is very good for business. Stable business that could only get better. 

BUY

Cell phone tower owner/operator - leases out to providers. Very good business as towers don't need to be re-developed. Able to grow earnings at a consistent basis. A little bit more debt than is preferred, but with falling interest rates - will be good for business. Good time to invest in company, and has been buying shares. 

BUY

Most exposure is in Quebec. Lots of office space exposure. But could see a business turnaround. Would recommend buying and holding. 

HOLD

Owns shares in business. Current share price a very good time to buy. Would recommend being patient, and holding for the long term. 

BUY

Owns shares in business. Portfolio includes properties in Alberta which is not rent controlled. Recent share price sell-off not a concern. Overall is a high quality business. Concern around tariffs not a worry. Would recommend buying. Alberta is a great place to do business, and is expected to keep growing (good for business). 

HOLD

Would recommend holding. Majority of portfolio in sunbelt states like Arizona and Texas. Would expect income to increase as more people move to warmer Southern areas. Good balance sheet that allows company to maintain dividend payouts. Expecting better times for company ahead. 

BUY

Large ownership of US properties. Too small to own at this point, but very cheap stock that could have a lot of value. 

PARTIAL BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

BSX has seen solid momentum recently due to an acceleration in revenue along with a decent track record of acquisitive growth. BSX is trading at 37x Forward P/E and growth is expected to be around 9% in the next few years. That being said, valuation is not cheap. We feel it is a decent name to own over the long term, but we would not be adding aggressively at the current valuation. we are comfortable averaging into BSX over time given the premium valuation it is trading at.
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HOLD
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

The main issue was uncertainty: the auditor situation, the Nasdaq listing, and so on. Some of this has been cleared up, and the company has vowed that it will meet the listing requirements by the deadline. The outlook this week was pretty solid. The worst is likely over here. When it cannot get worse, stocks typically go up, and we think that's occurring now, with long buyers and short sellers covering, pushing up the price. There are still risks about how long the data centre cycle will last, and the company will alway likely be 'tainted' after having two accounting scares in less than six years. But it is very cheap, and any positive developments will likely see an amplified up move. We would rate it a HOLD but is more buyable for the more aggressive types than it has been in some time. The listing is still a big risk, but this will be resolved one way or the other soon. We still do not have enough 'trust' in the company for a strong endorsement, and if we miss it we can live with that. 
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BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

Gold is taking a big hit today, with spot gold down $36/oz. AEM Q4 EPS of $1.26 beat estimates of $1.16; revenue of $2.22B marginally missed estimates. EBITDA of $1.33B matched estimates. Margins were a record on good cost control. 847,000 ounces were produced in Q4 with all-in costs at $1,316. Mines performed well. Production guidance was steady, but this is likely the company being conservative. Net debt is now very low and the company is in excellent financial shape going forward. Shares slipped a bit but are up 127% in a year and we would be comfortable with the quarter and outlook.
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COMMENT
Stockchase Insights Stockchase Insights on 5i Research 12/02/2025 at 06:31pm GLOBAL EQUITIES unlockUnlockRating Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

Threat of Tariffs:

The past month, as the U.S. has been threatening and imposing tariffs on countries including Canada, we have been inundated with questions from our customers about tariffs and trade wars. Investors are wondering if they should sell their Canadian stocks. At the same time they worry about U.S. protectionist policies on U.S. assets, even going so far as to wonder if U.S. securities held by Canadians could be seized if things go the wrong way and the U.S. wants to exert more trade pressure on Canada. So, if selling Canada and avoiding the U.S., where should investors go?

First, as usual, our best advice is not to panic. This is not the first trade war. Stocks globally have survived dozens of such events. In addition, Canadian stock markets have had multiple months now to factor in worries, and stock valuations have adjusted somewhat. We certainly would not advise wholesale restructuring of portfolios on the possibility that something might happen. U.S. tariffs on Canada have already been delayed. They could be delayed further or reduced, or they may not happen at all. It is a moving target, certainly.
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