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Where's the Bid? A New, More Troubling Era In Canadian Housing

April 10th, 2019

Over the past few weeks, we conducted a survey of more than 250 real estate agents across Canada. Click on the link below to view our presentation which outlines our research on the Canadian housing market at a high level and the critical findings from our...

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CTC: Relying on Those Living on the Edge While Leading with Your Chin Is a Scary Proposition

December 14th, 2018

“One thing I do want to mention though that we learned for the recession as well is you have to remember the nature of our portfolio. Where we are typically a bit of a higher risk more of a near-prime portfolio, it...

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Canadian Housing: Reflexivity Cuts Both Ways, Negative Feedback Loops Have Started to Emerge

March 29th, 2018

We hope you will consider this report for your weekend reading list. Over the past few weeks we surveyed more than 300 real estate agents in Canada. The attached presentation outlines the feedback we received from those agents...

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CTC: We’ve Seen This Story Before and It Doesn’t End Well, Time to Get Short

October 9th, 2017

“We’re focused on growth in e-commerce….I don’t think enough companies worry about obsolescence. We think about it all the time.” Kevan Gorrie, CEO Pure Industrial REIT 2/9/17 (Canada...

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SELL/SHORT

$230

FRPT

SELL/SHORT

$55

BYON

LONG

$70

EXPI

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$4

HUSQ.B

SELL

$50

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SHORT

$18

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SELL/SHORT

$5

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LONG

$75

CM

SELL/SHORT

$50

RY

SELL/SHORT

$50

ARC

LONG

$5.50

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SHORT

$50

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SHORT

$28

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LONG

$65

XOXO

LONG

$37

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PAIR TRADE

$10

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PAIR TRADE

$30

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LONG

$35

ING.PA

SHORT

$35

TRUP

SELL/SHORT

$10

CTC

SHORT

$101

ATGE

SHORT

$15

HCG.TO

SHORT

$0

RON.TO

SHORT

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ESI

SHORT

$0

BGG

PAIR - LONG BGG/SHORT TTC

25%

TTC

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25%

Z

SHORT

$14.00

NA.TO

SHORT

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SHORT

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SHORT

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OPEN

SHORT

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PAIR - LONG KNL/SHORT MLHR

25%

CSGP

SHORT

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GCA

LONG

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SHORT

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PAIR - LONG CSGP/SHORT LOOP

40%

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SHORT

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SIG

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