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Bullboard Post History

by logicandinertia

T.KEG.UN

Operating co in good shape as covid end nears

The business generated stable results in the quarter and importantly...

March 12, 2022

T.EXE

Revera deal sign of things to come ???

This is really interesting.  PSP, public employees pension fund...

March 1, 2022

T.EXE

RE:RE:Conference call highlights

Replacing older beds was already in motion prior to the sale of Retirement...

February 25, 2022

T.EXE

Conference call highlights

Paramed - volumes will have a blip this quarter due to Omicron (workers got...

February 25, 2022

T.EXE

Quarterly Earnings - noisy, but more progress

Call is at 11:30 a.m.    Another noisy quarter, and tricky to...

February 25, 2022

T.KEG.UN

RE:While tech gets cru-ushed...

yup.  seeing it everywhere.  perceived safety with a good yield is...

February 18, 2022

T.KEG.UN

RE:Share price appreciation opportunity

I hope so. Looking back to when the KEG unit price was really performing was...

February 16, 2022

T.KEG.UN

KEG ROYALTIES - an inflation beneficiary

According to StatsCan, from October 2019 to December 2021, the retail price...

February 13, 2022

T.EXE

Globe and Mail article on accelerating deal flow

Timely article below from Andrew Willis in the Globe and Mail on the LTC...

February 9, 2022

T.EXE

The past and the future

After re-reading the annual reports from 2013 to the present, and the...

February 6, 2022

T.EXE

More thoughts on EXE post transaction

The more I read about this one, the more interested I become.  They just...

February 5, 2022

T.EXE

Sale of retirement to sienna JV

Interesting sale of esprit business.  Buyers paying 6 percent cap rate...

February 4, 2022

T.SGR.UN

CEO stepping down

Never great for a share price at all-time highs and weekly RSI at levels not...

January 10, 2022

T.SGR.UN

Distribution increase???

The distribution is an interesting question. The annual increase in...

January 7, 2022

T.SGR.UN

blue sky with new 52 week high

SGR underperformed the CDN REIT index (XRE-TSX) from November 2020 to...

January 6, 2022

T.KEG.UN

RE:Ontario restaurant shutdown

Agreed.  althought the muted market reaction to not only restaurants but...

January 4, 2022

T.SRU.UN

Consolidation of SmartVMC

A bit frustrating that a transaction as pivotal and important as this one has...

December 30, 2021

T.SGR.UN

Strategy and positioning looks positive

US grocery sales remained strong last month, up 7.5% YoY.   SGR...

December 21, 2021

T.SIA

RE:Credit Rating NR

text from DBRS release: "DBRS Limited (DBRS Morningstar) confirmed...

October 7, 2021

T.SIA

New legislation relatively benign

included the link to the new legislation, which does not appear punitive for...

October 7, 2021

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