KonekoResearch

[KonekoResearch @KonekoResearch]

Ontario Could Mandate Made in Canada 🇨🇦Labels Amid US Tariffs

- if Canadians are boycotting Tesla and terminating Starlink, then maybe stop using X too ...
https://t.co/yfDhynsCku

[KonekoResearch @KonekoResearch]

@tsxman Institutional money coming back in NY office. This is not a trophy asset, and also not a distressed asset. Toronto will follow.
https://t.co/G2R4JJUYLz

[KonekoResearch @KonekoResearch]

@SmoothDunk The Dead Zone...

[KonekoResearch @KonekoResearch]

@CapitalShipyard I use Stockwatch
https://t.co/NxX5n2MrUe

[KonekoResearch @KonekoResearch]

@ecommerceshares Should have said Josh Brown of Ritholtz Weath Mgmt

[KonekoResearch @KonekoResearch]

@ecommerceshares These were the "Degen Dow" stocks selected by Barry Ritholz.

[KonekoResearch @KonekoResearch]

@blondesnmoney @DaBao_ J36 capital management in recent years has been outstanding 🍒. Buyback + privatization of J37. Buyback at HKL. Increased staked in Mandarin and JCC. Huge insider buying too.

Value anchored by HKL. Long-term superior growth via Astra, Thaco, REE.

[KonekoResearch @KonekoResearch]

Trump tariffs threaten rollout of NYC’s $1,000 trash can of tomorrow

https://t.co/lUC2gqAiFK

[BOE Report @BOEReport]

Strathcona Resources Ltd. Announces Increased Public Float as a Result of Partial Disposition of Common Shares by Waterous Energy Fund https://t.co/Oa4dWjsAao

[KonekoResearch @KonekoResearch]

@KyriakosTrading @NuggetCapital selling assets at book value is not accretive to book value ...

[KonekoResearch @KonekoResearch]

Chevron sold 500ksf suburban Houston office (former Noble Energy HQ) for $18.5mm ($36/sf)

https://t.co/fdvqKk2a8W

[KonekoResearch @KonekoResearch]

$SEG NYP: Long-stalled Seaport project faces another delay after change of ownership
https://t.co/D5X878e0VU

[KonekoResearch @KonekoResearch]

NYP: The next eight years will likely see nearly 19,000 residential units created out of former office space — on top of 5,500 already converted since 2010.
https://t.co/PpBw8R3v0m

[KonekoResearch @KonekoResearch]

@vanckzhu One thing Buffett does not do ... is quote Warren Buffett. He always makes a genuine effort to explain and educate readers.

The Buffett quoters don't truly understand.

[Mark D'Souza @MarkDSo76730579]

@KonekoResearch https://t.co/oPR1LVCU8c

[KonekoResearch @KonekoResearch]

@MarkDSo76730579 WOW 😮Two of these $MRC buildings are senior living. Three owned by $MRG.UN are regular.

Minus 12 degrees, no water, and Morguard set up portable toilets in an outdoor parking lot.

Morguard strategy is to buy cheaply and then underinvest in upkeep.

[KonekoResearch @KonekoResearch]

$MRC Morguard Corporation 🐢building new rental apartments in Mississauga. Original development approval received 1993. Revised 2017 and 2022.

[RENX @RENXca]

Morguard has officially started construction on a new rental apartment building in #Mississauga. Work has started on the purpose-built rental community of 431 units in three residential towers at 725 Village Green Blvd, near Cawthra Road & Atwater Avenue.
https://t.co/H41CrMkcNl

[KonekoResearch @KonekoResearch]

Canadian REITs with high US exposure should be protected from the impact of a weaker CAD if tariffs are implemented.
$RPR.UN $SGR.UN $MRG.UN $GRT.UN $HR.UN $AX.UN

REITs with US exposure that primarily trade in USD
$HOM.U $DRR.U

https://t.co/USECxiQMU4

[KonekoResearch @KonekoResearch]

@redshirtet That was a 2023 opening. The Retail is part of a mixed-use project with pre-sold condos and pre-leased office.

Numbers don't work for building anything similar now.

[KonekoResearch @KonekoResearch]

Canadian Retailers expanding, but there's minimal new Retail RE supply ....

Empire: https://t.co/PZQy3rQPLb
Metro: https://t.co/E04qUg3ojy
WalMart: https://t.co/Mmkx0bJoeE

[KonekoResearch @KonekoResearch]

@redshirtet Only mall built in 2024 was Royalmount in Montreal which is a special case. I've read mixed opinions about whether it's successful.

REITs are adding retail density at existing properties.

And raising rents...

[KonekoResearch @KonekoResearch]

@redshirtet $PMZ Primaris CEO Alex Avery says it would cost $1000/sf (200 land + 800 construction) to build new mall space in Canada. PMZ Enterprise value is $240/sf. Rent would have to 3X to justify building.

https://t.co/pH99a3iSwK