Going against the grain on GO Residential
The new proforma entity has a good chance at success
Nugget Capital Partner's Substack
Energy market research, Canadian REITs, Precious metal stocks.
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Latest posts
H&R REIT & GO Residential deal, some thoughts
The most bizarre and likely unethical deal I have ever seen in any sector.
Updated thoughts on H&R REIT
Hi everybody,
Investment idea: Flowers Foods (FLO)
Hi everybody,
New position: MTY Food Group
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Adding a beer stock in size
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Staying the course on H&R REIT
I may be tiring some readers with my bullishness on H&R REIT, but I felt compelled to write an update due to a few new known facts.
10 utmost bearish oil signs on X
Hi everybody,
NCP is adding to food stocks
Record low multiples, high free cash flow, big dividends and overplayed narratives
Why I continue to add to H&R REIT
Hi everybody,