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May 21, 2020
Market. It is certainly a concern that people will not resume going into the office after the pandemic is over, impacting office REITs. He feels, though, that the world will return to more normal than not. There are a lot of things we cannot do effectively when we are not working together. 2-3 years out we will return to some sort of normal. SHOP-T will reassess in 2021 as to whether to have everyone work from home any longer. Even if a portion of the workforce has to work from home, social distancing will dictate that more office space is necessary as we resume normal life.
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Market. It is certainly a concern that people will not resume going into the office after the pandemic is over, impacting office REITs. He feels, though, that the world will return to more normal than not. There are a lot of things we cannot do effectively when we are not working together. 2-3 years out we will return to some sort of normal. SHOP-T will reassess in 2021 as to whether to have everyone work from home any longer. Even if a portion of the workforce has to work from home, social distancing will dictate that more office space is necessary as we resume normal life.
BUY
BUY
May 21, 2020
Big 5 Banks. He likes the banks and is adding to them as he was underweight previously. These measure to be the most resilient and strongest businesses in Canada. These things are like utilities. He does not feel they will cut their dividends.
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Big 5 Banks. He likes the banks and is adding to them as he was underweight previously. These measure to be the most resilient and strongest businesses in Canada. These things are like utilities. He does not feel they will cut their dividends.
COMMENT
COMMENT
May 21, 2020
Floating rate reset preferreds with interest rates going negative. Negative interest rates are not good for a floating rate preferred. He does not think our government will send rates into a negative territory.
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Floating rate reset preferreds with interest rates going negative. Negative interest rates are not good for a floating rate preferred. He does not think our government will send rates into a negative territory.