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Rod (@Rodbhar) profile picture

Rod

@Rodbhar

I invest in Canadian stocks. Bluesky @rodbhar.bsky.social

 Canada
Joined June 2019
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Investing would be more fun if you could attach a short message to your order for the guy on the other side of the trade.
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Killam Apartment REIT ($KMP.UN) and Dream Unlimited ($DRM.TO) both trade at $17 and have almost identical yields (4.2%). But DRM's div has been growing rapidly, KMP's barely at all. Do real estate investors only care about current yield?
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Since 2021 DRM has raised its div from 30 cents to 70 and paid $1.50 in special divs. KMP has gone from 69 cents to 72.
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DRM also has ~$60 of NAV/share to power high rates of dividend growth for many years to come.
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I’ve talked to dozens of amateur stock investors in the last 25+ years and have yet to meet a single value investor. They were all traders with “a system”. I think we forget how rare we actually are.
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$DRM.TO dividend yield has surpassed 4%...just not the way I would have liked.
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"Only when the tide goes out do you discover who's been swimming naked." --Warren Buffett
Daniel Foch (@danielfoch) profile pictureDaniel Foch
@danielfochSep 22
Ontario real estate investors in limbo as ‘Simple Investor’ property firm suspends payments ctvnews.ca/toronto/article/o…
Ontario real estate investors in limbo as ‘Simple Investor’ property firm suspends payments

Ontario real estate investors in limbo as ‘Simple Investor’ property firm suspends payments

Hundreds of real estate investors in a company run by a media-savvy realtor that owns dozens of buildings across Ontario got a shock over the weekend when they were told their rent payments are in...

ctvnews.ca
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Tim may be the only one to get this story right.
Tim Isgro (@TimIsgro) profile pictureTim Isgro
@TimIsgroMay 26
Charlie Munger once read a single magazine article, spent ninety minutes thinking about it, and made $80 million investing in the idea. The company looked like a disaster. It had a ton of debt after five spinoffs in six years, and its revenues shrunk because of the 2001 recession. Principal payments on its debt were coming due that the company couldn't make. I spent weeks reconstructing what Munger actually saw, down to finding the exact article he likely read in 2001. New series at The Owner's Memo. open.substack.com/pub/theown…
Tenneco Automotive: Charlie Munger’s $80 Million Bargain, Part 1

Tenneco Automotive: Charlie Munger’s $80 Million Bargain, Part 1

The Owner's Memo #7; In 2001, Charlie Munger read one article and made an $80 million decision in ninety minutes.

theownersmemo.com
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$MPCT.UN The Scarborough Junction development is being advanced with funding from the Ontario Gov't. Dream Impact Trust owns a piece of this, so what could it be worth? theglobeandmail.com/business…
Building Ontario Fund invests $178-million to revive stalled Scarborough housing project

Building Ontario Fund invests $178-million to revive stalled Scarborough housing project

East Toronto development is BOF’s second investment in affordable housing and its second to help the beleaguered homebuilding sector

theglobeandmail.com
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more replies
This is down from 29% reported in Q1 2026, which would be before the large investment by ON.
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9% of $350M is ~$30M. The market cap of $MPCT.UN is also ~$30M, so if my estimates are close to correct, this is very meaningful.
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Dream Impact Trust owns 9% of Scarborough Junction $MPCT.UN
Jeremiah Shamess | Toronto Land & Building Sales (@JShamess) profile pictureJeremiah Shamess | Toronto Land & Building Sales
@JShamessJun 3
Building Ontario Fund investing $178 million into Scarborough Junction in an equity partnership which will build rental 1,700 units including 340 affordable units with Republic Developments and Harlo Capital. Scarborough Junction is a 26 acre master planned mixed use development site on the Scarborough Go Station a short 18 minute train ride to downtown Toronto
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A little dark humour from M. Cooper on $DRM.TO conference call regarding buybacks
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Is it safe to NEVER rebalance a portfolio of 30 stocks no matter how far the percentage weightings drift over time?
74%Yes
26%No
23 votes • Final results
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Is it safe to invest in 30 solid companies in different industries in equal amounts and then not look at it for 20 years?
59%Yes
41%No
29 votes • Final results
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Getting one of the world’s best capital allocators at ~20x Free Cash Flow seems like a bit of a bargain $CSU $CSU.TO
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Software investors learning what it's like to own real estate stocks. They don't seem to like it.
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$BN opening up a sizeable lead in the great $BN vs $BAM debate. The "better business" is not always the better stock.
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