Rod

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

[Rod @Rodbhar]

@deepvalueco I would have thought the same. AM might be a major cash sink if they want to own 10% of any fund they create.

[Rod @Rodbhar]

@deepvalueco Cooper wants to retain and reinvest. I’m not going to argue with that. This is a stock for long term holders only.

[Rod @Rodbhar]

@toobyrox @deepvalueco Most of the value increase is off balance sheet: AM but also land. Dream Office and urban developments have been marked down and those are on the BS. Also dividends have been significant. Much of the cash flow has been going to income properties.

[Rod @Rodbhar]

@AndieWinnipeg Nice article. Intelligently argued

[Rod @Rodbhar]

@AndieWinnipeg "recovering Nimby" :)

[Rod @Rodbhar]

@CDInewsletter @DivGrojourney This is why I could never be a dividend investor. Too much drama.

[Rod @Rodbhar]

@afrugalinvestor @Zynchronic1ty @amdshorn @kaclk Taxes are not a bank account that you get to withdraw from.

[Rod @Rodbhar]

@acorn_capital @StockTalk416 baby steps...

[Rod @Rodbhar]

@CDInewsletter @Fenwayfactor I think small caps in Canada, at least, are more inefficiently priced today than in the past. My guess is indexing has taken most of the value investors out.

Alternatively, my picks just suck.

[Rod @Rodbhar]

@CDInewsletter I could do it with $1,000 ;)

[Rod @Rodbhar]

@WSB_redditor I think they sell a building or two, and maybe get another loan from DRM.

[Rod @Rodbhar]

$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?

https://t.co/fnMhj1NPsB

[Rod @Rodbhar]

@WSB_redditor I think to convert the debenture to stock they would need unit holder approval since the dilution would exceed 25%. I can't see that happening.

[Rod @Rodbhar]

@danielfoch We will bottom when the idea that real estate always goes up finally dies.

[Rod @Rodbhar]

@irgarner He forgot the "b" in Dumbocrat.

[Rod @Rodbhar]

@WSB_redditor If they pay off the convertible without dilution I doubt the stock will move up. So I figure I'd rather wait and see it happen before buying more.

[Rod @Rodbhar]

@WSB_redditor Not until I see the convertible addressed

[Rod @Rodbhar]

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.

[Rod @Rodbhar]

@TCzajka The trick is not to model the distribution of the aces. It's too complex. Treat them as already dealt and model how the other 48 cards can fit into the deck randomly.